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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

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

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

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
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.23T
$23.4M 2.97%
74,739
+1,522
+2% +$435K
MSFT icon
2
Microsoft
MSFT
$2.93T
$21.4M 2.71%
44,162
+3,757
+9% +$1.88M
AMZN icon
3
Amazon
AMZN
$2.66T
$17.6M 2.23%
76,145
+7,551
+11% +$1.73M
RTX icon
4
RTX Corp
RTX
$261B
$14.7M 1.87%
80,314
+16,756
+26% +$2.91M
NVDA icon
5
NVIDIA
NVDA
$4.91T
$13.9M 1.77%
74,766
+976
+1% +$182K
CCJ icon
6
Cameco
CCJ
$37.3B
$12.8M 1.63%
140,075
-14,749
-10% -$1.33M
AVGO icon
7
Broadcom
AVGO
$1.76T
$12.1M 1.54%
34,937
+552
+2% +$197K
LRCX icon
8
Lam Research
LRCX
$392B
$11.2M 1.42%
65,385
-252
-0.4% -$39.2K
AAPL icon
9
Apple
AAPL
$4.9T
$10.9M 1.38%
40,073
+4,046
+11% +$1.09M
ASML icon
10
ASML
ASML
$671B
$10.5M 1.34%
13,525
-12
-0.1% -$12.5K
TTI icon
11
TETRA Technologies
TTI
$1.37B
$9.63M 1.22%
1,027,294
-258,684
-20% -$2M
ISRG icon
12
Intuitive Surgical
ISRG
$122B
$9.47M 1.2%
16,727
+3,271
+24% +$1.74M
TSM icon
13
TSMC
TSM
$2.07T
$9.34M 1.19%
30,724
+9
+0% +$2.64K
KLAC icon
14
KLA
KLAC
$278B
$9.26M 1.18%
76,210
-60
-0.1% -$7.04K
VOO icon
15
Vanguard S&P 500 ETF
VOO
$974B
$8.96M 1.14%
14,286
+5,606
+65% +$3.48M
ETR icon
16
Entergy
ETR
$52.8B
$8.73M 1.11%
94,426
+4,966
+6% +$471K
META icon
17
Meta Platforms (Facebook)
META
$1.64T
$8.38M 1.07%
12,699
-256
-2% -$171K
MPWR icon
18
Monolithic Power Systems
MPWR
$64.5B
$8.37M 1.06%
9,237
+2
+0% +$1.93K
PANW icon
19
Palo Alto Networks
PANW
$292B
$8.34M 1.06%
45,265
+11,118
+33% +$2.24M
LIN icon
20
Linde
LIN
$237B
$8.21M 1.04%
19,244
+1,049
+6% +$449K
AMD icon
21
Advanced Micro Devices
AMD
$808B
$8.18M 1.04%
38,216
-58
-0.2% -$13K
ANET icon
22
Arista Networks
ANET
$212B
$8.01M 1.02%
61,153
+75
+0.1% +$10.3K
MA icon
23
Mastercard
MA
$480B
$7.31M 0.93%
12,812
+3,705
+41% +$2.07M
LLY icon
24
Eli Lilly
LLY
$1.05T
$6.95M 0.88%
6,465
+2,665
+70% +$2.55M
VAL icon
25
Valaris
VAL
$5.3B
$6.15M 0.78%
122,122
+5,163
+4% +$277K
1
2 3 4 5

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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
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 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

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.