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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
+10.51%
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
$673M
AUM Growth
+$23.4M
Cap. Flow
-$43.5M
Cap. Flow %
-6.46%
Top 10 Hldgs %
13.47%
Holding
310
New
28
Increased
60
Reduced
115
Closed
27

Top Buys

Rank Stock Value
1
AMBA icon
Ambarella
AMBA
+$5.89M
2
TENB icon
Tenable Holdings
TENB
+$5.82M
3
ONTO icon
Onto Innovation
ONTO
+$5.76M
4
APPF icon
AppFolio
APPF
+$5.58M
5
RMBS icon
Rambus
RMBS
+$5.54M

Top Sells

Rank Stock Value
1
ZS icon
Zscaler
ZS
+$8.25M
2
PATH icon
UiPath
PATH
+$7.25M
3
CXM icon
Sprinklr
CXM
+$5.76M
4
SNOW icon
Snowflake
SNOW
+$5.62M
5
OKTA icon
Okta
OKTA
+$5.6M

Sector Composition

Rank Sector Weight
1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WEC icon
176
WEC Energy
WEC
$37.7B
$285K 0.04%
2,735
+373
+16% +$39.7K
ABBV icon
177
AbbVie
ABBV
$458B
$283K 0.04%
1,525
-567
-27% -$105K
QCOM icon
178
Qualcomm
QCOM
$176B
$283K 0.04%
1,776
-20,519
-92% -$3.02M
LH icon
179
Labcorp
LH
$24.3B
$283K 0.04%
1,077
+167
+18% +$40.7K
XEL icon
180
Xcel Energy
XEL
$51B
$281K 0.04%
4,124
+582
+16% +$40.4K
SPY icon
181
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$279K 0.04%
452
– –
VTI icon
182
Vanguard Total Stock Market ETF
VTI
$654B
$271K 0.04%
892
– –
BSX icon
183
Boston Scientific
BSX
$65.8B
$269K 0.04%
2,500
– –
CL icon
184
Colgate-Palmolive
CL
$72.6B
$267K 0.04%
2,942
+413
+16% +$37.7K
BRZE icon
185
Braze
BRZE
$2.45B
$267K 0.04%
9,514
-533
-5% -$16.9K
BR icon
186
Broadridge
BR
$17.2B
$263K 0.04%
1,082
+144
+15% +$34.2K
SXT icon
187
Sensient Technologies
SXT
$5.4B
$263K 0.04%
+2,667
New +$239K
DTE icon
188
DTE Energy
DTE
$31.1B
$263K 0.04%
1,983
+268
+16% +$36K
IJR icon
189
iShares Core S&P Small-Cap ETF
IJR
$109B
$261K 0.04%
2,392
+216
+10% +$22.3K
EPD icon
190
Enterprise Products Partners
EPD
$83.8B
$254K 0.04%
8,204
-3,000
-27% -$93.5K
AVB icon
191
AvalonBay Communities
AVB
$27.1B
$252K 0.04%
1,240
+179
+17% +$36.6K
DGX icon
192
Quest Diagnostics
DGX
$25.1B
$251K 0.04%
1,398
+190
+16% +$33K
LNT icon
193
Alliant Energy
LNT
$19.4B
$251K 0.04%
4,147
+566
+16% +$34.6K
AWK icon
194
American Water Works
AWK
$26.3B
$248K 0.04%
1,781
+249
+16% +$35.7K
NVO
195
Novo Nordisk
NVO
$216B
$244K 0.04%
3,531
-2,087
-37% -$142K
NI icon
196
NiSource
NI
$22.4B
$243K 0.04%
6,036
+815
+16% +$32K
BRK.B icon
197
Berkshire Hathaway Class B
BRK.B
$1.07T
$243K 0.04%
500
– –
NVS icon
198
Novartis
NVS
$295B
$242K 0.04%
2,000
– –
STZ icon
199
Constellation Brands
STZ
$22.2B
$239K 0.04%
1,472
+200
+16% +$35.9K
CHD icon
200
Church & Dwight Co
CHD
$23.1B
$228K 0.03%
2,375
+346
+17% +$34.1K
6 7
8
9 10

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KCP
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AR
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CICI
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UAG
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PS
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BC
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RPAM
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Stanley-Laman Group's Q2 2025 Portfolio in Review

As of Q2 2025, Stanley-Laman Group held 310 positions worth $673M, up 3.6% from $650M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Stanley-Laman Group withdrew a net $43.5M in Q2 2025, closing 27 positions and reducing 115 holdings. Its most notable exit was Zscaler, an estimated $8.25M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Ambarella worth $7.34M.

  • Stanley-Laman Group's largest Q2 2025 buy was Ambarella: 111,164 shares worth $7.34M.
  • Stanley-Laman Group added most to Amazon in Q2 2025, an estimated $1.42M increase.
  • Stanley-Laman Group's biggest Q2 2025 reduction was UiPath, cutting an estimated $7.25M.
  • Stanley-Laman Group fully exited Zscaler in Q2 2025, selling an estimated $8.25M.
  • Stanley-Laman Group's ten largest holdings make up 13% of its $673M portfolio in Q2 2025.
  • Stanley-Laman Group opened 28 new positions and closed 27 in Q2 2025.
  • Stanley-Laman Group's portfolio value rose 3.6% quarter-over-quarter to $673M.

Based on Stanley-Laman Group's 13F filing for Q2 2025, filed 29 Jul 2025.