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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
+11.33%
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
$702M
AUM Growth
+$28.5M
Cap. Flow
-$12M
Cap. Flow %
-1.71%
Top 10 Hldgs %
18.64%
Holding
332
New
49
Increased
39
Reduced
94
Closed
81

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$8.22M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.15M
3
AMZN icon
Amazon
AMZN
+$8.05M
4
ANET icon
Arista Networks
ANET
+$7.87M
5
MPWR icon
Monolithic Power Systems
MPWR
+$7.49M

Top Sells

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$7.4M
2
DDOG icon
Datadog
DDOG
+$7.37M
3
AMBA icon
Ambarella
AMBA
+$7.34M
4
MDB icon
MongoDB
MDB
+$6.79M
5
RMBS icon
Rambus
RMBS
+$6.61M

Sector Composition

Rank Sector Weight
1 Technology 31.32%
2 Industrials 13.02%
3 Healthcare 7.84%
4 Energy 7.44%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GGG icon
201
Graco
GGG
$12.9B
– –
-2,506
Closed -$215K
HUBS icon
202
HubSpot
HUBS
$10.5B
– –
-9,654
Closed -$5.37M
INDA icon
203
iShares MSCI India ETF
INDA
$6.65B
– –
-30,000
Closed -$1.67M
INFY icon
204
Infosys
INFY
$45B
– –
-30,000
Closed -$556K
JNJ icon
205
Johnson & Johnson
JNJ
$635B
– –
-2,047
Closed -$313K
KDP icon
206
Keurig Dr Pepper
KDP
$40.4B
– –
-8,771
Closed -$290K
KO icon
207
Coca-Cola
KO
$354B
– –
-5,158
Closed -$365K
KVYO icon
208
Klaviyo
KVYO
$4.91B
– –
-143,230
Closed -$4.81M
LH icon
209
Labcorp
LH
$24.3B
– –
-1,077
Closed -$283K
LNT icon
210
Alliant Energy
LNT
$19.4B
– –
-4,147
Closed -$251K
MDB icon
211
MongoDB
MDB
$24B
– –
-32,316
Closed -$6.79M
MDT icon
212
Medtronic
MDT
$107B
– –
-3,620
Closed -$316K
MFC icon
213
Manulife Financial
MFC
$72.6B
– –
-6,390
Closed -$204K
MRSH
214
Marsh
MRSH
$86.3B
– –
-1,421
Closed -$311K
NCNO icon
215
nCino
NCNO
$1.81B
– –
-14,290
Closed -$400K
NEE icon
216
NextEra Energy
NEE
$187B
– –
-4,726
Closed -$328K
NI icon
217
NiSource
NI
$22.4B
– –
-6,036
Closed -$243K
NVO
218
Novo Nordisk
NVO
$216B
– –
-3,531
Closed -$244K
OKTA icon
219
Okta
OKTA
$24.1B
– –
-42,600
Closed -$4.26M
PATH icon
220
UiPath
PATH
$5.62B
– –
-132,910
Closed -$1.7M
PEG icon
221
Public Service Enterprise Group
PEG
$39.8B
– –
-3,522
Closed -$296K
PEP icon
222
PepsiCo
PEP
$186B
– –
-2,352
Closed -$311K
PG icon
223
Procter & Gamble
PG
$343B
– –
-2,138
Closed -$341K
PSA icon
224
Public Storage
PSA
$60.2B
– –
-1,560
Closed -$458K
PUMP icon
225
ProPetro Holding
PUMP
$1.45B
– –
-507,261
Closed -$3.03M
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 Q3 2025 Portfolio in Review

As of Q3 2025, Stanley-Laman Group held 332 positions worth $702M, up 4.2% from $673M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group's Q3 2025 filing shows 49 new, 39 increased, 94 reduced and 81 closed positions. Its largest new stake was Arista Networks: 61,078 shares worth $8.9M. The largest sale was Freshworks, an estimated $7.4M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Industrials and Healthcare.

  • Stanley-Laman Group's largest Q3 2025 buy was Arista Networks: 61,078 shares worth $8.9M.
  • Stanley-Laman Group added most to Meta Platforms (Facebook) in Q3 2025, an estimated $8.22M increase.
  • Stanley-Laman Group's biggest Q3 2025 reduction was Energy Fuels, cutting an estimated $2.86M.
  • Stanley-Laman Group fully exited Freshworks in Q3 2025, selling an estimated $7.4M.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $702M portfolio in Q3 2025.
  • Stanley-Laman Group opened 49 new positions and closed 81 in Q3 2025.
  • Stanley-Laman Group's portfolio value rose 4.2% quarter-over-quarter to $702M.

Based on Stanley-Laman Group's 13F filing for Q3 2025, filed 22 Oct 2025.