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
+4.93%
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
$787M
AUM Growth
+$85.1M
Cap. Flow
+$60.4M
Cap. Flow %
7.67%
Top 10 Hldgs %
18.87%
Holding
316
New
65
Increased
114
Reduced
51
Closed
11

Top Buys

Rank Stock Value
1
CFG icon
Citizens Financial Group
CFG
+$3.94M
2
OLN icon
Olin
OLN
+$3.85M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.48M
4
RRC icon
Range Resources
RRC
+$3.05M
5
RTX icon
RTX Corp
RTX
+$2.91M

Top Sells

Rank Stock Value
1
AL
Air Lease Corp
AL
+$3.36M
2
UUUU icon
Energy Fuels
UUUU
+$2M
3
TTI icon
TETRA Technologies
TTI
+$2M
4
HCSG icon
Healthcare Services Group
HCSG
+$1.5M
5
CCJ icon
Cameco
CCJ
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 29.57%
2 Industrials 13.26%
3 Healthcare 8.89%
4 Energy 7.82%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
151
Applied Materials
AMAT
$426B
$536K 0.07%
2,085
+13
+0.6% +$3.12K
KEYS icon
152
Keysight
KEYS
$54.5B
$492K 0.06%
2,422
– –
AEP icon
153
American Electric Power
AEP
$73.7B
$487K 0.06%
4,227
+23
+0.5% +$2.72K
BIV icon
154
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$473K 0.06%
5,642
+34
+0.6% +$2.66K
IWD icon
155
iShares Russell 1000 Value ETF
IWD
$82B
$468K 0.06%
2,223
-373
-14% -$77K
CEG icon
156
Constellation Energy
CEG
$98B
$467K 0.06%
1,323
+22
+2% +$8K
ROK icon
157
Rockwell Automation
ROK
$51.4B
$465K 0.06%
1,195
– –
MTZ icon
158
MasTec
MTZ
$26.7B
$464K 0.06%
2,136
– –
VV icon
159
Vanguard Large-Cap ETF
VV
$51.9B
$461K 0.06%
+1,465
New +$457K
ZS icon
160
Zscaler
ZS
$23B
$460K 0.06%
+2,047
New +$578K
PWR icon
161
Quanta Services
PWR
$93.9B
$455K 0.06%
1,079
– –
ABB
162
DELISTED
ABB Ltd
ABB
$452K 0.06%
6,117
– –
SCCO icon
163
Southern Copper
SCCO
$141B
$451K 0.06%
3,199
-1
-0% -$132
IBM icon
164
IBM
IBM
$202B
$444K 0.06%
1,500
-196
-12% -$58.7K
SPXC icon
165
SPX Corp
SPXC
$11B
$435K 0.06%
2,176
– –
SHV icon
166
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$434K 0.06%
3,944
+640
+19% +$70.6K
DDOG icon
167
Datadog
DDOG
$87.9B
$434K 0.06%
+3,194
New +$505K
SNOW icon
168
Snowflake
SNOW
$92.9B
$424K 0.05%
+1,932
New +$472K
IEI icon
169
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$422K 0.05%
3,532
+5
+0.1% +$598
QCOM icon
170
Qualcomm
QCOM
$176B
$406K 0.05%
2,375
+1,031
+77% +$177K
EMR icon
171
Emerson Electric
EMR
$82.9B
$403K 0.05%
3,036
– –
IP icon
172
International Paper
IP
$22.3B
$398K 0.05%
10,093
– –
IEF icon
173
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$397K 0.05%
4,133
+732
+22% +$70.8K
SHY icon
174
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$397K 0.05%
4,789
+851
+22% +$70.5K
ETN icon
175
Eaton
ETN
$157B
$387K 0.05%
1,214
+37
+3% +$13.1K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Stanley-Laman Group held 316 positions worth $787M, up 12% from $702M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group deployed $60.4M of net new capital in Q4 2025, opening 65 new positions and adding to 114 existing holdings. Its largest new stake was Citizens Financial Group: 73,314 shares worth $4.28M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Air Lease Corp, an estimated $3.36M trimmed.

  • Stanley-Laman Group's largest Q4 2025 buy was Citizens Financial Group: 73,314 shares worth $4.28M.
  • Stanley-Laman Group added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.48M increase.
  • Stanley-Laman Group's biggest Q4 2025 reduction was Air Lease Corp, cutting an estimated $3.36M.
  • Stanley-Laman Group fully exited Lincoln Educational Services in Q4 2025, selling an estimated $495K.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $787M portfolio in Q4 2025.
  • Stanley-Laman Group opened 65 new positions and closed 11 in Q4 2025.
  • Stanley-Laman Group's portfolio value rose 12% quarter-over-quarter to $787M.

Based on Stanley-Laman Group's 13F filing for Q4 2025, filed 23 Jan 2026.