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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
+4.93%
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
$787M
AUM Growth
+$85.1M
Cap. Flow
+$60.4M
Cap. Flow %
7.67%
Top 10 Hldgs %
18.87%
Holding
316
New
65
Increased
114
Reduced
51
Closed
11

Top Buys

Rank Stock Value
1
CFG icon
Citizens Financial Group
CFG
+$3.94M
2
OLN icon
Olin
OLN
+$3.85M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.48M
4
RRC icon
Range Resources
RRC
+$3.05M
5
RTX icon
RTX Corp
RTX
+$2.91M

Top Sells

Rank Stock Value
1
AL
Air Lease Corp
AL
+$3.36M
2
UUUU icon
Energy Fuels
UUUU
+$2M
3
TTI icon
TETRA Technologies
TTI
+$2M
4
HCSG icon
Healthcare Services Group
HCSG
+$1.5M
5
CCJ icon
Cameco
CCJ
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 29.57%
2 Industrials 13.26%
3 Healthcare 8.89%
4 Energy 7.82%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
101
Caterpillar
CAT
$398B
$2.64M 0.34%
4,615
+3,655
+381% +$2.03M
JPM icon
102
JPMorgan Chase
JPM
$899B
$2.43M 0.31%
7,550
+115
+2% +$35.6K
TXT icon
103
Textron
TXT
$15.7B
$2.43M 0.31%
27,866
+1,735
+7% +$145K
OWL icon
104
Blue Owl Capital
OWL
$6.29B
$2.33M 0.3%
156,114
+6,003
+4% +$93.9K
LYB icon
105
LyondellBasell Industries
LYB
$19.6B
$2.31M 0.29%
53,423
+21,235
+66% +$962K
HCSG icon
106
Healthcare Services Group
HCSG
$1.71B
$2.28M 0.29%
118,998
-83,559
-41% -$1.5M
EZRA
107
Reliance Global Group
EZRA
$1.83M
$2.21M 0.28%
192
+11
+6% +$345
RCL icon
108
Royal Caribbean
RCL
$76.7B
$2.16M 0.27%
+7,740
New +$2.19M
BABA icon
109
Alibaba
BABA
$289B
$2.13M 0.27%
14,500
+3,500
+32% +$570K
MTRX icon
110
Matrix Service
MTRX
$341M
$2.12M 0.27%
181,563
-29,717
-14% -$373K
HBAN icon
111
Huntington Bancshares
HBAN
$36.6B
$2.08M 0.26%
119,810
+878
+0.7% +$14.4K
TGT icon
112
Target
TGT
$63.1B
$2.05M 0.26%
21,011
+634
+3% +$58.4K
DLR icon
113
Digital Realty Trust
DLR
$65.1B
$2.03M 0.26%
+13,134
New +$2.16M
EXE
114
Expand Energy Corp
EXE
$20.9B
$1.96M 0.25%
17,726
+20
+0.1% +$2.22K
AVNT icon
115
Avient
AVNT
$3.31B
$1.9M 0.24%
+60,671
New +$1.88M
APH icon
116
Amphenol
APH
$186B
$1.85M 0.23%
+13,680
New +$1.83M
MELI icon
117
Mercado Libre
MELI
$93.3B
$1.81M 0.23%
+900
New +$1.89M
GRAB icon
118
Grab
GRAB
$14.8B
$1.8M 0.23%
360,000
+160,000
+80% +$884K
O icon
119
Realty Income
O
$60.7B
$1.65M 0.21%
29,303
– –
DAL icon
120
Delta Air Lines
DAL
$55.4B
$1.45M 0.18%
+20,942
New +$1.31M
WRD
121
WeRide Inc
WRD
$1.93B
$1.36M 0.17%
156,981
+1,004
+0.6% +$9.35K
MMYT icon
122
MakeMyTrip
MMYT
$5.1B
$1.23M 0.16%
15,000
– –
NOW icon
123
ServiceNow
NOW
$108B
$1.21M 0.15%
+7,925
New +$1.36M
CORT icon
124
Corcept Therapeutics
CORT
$9.85B
$1.16M 0.15%
33,311
+8,828
+36% +$693K
NFLX icon
125
Netflix
NFLX
$284B
$1.05M 0.13%
11,167
+67
+0.6% +$7.22K
3 4
5
6 7

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KCP
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AR
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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
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BC
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Stanley-Laman Group's Q4 2025 Portfolio in Review

As of Q4 2025, Stanley-Laman Group held 316 positions worth $787M, up 12% from $702M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group deployed $60.4M of net new capital in Q4 2025, opening 65 new positions and adding to 114 existing holdings. Its largest new stake was Citizens Financial Group: 73,314 shares worth $4.28M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Air Lease Corp, an estimated $3.36M trimmed.

  • Stanley-Laman Group's largest Q4 2025 buy was Citizens Financial Group: 73,314 shares worth $4.28M.
  • Stanley-Laman Group added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.48M increase.
  • Stanley-Laman Group's biggest Q4 2025 reduction was Air Lease Corp, cutting an estimated $3.36M.
  • Stanley-Laman Group fully exited Lincoln Educational Services in Q4 2025, selling an estimated $495K.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $787M portfolio in Q4 2025.
  • Stanley-Laman Group opened 65 new positions and closed 11 in Q4 2025.
  • Stanley-Laman Group's portfolio value rose 12% quarter-over-quarter to $787M.

Based on Stanley-Laman Group's 13F filing for Q4 2025, filed 23 Jan 2026.