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SLG

Stanley-Laman Group Portfolio holdings

AUM $984M
1-Year Est. Return 72.08%
This Fund
S&P 500
This Quarter Est. Return
+35.6%
1 Year Est. Return
+72.08%
3 Year Est. Return
+124.02%
5 Year Est. Return
+117.81%
10 Year Est. Return
+397.76%
AUM
$984M
AUM Growth
+$170M
Cap. Flow
-$13M
Cap. Flow %
-1.32%
Top 10 Hldgs %
20.36%
Holding
327
New
33
Increased
59
Reduced
120
Closed
29

Top Buys

Rank Stock Value
1
TER icon
Teradyne
TER
+$7.6M
2
FN icon
Fabrinet
FN
+$7.21M
3
STX icon
Seagate
STX
+$6.68M
4
BDC icon
Belden
BDC
+$4.14M
5
TEL icon
TE Connectivity
TEL
+$3.8M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.83M
2
ASML icon
ASML
ASML
+$7.33M
3
ISRG icon
Intuitive Surgical
ISRG
+$6.3M
4
ADI icon
Analog Devices
ADI
+$6.01M
5
PTC icon
PTC
PTC
+$3.86M

Sector Composition

Rank Sector Weight
1 Technology 36.52%
2 Miscellaneous 14.65%
3 Industrials 13.95%
4 Energy 7.53%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
126
Vanguard FTSE Developed Markets ETF
VEA
$239B
$1.45M 0.15%
20,366
+15
+0.1% +$1.04K
INDA icon
127
iShares MSCI India ETF
INDA
$6.75B
$1.38M 0.14%
+28,000
New +$1.37M
IWF icon
128
iShares Russell 1000 Growth ETF
IWF
$127B
$1.34M 0.14%
10,768
– –
MAR icon
129
Marriott International
MAR
$88B
$1.26M 0.13%
3,390
– –
ISRG icon
130
Intuitive Surgical
ISRG
$130B
$1.21M 0.12%
3,032
-14,427
-83% -$6.3M
VNM icon
131
VanEck Vietnam ETF
VNM
$523M
$1.2M 0.12%
+65,000
New +$1.21M
DVN icon
132
Devon Energy
DVN
$52.5B
$1.18M 0.12%
28,651
– –
IJH icon
133
iShares Core S&P Mid-Cap ETF
IJH
$125B
$1.13M 0.11%
14,601
+166
+1% +$12.2K
BNY
134
Bank of New York Mellon
BNY
$111B
$1.06M 0.11%
7,361
– –
CB icon
135
Chubb
CB
$133B
$1.06M 0.11%
3,101
-86
-3% -$28.1K
MTZ icon
136
MasTec
MTZ
$18.8B
$889K 0.09%
2,136
– –
ETN icon
137
Eaton
ETN
$158B
$877K 0.09%
2,058
+68
+3% +$27.4K
KEYS icon
138
Keysight
KEYS
$55.8B
$848K 0.09%
2,422
– –
SPY icon
139
State Street SPDR S&P 500 ETF Trust
SPY
$817B
$836K 0.08%
1,119
+33
+3% +$23.9K
PWR icon
140
Quanta Services
PWR
$94.1B
$794K 0.08%
1,103
– –
MRK icon
141
Merck
MRK
$374B
$760K 0.08%
5,916
– –
XNTK icon
142
State Street SPDR NYSE Technology ETF
XNTK
$1.99B
$750K 0.08%
3,936
+30
+0.8% +$10K
BRK.A icon
143
Berkshire Hathaway Class A
BRK.A
$1.08T
$749K 0.08%
1
– –
HD icon
144
Home Depot
HD
$318B
$735K 0.07%
2,083
– –
ABB
145
DELISTED
ABB Ltd
ABB
$665K 0.07%
6,117
– –
OEF icon
146
iShares S&P 100 ETF
OEF
$20.6B
$656K 0.07%
876
– –
AXP icon
147
American Express
AXP
$221B
$656K 0.07%
1,939
+82
+4% +$26.3K
AME icon
148
Ametek
AME
$53.9B
$652K 0.07%
2,693
– –
VB icon
149
Vanguard Morningstar Small-Cap ETF
VB
$80.8B
$617K 0.06%
2,036
– –
ROK icon
150
Rockwell Automation
ROK
$48B
$596K 0.06%
1,204
+9
+0.8% +$3.92K
4 5
6
7 8

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JIR
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FPGK
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Stanley-Laman Group's Q2 2026 Portfolio in Review

As of Q2 2026, Stanley-Laman Group held 327 positions worth $984M, up 21% from $814M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Stanley-Laman Group's Q2 2026 filing shows 33 new, 59 increased, 120 reduced and 29 closed positions. Its largest new stake was Teradyne: 20,153 shares worth $9.75M. The largest sale was Meta Platforms (Facebook), an estimated $7.83M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 27% a quarter earlier, followed by Miscellaneous and Industrials.

  • Stanley-Laman Group's largest Q2 2026 buy was Teradyne: 20,153 shares worth $9.75M.
  • Stanley-Laman Group added most to Ionis Pharmaceuticals in Q2 2026, an estimated $1.62M increase.
  • Stanley-Laman Group's biggest Q2 2026 reduction was Meta Platforms (Facebook), cutting an estimated $7.83M.
  • Stanley-Laman Group fully exited Analog Devices in Q2 2026, selling an estimated $6.01M.
  • Stanley-Laman Group's ten largest holdings make up 20% of its $984M portfolio in Q2 2026.
  • Stanley-Laman Group opened 33 new positions and closed 29 in Q2 2026.
  • Stanley-Laman Group's portfolio value rose 21% quarter-over-quarter to $984M.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.