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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
+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
EME icon
176
Emcor
EME
$33.1B
$379K 0.05%
619
+4
+0.7% +$2.59K
SBUX icon
177
Starbucks
SBUX
$118B
$373K 0.05%
+4,425
New +$373K
SPGI icon
178
S&P Global
SPGI
$126B
$369K 0.05%
706
-250
-26% -$124K
BLK icon
179
Blackrock
BLK
$164B
$364K 0.05%
340
-10
-3% -$10.9K
PATH icon
180
UiPath
PATH
$5.62B
$357K 0.05%
+21,791
New +$339K
OKTA icon
181
Okta
OKTA
$24.1B
$343K 0.04%
+3,971
New +$347K
VST icon
182
Vistra
VST
$55.1B
$341K 0.04%
2,115
– –
AL
183
DELISTED
Air Lease Corp
AL
$336K 0.04%
5,225
-52,692
-91% -$3.36M
HSY icon
184
Hershey
HSY
$35.4B
$331K 0.04%
1,818
+11
+0.6% +$2.01K
ELV icon
185
Elevance Health
ELV
$81.9B
$329K 0.04%
938
+272
+41% +$91.9K
UVSP icon
186
Univest Financial
UVSP
$1.23B
$324K 0.04%
9,884
– –
CFLT
187
DELISTED
Confluent
CFLT
$316K 0.04%
+10,443
New +$256K
VTI icon
188
Vanguard Total Stock Market ETF
VTI
$654B
$291K 0.04%
867
-87
-9% -$28.9K
NVS icon
189
Novartis
NVS
$295B
$276K 0.04%
2,000
– –
FRSH icon
190
Freshworks
FRSH
$2.84B
$267K 0.03%
+21,772
New +$257K
EPD icon
191
Enterprise Products Partners
EPD
$83.8B
$263K 0.03%
8,204
– –
MCD icon
192
McDonald's
MCD
$188B
$258K 0.03%
844
+27
+3% +$8.27K
IJR icon
193
iShares Core S&P Small-Cap ETF
IJR
$109B
$257K 0.03%
2,141
-199
-9% -$23.8K
BRK.B icon
194
Berkshire Hathaway Class B
BRK.B
$1.07T
$251K 0.03%
500
– –
SXT icon
195
Sensient Technologies
SXT
$5.4B
$251K 0.03%
2,667
– –
BRKR icon
196
Bruker
BRKR
$9.2B
$247K 0.03%
+5,250
New +$222K
BSX icon
197
Boston Scientific
BSX
$65.8B
$238K 0.03%
2,500
– –
VRTX icon
198
Vertex Pharmaceuticals
VRTX
$121B
$220K 0.03%
+485
New +$209K
PUMP icon
199
ProPetro Holding
PUMP
$1.45B
$217K 0.03%
+22,793
New +$198K
S icon
200
SentinelOne
S
$6.22B
$213K 0.03%
+14,177
New +$232K
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.