We are live on ! Find out more
SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 40.24%
This Fund
S&P 500
This Quarter Est. Return
-3.27%
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
$650M
AUM Growth
-$62.2M
Cap. Flow
-$88.6M
Cap. Flow %
-13.63%
Top 10 Hldgs %
14.59%
Holding
319
New
37
Increased
93
Reduced
84
Closed
37

Top Buys

Rank Stock Value
1
DDOG icon
Datadog
DDOG
+$7.72M
2
HUBS icon
HubSpot
HUBS
+$6.55M
3
KVYO icon
Klaviyo
KVYO
+$6.46M
4
DT icon
Dynatrace
DT
+$6.41M
5
PATH icon
UiPath
PATH
+$5.01M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$72.2M
2
GAMB
Gambling.com
GAMB
+$12.3M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.58M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

Rank Sector Weight
1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
126
American Electric Power
AEP
$73.6B
$626K 0.1%
5,728
-50
-0.9% -$5.07K
MRK icon
127
Merck
MRK
$327B
$612K 0.09%
6,814
+2,833
+71% +$265K
MSCI icon
128
MSCI
MSCI
$41.2B
$598K 0.09%
1,058
– –
BAC icon
129
Bank of America
BAC
$439B
$584K 0.09%
14,000
– –
TSM icon
130
TSMC
TSM
$2.04T
$579K 0.09%
3,487
+804
+30% +$156K
ABT icon
131
Abbott
ABT
$183B
$554K 0.09%
4,180
+45
+1% +$5.73K
VEA icon
132
Vanguard FTSE Developed Markets ETF
VEA
$226B
$550K 0.08%
10,814
+1,156
+12% +$58.5K
INFY icon
133
Infosys
INFY
$46.3B
$548K 0.08%
30,000
– –
YOU icon
134
Clear Secure
YOU
$5.36B
$546K 0.08%
21,065
-1,491
-7% -$37.1K
IP icon
135
International Paper
IP
$22.6B
$538K 0.08%
10,093
– –
PEP icon
136
PepsiCo
PEP
$190B
$529K 0.08%
3,529
+1,081
+44% +$161K
GLW icon
137
Corning
GLW
$119B
$528K 0.08%
11,529
– –
BNY
138
Bank of New York Mellon
BNY
$107B
$520K 0.08%
6,198
– –
IWD icon
139
iShares Russell 1000 Value ETF
IWD
$81.5B
$488K 0.08%
2,592
+6
+0.2% +$1.14K
AMPL icon
140
Amplitude
AMPL
$1.15B
$486K 0.07%
47,692
+4,387
+10% +$51.8K
VRTX icon
141
Vertex Pharmaceuticals
VRTX
$123B
$486K 0.07%
+1,002
New +$467K
BIV icon
142
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$480K 0.07%
5,866
+83
+1% +$6.26K
BX icon
143
Blackstone
BX
$107B
$453K 0.07%
3,242
– –
IEI icon
144
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$449K 0.07%
3,802
+53
+1% +$6.17K
SYK icon
145
Stryker
SYK
$129B
$447K 0.07%
1,202
-289
-19% -$110K
MCD icon
146
McDonald's
MCD
$192B
$444K 0.07%
1,422
-300
-17% -$89.7K
ABBV icon
147
AbbVie
ABBV
$461B
$438K 0.07%
2,092
– –
ISRG icon
148
Intuitive Surgical
ISRG
$127B
$430K 0.07%
868
+243
+39% +$134K
NCNO icon
149
nCino
NCNO
$1.94B
$427K 0.07%
15,551
-1,165
-7% -$36.9K
ORCL icon
150
Oracle
ORCL
$348B
$421K 0.06%
3,012
+136
+5% +$22.1K
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
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
BBI
Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return

Stanley-Laman Group's Q1 2025 Portfolio in Review

As of Q1 2025, Stanley-Laman Group held 319 positions worth $650M, down 8.7% from $712M the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Stanley-Laman Group withdrew a net $88.6M in Q1 2025, closing 37 positions and reducing 84 holdings. Its most notable exit was Paylocity, an estimated $5.78M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Datadog worth $6.07M.

  • Stanley-Laman Group's largest Q1 2025 buy was Datadog: 61,207 shares worth $6.07M.
  • Stanley-Laman Group added most to HubSpot in Q1 2025, an estimated $6.55M increase.
  • Stanley-Laman Group's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $72.2M.
  • Stanley-Laman Group fully exited Paylocity in Q1 2025, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 15% of its $650M portfolio in Q1 2025.
  • Stanley-Laman Group opened 37 new positions and closed 37 in Q1 2025.
  • Stanley-Laman Group's portfolio value fell 8.7% quarter-over-quarter to $650M.

Based on Stanley-Laman Group's 13F filing for Q1 2025, filed 16 Apr 2025.