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SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 40.24%
This Fund
S&P 500
This Quarter Est. Return
-3.27%
1 Year Est. Return
+40.24%
3 Year Est. Return
+82.87%
5 Year Est. Return
+77.64%
10 Year Est. Return
+275.61%
AUM
$650M
AUM Growth
-$62.2M
Cap. Flow
-$88.6M
Cap. Flow %
-13.63%
Top 10 Hldgs %
14.59%
Holding
319
New
37
Increased
93
Reduced
84
Closed
37

Top Buys

Rank Stock Value
1
DDOG icon
Datadog
DDOG
+$7.72M
2
HUBS icon
HubSpot
HUBS
+$6.55M
3
KVYO icon
Klaviyo
KVYO
+$6.46M
4
DT icon
Dynatrace
DT
+$6.41M
5
PATH icon
UiPath
PATH
+$5.01M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$72.2M
2
GAMB icon
Gambling.com
GAMB
+$12.3M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.58M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

Rank Sector Weight
1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTTR icon
76
Select Water Solutions
WTTR
$2.54B
$3.49M 0.54%
331,912
-13,766
-4% -$167K
UNP icon
77
Union Pacific
UNP
$176B
$3.46M 0.53%
14,641
-1,679
-10% -$404K
VLO icon
78
Valero Energy
VLO
$93B
$3.45M 0.53%
26,115
-1,114
-4% -$148K
QCOM icon
79
Qualcomm
QCOM
$180B
$3.42M 0.53%
22,295
-6,069
-21% -$989K
FANG icon
80
Diamondback Energy
FANG
$55B
$3.41M 0.53%
21,345
-1,164
-5% -$188K
BILL icon
81
BILL Holdings
BILL
$4.5B
$3.35M 0.52%
73,102
-959
-1% -$64.5K
OWL icon
82
Blue Owl Capital
OWL
$6.32B
$3.34M 0.51%
166,692
-9,620
-5% -$216K
SF
83
Stifel
SF
$11.9B
$3.31M 0.51%
52,619
-2,848
-5% -$201K
WFRD icon
84
Weatherford International
WFRD
$5.61B
$3.17M 0.49%
59,149
+20,266
+52% +$1.29M
SPSC icon
85
SPS Commerce
SPSC
$2.41B
$3.15M 0.49%
+23,753
New +$3.73M
P
86
Everpure Inc
P
$23.2B
$3.12M 0.48%
70,570
+649
+0.9% +$39.1K
IBKR icon
87
Interactive Brokers
IBKR
$40.8B
$3.12M 0.48%
75,436
-14,456
-16% -$716K
SCI icon
88
Service Corp International
SCI
$10.8B
$3.04M 0.47%
37,930
-2,168
-5% -$171K
PUMP icon
89
ProPetro Holding
PUMP
$1.58B
$2.98M 0.46%
404,770
-53,655
-12% -$466K
RAMP icon
90
LiveRamp
RAMP
$2.3B
$2.93M 0.45%
112,273
+34,100
+44% +$1.04M
MTRX icon
91
Matrix Service
MTRX
$341M
$2.92M 0.45%
235,308
-80,940
-26% -$1.08M
PTEN icon
92
Patterson-UTI
PTEN
$3.83B
$2.89M 0.44%
351,781
+31,671
+10% +$266K
JPM icon
93
JPMorgan Chase
JPM
$901B
$2.88M 0.44%
11,744
+198
+2% +$50.5K
HLIT icon
94
Harmonic Inc
HLIT
$1.31B
$2.88M 0.44%
300,196
-22,157
-7% -$244K
UPS icon
95
United Parcel Service
UPS
$96.2B
$2.86M 0.44%
26,029
+3,149
+14% +$377K
AOS icon
96
A.O. Smith
AOS
$8.12B
$2.81M 0.43%
42,989
-2,052
-5% -$139K
SNX icon
97
TD Synnex
SNX
$19.1B
$2.77M 0.43%
26,604
-843
-3% -$113K
PLD icon
98
Prologis
PLD
$138B
$2.74M 0.42%
24,514
+957
+4% +$111K
UUUU icon
99
Energy Fuels
UUUU
$2.93B
$2.62M 0.4%
702,960
+12,914
+2% +$61.9K
AVGO icon
100
Broadcom
AVGO
$1.8T
$2.59M 0.4%
15,479
+1,330
+9% +$281K
2 3
4
5 6

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VFG
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KCP
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AR
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CICI
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TFM
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UAG
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PS
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Stanley-Laman Group's Q1 2025 Portfolio in Review

As of Q1 2025, Stanley-Laman Group held 319 positions worth $650M, down 8.7% from $712M the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Stanley-Laman Group withdrew a net $88.6M in Q1 2025, closing 37 positions and reducing 84 holdings. Its most notable exit was Paylocity, an estimated $5.78M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Datadog worth $6.07M.

  • Stanley-Laman Group's largest Q1 2025 buy was Datadog: 61,207 shares worth $6.07M.
  • Stanley-Laman Group added most to HubSpot in Q1 2025, an estimated $6.55M increase.
  • Stanley-Laman Group's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $72.2M.
  • Stanley-Laman Group fully exited Paylocity in Q1 2025, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 15% of its $650M portfolio in Q1 2025.
  • Stanley-Laman Group opened 37 new positions and closed 37 in Q1 2025.
  • Stanley-Laman Group's portfolio value fell 8.7% quarter-over-quarter to $650M.

Based on Stanley-Laman Group's 13F filing for Q1 2025, filed 16 Apr 2025.