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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
+4.93%
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
$787M
AUM Growth
+$85.1M
Cap. Flow
+$60.4M
Cap. Flow %
7.67%
Top 10 Hldgs %
18.87%
Holding
316
New
65
Increased
114
Reduced
51
Closed
11

Top Buys

Rank Stock Value
1
CFG icon
Citizens Financial Group
CFG
+$3.94M
2
OLN icon
Olin
OLN
+$3.85M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.48M
4
RRC icon
Range Resources
RRC
+$3.05M
5
RTX icon
RTX Corp
RTX
+$2.91M

Top Sells

Rank Stock Value
1
AL
Air Lease Corp
AL
+$3.36M
2
UUUU icon
Energy Fuels
UUUU
+$2M
3
TTI icon
TETRA Technologies
TTI
+$2M
4
HCSG icon
Healthcare Services Group
HCSG
+$1.5M
5
CCJ icon
Cameco
CCJ
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 29.57%
2 Industrials 13.26%
3 Healthcare 8.89%
4 Energy 7.82%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLW icon
126
Corning
GLW
$126B
$1.01M 0.13%
11,529
– –
GEV icon
127
GE Vernova
GEV
$270B
$1M 0.13%
+1,533
New +$934K
CB icon
128
Chubb
CB
$140B
$995K 0.13%
+3,187
New +$932K
DVN icon
129
Devon Energy
DVN
$51.9B
$958K 0.12%
+26,146
New +$913K
IJH icon
130
iShares Core S&P Mid-Cap ETF
IJH
$123B
$944K 0.12%
14,300
+3,073
+27% +$201K
MAR icon
131
Marriott International
MAR
$98.7B
$881K 0.11%
+2,840
New +$811K
MRK icon
132
Merck
MRK
$324B
$856K 0.11%
8,131
+5,413
+199% +$508K
IWF icon
133
iShares Russell 1000 Growth ETF
IWF
$122B
$767K 0.1%
6,480
-708
-10% -$83.9K
BRK.A icon
134
Berkshire Hathaway Class A
BRK.A
$1.07T
$755K 0.1%
1
– –
VEA icon
135
Vanguard FTSE Developed Markets ETF
VEA
$226B
$746K 0.09%
11,941
+486
+4% +$29.8K
SPY icon
136
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$740K 0.09%
1,085
+633
+140% +$428K
BNY
137
Bank of New York Mellon
BNY
$108B
$733K 0.09%
6,311
+113
+2% +$12.5K
MDB icon
138
MongoDB
MDB
$24B
$732K 0.09%
+1,744
New +$635K
ZTS icon
139
Zoetis
ZTS
$31.6B
$678K 0.09%
+5,387
New +$703K
AXP icon
140
American Express
AXP
$223B
$653K 0.08%
1,764
– –
CRM icon
141
Salesforce
CRM
$134B
$643K 0.08%
+2,429
New +$604K
HD icon
142
Home Depot
HD
$332B
$640K 0.08%
+1,861
New +$682K
SE icon
143
Sea Limited
SE
$61.2B
$638K 0.08%
+5,000
New +$741K
MSCI icon
144
MSCI
MSCI
$40B
$607K 0.08%
1,058
– –
OEF icon
145
iShares S&P 100 ETF
OEF
$19.8B
$600K 0.08%
876
+378
+76% +$128K
IBN icon
146
ICICI Bank
IBN
$106B
$596K 0.08%
20,000
-5,000
-20% -$153K
NDAQ icon
147
Nasdaq
NDAQ
$51.5B
$581K 0.07%
5,982
+31
+0.5% +$2.79K
XNTK icon
148
State Street SPDR NYSE Technology ETF
XNTK
$2.06B
$562K 0.07%
3,906
+1,953
+100% +$546K
AME icon
149
Ametek
AME
$55.5B
$553K 0.07%
2,693
+6
+0.2% +$1.17K
VRT icon
150
Vertiv
VRT
$112B
$537K 0.07%
3,313
– –
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
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 2025 Portfolio in Review

As of Q4 2025, Stanley-Laman Group held 316 positions worth $787M, up 12% from $702M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group deployed $60.4M of net new capital in Q4 2025, opening 65 new positions and adding to 114 existing holdings. Its largest new stake was Citizens Financial Group: 73,314 shares worth $4.28M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Air Lease Corp, an estimated $3.36M trimmed.

  • Stanley-Laman Group's largest Q4 2025 buy was Citizens Financial Group: 73,314 shares worth $4.28M.
  • Stanley-Laman Group added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.48M increase.
  • Stanley-Laman Group's biggest Q4 2025 reduction was Air Lease Corp, cutting an estimated $3.36M.
  • Stanley-Laman Group fully exited Lincoln Educational Services in Q4 2025, selling an estimated $495K.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $787M portfolio in Q4 2025.
  • Stanley-Laman Group opened 65 new positions and closed 11 in Q4 2025.
  • Stanley-Laman Group's portfolio value rose 12% quarter-over-quarter to $787M.

Based on Stanley-Laman Group's 13F filing for Q4 2025, filed 23 Jan 2026.