We are live on ! Find out more
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
BLK icon
151
Blackrock
BLK
$163B
$357K 0.05%
340
+9
+3% +$8.51K
RSG icon
152
Republic Services
RSG
$67.8B
$353K 0.05%
1,431
+200
+16% +$49.4K
SHY icon
153
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$346K 0.05%
4,180
-98
-2% -$8.09K
IEF icon
154
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$346K 0.05%
3,616
-86
-2% -$8.13K
DCBO
155
Docebo
DCBO
$494M
$341K 0.05%
11,776
-848
-7% -$24.1K
PG icon
156
Procter & Gamble
PG
$347B
$341K 0.05%
2,138
-1,710
-44% -$279K
DUK icon
157
Duke Energy
DUK
$98.1B
$335K 0.05%
2,840
+386
+16% +$45.5K
ISRG icon
158
Intuitive Surgical
ISRG
$125B
$334K 0.05%
614
-254
-29% -$133K
NEE icon
159
NextEra Energy
NEE
$184B
$328K 0.05%
4,726
+732
+18% +$50.8K
VRSK icon
160
Verisk Analytics
VRSK
$26.4B
$321K 0.05%
1,032
+141
+16% +$42.7K
AMAT icon
161
Applied Materials
AMAT
$417B
$320K 0.05%
1,750
-975
-36% -$154K
SYK icon
162
Stryker
SYK
$122B
$317K 0.05%
801
-401
-33% -$150K
MDT icon
163
Medtronic
MDT
$107B
$316K 0.05%
3,620
+483
+15% +$41K
JNJ icon
164
Johnson & Johnson
JNJ
$599B
$313K 0.05%
2,047
+285
+16% +$43.8K
MRSH
165
Marsh
MRSH
$87.7B
$311K 0.05%
1,421
+201
+16% +$45.4K
PEP icon
166
PepsiCo
PEP
$185B
$311K 0.05%
2,352
-1,177
-33% -$159K
OEF icon
167
iShares S&P 100 ETF
OEF
$20B
$309K 0.05%
498
– –
ZTS icon
168
Zoetis
ZTS
$31.9B
$308K 0.05%
1,977
+200
+11% +$31.7K
XOM icon
169
ExxonMobil
XOM
$615B
$297K 0.04%
+2,759
New +$295K
VRTX icon
170
Vertex Pharmaceuticals
VRTX
$122B
$297K 0.04%
668
-334
-33% -$154K
UVSP icon
171
Univest Financial
UVSP
$1.23B
$297K 0.04%
9,884
– –
PEG icon
172
Public Service Enterprise Group
PEG
$38.8B
$296K 0.04%
3,522
+512
+17% +$41.3K
MRK icon
173
Merck
MRK
$307B
$295K 0.04%
3,730
-3,084
-45% -$245K
KDP icon
174
Keurig Dr Pepper
KDP
$41.4B
$290K 0.04%
8,771
+1,221
+16% +$41.3K
AEE icon
175
Ameren
AEE
$30.6B
$285K 0.04%
2,969
+406
+16% +$39.4K
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
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 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

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.