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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
-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
EXC icon
151
Exelon
EXC
$48.6B
$409K 0.06%
8,881
+323
+4% +$13.5K
PSA icon
152
Public Storage
PSA
$60.2B
$404K 0.06%
+1,350
New +$404K
XNTK icon
153
State Street SPDR NYSE Technology ETF
XNTK
$2.06B
$403K 0.06%
1,953
– –
ENB icon
154
Enbridge
ENB
$124B
$397K 0.06%
8,968
– –
AMAT icon
155
Applied Materials
AMAT
$426B
$395K 0.06%
2,725
-22,394
-89% -$3.77M
NVO
156
Novo Nordisk
NVO
$216B
$390K 0.06%
+5,618
New +$464K
EPD icon
157
Enterprise Products Partners
EPD
$83.8B
$383K 0.06%
11,204
– –
SHV icon
158
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$382K 0.06%
3,459
+289
+9% +$31.9K
IBM icon
159
IBM
IBM
$202B
$373K 0.06%
1,500
– –
BRZE icon
160
Braze
BRZE
$2.45B
$362K 0.06%
10,047
-116
-1% -$4.67K
DCBO
161
Docebo
DCBO
$492M
$362K 0.06%
12,624
-560
-4% -$21.2K
PFE icon
162
Pfizer
PFE
$140B
$355K 0.05%
14,000
-5,922
-30% -$155K
SHY icon
163
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$354K 0.05%
4,278
+26
+0.6% +$2.14K
IEF icon
164
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$353K 0.05%
3,702
+50
+1% +$4.68K
NEM icon
165
Newmont
NEM
$98.2B
$338K 0.05%
7,000
– –
CB icon
166
Chubb
CB
$140B
$326K 0.05%
+1,078
New +$300K
SO icon
167
Southern Company
SO
$110B
$320K 0.05%
3,485
-49
-1% -$4.24K
BLK icon
168
Blackrock
BLK
$164B
$313K 0.05%
+331
New +$324K
DUK icon
169
Duke Energy
DUK
$102B
$299K 0.05%
2,454
+47
+2% +$5.36K
RSG icon
170
Republic Services
RSG
$66.7B
$298K 0.05%
1,231
+24
+2% +$5.38K
MRSH
171
Marsh
MRSH
$86.3B
$298K 0.05%
+1,220
New +$277K
ZTS icon
172
Zoetis
ZTS
$31.6B
$293K 0.05%
+1,777
New +$296K
JNJ icon
173
Johnson & Johnson
JNJ
$635B
$292K 0.05%
1,762
-645
-27% -$101K
NEE icon
174
NextEra Energy
NEE
$187B
$283K 0.04%
+3,994
New +$282K
BDX icon
175
Becton Dickinson
BDX
$43.1B
$283K 0.04%
+1,236
New +$287K
5 6
7
8 9

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 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.