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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
+11.33%
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
$702M
AUM Growth
+$28.5M
Cap. Flow
-$12M
Cap. Flow %
-1.71%
Top 10 Hldgs %
18.64%
Holding
332
New
49
Increased
39
Reduced
94
Closed
81

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$8.22M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.15M
3
AMZN icon
Amazon
AMZN
+$8.05M
4
ANET icon
Arista Networks
ANET
+$7.87M
5
MPWR icon
Monolithic Power Systems
MPWR
+$7.49M

Top Sells

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$7.4M
2
DDOG icon
Datadog
DDOG
+$7.37M
3
AMBA icon
Ambarella
AMBA
+$7.34M
4
MDB icon
MongoDB
MDB
+$6.79M
5
RMBS icon
Rambus
RMBS
+$6.61M

Sector Composition

Rank Sector Weight
1 Technology 31.32%
2 Industrials 13.02%
3 Healthcare 7.84%
4 Energy 7.44%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTEN icon
101
Patterson-UTI
PTEN
$3.8B
$2.21M 0.31%
426,282
+85,104
+25% +$489K
TXT icon
102
Textron
TXT
$15.9B
$2.21M 0.31%
26,131
-557
-2% -$45.4K
AXSM icon
103
Axsome Therapeutics
AXSM
$11.8B
$2.13M 0.3%
+17,501
New +$1.97M
HBAN icon
104
Huntington Bancshares
HBAN
$37B
$2.05M 0.29%
118,932
-673
-0.6% -$11.5K
CORT icon
105
Corcept Therapeutics
CORT
$9.72B
$2.03M 0.29%
+24,483
New +$1.77M
EZRA
106
Reliance Global Group
EZRA
$1.87M
$2.03M 0.29%
+181
New +$8.03K
BABA icon
107
Alibaba
BABA
$276B
$1.97M 0.28%
+11,000
New +$1.44M
EXE
108
Expand Energy Corp
EXE
$21.1B
$1.88M 0.27%
+17,706
New +$1.78M
TGT icon
109
Target
TGT
$63.4B
$1.83M 0.26%
20,377
-147
-0.7% -$14.5K
O icon
110
Realty Income
O
$61.3B
$1.78M 0.25%
29,303
– –
LYB icon
111
LyondellBasell Industries
LYB
$19.1B
$1.58M 0.22%
32,188
+414
+1% +$23.4K
WRD
112
WeRide Inc
WRD
$1.97B
$1.54M 0.22%
+155,977
New +$1.48M
MMYT icon
113
MakeMyTrip
MMYT
$5.18B
$1.4M 0.2%
15,000
+5,000
+50% +$486K
NFLX icon
114
Netflix
NFLX
$290B
$1.33M 0.19%
11,100
+480
+5% +$58.6K
GRAB icon
115
Grab
GRAB
$14.6B
$1.2M 0.17%
+200,000
New +$1.06M
GLW icon
116
Corning
GLW
$133B
$946K 0.13%
11,529
– –
IWF icon
117
iShares Russell 1000 Growth ETF
IWF
$123B
$842K 0.12%
7,188
– –
IBN icon
118
ICICI Bank
IBN
$107B
$756K 0.11%
25,000
-45,000
-64% -$1.47M
BRK.A icon
119
Berkshire Hathaway Class A
BRK.A
$1.06T
$754K 0.11%
1
– –
IJH icon
120
iShares Core S&P Mid-Cap ETF
IJH
$122B
$733K 0.1%
11,227
-484
-4% -$31.1K
VEA icon
121
Vanguard FTSE Developed Markets ETF
VEA
$226B
$686K 0.1%
11,455
+169
+1% +$9.85K
BNY
122
Bank of New York Mellon
BNY
$108B
$675K 0.1%
6,198
– –
MSCI icon
123
MSCI
MSCI
$45.8B
$600K 0.09%
1,058
– –
AXP icon
124
American Express
AXP
$242B
$586K 0.08%
1,764
-271
-13% -$86.2K
XNTK icon
125
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
$550K 0.08%
1,953
– –
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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Stanley-Laman Group's Q3 2025 Portfolio in Review

As of Q3 2025, Stanley-Laman Group held 332 positions worth $702M, up 4.2% from $673M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group's Q3 2025 filing shows 49 new, 39 increased, 94 reduced and 81 closed positions. Its largest new stake was Arista Networks: 61,078 shares worth $8.9M. The largest sale was Freshworks, an estimated $7.4M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Industrials and Healthcare.

  • Stanley-Laman Group's largest Q3 2025 buy was Arista Networks: 61,078 shares worth $8.9M.
  • Stanley-Laman Group added most to Meta Platforms (Facebook) in Q3 2025, an estimated $8.22M increase.
  • Stanley-Laman Group's biggest Q3 2025 reduction was Energy Fuels, cutting an estimated $2.86M.
  • Stanley-Laman Group fully exited Freshworks in Q3 2025, selling an estimated $7.4M.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $702M portfolio in Q3 2025.
  • Stanley-Laman Group opened 49 new positions and closed 81 in Q3 2025.
  • Stanley-Laman Group's portfolio value rose 4.2% quarter-over-quarter to $702M.

Based on Stanley-Laman Group's 13F filing for Q3 2025, filed 22 Oct 2025.