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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
+8.64%
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
$814M
AUM Growth
+$27.5M
Cap. Flow
+$8.89M
Cap. Flow %
1.09%
Top 10 Hldgs %
17.48%
Holding
337
New
32
Increased
138
Reduced
47
Closed
43

Top Buys

1
MU icon
Micron Technology
MU
+$6.22M
2
AMAT icon
Applied Materials
AMAT
+$6.07M
3
ADI icon
Analog Devices
ADI
+$6.01M
4
VRT icon
Vertiv
VRT
+$5.77M
5
HPE icon
Hewlett Packard
HPE
+$5.58M

Top Sells

1
MSFT icon
Microsoft
MSFT
+$6.2M
2
PANW icon
Palo Alto Networks
PANW
+$6.15M
3
ORCL icon
Oracle
ORCL
+$5.78M
4
SNPS icon
Synopsys
SNPS
+$5.48M
5
CDNS icon
Cadence Design Systems
CDNS
+$5.43M

Sector Composition

1 Technology 26.57%
2 Industrials 14.85%
3 Energy 10.79%
4 Healthcare 8.83%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UVSP icon
176
Univest Financial
UVSP
$1.24B
$339K 0.04%
9,884
– –
V icon
177
Visa
V
$682B
$329K 0.04%
+1,090
New +$350K
BRK.B icon
178
Berkshire Hathaway Class B
BRK.B
$1.06T
$326K 0.04%
681
+181
+36% +$88.9K
VST icon
179
Vistra
VST
$52.4B
$323K 0.04%
2,150
+35
+2% +$5.67K
NVS icon
180
Novartis
NVS
$293B
$306K 0.04%
2,000
– –
VO icon
181
Vanguard Mid-Cap ETF
VO
$106B
$300K 0.04%
+4,184
New +$311K
CME icon
182
CME Group
CME
$88.5B
$292K 0.04%
+987
New +$293K
IJR icon
183
iShares Core S&P Small-Cap ETF
IJR
$110B
$281K 0.03%
2,264
+123
+6% +$15.6K
VTI icon
184
Vanguard Total Stock Market ETF
VTI
$658B
$278K 0.03%
867
– –
GOOG icon
185
Alphabet (Google) Class C
GOOG
$4.22T
$265K 0.03%
+924
New +$290K
MCD icon
186
McDonald's
MCD
$190B
$257K 0.03%
826
-18
-2% -$5.73K
TLN
187
Talen Energy Corp
TLN
$17.8B
$256K 0.03%
+802
New +$283K
VRTX icon
188
Vertex Pharmaceuticals
VRTX
$123B
$247K 0.03%
553
+68
+14% +$31.7K
NOBL icon
189
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$234K 0.03%
+4,420
New +$242K
SNPS icon
190
Synopsys
SNPS
$73.6B
$233K 0.03%
588
-12,117
-95% -$5.48M
SXT icon
191
Sensient Technologies
SXT
$4.64B
$231K 0.03%
2,667
– –
VXUS icon
192
Vanguard Total International Stock ETF
VXUS
$153B
$230K 0.03%
2,986
+241
+9% +$19.1K
VFH icon
193
Vanguard Financials ETF
VFH
$13.4B
$222K 0.03%
+1,834
New +$234K
SYK icon
194
Stryker
SYK
$123B
$219K 0.03%
665
+84
+14% +$30.2K
QQQM icon
195
Invesco NASDAQ 100 ETF
QQQM
$96.3B
$212K 0.03%
+891
New +$223K
JNJ icon
196
Johnson & Johnson
JNJ
$609B
$202K 0.02%
+825
New +$192K
ELV icon
197
Elevance Health
ELV
$80.9B
$195K 0.02%
666
-272
-29% -$89.4K
BSX icon
198
Boston Scientific
BSX
$65.4B
$173K 0.02%
2,763
+263
+11% +$21K
EPD icon
199
Enterprise Products Partners
EPD
$82.6B
$155K 0.02%
4,102
-4,102
-50% -$145K
BAER icon
200
Bridger Aerospace
BAER
$112M
$56.6K 0.01%
28,575
– –
6 7
8
9 10

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VFG
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KCP
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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 Q1 2026 Portfolio in Review

As of Q1 2026, Stanley-Laman Group held 337 positions worth $814M, up 3.5% from $787M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Stanley-Laman Group's Q1 2026 filing shows 32 new, 138 increased, 47 reduced and 43 closed positions. Its largest new stake was Micron Technology: 15,881 shares worth $5.37M. The largest sale was Microsoft, an estimated $6.2M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 30% a quarter earlier, followed by Industrials and Energy.

  • Stanley-Laman Group's largest Q1 2026 buy was Micron Technology: 15,881 shares worth $5.37M.
  • Stanley-Laman Group added most to Applied Materials in Q1 2026, an estimated $6.07M increase.
  • Stanley-Laman Group's biggest Q1 2026 reduction was Microsoft, cutting an estimated $6.2M.
  • Stanley-Laman Group fully exited Oracle in Q1 2026, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 17% of its $814M portfolio in Q1 2026.
  • Stanley-Laman Group opened 32 new positions and closed 43 in Q1 2026.
  • Stanley-Laman Group's portfolio value rose 3.5% quarter-over-quarter to $814M.

Based on Stanley-Laman Group's 13F filing for Q1 2026, filed 16 Apr 2026.