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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
-3.27%
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
$650M
AUM Growth
-$62.2M
Cap. Flow
-$88.6M
Cap. Flow %
-13.63%
Top 10 Hldgs %
14.59%
Holding
319
New
37
Increased
93
Reduced
84
Closed
37

Top Buys

Rank Stock Value
1
DDOG icon
Datadog
DDOG
+$7.72M
2
HUBS icon
HubSpot
HUBS
+$6.55M
3
KVYO icon
Klaviyo
KVYO
+$6.46M
4
DT icon
Dynatrace
DT
+$6.41M
5
PATH icon
UiPath
PATH
+$5.01M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$72.2M
2
GAMB
Gambling.com
GAMB
+$12.3M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.58M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

Rank Sector Weight
1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
101
Marvell Technology
MRVL
$170B
$2.48M 0.38%
40,356
-3,671
-8% -$356K
LYB icon
102
LyondellBasell Industries
LYB
$19B
$2.45M 0.38%
34,755
+2,802
+9% +$211K
KNX icon
103
Knight Transportation
KNX
$11.4B
$2.39M 0.37%
55,011
-1,952
-3% -$101K
DOW icon
104
Dow Inc
DOW
$20.7B
$2.39M 0.37%
68,465
+5,834
+9% +$224K
TGT icon
105
Target
TGT
$63.7B
$2.3M 0.35%
21,996
+2,070
+10% +$259K
NXE icon
106
NexGen Energy
NXE
$6.11B
$2.21M 0.34%
493,054
-11,340
-2% -$67K
IBN icon
107
ICICI Bank
IBN
$107B
$2.21M 0.34%
+70,000
New +$2.03M
GAMB
108
DELISTED
Gambling.com
GAMB
$2.14M 0.33%
169,700
-874,973
-84% -$12.3M
TXT icon
109
Textron
TXT
$16.8B
$2.12M 0.33%
29,407
-10,974
-27% -$821K
RDY icon
110
Dr. Reddy's Laboratories
RDY
$9.86B
$1.85M 0.28%
+140,000
New +$1.93M
META icon
111
Meta Platforms (Facebook)
META
$1.51T
$1.62M 0.25%
2,809
+845
+43% +$545K
INDA icon
112
iShares MSCI India ETF
INDA
$6.76B
$1.54M 0.24%
+30,000
New +$1.51M
ASML icon
113
ASML
ASML
$636B
$1.21M 0.19%
5,056
+694
+16% +$505K
NFLX icon
114
Netflix
NFLX
$294B
$1.13M 0.17%
12,120
+1,010
+9% +$96.1K
O icon
115
Realty Income
O
$61.4B
$1.06M 0.16%
18,285
– –
SNPS icon
116
Synopsys
SNPS
$74.5B
$857K 0.13%
1,999
– –
SPGI icon
117
S&P Global
SPGI
$130B
$829K 0.13%
1,632
+1,061
+186% +$542K
BRK.A icon
118
Berkshire Hathaway Class A
BRK.A
$1.07T
$798K 0.12%
1
-99
-99% -$72.2M
EDV icon
119
Vanguard World Funds Extended Duration ETF
EDV
$3.33B
$741K 0.11%
+10,420
New +$721K
AXP icon
120
American Express
AXP
$229B
$680K 0.1%
2,526
+470
+23% +$139K
KO icon
121
Coca-Cola
KO
$361B
$676K 0.1%
9,438
-1,507
-14% -$101K
PG icon
122
Procter & Gamble
PG
$347B
$656K 0.1%
3,848
-756
-16% -$127K
IWF icon
123
iShares Russell 1000 Growth ETF
IWF
$120B
$649K 0.1%
7,188
– –
IJH icon
124
iShares Core S&P Mid-Cap ETF
IJH
$123B
$647K 0.1%
11,092
+1,381
+14% +$85.8K
NDAQ icon
125
Nasdaq
NDAQ
$52.4B
$643K 0.1%
8,478
+3,327
+65% +$262K
3 4
5
6 7

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
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
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $810M AUM 30.2% 1-Year Est. Return
BBI
Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return

Stanley-Laman Group's Q1 2025 Portfolio in Review

As of Q1 2025, Stanley-Laman Group held 319 positions worth $650M, down 8.7% from $712M the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Stanley-Laman Group withdrew a net $88.6M in Q1 2025, closing 37 positions and reducing 84 holdings. Its most notable exit was Paylocity, an estimated $5.78M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Datadog worth $6.07M.

  • Stanley-Laman Group's largest Q1 2025 buy was Datadog: 61,207 shares worth $6.07M.
  • Stanley-Laman Group added most to HubSpot in Q1 2025, an estimated $6.55M increase.
  • Stanley-Laman Group's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $72.2M.
  • Stanley-Laman Group fully exited Paylocity in Q1 2025, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 15% of its $650M portfolio in Q1 2025.
  • Stanley-Laman Group opened 37 new positions and closed 37 in Q1 2025.
  • Stanley-Laman Group's portfolio value fell 8.7% quarter-over-quarter to $650M.

Based on Stanley-Laman Group's 13F filing for Q1 2025, filed 16 Apr 2025.