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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
-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
NVS icon
201
Novartis
NVS
$300B
$223K 0.03%
2,000
-225
-10% -$24K
GD icon
202
General Dynamics
GD
$106B
$216K 0.03%
793
+15
+2% +$3.9K
CMS icon
203
CMS Energy
CMS
$23.1B
$213K 0.03%
+2,839
New +$198K
LH icon
204
Labcorp
LH
$24.4B
$212K 0.03%
+910
New +$221K
NI icon
205
NiSource
NI
$22.3B
$209K 0.03%
+5,221
New +$201K
DGX icon
206
Quest Diagnostics
DGX
$25.3B
$204K 0.03%
+1,208
New +$198K
MDLZ icon
207
Mondelez International
MDLZ
$77.9B
$203K 0.03%
2,989
-2,978
-50% -$184K
WTRG icon
208
Essential Utilities
WTRG
$11.3B
$203K 0.03%
+5,128
New +$188K
CLX icon
209
Clorox
CLX
$11.8B
$202K 0.03%
+1,371
New +$209K
OGN icon
210
Organon & Co
OGN
$3.56B
$195K 0.03%
13,074
+2,000
+18% +$30.8K
EGRX
211
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$11.8K ﹤0.01%
12,000
– –
URG
212
Ur-Energy
URG
$493M
$7.22K ﹤0.01%
10,707
+166
+2% +$163
ABNB icon
213
Airbnb
ABNB
$86B
– –
-24,886
Closed -$3.27M
ADBE icon
214
Adobe
ADBE
$93.7B
– –
-777
Closed -$346K
AMD icon
215
Advanced Micro Devices
AMD
$791B
– –
-2,219
Closed -$268K
AME icon
216
Ametek
AME
$55.1B
– –
-1,705
Closed -$307K
ASAN icon
217
Asana
ASAN
$1.75B
– –
-241,649
Closed -$4.9M
CIVI
218
DELISTED
Civitas Resources
CIVI
– –
-73,538
Closed -$3.37M
CSCO icon
219
Cisco
CSCO
$446B
– –
-11,417
Closed -$676K
CSX icon
220
CSX Corp
CSX
$97.2B
– –
-6,531
Closed -$211K
CTSH icon
221
Cognizant
CTSH
$22.3B
– –
-5,000
Closed -$385K
EIX icon
222
Edison International
EIX
$30.5B
– –
-2,747
Closed -$219K
FIVN icon
223
FIVE9
FIVN
$1.88B
– –
-63,863
Closed -$2.6M
FROG icon
224
JFrog
FROG
$9.77B
– –
-165,930
Closed -$4.88M
ICE icon
225
Intercontinental Exchange
ICE
$83.4B
– –
-7,413
Closed -$647K
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
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
BBI
Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 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.