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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
+10.51%
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
$673M
AUM Growth
+$23.4M
Cap. Flow
-$43.5M
Cap. Flow %
-6.46%
Top 10 Hldgs %
13.47%
Holding
310
New
28
Increased
60
Reduced
115
Closed
27

Top Buys

Rank Stock Value
1
AMBA icon
Ambarella
AMBA
+$5.89M
2
TENB icon
Tenable Holdings
TENB
+$5.82M
3
ONTO icon
Onto Innovation
ONTO
+$5.76M
4
APPF icon
AppFolio
APPF
+$5.58M
5
RMBS icon
Rambus
RMBS
+$5.54M

Top Sells

Rank Stock Value
1
ZS icon
Zscaler
ZS
+$8.25M
2
PATH icon
UiPath
PATH
+$7.25M
3
CXM icon
Sprinklr
CXM
+$5.76M
4
SNOW icon
Snowflake
SNOW
+$5.62M
5
OKTA icon
Okta
OKTA
+$5.6M

Sector Composition

Rank Sector Weight
1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZN icon
76
AstraZeneca
AZN
$262B
$3.56M 0.53%
25,502
-3,923
-13% -$550K
LMT icon
77
Lockheed Martin
LMT
$117B
$3.55M 0.53%
7,670
-542
-7% -$254K
SYY icon
78
Sysco
SYY
$39.1B
$3.47M 0.52%
45,852
-607
-1% -$44.1K
TJX icon
79
TJX Companies
TJX
$171B
$3.47M 0.52%
28,087
-7,306
-21% -$927K
SNX icon
80
TD Synnex
SNX
$19.4B
$3.46M 0.51%
25,529
-1,075
-4% -$126K
FNB icon
81
FNB Corp
FNB
$6.82B
$3.44M 0.51%
+235,932
New +$3.19M
SNA icon
82
Snap-on
SNA
$21.3B
$3.44M 0.51%
11,054
-1,016
-8% -$323K
AMGN icon
83
Amgen
AMGN
$198B
$3.42M 0.51%
12,234
-981
-7% -$278K
SF
84
Stifel
SF
$11.8B
$3.4M 0.51%
49,175
-3,444
-7% -$212K
WTTR icon
85
Select Water Solutions
WTTR
$2.53B
$3.27M 0.49%
378,774
+46,862
+14% +$404K
CVX icon
86
Chevron
CVX
$373B
$3.24M 0.48%
22,644
-2,072
-8% -$292K
ELV icon
87
Elevance Health
ELV
$80.9B
$3.23M 0.48%
8,302
-653
-7% -$263K
VLO icon
88
Valero Energy
VLO
$91.9B
$3.22M 0.48%
23,940
-2,175
-8% -$271K
NXE icon
89
NexGen Energy
NXE
$5.82B
$3.13M 0.46%
451,054
-42,000
-9% -$237K
CPRX
90
DELISTED
Catalyst Pharmaceutical
CPRX
$3.13M 0.46%
144,019
-409
-0.3% -$9.65K
LLY icon
91
Eli Lilly
LLY
$1.05T
$3.09M 0.46%
3,969
-1,493
-27% -$1.16M
UNP icon
92
Union Pacific
UNP
$179B
$3.08M 0.46%
13,400
-1,241
-8% -$276K
PUMP icon
93
ProPetro Holding
PUMP
$1.59B
$3.03M 0.45%
507,261
+102,491
+25% +$586K
KNX icon
94
Knight Transportation
KNX
$12.5B
$2.97M 0.44%
67,225
+12,214
+22% +$519K
OWL icon
95
Blue Owl Capital
OWL
$6.43B
$2.97M 0.44%
154,451
-12,241
-7% -$226K
MTRX icon
96
Matrix Service
MTRX
$342M
$2.95M 0.44%
218,613
-16,695
-7% -$201K
SCI icon
97
Service Corp International
SCI
$10.9B
$2.83M 0.42%
34,788
-3,142
-8% -$245K
SLB icon
98
SLB Ltd
SLB
$70.3B
$2.81M 0.42%
83,169
-1,051
-1% -$36.5K
FANG icon
99
Diamondback Energy
FANG
$55B
$2.69M 0.4%
19,568
-1,777
-8% -$246K
BURL icon
100
Burlington
BURL
$21.7B
$2.59M 0.38%
+11,117
New +$2.64M
2 3
4
5 6

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Stanley-Laman Group held 310 positions worth $673M, up 3.6% from $650M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Stanley-Laman Group withdrew a net $43.5M in Q2 2025, closing 27 positions and reducing 115 holdings. Its most notable exit was Zscaler, an estimated $8.25M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Ambarella worth $7.34M.

  • Stanley-Laman Group's largest Q2 2025 buy was Ambarella: 111,164 shares worth $7.34M.
  • Stanley-Laman Group added most to Amazon in Q2 2025, an estimated $1.42M increase.
  • Stanley-Laman Group's biggest Q2 2025 reduction was UiPath, cutting an estimated $7.25M.
  • Stanley-Laman Group fully exited Zscaler in Q2 2025, selling an estimated $8.25M.
  • Stanley-Laman Group's ten largest holdings make up 13% of its $673M portfolio in Q2 2025.
  • Stanley-Laman Group opened 28 new positions and closed 27 in Q2 2025.
  • Stanley-Laman Group's portfolio value rose 3.6% quarter-over-quarter to $673M.

Based on Stanley-Laman Group's 13F filing for Q2 2025, filed 29 Jul 2025.