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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
+5.68%
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
$712M
AUM Growth
-$408K
Cap. Flow
-$14.6M
Cap. Flow %
-2.05%
Top 10 Hldgs %
16.46%
Holding
309
New
18
Increased
67
Reduced
121
Closed
27

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.4M
2
MDB icon
MongoDB
MDB
+$9.12M
3
BRKR icon
Bruker
BRKR
+$5.27M
4
CVS icon
CVS Health
CVS
+$4.22M
5
NSSC icon
Napco Security Technologies
NSSC
+$4M

Top Sells

Rank Stock Value
1
EXAS
Exact Sciences
EXAS
+$6.37M
2
NOV icon
NOV
NOV
+$4.06M
3
GAMB
Gambling.com
GAMB
+$3.53M
4
MU icon
Micron Technology
MU
+$3.43M
5
VRNT
Verint Systems
VRNT
+$3.37M

Sector Composition

Rank Sector Weight
1 Technology 30.59%
2 Industrials 13.61%
3 Healthcare 8.03%
4 Energy 7.19%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASML icon
126
ASML
ASML
$675B
$650K 0.09%
4,362
-572
-12% -$411K
ICE icon
127
Intercontinental Exchange
ICE
$82.4B
$647K 0.09%
7,413
+163
+2% +$25.8K
DT icon
128
Dynatrace
DT
$12.1B
$638K 0.09%
11,742
-706
-6% -$38.5K
MSCI icon
129
MSCI
MSCI
$40B
$635K 0.09%
1,058
– –
BAC icon
130
Bank of America
BAC
$435B
$615K 0.09%
14,000
– –
AXP icon
131
American Express
AXP
$223B
$610K 0.09%
2,056
+120
+6% +$34.5K
IJH icon
132
iShares Core S&P Mid-Cap ETF
IJH
$123B
$605K 0.09%
9,711
+312
+3% +$20K
YOU icon
133
Clear Secure
YOU
$5.26B
$601K 0.08%
22,556
-1,524
-6% -$46K
SRE icon
134
Sempra
SRE
$60.8B
$601K 0.08%
6,847
-6
-0.1% -$525
DCBO
135
Docebo
DCBO
$492M
$590K 0.08%
13,184
-1,282
-9% -$60.5K
NCNO icon
136
nCino
NCNO
$1.81B
$561K 0.08%
16,716
-772
-4% -$28.7K
BX icon
137
Blackstone
BX
$104B
$559K 0.08%
3,242
– –
GLW icon
138
Corning
GLW
$126B
$548K 0.08%
11,529
– –
IP icon
139
International Paper
IP
$22.3B
$543K 0.08%
10,093
– –
SYK icon
140
Stryker
SYK
$127B
$537K 0.08%
1,491
+112
+8% +$41.5K
AEP icon
141
American Electric Power
AEP
$73.7B
$533K 0.07%
5,778
-4
-0.1% -$387
TSM icon
142
TSMC
TSM
$2.09T
$530K 0.07%
2,683
+1,264
+89% +$245K
PFE icon
143
Pfizer
PFE
$140B
$529K 0.07%
19,922
-30,831
-61% -$836K
MCD icon
144
McDonald's
MCD
$188B
$499K 0.07%
1,722
+339
+25% +$101K
ORCL icon
145
Oracle
ORCL
$331B
$479K 0.07%
2,876
+294
+11% +$52.2K
IWD icon
146
iShares Russell 1000 Value ETF
IWD
$82B
$479K 0.07%
2,586
-1,209
-32% -$232K
BNY
147
Bank of New York Mellon
BNY
$108B
$476K 0.07%
6,198
– –
ABT icon
148
Abbott
ABT
$180B
$468K 0.07%
4,135
-4,927
-54% -$569K
BIV icon
149
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$464K 0.07%
5,783
+906
+19% +$68.9K
VEA icon
150
Vanguard FTSE Developed Markets ETF
VEA
$226B
$462K 0.06%
9,658
+1,267
+15% +$63.6K
4 5
6
7 8

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VFG
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KCP
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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
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
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $810M AUM 30.2% 1-Year Est. Return

Stanley-Laman Group's Q4 2024 Portfolio in Review

As of Q4 2024, Stanley-Laman Group held 309 positions worth $712M, down 0.06% from $713M the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Stanley-Laman Group's Q4 2024 filing shows 18 new, 67 increased, 121 reduced and 27 closed positions. Its largest new stake was MongoDB: 32,301 shares worth $7.52M. The largest sale was Exact Sciences, an estimated $6.37M.

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

  • Stanley-Laman Group's largest Q4 2024 buy was MongoDB: 32,301 shares worth $7.52M.
  • Stanley-Laman Group added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $16.4M increase.
  • Stanley-Laman Group's biggest Q4 2024 reduction was Gambling.com, cutting an estimated $3.53M.
  • Stanley-Laman Group fully exited Exact Sciences in Q4 2024, selling an estimated $6.37M.
  • Stanley-Laman Group's ten largest holdings make up 16% of its $712M portfolio in Q4 2024.
  • Stanley-Laman Group opened 18 new positions and closed 27 in Q4 2024.
  • Stanley-Laman Group's portfolio value fell 0.06% quarter-over-quarter to $712M.

Based on Stanley-Laman Group's 13F filing for Q4 2024, filed 29 Jan 2025.