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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
+5.68%
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
$712M
AUM Growth
-$408K
Cap. Flow
-$14.6M
Cap. Flow %
-2.05%
Top 10 Hldgs %
16.46%
Holding
309
New
18
Increased
67
Reduced
121
Closed
27

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.4M
2
MDB icon
MongoDB
MDB
+$9.12M
3
BRKR icon
Bruker
BRKR
+$5.27M
4
CVS icon
CVS Health
CVS
+$4.22M
5
NSSC icon
Napco Security Technologies
NSSC
+$4M

Top Sells

Rank Stock Value
1
EXAS
Exact Sciences
EXAS
+$6.37M
2
NOV icon
NOV
NOV
+$4.06M
3
GAMB icon
Gambling.com
GAMB
+$3.53M
4
MU icon
Micron Technology
MU
+$3.43M
5
VRNT
Verint Systems
VRNT
+$3.37M

Sector Composition

Rank Sector Weight
1 Technology 30.59%
2 Industrials 13.61%
3 Healthcare 8.03%
4 Energy 7.19%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFRD icon
101
Weatherford International
WFRD
$5.79B
$2.79M 0.39%
+38,883
New +$3.19M
JPM icon
102
JPMorgan Chase
JPM
$907B
$2.77M 0.39%
11,546
+136
+1% +$31.7K
TGT icon
103
Target
TGT
$63.4B
$2.69M 0.38%
19,926
-1,747
-8% -$250K
PTEN icon
104
Patterson-UTI
PTEN
$3.8B
$2.64M 0.37%
320,110
+3,288
+1% +$26.4K
FIVN icon
105
FIVE9
FIVN
$1.96B
$2.6M 0.36%
63,863
-14,057
-18% -$507K
AMGN icon
106
Amgen
AMGN
$198B
$2.59M 0.36%
9,953
-1,020
-9% -$303K
GXO icon
107
GXO Logistics
GXO
$6.22B
$2.55M 0.36%
58,589
-15,759
-21% -$868K
DOW icon
108
Dow Inc
DOW
$21.6B
$2.51M 0.35%
62,631
-1,244
-2% -$58K
PLD icon
109
Prologis
PLD
$140B
$2.49M 0.35%
23,557
-1,491
-6% -$171K
NABL icon
110
N-able
NABL
$899M
$2.41M 0.34%
257,995
-66,869
-21% -$749K
RAMP icon
111
LiveRamp
RAMP
$2.3B
$2.37M 0.33%
+78,173
New +$2.19M
LYB icon
112
LyondellBasell Industries
LYB
$19.1B
$2.37M 0.33%
31,953
-3,710
-10% -$312K
PVH icon
113
PVH
PVH
$3.6B
$2.33M 0.33%
+22,033
New +$2.26M
META icon
114
Meta Platforms (Facebook)
META
$1.64T
$1.15M 0.16%
1,964
+133
+7% +$78.1K
NFLX icon
115
Netflix
NFLX
$290B
$990K 0.14%
11,110
+320
+3% +$26.3K
O icon
116
Realty Income
O
$61.3B
$977K 0.14%
18,285
– –
SNPS icon
117
Synopsys
SNPS
$73.6B
$970K 0.14%
1,999
– –
INTU icon
118
Intuit
INTU
$79.6B
$905K 0.13%
1,440
-39
-3% -$24.9K
HUBS icon
119
HubSpot
HUBS
$11.5B
$872K 0.12%
1,252
-66
-5% -$42.4K
PG icon
120
Procter & Gamble
PG
$349B
$772K 0.11%
4,604
+461
+11% +$78.5K
IWF icon
121
iShares Russell 1000 Growth ETF
IWF
$123B
$722K 0.1%
7,188
-3,420
-32% -$336K
KO icon
122
Coca-Cola
KO
$351B
$681K 0.1%
10,945
+1,615
+17% +$105K
BRK.A icon
123
Berkshire Hathaway Class A
BRK.A
$1.06T
$681K 0.1%
100
– –
CSCO icon
124
Cisco
CSCO
$441B
$676K 0.09%
11,417
+1,722
+18% +$98.3K
INFY icon
125
Infosys
INFY
$46.5B
$658K 0.09%
30,000
-30,000
-50% -$671K
3 4
5
6 7

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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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BC
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Stanley-Laman Group's Q4 2024 Portfolio in Review

As of Q4 2024, Stanley-Laman Group held 309 positions worth $712M, down 0.06% from $713M the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Stanley-Laman Group's Q4 2024 filing shows 18 new, 67 increased, 121 reduced and 27 closed positions. Its largest new stake was MongoDB: 32,301 shares worth $7.52M. The largest sale was Exact Sciences, an estimated $6.37M.

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

  • Stanley-Laman Group's largest Q4 2024 buy was MongoDB: 32,301 shares worth $7.52M.
  • Stanley-Laman Group added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $16.4M increase.
  • Stanley-Laman Group's biggest Q4 2024 reduction was Gambling.com, cutting an estimated $3.53M.
  • Stanley-Laman Group fully exited Exact Sciences in Q4 2024, selling an estimated $6.37M.
  • Stanley-Laman Group's ten largest holdings make up 16% of its $712M portfolio in Q4 2024.
  • Stanley-Laman Group opened 18 new positions and closed 27 in Q4 2024.
  • Stanley-Laman Group's portfolio value fell 0.06% quarter-over-quarter to $712M.

Based on Stanley-Laman Group's 13F filing for Q4 2024, filed 29 Jan 2025.