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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
+8.64%
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
$814M
AUM Growth
+$27.5M
Cap. Flow
+$8.89M
Cap. Flow %
1.09%
Top 10 Hldgs %
17.48%
Holding
337
New
32
Increased
138
Reduced
47
Closed
43

Top Buys

1
MU icon
Micron Technology
MU
+$6.22M
2
AMAT icon
Applied Materials
AMAT
+$6.07M
3
ADI icon
Analog Devices
ADI
+$6.01M
4
VRT icon
Vertiv
VRT
+$5.77M
5
HPE icon
Hewlett Packard
HPE
+$5.58M

Top Sells

1
MSFT icon
Microsoft
MSFT
+$6.2M
2
PANW icon
Palo Alto Networks
PANW
+$6.15M
3
ORCL icon
Oracle
ORCL
+$5.78M
4
SNPS icon
Synopsys
SNPS
+$5.48M
5
CDNS icon
Cadence Design Systems
CDNS
+$5.43M

Sector Composition

1 Technology 26.57%
2 Industrials 14.85%
3 Energy 10.79%
4 Healthcare 8.83%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
126
NextEra Energy
NEE
$185B
$1.23M 0.15%
+13,291
New +$1.18M
NFLX icon
127
Netflix
NFLX
$290B
$1.15M 0.14%
11,950
+783
+7% +$69K
IWF icon
128
iShares Russell 1000 Growth ETF
IWF
$123B
$1.15M 0.14%
10,768
+4,288
+66% +$487K
GRAB icon
129
Grab
GRAB
$14.6B
$1.13M 0.14%
310,000
-50,000
-14% -$212K
MAR icon
130
Marriott International
MAR
$96.6B
$1.11M 0.14%
3,390
+550
+19% +$181K
CB icon
131
Chubb
CB
$137B
$1.04M 0.13%
3,187
– –
SE icon
132
Sea Limited
SE
$63.7B
$994K 0.12%
12,000
+7,000
+140% +$750K
IJH icon
133
iShares Core S&P Mid-Cap ETF
IJH
$122B
$975K 0.12%
14,435
+135
+0.9% +$9.37K
BNY
134
Bank of New York Mellon
BNY
$108B
$873K 0.11%
7,361
+1,050
+17% +$125K
BRK.A icon
135
Berkshire Hathaway Class A
BRK.A
$1.06T
$718K 0.09%
1
– –
ETN icon
136
Eaton
ETN
$155B
$712K 0.09%
1,990
+776
+64% +$276K
MRK icon
137
Merck
MRK
$315B
$712K 0.09%
5,916
-2,215
-27% -$256K
SPY icon
138
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$706K 0.09%
1,086
+1
+0.1% +$680
MTZ icon
139
MasTec
MTZ
$26B
$687K 0.08%
2,136
– –
HD icon
140
Home Depot
HD
$338B
$685K 0.08%
2,083
+222
+12% +$80.9K
KEYS icon
141
Keysight
KEYS
$54B
$684K 0.08%
2,422
– –
ZTS icon
142
Zoetis
ZTS
$32.1B
$637K 0.08%
5,387
– –
PWR icon
143
Quanta Services
PWR
$94.3B
$606K 0.07%
1,103
+24
+2% +$12.4K
AME icon
144
Ametek
AME
$54.3B
$577K 0.07%
2,693
– –
OEF icon
145
iShares S&P 100 ETF
OEF
$20.1B
$572K 0.07%
876
– –
MSCI icon
146
MSCI
MSCI
$45.8B
$570K 0.07%
1,058
– –
AXP icon
147
American Express
AXP
$242B
$562K 0.07%
1,857
+93
+5% +$31.2K
AEP icon
148
American Electric Power
AEP
$71.9B
$554K 0.07%
4,227
– –
SCCO icon
149
Southern Copper
SCCO
$144B
$545K 0.07%
3,199
– –
VB icon
150
Vanguard Small-Cap ETF
VB
$79.7B
$533K 0.07%
+2,036
New +$551K
4 5
6
7 8

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 Q1 2026 Portfolio in Review

As of Q1 2026, Stanley-Laman Group held 337 positions worth $814M, up 3.5% from $787M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Stanley-Laman Group's Q1 2026 filing shows 32 new, 138 increased, 47 reduced and 43 closed positions. Its largest new stake was Micron Technology: 15,881 shares worth $5.37M. The largest sale was Microsoft, an estimated $6.2M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 30% a quarter earlier, followed by Industrials and Energy.

  • Stanley-Laman Group's largest Q1 2026 buy was Micron Technology: 15,881 shares worth $5.37M.
  • Stanley-Laman Group added most to Applied Materials in Q1 2026, an estimated $6.07M increase.
  • Stanley-Laman Group's biggest Q1 2026 reduction was Microsoft, cutting an estimated $6.2M.
  • Stanley-Laman Group fully exited Oracle in Q1 2026, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 17% of its $814M portfolio in Q1 2026.
  • Stanley-Laman Group opened 32 new positions and closed 43 in Q1 2026.
  • Stanley-Laman Group's portfolio value rose 3.5% quarter-over-quarter to $814M.

Based on Stanley-Laman Group's 13F filing for Q1 2026, filed 16 Apr 2026.