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SLG

Stanley-Laman Group Portfolio holdings

AUM $984M
1-Year Est. Return 72.08%
This Fund
S&P 500
This Quarter Est. Return
+8.64%
1 Year Est. Return
+72.08%
3 Year Est. Return
+124.02%
5 Year Est. Return
+117.81%
10 Year Est. Return
+397.76%
AUM
$814M
AUM Growth
+$27.5M
Cap. Flow
+$8.89M
Cap. Flow %
1.09%
Top 10 Hldgs %
17.48%
Holding
337
New
32
Increased
138
Reduced
47
Closed
43

Top Buys

Rank Stock Value
1
MU icon
Micron Technology
MU
+$6.22M
2
AMAT icon
Applied Materials
AMAT
+$6.07M
3
ADI icon
Analog Devices
ADI
+$6.01M
4
VRT icon
Vertiv
VRT
+$5.77M
5
HPE icon
Hewlett Packard
HPE
+$5.58M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$6.2M
2
PANW icon
Palo Alto Networks
PANW
+$6.15M
3
ORCL icon
Oracle
ORCL
+$5.78M
4
SNPS icon
Synopsys
SNPS
+$5.48M
5
CDNS icon
Cadence Design Systems
CDNS
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 26.57%
2 Industrials 14.85%
3 Energy 10.79%
4 Healthcare 8.83%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
51
McKesson
MCK
$99.9B
$5.31M 0.65%
6,132
+133
+2% +$119K
WTTR icon
52
Select Water Solutions
WTTR
$2.63B
$5.3M 0.65%
346,493
-36,009
-9% -$471K
CVS icon
53
CVS Health
CVS
$121B
$5.2M 0.64%
72,421
+1,981
+3% +$153K
ADM icon
54
Archer Daniels Midland
ADM
$38.6B
$5.14M 0.63%
70,765
+1,634
+2% +$110K
CAE icon
55
CAE Inc. Common Shares
CAE
$8.47B
$5.14M 0.63%
197,404
+2,780
+1% +$84.2K
COST icon
56
Costco
COST
$427B
$5.11M 0.63%
5,127
+185
+4% +$180K
OSIS icon
57
OSI Systems
OSIS
$3.77B
$4.99M 0.61%
18,796
-330
-2% -$91.2K
CVX icon
58
Chevron
CVX
$388B
$4.95M 0.61%
23,920
+1,135
+5% +$207K
KEX icon
59
Kirby Corp
KEX
$7.26B
$4.9M 0.6%
36,898
+687
+2% +$87K
AZN icon
60
AstraZeneca
AZN
$244B
$4.74M 0.58%
24,050
-1,006
-4% -$194K
CFG icon
61
Citizens Financial Group
CFG
$31.2B
$4.73M 0.58%
78,935
+5,621
+8% +$345K
WM icon
62
Waste Management
WM
$89.6B
$4.68M 0.57%
20,358
+772
+4% +$177K
TJX icon
63
TJX Companies
TJX
$170B
$4.67M 0.57%
29,257
+738
+3% +$115K
HIG icon
64
Hartford Financial Services
HIG
$37.8B
$4.63M 0.57%
34,237
+679
+2% +$92.7K
LYB icon
65
LyondellBasell Industries
LYB
$20.2B
$4.6M 0.56%
57,101
+3,678
+7% +$218K
LMT icon
66
Lockheed Martin
LMT
$138B
$4.52M 0.55%
7,478
+199
+3% +$123K
AMGN icon
67
Amgen
AMGN
$226B
$4.39M 0.54%
12,465
+269
+2% +$95.9K
IBKR icon
68
Interactive Brokers
IBKR
$41.4B
$4.29M 0.53%
64,020
+1,393
+2% +$99.4K
FNB icon
69
FNB Corp
FNB
$6.88B
$4.29M 0.53%
256,334
+17,516
+7% +$303K
COR icon
70
Cencora
COR
$59.2B
$4.19M 0.51%
13,336
+45
+0.3% +$15.7K
NDAQ icon
71
Nasdaq
NDAQ
$54.6B
$4.18M 0.51%
49,247
+43,265
+723% +$3.88M
SNA icon
72
Snap-on
SNA
$20.9B
$4.17M 0.51%
11,475
+309
+3% +$114K
SNX icon
73
TD Synnex
SNX
$20.4B
$4.13M 0.51%
24,459
+1,069
+5% +$168K
GXO icon
74
GXO Logistics
GXO
$5.56B
$4.12M 0.51%
79,399
+630
+0.8% +$36.1K
FANG icon
75
Diamondback Energy
FANG
$55.9B
$4.06M 0.5%
20,537
+856
+4% +$145K
1 2
3
4 5

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LMC
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FCM
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KIA
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SMM
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TCCM
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Stanley-Laman Group's Q1 2026 Portfolio in Review

As of Q1 2026, Stanley-Laman Group held 337 positions worth $814M, up 3.5% from $787M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Stanley-Laman Group's Q1 2026 filing shows 32 new, 138 increased, 47 reduced and 43 closed positions. Its largest new stake was Micron Technology: 15,881 shares worth $5.37M. The largest sale was Microsoft, an estimated $6.2M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 30% a quarter earlier, followed by Industrials and Energy.

  • Stanley-Laman Group's largest Q1 2026 buy was Micron Technology: 15,881 shares worth $5.37M.
  • Stanley-Laman Group added most to Applied Materials in Q1 2026, an estimated $6.07M increase.
  • Stanley-Laman Group's biggest Q1 2026 reduction was Microsoft, cutting an estimated $6.2M.
  • Stanley-Laman Group fully exited Oracle in Q1 2026, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 17% of its $814M portfolio in Q1 2026.
  • Stanley-Laman Group opened 32 new positions and closed 43 in Q1 2026.
  • Stanley-Laman Group's portfolio value rose 3.5% quarter-over-quarter to $814M.

Based on Stanley-Laman Group's 13F filing for Q1 2026, filed 16 Apr 2026.