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CIK: 0001893893
Total reported value
$591.7M
$591.7M
293 檔
23.0%
In Q3 2024, Studio Investment Management LLC's U.S. equity holdings reached a combined market value of $591.7M, distributed across 293 disclosed stock positions.
In Q3 2024, Studio Investment Management LLC displayed an active expansion posture, initiating 15 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.90% | -0.81% | +11.45% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 6.01% | +0.20% | -1.35% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.87% | +0.13% | +1.89% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.39% | -0.02% | -2.42% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.47% | -0.11% | +4.58% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.06% | -0.03% | +1.53% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.02% | -0.05% | +0.80% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.15% | -0.08% | -0.66% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.06% | -0.92% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.35% | -0.14% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.10% | -0.15% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 1.65% | -0.18% | -0.16% | |
| 13 | GD | General Dynamics CORP | Stock-Industrials | 1.55% | -0.05% | -0.39% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.53% | -0.05% | +0.33% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.51% | +0.09% | +7.80% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.47% | — | -0.80% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.44% | -0.04% | -1.08% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.36% | -0.20% | -4.54% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.28% | — | -0.57% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.26% | +0.20% | +9.96% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.25% | +0.33% | -2.02% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.11% | -0.02% | -2.97% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | — | +0.36% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | +0.04% | -2.82% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.07% | +1.47% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | +0.17% | +1.32% | |
| 27 | GIS | General Mills Inc | Stock-Consumer Staples | 0.99% | -0.04% | +1.45% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | -0.09% | -8.10% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.97% | — | +3.30% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.96% | -0.83% | EXIT | |
| 31 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.96% | +0.04% | +0.48% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.12% | -2.42% | |
| 33 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.95% | -0.02% | +9.87% | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.91% | — | -1.57% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.89% | — | -1.61% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.89% | — | -1.62% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.05% | +854.22% | |
| 38 | VONE | Vanguard Russell 1000 | ETF-Other | 0.85% | -0.01% | -0.79% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.83% | -0.03% | -3.31% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.25% | -2.01% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.78% | -0.02% | +3.39% | |
| 42 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.76% | -0.03% | +17.94% | |
| 43 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.65% | +0.11% | +17.97% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.20% | +0.91% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.61% | -0.03% | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.08% | +1.64% | |
| 47 | LNT | Alliant Energy CORP | Stock-Utilities | 0.57% | — | +1.47% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | +0.01% | +1.23% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.02% | +1.23% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | +0.02% | -1.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 2 | VTIP | Vanguard Short-term Tips | +0.4% | +11.45% | Add |
| 3 | DHI | Dr Horton Inc | +0.2% | +0.48% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.80% | Add |
| 5 | NEE | Nextera Energy Inc | +0.2% | -0.16% | Trim |
| 6 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +52.13% | Add |
| 7 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +130.59% | Add |
| 8 | QLTY | Gmo U.s. Quality ETF | +0.1% | +133.52% | Add |
| 9 | DFIC | Dimensional International Co | +0.1% | +4.58% | Add |
| 10 | HII | Huntington Ingalls Industrie | +0.1% | NEW | New buy |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +1.89% | Add |
| 12 | CGCP | Cap Group Core Plus Income | +0.1% | +17.94% | Add |
| 13 | DFLV | Dim US Large Cap Value ETF | +0.1% | +17.97% | Add |
| 14 | RSPU | Invesco S&p 500 Equal Weight | +0.1% | +18.06% | Add |
| 15 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 16 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +9.96% | Add |
| 17 | GIS | General Mills Inc | +0.1% | +1.45% | Add |
| 18 | RTX | Rtx CORP | +0.1% | -2.42% | Trim |
| 19 | CNQ | Canadian Natural Resources | +0.1% | +160.07% | Add |
| 20 | OSEA | Harbor Intl Compounders ETF | +0.1% | NEW | New buy |
| 21 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 22 | CAT | Caterpillar Inc | +0.1% | -2.02% | Trim |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | +1.32% | Add |
| 24 | LNT | Alliant Energy CORP | +0.1% | +1.47% | Add |
| 25 | NOC | Northrop Grumman CORP | +0.1% | +0.30% | Add |
| 26 | SBUX | Starbucks CORP | +0.1% | +13.60% | Add |
| 27 | AAPL | Apple Inc | 0% | -0.15% | Trim |
| 28 | JNJ | Johnson & Johnson | 0% | +1.47% | Add |
| 29 | ITW | Illinois Tool Works | 0% | +3.39% | Add |
| 30 | LOW | Lowe's Cos Inc | 0% | +6.47% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | +45.45% | Add |
| 32 | DFIV | Dimensional International Va | 0% | +62.82% | Add |
| 33 | CBRE | Cbre Group Inc - A | 0% | +0.94% | Add |
| 34 | DFAI | Dimensional International Co | 0% | +61.41% | Add |
| 35 | MDT | Medtronic plc | 0% | +11.71% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | NEW | New buy |
| 37 | VGSH | Vanguard Short-term Treasury | 0% | +7.80% | Add |
| 38 | DUK | Duke Energy CORP | 0% | +0.59% | Add |
| 39 | CHRW | C.h. Robinson Worldwide Inc | 0% | -5.56% | Trim |
| 40 | DFAT | Dimensional US Target Value | 0% | +8.94% | Add |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | +7.52% | Add |
| 42 | GQRE | Flexshares Global Quality Re | 0% | +0.83% | Add |
| 43 | MMM | 3m Co | 0% | +4.61% | Add |
| 44 | IJH | Ishares Core S&p Midcap ETF | 0% | +687.78% | Add |
| 45 | BND | Vanguard Total Bond Market | 0% | NEW | New buy |
| 46 | LMT | Lockheed Martin CORP | 0% | +1.00% | Add |
| 47 | SCHF | Schwab Intl Equity ETF | 0% | NEW | New buy |
| 48 | DISV | Dimensional International Sm | 0% | +54.77% | Add |
| 49 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | +9.87% | Add |
| 50 | CSCO | Cisco Systems Inc | 0% | -2.01% | Trim |
According to official SEC Form 13F filings, Studio Investment Management LLC reported a total U.S. public equity portfolio value of $591.7M across 293 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTIP, VTV, VIG) accounted for 23.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
BLK
市值: $2.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $2.4M
During Q3 2024, Studio Investment Management LLC's top holdings by market value included VTIP (8.9%)、VTV (6.0%)、VIG (5.9%). The largest single position, VTIP, represented 8.9% of total portfolio value.
In Q3 2024, Studio Investment Management LLC made 197 total portfolio adjustments, initiating 15 new buys, adding to 108 positions, trimming 60 holdings, and fully liquidating 14 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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