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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
+8.64%
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
$814M
AUM Growth
+$27.5M
Cap. Flow
+$8.89M
Cap. Flow %
1.09%
Top 10 Hldgs %
17.48%
Holding
337
New
32
Increased
138
Reduced
47
Closed
43

Top Buys

1
MU icon
Micron Technology
MU
+$6.22M
2
AMAT icon
Applied Materials
AMAT
+$6.07M
3
ADI icon
Analog Devices
ADI
+$6.01M
4
VRT icon
Vertiv
VRT
+$5.77M
5
HPE icon
Hewlett Packard
HPE
+$5.58M

Top Sells

1
MSFT icon
Microsoft
MSFT
+$6.2M
2
PANW icon
Palo Alto Networks
PANW
+$6.15M
3
ORCL icon
Oracle
ORCL
+$5.78M
4
SNPS icon
Synopsys
SNPS
+$5.48M
5
CDNS icon
Cadence Design Systems
CDNS
+$5.43M

Sector Composition

1 Technology 26.57%
2 Industrials 14.85%
3 Energy 10.79%
4 Healthcare 8.83%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XNTK icon
151
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
$519K 0.06%
3,906
– –
ABB
152
DELISTED
ABB Ltd
ABB
$492K 0.06%
6,117
– –
IWD icon
153
iShares Russell 1000 Value ETF
IWD
$81.9B
$473K 0.06%
2,216
-7
-0.3% -$1.53K
EME icon
154
Emcor
EME
$33.1B
$468K 0.06%
634
+15
+2% +$10.9K
NOW icon
155
ServiceNow
NOW
$106B
$442K 0.05%
4,225
-3,700
-47% -$435K
VV icon
156
Vanguard Large-Cap ETF
VV
$52.2B
$439K 0.05%
1,469
+4
+0.3% +$1.25K
SPXC icon
157
SPX Corp
SPXC
$10.6B
$435K 0.05%
2,176
– –
SHV icon
158
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$434K 0.05%
3,934
-10
-0.3% -$1.1K
ROK icon
159
Rockwell Automation
ROK
$51.4B
$429K 0.05%
1,195
– –
BIV icon
160
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$429K 0.05%
5,179
-463
-8% -$36K
IEI icon
161
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$419K 0.05%
3,535
+3
+0.1% +$358
DE icon
162
Deere & Co
DE
$161B
$413K 0.05%
+733
New +$414K
EMR icon
163
Emerson Electric
EMR
$78.2B
$398K 0.05%
3,036
– –
SBUX icon
164
Starbucks
SBUX
$120B
$396K 0.05%
4,425
– –
SHY icon
165
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$394K 0.05%
4,777
-12
-0.3% -$993
IEF icon
166
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$393K 0.05%
4,121
-12
-0.3% -$1.15K
HSY icon
167
Hershey
HSY
$34.8B
$378K 0.05%
1,818
– –
BLK icon
168
Blackrock
BLK
$166B
$370K 0.05%
385
+45
+13% +$47.3K
CEG icon
169
Constellation Energy
CEG
$90.1B
$365K 0.04%
1,308
-15
-1% -$4.56K
SOLS
170
Solstice Advanced Materials
SOLS
$9.27B
$364K 0.04%
4,782
+532
+13% +$36.5K
IBM icon
171
IBM
IBM
$200B
$364K 0.04%
1,500
– –
IP icon
172
International Paper
IP
$19.9B
$360K 0.04%
10,093
– –
SPGI icon
173
S&P Global
SPGI
$133B
$358K 0.04%
841
+135
+19% +$62.7K
WMT icon
174
Walmart Inc
WMT
$909B
$355K 0.04%
+2,860
New +$351K
VWO icon
175
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$345K 0.04%
+6,390
New +$358K
5 6
7
8 9

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KCP
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AR
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CICI
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TFM
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UAG
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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

Stanley-Laman Group's Q1 2026 Portfolio in Review

As of Q1 2026, Stanley-Laman Group held 337 positions worth $814M, up 3.5% from $787M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Stanley-Laman Group's Q1 2026 filing shows 32 new, 138 increased, 47 reduced and 43 closed positions. Its largest new stake was Micron Technology: 15,881 shares worth $5.37M. The largest sale was Microsoft, an estimated $6.2M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 30% a quarter earlier, followed by Industrials and Energy.

  • Stanley-Laman Group's largest Q1 2026 buy was Micron Technology: 15,881 shares worth $5.37M.
  • Stanley-Laman Group added most to Applied Materials in Q1 2026, an estimated $6.07M increase.
  • Stanley-Laman Group's biggest Q1 2026 reduction was Microsoft, cutting an estimated $6.2M.
  • Stanley-Laman Group fully exited Oracle in Q1 2026, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 17% of its $814M portfolio in Q1 2026.
  • Stanley-Laman Group opened 32 new positions and closed 43 in Q1 2026.
  • Stanley-Laman Group's portfolio value rose 3.5% quarter-over-quarter to $814M.

Based on Stanley-Laman Group's 13F filing for Q1 2026, filed 16 Apr 2026.