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
+10.51%
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
$673M
AUM Growth
+$23.4M
Cap. Flow
-$43.5M
Cap. Flow %
-6.46%
Top 10 Hldgs %
13.47%
Holding
310
New
28
Increased
60
Reduced
115
Closed
27

Top Buys

Rank Stock Value
1
AMBA icon
Ambarella
AMBA
+$5.89M
2
TENB icon
Tenable Holdings
TENB
+$5.82M
3
ONTO icon
Onto Innovation
ONTO
+$5.76M
4
APPF icon
AppFolio
APPF
+$5.58M
5
RMBS icon
Rambus
RMBS
+$5.54M

Top Sells

Rank Stock Value
1
ZS icon
Zscaler
ZS
+$8.25M
2
PATH icon
UiPath
PATH
+$7.25M
3
CXM icon
Sprinklr
CXM
+$5.76M
4
SNOW icon
Snowflake
SNOW
+$5.62M
5
OKTA icon
Okta
OKTA
+$5.6M

Sector Composition

Rank Sector Weight
1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOS icon
101
A.O. Smith
AOS
$8.11B
$2.59M 0.38%
39,439
-3,550
-8% -$232K
UPS icon
102
United Parcel Service
UPS
$100B
$2.39M 0.36%
23,682
-2,347
-9% -$231K
IBN icon
103
ICICI Bank
IBN
$107B
$2.35M 0.35%
70,000
– –
PLD icon
104
Prologis
PLD
$140B
$2.34M 0.35%
22,295
-2,219
-9% -$233K
TXT icon
105
Textron
TXT
$15.9B
$2.14M 0.32%
26,688
-2,719
-9% -$197K
JPM icon
106
JPMorgan Chase
JPM
$907B
$2.09M 0.31%
7,196
-4,548
-39% -$1.16M
TGT icon
107
Target
TGT
$63.4B
$2.02M 0.3%
20,524
-1,472
-7% -$141K
PTEN icon
108
Patterson-UTI
PTEN
$3.8B
$2.02M 0.3%
341,178
-10,603
-3% -$63.8K
HBAN icon
109
Huntington Bancshares
HBAN
$37B
$2M 0.3%
+119,605
New +$1.8M
LYB icon
110
LyondellBasell Industries
LYB
$19.1B
$1.84M 0.27%
31,774
-2,981
-9% -$174K
PATH icon
111
UiPath
PATH
$6.3B
$1.7M 0.25%
132,910
-604,050
-82% -$7.25M
O icon
112
Realty Income
O
$61.3B
$1.69M 0.25%
29,303
+11,018
+60% +$623K
INDA icon
113
iShares MSCI India ETF
INDA
$6.83B
$1.67M 0.25%
30,000
– –
NFLX icon
114
Netflix
NFLX
$290B
$1.42M 0.21%
10,620
-1,500
-12% -$170K
META icon
115
Meta Platforms (Facebook)
META
$1.64T
$1.41M 0.21%
1,907
-902
-32% -$557K
ASML icon
116
ASML
ASML
$671B
$1.19M 0.18%
4,849
-207
-4% -$149K
SNPS icon
117
Synopsys
SNPS
$73.6B
$1.03M 0.15%
2,003
+4
+0.2% +$1.86K
MMYT icon
118
MakeMyTrip
MMYT
$5.18B
$980K 0.15%
+10,000
New +$1.01M
NDAQ icon
119
Nasdaq
NDAQ
$51.8B
$778K 0.12%
8,706
+228
+3% +$18.2K
SPGI icon
120
S&P Global
SPGI
$133B
$772K 0.11%
1,464
-168
-10% -$83.8K
IWF icon
121
iShares Russell 1000 Growth ETF
IWF
$123B
$763K 0.11%
7,188
– –
BRK.A icon
122
Berkshire Hathaway Class A
BRK.A
$1.06T
$729K 0.11%
1
– –
IJH icon
123
iShares Core S&P Mid-Cap ETF
IJH
$122B
$726K 0.11%
11,711
+619
+6% +$36.3K
AXP icon
124
American Express
AXP
$242B
$649K 0.1%
2,035
-491
-19% -$138K
VEA icon
125
Vanguard FTSE Developed Markets ETF
VEA
$226B
$643K 0.1%
11,286
+472
+4% +$25.3K
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
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 Q2 2025 Portfolio in Review

As of Q2 2025, Stanley-Laman Group held 310 positions worth $673M, up 3.6% from $650M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Stanley-Laman Group withdrew a net $43.5M in Q2 2025, closing 27 positions and reducing 115 holdings. Its most notable exit was Zscaler, an estimated $8.25M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Ambarella worth $7.34M.

  • Stanley-Laman Group's largest Q2 2025 buy was Ambarella: 111,164 shares worth $7.34M.
  • Stanley-Laman Group added most to Amazon in Q2 2025, an estimated $1.42M increase.
  • Stanley-Laman Group's biggest Q2 2025 reduction was UiPath, cutting an estimated $7.25M.
  • Stanley-Laman Group fully exited Zscaler in Q2 2025, selling an estimated $8.25M.
  • Stanley-Laman Group's ten largest holdings make up 13% of its $673M portfolio in Q2 2025.
  • Stanley-Laman Group opened 28 new positions and closed 27 in Q2 2025.
  • Stanley-Laman Group's portfolio value rose 3.6% quarter-over-quarter to $673M.

Based on Stanley-Laman Group's 13F filing for Q2 2025, filed 29 Jul 2025.