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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
+11.33%
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
$702M
AUM Growth
+$28.5M
Cap. Flow
-$12M
Cap. Flow %
-1.71%
Top 10 Hldgs %
18.64%
Holding
332
New
49
Increased
39
Reduced
94
Closed
81

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$8.22M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.15M
3
AMZN icon
Amazon
AMZN
+$8.05M
4
ANET icon
Arista Networks
ANET
+$7.87M
5
MPWR icon
Monolithic Power Systems
MPWR
+$7.49M

Top Sells

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$7.4M
2
DDOG icon
Datadog
DDOG
+$7.37M
3
AMBA icon
Ambarella
AMBA
+$7.34M
4
MDB icon
MongoDB
MDB
+$6.79M
5
RMBS icon
Rambus
RMBS
+$6.61M

Sector Composition

Rank Sector Weight
1 Technology 31.32%
2 Industrials 13.02%
3 Healthcare 7.84%
4 Energy 7.44%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCCO icon
151
Southern Copper
SCCO
$141B
$378K 0.05%
+3,200
New +$314K
SHV icon
152
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$365K 0.05%
3,304
-86
-3% -$9.48K
HSY icon
153
Hershey
HSY
$35.4B
$338K 0.05%
1,807
-977
-35% -$178K
OEF icon
154
iShares S&P 100 ETF
OEF
$19.8B
$333K 0.05%
498
– –
IEF icon
155
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$328K 0.05%
3,401
-215
-6% -$20.6K
SHY icon
156
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$327K 0.05%
3,938
-242
-6% -$20K
VTI icon
157
Vanguard Total Stock Market ETF
VTI
$654B
$313K 0.04%
954
+62
+7% +$19.6K
SPY icon
158
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$301K 0.04%
452
– –
UVSP icon
159
Univest Financial
UVSP
$1.23B
$297K 0.04%
9,884
– –
IJR icon
160
iShares Core S&P Small-Cap ETF
IJR
$109B
$278K 0.04%
2,340
-52
-2% -$5.98K
EPD icon
161
Enterprise Products Partners
EPD
$83.8B
$257K 0.04%
8,204
– –
NVS icon
162
Novartis
NVS
$295B
$256K 0.04%
2,000
– –
BRK.B icon
163
Berkshire Hathaway Class B
BRK.B
$1.07T
$251K 0.04%
500
– –
SXT icon
164
Sensient Technologies
SXT
$5.4B
$250K 0.04%
2,667
– –
MCD icon
165
McDonald's
MCD
$188B
$248K 0.04%
817
-754
-48% -$229K
BSX icon
166
Boston Scientific
BSX
$65.8B
$244K 0.03%
2,500
– –
MRK icon
167
Merck
MRK
$324B
$228K 0.03%
2,718
-1,012
-27% -$83.4K
QCOM icon
168
Qualcomm
QCOM
$176B
$224K 0.03%
1,344
-432
-24% -$68.5K
ELV icon
169
Elevance Health
ELV
$81.9B
$215K 0.03%
666
-7,636
-92% -$2.37M
SYK icon
170
Stryker
SYK
$127B
$215K 0.03%
581
-220
-27% -$85K
EGRX
171
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$32.4K ﹤0.01%
12,000
– –
ABBV icon
172
AbbVie
ABBV
$458B
– –
-1,525
Closed -$283K
ABT icon
173
Abbott
ABT
$180B
– –
-2,696
Closed -$367K
AEE icon
174
Ameren
AEE
$31.5B
– –
-2,969
Closed -$285K
AMBA icon
175
Ambarella
AMBA
$2.99B
– –
-111,164
Closed -$7.34M
5 6
7
8 9

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CICI
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UAG
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RPAM
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Stanley-Laman Group's Q3 2025 Portfolio in Review

As of Q3 2025, Stanley-Laman Group held 332 positions worth $702M, up 4.2% from $673M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group's Q3 2025 filing shows 49 new, 39 increased, 94 reduced and 81 closed positions. Its largest new stake was Arista Networks: 61,078 shares worth $8.9M. The largest sale was Freshworks, an estimated $7.4M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Industrials and Healthcare.

  • Stanley-Laman Group's largest Q3 2025 buy was Arista Networks: 61,078 shares worth $8.9M.
  • Stanley-Laman Group added most to Meta Platforms (Facebook) in Q3 2025, an estimated $8.22M increase.
  • Stanley-Laman Group's biggest Q3 2025 reduction was Energy Fuels, cutting an estimated $2.86M.
  • Stanley-Laman Group fully exited Freshworks in Q3 2025, selling an estimated $7.4M.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $702M portfolio in Q3 2025.
  • Stanley-Laman Group opened 49 new positions and closed 81 in Q3 2025.
  • Stanley-Laman Group's portfolio value rose 4.2% quarter-over-quarter to $702M.

Based on Stanley-Laman Group's 13F filing for Q3 2025, filed 22 Oct 2025.