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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
+4.93%
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
$787M
AUM Growth
+$85.1M
Cap. Flow
+$60.4M
Cap. Flow %
7.67%
Top 10 Hldgs %
18.87%
Holding
316
New
65
Increased
114
Reduced
51
Closed
11

Top Buys

Rank Stock Value
1
CFG icon
Citizens Financial Group
CFG
+$3.94M
2
OLN icon
Olin
OLN
+$3.85M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.48M
4
RRC icon
Range Resources
RRC
+$3.05M
5
RTX icon
RTX Corp
RTX
+$2.91M

Top Sells

Rank Stock Value
1
AL
Air Lease Corp
AL
+$3.36M
2
UUUU icon
Energy Fuels
UUUU
+$2M
3
TTI icon
TETRA Technologies
TTI
+$2M
4
HCSG icon
Healthcare Services Group
HCSG
+$1.5M
5
CCJ icon
Cameco
CCJ
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 29.57%
2 Industrials 13.26%
3 Healthcare 8.89%
4 Energy 7.82%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KNX icon
76
Knight Transportation
KNX
$12.4B
$3.55M 0.45%
67,959
+2,224
+3% +$104K
VLO icon
77
Valero Energy
VLO
$92.5B
$3.54M 0.45%
21,715
-1,329
-6% -$225K
LMT icon
78
Lockheed Martin
LMT
$118B
$3.52M 0.45%
7,279
+273
+4% +$131K
AON icon
79
Aon
AON
$77.8B
$3.52M 0.45%
9,969
+369
+4% +$129K
SNX icon
80
TD Synnex
SNX
$19.5B
$3.51M 0.45%
23,390
+739
+3% +$113K
CVX icon
81
Chevron
CVX
$373B
$3.47M 0.44%
22,785
+854
+4% +$130K
ADP icon
82
Automatic Data Processing
ADP
$101B
$3.43M 0.44%
13,327
+531
+4% +$141K
MRVL icon
83
Marvell Technology
MRVL
$174B
$3.41M 0.43%
40,086
-10,129
-20% -$887K
HON icon
84
Honeywell
HON
$71.1B
$3.37M 0.43%
17,255
-412
-2% -$80.6K
AXSM icon
85
Axsome Therapeutics
AXSM
$11.9B
$3.27M 0.42%
17,918
+417
+2% +$58.2K
CPRX
86
DELISTED
Catalyst Pharmaceutical
CPRX
$3.25M 0.41%
139,392
-3,292
-2% -$73.3K
P
87
Everpure Inc
P
$23.2B
$3.24M 0.41%
48,400
-4,277
-8% -$357K
UNP icon
88
Union Pacific
UNP
$179B
$3.13M 0.4%
13,551
+564
+4% +$129K
PTEN icon
89
Patterson-UTI
PTEN
$3.8B
$3.05M 0.39%
498,915
+72,633
+17% +$434K
FLR icon
90
Fluor
FLR
$6.87B
$3.03M 0.39%
76,558
+5,904
+8% +$261K
ZETA icon
91
Zeta Global
ZETA
$5.35B
$2.97M 0.38%
145,916
+3,301
+2% +$61.7K
FANG icon
92
Diamondback Energy
FANG
$54.6B
$2.96M 0.38%
19,681
+658
+3% +$97.1K
GDDY icon
93
GoDaddy
GDDY
$12.4B
$2.95M 0.38%
23,806
-3,306
-12% -$428K
RRC icon
94
Range Resources
RRC
$8.63B
$2.89M 0.37%
+81,958
New +$3.05M
IONS icon
95
Ionis Pharmaceuticals
IONS
$8.94B
$2.89M 0.37%
36,512
+738
+2% +$55.6K
PLD icon
96
Prologis
PLD
$138B
$2.85M 0.36%
22,332
+872
+4% +$109K
NTNX icon
97
Nutanix
NTNX
$14.7B
$2.84M 0.36%
55,002
-3,077
-5% -$188K
UPS icon
98
United Parcel Service
UPS
$97.5B
$2.79M 0.35%
28,131
+689
+3% +$64.4K
SCI icon
99
Service Corp International
SCI
$10.9B
$2.74M 0.35%
35,182
+1,377
+4% +$110K
AOS icon
100
A.O. Smith
AOS
$8.06B
$2.66M 0.34%
39,711
+1,408
+4% +$95.1K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Stanley-Laman Group held 316 positions worth $787M, up 12% from $702M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group deployed $60.4M of net new capital in Q4 2025, opening 65 new positions and adding to 114 existing holdings. Its largest new stake was Citizens Financial Group: 73,314 shares worth $4.28M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Air Lease Corp, an estimated $3.36M trimmed.

  • Stanley-Laman Group's largest Q4 2025 buy was Citizens Financial Group: 73,314 shares worth $4.28M.
  • Stanley-Laman Group added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.48M increase.
  • Stanley-Laman Group's biggest Q4 2025 reduction was Air Lease Corp, cutting an estimated $3.36M.
  • Stanley-Laman Group fully exited Lincoln Educational Services in Q4 2025, selling an estimated $495K.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $787M portfolio in Q4 2025.
  • Stanley-Laman Group opened 65 new positions and closed 11 in Q4 2025.
  • Stanley-Laman Group's portfolio value rose 12% quarter-over-quarter to $787M.

Based on Stanley-Laman Group's 13F filing for Q4 2025, filed 23 Jan 2026.