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
-3.27%
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
$650M
AUM Growth
-$62.2M
Cap. Flow
-$88.6M
Cap. Flow %
-13.63%
Top 10 Hldgs %
14.59%
Holding
319
New
37
Increased
93
Reduced
84
Closed
37

Top Buys

Rank Stock Value
1
DDOG icon
Datadog
DDOG
+$7.72M
2
HUBS icon
HubSpot
HUBS
+$6.55M
3
KVYO icon
Klaviyo
KVYO
+$6.46M
4
DT icon
Dynatrace
DT
+$6.41M
5
PATH icon
UiPath
PATH
+$5.01M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$72.2M
2
GAMB
Gambling.com
GAMB
+$12.3M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.58M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

Rank Sector Weight
1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
176
Medtronic
MDT
$108B
$282K 0.04%
3,137
+321
+11% +$28.7K
UVSP icon
177
Univest Financial
UVSP
$1.23B
$280K 0.04%
9,884
– –
OEF icon
178
iShares S&P 100 ETF
OEF
$19.9B
$280K 0.04%
498
– –
BMY icon
179
Bristol-Myers Squibb
BMY
$128B
$274K 0.04%
4,500
– –
BRK.B icon
180
Berkshire Hathaway Class B
BRK.B
$1.07T
$266K 0.04%
500
– –
VRSK icon
181
Verisk Analytics
VRSK
$26.8B
$265K 0.04%
891
+17
+2% +$4.9K
KDP icon
182
Keurig Dr Pepper
KDP
$40.7B
$258K 0.04%
+7,550
New +$245K
WEC icon
183
WEC Energy
WEC
$37.5B
$257K 0.04%
2,362
+46
+2% +$4.7K
AEE icon
184
Ameren
AEE
$31.3B
$257K 0.04%
2,563
+50
+2% +$4.81K
SPY icon
185
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$253K 0.04%
452
+5
+1% +$2.94K
BSX icon
186
Boston Scientific
BSX
$67.6B
$252K 0.04%
2,500
– –
NOC icon
187
Northrop Grumman
NOC
$77.9B
$251K 0.04%
+491
New +$234K
XEL icon
188
Xcel Energy
XEL
$51B
$251K 0.04%
+3,542
New +$241K
PEG icon
189
Public Service Enterprise Group
PEG
$39.7B
$248K 0.04%
3,010
+117
+4% +$9.76K
VTI icon
190
Vanguard Total Stock Market ETF
VTI
$660B
$245K 0.04%
892
+67
+8% +$19.5K
HSY icon
191
Hershey
HSY
$35.9B
$244K 0.04%
1,426
– –
DTE icon
192
DTE Energy
DTE
$31B
$237K 0.04%
1,715
+33
+2% +$4.21K
CL icon
193
Colgate-Palmolive
CL
$73.4B
$237K 0.04%
2,529
+48
+2% +$4.3K
STZ icon
194
Constellation Brands
STZ
$22.2B
$233K 0.04%
+1,272
New +$231K
LNT icon
195
Alliant Energy
LNT
$19.3B
$230K 0.04%
3,581
+125
+4% +$7.64K
AVB icon
196
AvalonBay Communities
AVB
$27B
$228K 0.04%
1,061
+21
+2% +$4.56K
IJR icon
197
iShares Core S&P Small-Cap ETF
IJR
$110B
$228K 0.04%
+2,176
New +$246K
BR icon
198
Broadridge
BR
$17.5B
$227K 0.04%
+938
New +$221K
AWK icon
199
American Water Works
AWK
$26.3B
$226K 0.03%
1,532
-329
-18% -$43.3K
CHD icon
200
Church & Dwight Co
CHD
$23.3B
$223K 0.03%
+2,029
New +$217K
6 7
8
9 10

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 Q1 2025 Portfolio in Review

As of Q1 2025, Stanley-Laman Group held 319 positions worth $650M, down 8.7% from $712M the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Stanley-Laman Group withdrew a net $88.6M in Q1 2025, closing 37 positions and reducing 84 holdings. Its most notable exit was Paylocity, an estimated $5.78M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Datadog worth $6.07M.

  • Stanley-Laman Group's largest Q1 2025 buy was Datadog: 61,207 shares worth $6.07M.
  • Stanley-Laman Group added most to HubSpot in Q1 2025, an estimated $6.55M increase.
  • Stanley-Laman Group's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $72.2M.
  • Stanley-Laman Group fully exited Paylocity in Q1 2025, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 15% of its $650M portfolio in Q1 2025.
  • Stanley-Laman Group opened 37 new positions and closed 37 in Q1 2025.
  • Stanley-Laman Group's portfolio value fell 8.7% quarter-over-quarter to $650M.

Based on Stanley-Laman Group's 13F filing for Q1 2025, filed 16 Apr 2025.