We are live on ! Find out more
SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 40.24%
This Fund
S&P 500
This Quarter Est. Return
+11.33%
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
$702M
AUM Growth
+$28.5M
Cap. Flow
-$12M
Cap. Flow %
-1.71%
Top 10 Hldgs %
18.64%
Holding
332
New
49
Increased
39
Reduced
94
Closed
81

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$8.22M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.15M
3
AMZN icon
Amazon
AMZN
+$8.05M
4
ANET icon
Arista Networks
ANET
+$7.87M
5
MPWR icon
Monolithic Power Systems
MPWR
+$7.49M

Top Sells

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$7.4M
2
DDOG icon
Datadog
DDOG
+$7.37M
3
AMBA icon
Ambarella
AMBA
+$7.34M
4
MDB icon
MongoDB
MDB
+$6.79M
5
RMBS icon
Rambus
RMBS
+$6.61M

Sector Composition

Rank Sector Weight
1 Technology 31.32%
2 Industrials 13.02%
3 Healthcare 7.84%
4 Energy 7.44%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
76
Lockheed Martin
LMT
$117B
$3.5M 0.5%
7,006
-664
-9% -$301K
AON icon
77
Aon
AON
$78.4B
$3.42M 0.49%
9,600
-1,303
-12% -$471K
HCSG icon
78
Healthcare Services Group
HCSG
$1.74B
$3.41M 0.49%
202,557
-70,232
-26% -$1.05M
CVX icon
79
Chevron
CVX
$373B
$3.41M 0.49%
21,931
-713
-3% -$110K
ALB icon
80
Albemarle
ALB
$14.2B
$3.39M 0.48%
+41,850
New +$3.23M
AMGN icon
81
Amgen
AMGN
$198B
$3.31M 0.47%
11,741
-493
-4% -$143K
COHU icon
82
Cohu
COHU
$2.41B
$3.11M 0.44%
+152,943
New +$3.08M
UNP icon
83
Union Pacific
UNP
$179B
$3.07M 0.44%
12,987
-413
-3% -$93.1K
FLR icon
84
Fluor
FLR
$6.85B
$2.97M 0.42%
70,654
-19,042
-21% -$876K
SLI
85
Standard Lithium
SLI
$551M
$2.91M 0.41%
+863,238
New +$2.41M
LLY icon
86
Eli Lilly
LLY
$1.05T
$2.9M 0.41%
3,800
-169
-4% -$126K
KEX icon
87
Kirby Corp
KEX
$7.71B
$2.84M 0.4%
34,001
-240
-0.7% -$24.1K
ZETA icon
88
Zeta Global
ZETA
$5.4B
$2.83M 0.4%
+142,615
New +$2.56M
SCI icon
89
Service Corp International
SCI
$10.9B
$2.81M 0.4%
33,805
-983
-3% -$78.4K
AOS icon
90
A.O. Smith
AOS
$8.11B
$2.81M 0.4%
38,303
-1,136
-3% -$81.1K
CPRX
91
DELISTED
Catalyst Pharmaceutical
CPRX
$2.81M 0.4%
142,684
-1,335
-0.9% -$27.5K
MTRX icon
92
Matrix Service
MTRX
$342M
$2.76M 0.39%
211,280
-7,333
-3% -$104K
FANG icon
93
Diamondback Energy
FANG
$55B
$2.72M 0.39%
19,023
-545
-3% -$77.6K
AR icon
94
Antero Resources
AR
$10.4B
$2.65M 0.38%
+78,998
New +$2.63M
KNX icon
95
Knight Transportation
KNX
$12.5B
$2.6M 0.37%
65,735
-1,490
-2% -$64.5K
OWL icon
96
Blue Owl Capital
OWL
$6.43B
$2.54M 0.36%
150,111
-4,340
-3% -$82.5K
PLD icon
97
Prologis
PLD
$140B
$2.46M 0.35%
21,460
-835
-4% -$91.8K
JPM icon
98
JPMorgan Chase
JPM
$907B
$2.35M 0.33%
7,435
+239
+3% +$71.1K
IONS icon
99
Ionis Pharmaceuticals
IONS
$8.99B
$2.34M 0.33%
+35,774
New +$1.75M
UPS icon
100
United Parcel Service
UPS
$100B
$2.29M 0.33%
27,442
+3,760
+16% +$341K
2 3
4
5 6

Similar funds

VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Stanley-Laman Group's Q3 2025 Portfolio in Review

As of Q3 2025, Stanley-Laman Group held 332 positions worth $702M, up 4.2% from $673M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group's Q3 2025 filing shows 49 new, 39 increased, 94 reduced and 81 closed positions. Its largest new stake was Arista Networks: 61,078 shares worth $8.9M. The largest sale was Freshworks, an estimated $7.4M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Industrials and Healthcare.

  • Stanley-Laman Group's largest Q3 2025 buy was Arista Networks: 61,078 shares worth $8.9M.
  • Stanley-Laman Group added most to Meta Platforms (Facebook) in Q3 2025, an estimated $8.22M increase.
  • Stanley-Laman Group's biggest Q3 2025 reduction was Energy Fuels, cutting an estimated $2.86M.
  • Stanley-Laman Group fully exited Freshworks in Q3 2025, selling an estimated $7.4M.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $702M portfolio in Q3 2025.
  • Stanley-Laman Group opened 49 new positions and closed 81 in Q3 2025.
  • Stanley-Laman Group's portfolio value rose 4.2% quarter-over-quarter to $702M.

Based on Stanley-Laman Group's 13F filing for Q3 2025, filed 22 Oct 2025.