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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
+10.51%
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
$673M
AUM Growth
+$23.4M
Cap. Flow
-$43.5M
Cap. Flow %
-6.46%
Top 10 Hldgs %
13.47%
Holding
310
New
28
Increased
60
Reduced
115
Closed
27

Top Buys

Rank Stock Value
1
AMBA icon
Ambarella
AMBA
+$5.89M
2
TENB icon
Tenable Holdings
TENB
+$5.82M
3
ONTO icon
Onto Innovation
ONTO
+$5.76M
4
APPF icon
AppFolio
APPF
+$5.58M
5
RMBS icon
Rambus
RMBS
+$5.54M

Top Sells

Rank Stock Value
1
ZS icon
Zscaler
ZS
+$8.25M
2
PATH icon
UiPath
PATH
+$7.25M
3
CXM icon
Sprinklr
CXM
+$5.76M
4
SNOW icon
Snowflake
SNOW
+$5.62M
5
OKTA icon
Okta
OKTA
+$5.6M

Sector Composition

Rank Sector Weight
1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
126
American Electric Power
AEP
$73.7B
$642K 0.1%
6,188
+460
+8% +$47.9K
TSM icon
127
TSMC
TSM
$2.09T
$617K 0.09%
2,723
-764
-22% -$142K
MSCI icon
128
MSCI
MSCI
$40B
$610K 0.09%
1,058
– –
GLW icon
129
Corning
GLW
$126B
$606K 0.09%
11,529
– –
BNY
130
Bank of New York Mellon
BNY
$108B
$565K 0.08%
6,198
– –
INFY icon
131
Infosys
INFY
$45B
$556K 0.08%
30,000
– –
AMPL icon
132
Amplitude
AMPL
$1.07B
$542K 0.08%
43,691
-4,001
-8% -$43.3K
YOU icon
133
Clear Secure
YOU
$5.26B
$539K 0.08%
19,425
-1,640
-8% -$41.8K
IWD icon
134
iShares Russell 1000 Value ETF
IWD
$82B
$504K 0.07%
2,596
+4
+0.2% +$741
XNTK icon
135
State Street SPDR NYSE Technology ETF
XNTK
$2.06B
$495K 0.07%
1,953
– –
BIV icon
136
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$479K 0.07%
5,774
-92
-2% -$7.01K
IP icon
137
International Paper
IP
$22.3B
$473K 0.07%
10,093
– –
HSY icon
138
Hershey
HSY
$35.4B
$462K 0.07%
2,784
+1,358
+95% +$224K
MCD icon
139
McDonald's
MCD
$188B
$459K 0.07%
1,571
+149
+10% +$45.9K
PSA icon
140
Public Storage
PSA
$60.2B
$458K 0.07%
1,560
+210
+16% +$62.2K
EXC icon
141
Exelon
EXC
$48.6B
$447K 0.07%
10,293
+1,412
+16% +$62.9K
IEI icon
142
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$444K 0.07%
3,724
-78
-2% -$9.2K
IBM icon
143
IBM
IBM
$202B
$442K 0.07%
1,500
– –
ORCL icon
144
Oracle
ORCL
$331B
$425K 0.06%
1,946
-1,066
-35% -$172K
NCNO icon
145
nCino
NCNO
$1.81B
$400K 0.06%
14,290
-1,261
-8% -$31.5K
SHV icon
146
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$374K 0.06%
3,390
-69
-2% -$7.61K
SO icon
147
Southern Company
SO
$110B
$373K 0.06%
4,058
+573
+16% +$51.5K
ABT icon
148
Abbott
ABT
$180B
$367K 0.05%
2,696
-1,484
-36% -$196K
KO icon
149
Coca-Cola
KO
$354B
$365K 0.05%
5,158
-4,280
-45% -$305K
CB icon
150
Chubb
CB
$140B
$358K 0.05%
1,237
+159
+15% +$45.8K
4 5
6
7 8

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KCP
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AR
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CICI
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UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
PS
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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 Q2 2025 Portfolio in Review

As of Q2 2025, Stanley-Laman Group held 310 positions worth $673M, up 3.6% from $650M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Stanley-Laman Group withdrew a net $43.5M in Q2 2025, closing 27 positions and reducing 115 holdings. Its most notable exit was Zscaler, an estimated $8.25M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Ambarella worth $7.34M.

  • Stanley-Laman Group's largest Q2 2025 buy was Ambarella: 111,164 shares worth $7.34M.
  • Stanley-Laman Group added most to Amazon in Q2 2025, an estimated $1.42M increase.
  • Stanley-Laman Group's biggest Q2 2025 reduction was UiPath, cutting an estimated $7.25M.
  • Stanley-Laman Group fully exited Zscaler in Q2 2025, selling an estimated $8.25M.
  • Stanley-Laman Group's ten largest holdings make up 13% of its $673M portfolio in Q2 2025.
  • Stanley-Laman Group opened 28 new positions and closed 27 in Q2 2025.
  • Stanley-Laman Group's portfolio value rose 3.6% quarter-over-quarter to $673M.

Based on Stanley-Laman Group's 13F filing for Q2 2025, filed 29 Jul 2025.