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SLG

Stanley-Laman Group Portfolio holdings

AUM $984M
1-Year Est. Return 72.08%
This Fund
S&P 500
This Quarter Est. Return
+35.6%
1 Year Est. Return
+72.08%
3 Year Est. Return
+124.02%
5 Year Est. Return
+117.81%
10 Year Est. Return
+397.76%
AUM
$984M
AUM Growth
+$170M
Cap. Flow
-$13M
Cap. Flow %
-1.32%
Top 10 Hldgs %
20.36%
Holding
327
New
33
Increased
59
Reduced
120
Closed
29

Top Buys

Rank Stock Value
1
TER icon
Teradyne
TER
+$7.6M
2
FN icon
Fabrinet
FN
+$7.21M
3
STX icon
Seagate
STX
+$6.68M
4
BDC icon
Belden
BDC
+$4.14M
5
TEL icon
TE Connectivity
TEL
+$3.8M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.83M
2
ASML icon
ASML
ASML
+$7.33M
3
ISRG icon
Intuitive Surgical
ISRG
+$6.3M
4
ADI icon
Analog Devices
ADI
+$6.01M
5
PTC icon
PTC
PTC
+$3.86M

Sector Composition

Rank Sector Weight
1 Technology 36.52%
2 Miscellaneous 14.65%
3 Industrials 13.95%
4 Energy 7.53%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
176
iShares Core S&P Small-Cap ETF
IJR
$110B
$358K 0.04%
2,412
+148
+7% +$20.3K
SPGI icon
177
S&P Global
SPGI
$131B
$347K 0.04%
853
+12
+1% +$5.07K
BRK.B icon
178
Berkshire Hathaway Class B
BRK.B
$1.08T
$343K 0.03%
685
+4
+0.6% +$1.92K
VO icon
179
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$337K 0.03%
4,184
– –
VTI icon
180
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$335K 0.03%
906
+39
+4% +$13.9K
TLN
181
Talen Energy Corp
TLN
$15.2B
$335K 0.03%
871
+69
+9% +$25.3K
STRL icon
182
Sterling Infrastructure
STRL
$14.9B
$332K 0.03%
+395
New +$277K
FIX icon
183
Comfort Systems
FIX
$56.7B
$331K 0.03%
+167
New +$303K
NFLX icon
184
Netflix
NFLX
$326B
$330K 0.03%
4,616
-7,334
-61% -$646K
SXT icon
185
Sensient Technologies
SXT
$5.74B
$329K 0.03%
2,667
– –
GOOG icon
186
Alphabet (Google) Class C
GOOG
$4.1T
$326K 0.03%
924
– –
WMT icon
187
Walmart Inc
WMT
$850B
$325K 0.03%
2,870
+10
+0.3% +$1.24K
DELL icon
188
Dell
DELL
$339B
$318K 0.03%
+736
New +$213K
NVS icon
189
Novartis
NVS
$304B
$313K 0.03%
2,000
– –
VRTX icon
190
Vertex Pharmaceuticals
VRTX
$138B
$305K 0.03%
614
+61
+11% +$27K
SNPS icon
191
Synopsys
SNPS
$75.5B
$289K 0.03%
649
+61
+10% +$28.7K
QQQM icon
192
Invesco NASDAQ 100 ETF
QQQM
$105B
$270K 0.03%
891
– –
VXUS icon
193
Vanguard Total International Stock ETF
VXUS
$165B
$262K 0.03%
3,070
+84
+3% +$7.03K
ELV icon
194
Elevance Health
ELV
$88.4B
$258K 0.03%
666
– –
NOBL icon
195
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$248K 0.03%
4,420
– –
CME icon
196
CME Group
CME
$101B
$242K 0.02%
1,094
+107
+11% +$29.6K
VFH icon
197
Vanguard Financials ETF
VFH
$13.9B
$241K 0.02%
1,834
– –
SYK icon
198
Stryker
SYK
$116B
$238K 0.02%
757
+92
+14% +$29K
MFC icon
199
Manulife Financial
MFC
$73.5B
$211K 0.02%
+5,204
New +$201K
EGRX
200
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$8.04K ﹤0.01%
12,000
– –
5 6 7
8
9

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Stanley-Laman Group's Q2 2026 Portfolio in Review

As of Q2 2026, Stanley-Laman Group held 327 positions worth $984M, up 21% from $814M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Stanley-Laman Group's Q2 2026 filing shows 33 new, 59 increased, 120 reduced and 29 closed positions. Its largest new stake was Teradyne: 20,153 shares worth $9.75M. The largest sale was Meta Platforms (Facebook), an estimated $7.83M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 27% a quarter earlier, followed by Miscellaneous and Industrials.

  • Stanley-Laman Group's largest Q2 2026 buy was Teradyne: 20,153 shares worth $9.75M.
  • Stanley-Laman Group added most to Ionis Pharmaceuticals in Q2 2026, an estimated $1.62M increase.
  • Stanley-Laman Group's biggest Q2 2026 reduction was Meta Platforms (Facebook), cutting an estimated $7.83M.
  • Stanley-Laman Group fully exited Analog Devices in Q2 2026, selling an estimated $6.01M.
  • Stanley-Laman Group's ten largest holdings make up 20% of its $984M portfolio in Q2 2026.
  • Stanley-Laman Group opened 33 new positions and closed 29 in Q2 2026.
  • Stanley-Laman Group's portfolio value rose 21% quarter-over-quarter to $984M.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.