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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
+8.64%
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
$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

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

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

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
IONS icon
101
Ionis Pharmaceuticals
IONS
$8.99B
$2.95M 0.36%
39,306
+2,794
+8% +$221K
ADP icon
102
Automatic Data Processing
ADP
$102B
$2.78M 0.34%
13,682
+355
+3% +$81.4K
CORT icon
103
Corcept Therapeutics
CORT
$9.72B
$2.77M 0.34%
68,625
+35,314
+106% +$1.32M
AOS icon
104
A.O. Smith
AOS
$8.11B
$2.71M 0.33%
41,142
+1,431
+4% +$103K
TGT icon
105
Target
TGT
$63.4B
$2.67M 0.33%
22,005
+994
+5% +$112K
EZRA
106
Reliance Global Group
EZRA
$1.87M
$2.67M 0.33%
219
+27
+14% +$310
TXT icon
107
Textron
TXT
$15.9B
$2.51M 0.31%
28,664
+798
+3% +$74.5K
DLR icon
108
Digital Realty Trust
DLR
$64.3B
$2.37M 0.29%
13,134
– –
RPRX icon
109
Royalty Pharma
RPRX
$25.8B
$2.36M 0.29%
+49,286
New +$2.16M
JPM icon
110
JPMorgan Chase
JPM
$907B
$2.32M 0.28%
7,870
+320
+4% +$97.1K
RCL icon
111
Royal Caribbean
RCL
$77B
$2.25M 0.28%
8,189
+449
+6% +$134K
GEV icon
112
GE Vernova
GEV
$284B
$2.17M 0.27%
2,484
+951
+62% +$742K
EXE
113
Expand Energy Corp
EXE
$21.1B
$2.1M 0.26%
19,142
+1,416
+8% +$151K
HBAN icon
114
Huntington Bancshares
HBAN
$37B
$2.03M 0.25%
129,559
+9,749
+8% +$167K
APH icon
115
Amphenol
APH
$186B
$1.91M 0.23%
15,102
+1,422
+10% +$200K
O icon
116
Realty Income
O
$61.3B
$1.79M 0.22%
29,303
– –
BABA icon
117
Alibaba
BABA
$276B
$1.63M 0.2%
13,000
-1,500
-10% -$225K
GLW icon
118
Corning
GLW
$133B
$1.57M 0.19%
11,529
– –
CRNT icon
119
Ceragon Networks
CRNT
$197M
$1.49M 0.18%
+691,854
New +$1.57M
DVN icon
120
Devon Energy
DVN
$50.6B
$1.44M 0.18%
28,651
+2,505
+10% +$107K
DAL icon
121
Delta Air Lines
DAL
$55.4B
$1.39M 0.17%
20,942
– –
PANW icon
122
Palo Alto Networks
PANW
$292B
$1.39M 0.17%
8,663
-36,602
-81% -$6.15M
MELI icon
123
Mercado Libre
MELI
$92B
$1.38M 0.17%
800
-100
-11% -$193K
VEA icon
124
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.3M 0.16%
20,351
+8,410
+70% +$555K
WRD
125
WeRide Inc
WRD
$1.97B
$1.25M 0.15%
154,281
-2,700
-2% -$20.9K
3 4
5
6 7

Similar funds

VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
KCP
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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 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.