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SLG

Stanley-Laman Group Portfolio holdings

AUM $984M
1-Year Est. Return 72.08%
This Fund
S&P 500
This Quarter Est. Return
+35.6%
1 Year Est. Return
+72.08%
3 Year Est. Return
+124.02%
5 Year Est. Return
+117.81%
10 Year Est. Return
+397.76%
AUM
$984M
AUM Growth
+$170M
Cap. Flow
-$13M
Cap. Flow %
-1.32%
Top 10 Hldgs %
20.36%
Holding
327
New
33
Increased
59
Reduced
120
Closed
29

Top Buys

Rank Stock Value
1
TER icon
Teradyne
TER
+$7.6M
2
FN icon
Fabrinet
FN
+$7.21M
3
STX icon
Seagate
STX
+$6.68M
4
BDC icon
Belden
BDC
+$4.14M
5
TEL icon
TE Connectivity
TEL
+$3.8M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.83M
2
ASML icon
ASML
ASML
+$7.33M
3
ISRG icon
Intuitive Surgical
ISRG
+$6.3M
4
ADI icon
Analog Devices
ADI
+$6.01M
5
PTC icon
PTC
PTC
+$3.86M

Sector Composition

Rank Sector Weight
1 Technology 36.52%
2 Miscellaneous 14.65%
3 Industrials 13.95%
4 Energy 7.53%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCCO icon
151
Southern Copper
SCCO
$168B
$557K 0.06%
3,236
-1
-0% -$180
AEP icon
152
American Electric Power
AEP
$67.9B
$551K 0.06%
4,027
-200
-5% -$26.3K
IWD icon
153
iShares Russell 1000 Value ETF
IWD
$84.2B
$537K 0.05%
2,216
– –
SPXC icon
154
SPX Corp
SPXC
$9.83B
$533K 0.05%
2,176
– –
EME icon
155
Emcor
EME
$33.2B
$526K 0.05%
634
– –
VV icon
156
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$505K 0.05%
1,469
– –
META icon
157
Meta Platforms (Facebook)
META
$1.57T
$502K 0.05%
892
-12,803
-93% -$7.83M
DE icon
158
Deere & Co
DE
$188B
$495K 0.05%
781
+48
+7% +$27.8K
DUK icon
159
Duke Energy
DUK
$93.8B
$463K 0.05%
+3,660
New +$462K
SO icon
160
Southern Company
SO
$101B
$459K 0.05%
+4,797
New +$452K
SBUX icon
161
Starbucks
SBUX
$120B
$452K 0.05%
4,425
– –
EMR icon
162
Emerson Electric
EMR
$85.1B
$435K 0.04%
3,036
– –
UVSP icon
163
Univest Financial
UVSP
$1.16B
$432K 0.04%
9,884
– –
SHV icon
164
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$427K 0.04%
3,865
-69
-2% -$7.61K
BIV icon
165
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$426K 0.04%
5,156
-23
-0.4% -$1.77K
IBM icon
166
IBM
IBM
$221B
$422K 0.04%
1,500
– –
NOW icon
167
ServiceNow
NOW
$146B
$421K 0.04%
4,237
+12
+0.3% +$1.19K
SOLS
168
Solstice Advanced Materials
SOLS
$10.1B
$417K 0.04%
4,710
-72
-2% -$5.94K
V icon
169
Visa
V
$700B
$403K 0.04%
1,175
+85
+8% +$27.3K
IEI icon
170
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$403K 0.04%
3,430
-105
-3% -$12.4K
VWO icon
171
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$387K 0.04%
6,489
+99
+2% +$5.82K
IP icon
172
International Paper
IP
$19.8B
$385K 0.04%
10,093
– –
SHY icon
173
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$381K 0.04%
4,637
-140
-3% -$11.5K
IEF icon
174
iShares 7-10 Year Treasury Bond ETF
IEF
$42.2B
$378K 0.04%
4,000
-121
-3% -$11.5K
SRE icon
175
Sempra
SRE
$54.8B
$376K 0.04%
+4,060
New +$378K
5 6
7
8 9

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Stanley-Laman Group's Q2 2026 Portfolio in Review

As of Q2 2026, Stanley-Laman Group held 327 positions worth $984M, up 21% from $814M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Stanley-Laman Group's Q2 2026 filing shows 33 new, 59 increased, 120 reduced and 29 closed positions. Its largest new stake was Teradyne: 20,153 shares worth $9.75M. The largest sale was Meta Platforms (Facebook), an estimated $7.83M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 27% a quarter earlier, followed by Miscellaneous and Industrials.

  • Stanley-Laman Group's largest Q2 2026 buy was Teradyne: 20,153 shares worth $9.75M.
  • Stanley-Laman Group added most to Ionis Pharmaceuticals in Q2 2026, an estimated $1.62M increase.
  • Stanley-Laman Group's biggest Q2 2026 reduction was Meta Platforms (Facebook), cutting an estimated $7.83M.
  • Stanley-Laman Group fully exited Analog Devices in Q2 2026, selling an estimated $6.01M.
  • Stanley-Laman Group's ten largest holdings make up 20% of its $984M portfolio in Q2 2026.
  • Stanley-Laman Group opened 33 new positions and closed 29 in Q2 2026.
  • Stanley-Laman Group's portfolio value rose 21% quarter-over-quarter to $984M.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.