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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
WTRG icon
201
Essential Utilities
WTRG
$11.2B
$228K 0.03%
6,144
+1,016
+20% +$39.6K
CMS icon
202
CMS Energy
CMS
$23.1B
$227K 0.03%
3,281
+442
+16% +$31.5K
UDR icon
203
UDR
UDR
$12.9B
$217K 0.03%
+5,316
New +$220K
GGG icon
204
Graco
GGG
$12.9B
$215K 0.03%
+2,506
New +$208K
STE icon
205
Steris
STE
$20.9B
$211K 0.03%
+880
New +$205K
MFC icon
206
Manulife Financial
MFC
$72.6B
$204K 0.03%
+6,390
New +$197K
CINF icon
207
Cincinnati Financial
CINF
$28.3B
$202K 0.03%
+1,357
New +$194K
EGRX
208
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$34.8K 0.01%
12,000
– –
URG
209
Ur-Energy
URG
$485M
$11.7K ﹤0.01%
11,127
+420
+4% +$335
BAC icon
210
Bank of America
BAC
$435B
– –
-14,000
Closed -$584K
BDX icon
211
Becton Dickinson
BDX
$43.1B
– –
-1,236
Closed -$283K
BILL icon
212
BILL Holdings
BILL
$4.33B
– –
-73,102
Closed -$3.35M
BL icon
213
BlackLine
BL
$1.69B
– –
-98,879
Closed -$4.79M
BMY icon
214
Bristol-Myers Squibb
BMY
$127B
– –
-4,500
Closed -$274K
BX icon
215
Blackstone
BX
$104B
– –
-3,242
Closed -$453K
CLX icon
216
Clorox
CLX
$11.6B
– –
-1,371
Closed -$202K
CXM icon
217
Sprinklr
CXM
$1.33B
– –
-689,610
Closed -$5.76M
DOW icon
218
Dow Inc
DOW
$21.6B
– –
-68,465
Closed -$2.39M
EDV icon
219
Vanguard World Funds Extended Duration ETF
EDV
$3.3B
– –
-10,420
Closed -$741K
ENB icon
220
Enbridge
ENB
$124B
– –
-8,968
Closed -$397K
GAMB
221
DELISTED
Gambling.com
GAMB
– –
-169,700
Closed -$2.14M
GD icon
222
General Dynamics
GD
$105B
– –
-793
Closed -$216K
HLIT icon
223
Harmonic Inc
HLIT
$1.21B
– –
-300,196
Closed -$2.88M
MDLZ icon
224
Mondelez International
MDLZ
$77.7B
– –
-2,989
Closed -$203K
NEM icon
225
Newmont
NEM
$98.2B
– –
-7,000
Closed -$338K
6 7 8
9
10

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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 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.