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CIK: 0001539436
Total reported value
$1.9B
$1.9B
13 檔
76.6%
In Q2 2025, Standard Investments LLC's U.S. equity holdings reached a combined market value of $1.9B, distributed across 13 disclosed stock positions.
In Q2 2025, Standard Investments LLC displayed an active expansion posture, initiating 2 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHEL | Shell Plc-adr | Stock-Energy | 16.53% | -2.62% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.41% | — | — | |
| 3 | ADSK | Autodesk Inc | Stock-Tech | 11.21% | -2.55% | — | |
| 4 | PTC | Ptc Inc | Stock-Tech | 10.60% | -3.46% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 8.61% | -0.78% | -19.04% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.19% | -0.76% | — | |
| 7 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 7.90% | -0.60% | — | |
| 8 | ADBE | Adobe Inc | Stock-Tech | 7.82% | — | — | |
| 9 | CDW | Cdw Corp/de | Stock-Tech | 5.24% | — | — | |
| 10 | HSIC | Henry Schein Inc | Stock-Healthcare | 4.68% | — | — | |
| 11 | EVCM | Evercommerce Inc | Stock-Other | 2.75% | -0.63% | — | |
| 12 | ACHR-WS | Archer Aviation Inc -cw26 | Stock-Other | 0.06% | -0.01% | — | |
| 13 | SLDPW | Decarbonization Plus -cw23 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +16.4% | NEW | New buy |
| 2 | HSIC | Henry Schein Inc | +4.7% | NEW | New buy |
| 3 | ACHR-WS | Archer Aviation Inc -cw26 | 0% | — | Unchanged |
| 4 | SLDPW | Decarbonization Plus -cw23 | — | — | Unchanged |
| 5 | EVCM | Evercommerce Inc | -0.9% | — | Unchanged |
| 6 | CDW | Cdw Corp/de | -1.2% | — | Unchanged |
| 7 | AMZN | Amazon.com Inc | -1.5% | — | Unchanged |
| 8 | NGG | National Grid Plc-sp Adr | -1.6% | — | Unchanged |
| 9 | ADSK | Autodesk Inc | -1.7% | — | Unchanged |
| 10 | MSFT | Microsoft CORP | -2.3% | -19.04% | Trim |
| 11 | PTC | Ptc Inc | -2.4% | — | Unchanged |
| 12 | ADBE | Adobe Inc | -2.7% | — | Unchanged |
| 13 | SHEL | Shell Plc-adr | -6.9% | — | Unchanged |
According to official SEC Form 13F filings, Standard Investments LLC reported a total U.S. public equity portfolio value of $1.9B across 13 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SHEL, SPY, ADSK) accounted for 76.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPY
市值: $383.1M
Top Position Liquidated / Trimmed
MSFT
前期市值: $187.3M
During Q2 2025, Standard Investments LLC's top holdings by market value included SHEL (16.5%)、SPY (16.4%)、ADSK (11.2%). The largest single position, SHEL, represented 16.5% of total portfolio value.
In Q2 2025, Standard Investments LLC made 3 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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