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CIK: 0001893893
Total reported value
$591.7M
$591.7M
330 檔
23.8%
According to the latest 13F quarterly dataset, Studio Investment Management LLC managed an equity portfolio of $591.7M at the end of Q4 2024, spanning 330 distinct U.S. exchange-listed positions.
Studio Investment Management LLC executed strategic sector rebalancing during Q4 2024, establishing 18 new positions while fully exiting 9 holdings and trimming 104 positions.
Showing top 200 holdings (of 330 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 10.65% | -0.81% | +20.39% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.92% | +0.13% | +1.30% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.87% | +0.20% | -0.56% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.30% | -0.02% | -1.83% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.23% | -0.11% | +0.17% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.97% | -0.05% | -1.37% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.82% | -0.03% | +2.40% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.28% | +0.09% | +51.41% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.16% | -0.08% | +0.94% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | +0.35% | -1.73% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | -0.06% | -1.35% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.10% | -0.54% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.68% | -0.11% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.48% | -0.05% | -1.60% | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 1.39% | -0.18% | -2.32% | |
| 16 | GD | General Dynamics CORP | Stock-Industrials | 1.37% | -0.05% | -0.03% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.31% | -0.04% | -0.56% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.29% | — | -9.99% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.29% | -0.20% | -5.93% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.22% | +0.20% | +2.97% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | +0.04% | -1.79% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.14% | +0.33% | -3.04% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.10% | -0.02% | -0.34% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.05% | -7.01% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.06% | -0.83% | EXIT | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.09% | +1.62% | |
| 27 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.98% | -0.02% | +1.53% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.12% | -1.21% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.07% | +0.06% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | — | -2.24% | |
| 31 | VONE | Vanguard Russell 1000 | ETF-Other | 0.89% | -0.01% | +0.37% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | +0.25% | -0.31% | |
| 33 | GIS | General Mills Inc | Stock-Consumer Staples | 0.86% | -0.04% | -1.25% | |
| 34 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.84% | -0.03% | +14.28% | |
| 35 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.78% | +0.11% | +21.85% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.78% | +0.17% | -11.45% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.76% | -0.02% | -0.39% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.75% | — | -15.45% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.74% | — | -15.86% | |
| 40 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.70% | +0.04% | -1.97% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | -0.03% | +0.93% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.66% | — | -46.60% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.66% | -0.03% | -1.89% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.20% | -0.96% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | +0.01% | +0.09% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.02% | -1.73% | |
| 47 | LNT | Alliant Energy CORP | Stock-Utilities | 0.55% | — | -3.64% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.08% | +2.19% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.05% | -2.59% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.51% | — | -43.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +1.8% | +20.39% | Add |
| 2 | DFSD | Dimensional Short Duration | +1.7% | NEW | New buy |
| 3 | VGSH | Vanguard Short-term Treasury | +0.8% | +51.41% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.73% | Trim |
| 5 | AVGO | Broadcom Inc | +0.2% | -7.01% | Trim |
| 6 | SCHR | Schwab Intermediate-term US | +0.2% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.2% | -0.54% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -1.79% | Trim |
| 9 | DFLV | Dim US Large Cap Value ETF | +0.1% | +21.85% | Add |
| 10 | RSPU | Invesco S&p 500 Equal Weight | +0.1% | +34.30% | Add |
| 11 | HON | Honeywell International Inc | +0.1% | -0.21% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -0.31% | Trim |
| 13 | DIS | Walt Disney Co/the | +0.1% | +0.09% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | -1.73% | Trim |
| 15 | DFAT | Dimensional US Target Value | +0.1% | +29.94% | Add |
| 16 | VV | Vanguard Large-cap ETF | +0.1% | NEW | New buy |
| 17 | CGCP | Cap Group Core Plus Income | +0.1% | +14.28% | Add |
| 18 | CLX | Clorox Company | +0.1% | +67.73% | Add |
| 19 | WFC | Wells Fargo & Co | +0.1% | +0.53% | Add |
| 20 | EFA | Ishares Msci Eafe ETF | +0.1% | +1035.07% | Add |
| 21 | BLK | Blackrock Inc | +0.1% | -1.89% | Trim |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.62% | Add |
| 23 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +1.30% | Add |
| 24 | DUSB | Dimension Ultrashort Fi ETF | 0% | NEW | New buy |
| 25 | BAC | Bank Of America CORP | 0% | -2.59% | Trim |
| 26 | BDX | Becton Dickinson And Co | 0% | +18.95% | Add |
| 27 | VONE | Vanguard Russell 1000 | 0% | +0.37% | Add |
| 28 | HSY | Hershey Co/the | 0% | +52.77% | Add |
| 29 | CRM | Salesforce Inc | 0% | -2.25% | Trim |
| 30 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | +1.53% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +18.96% | Add |
| 32 | IBKR | Interactive Brokers Gro-cl A | 0% | -4.11% | Trim |
| 33 | DFAS | Dimensional US Small Cap ETF | 0% | NEW | New buy |
| 34 | V | Visa Inc-class A Shares | 0% | -0.31% | Trim |
| 35 | PAYX | Paychex Inc | 0% | +0.98% | Add |
| 36 | TTWO | Take-two Interactive Softwre | 0% | -1.26% | Trim |
| 37 | AAP | Advance Auto Parts Inc | 0% | +6.72% | Add |
| 38 | GS | Goldman Sachs Group Inc | 0% | -3.19% | Trim |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +0.94% | Add |
| 40 | NTRS | Northern Trust CORP | 0% | -2.88% | Trim |
| 41 | NFLX | Netflix Inc | 0% | -3.98% | Trim |
| 42 | SF | Stifel Financial CORP | 0% | -4.06% | Trim |
| 43 | OTTR | Otter Tail CORP | 0% | NEW | New buy |
| 44 | HLI | Houlihan Lokey Inc | 0% | -2.77% | Trim |
| 45 | COF | Capital One Financial CORP | 0% | -1.80% | Trim |
| 46 | CPRT | Copart Inc | 0% | -0.88% | Trim |
| 47 | DFSV | Dimensional US Small Cap Val | 0% | NEW | New buy |
| 48 | COIN | Coinbase Global Inc -class A | 0% | NEW | New buy |
| 49 | TEL | TE Connectivity plc | 0% | +15.83% | Add |
| 50 | GLDM | Spdr Gold Minishares Trust | 0% | NEW | New buy |
According to official SEC Form 13F filings, Studio Investment Management LLC reported a total U.S. public equity portfolio value of $591.7M across 330 disclosed positions in Q4 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, VIG, VTV) accounted for 23.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
DFSD
市值: $7.9M
Top Position Liquidated / Trimmed
IVV
前期市值: $155.2K
During Q4 2024, Studio Investment Management LLC's top holdings by market value included VTIP (10.7%)、VIG (5.9%)、VTV (5.9%). The largest single position, VTIP, represented 10.7% of total portfolio value.
In Q4 2024, Studio Investment Management LLC made 196 total portfolio adjustments, initiating 18 new buys, adding to 65 positions, trimming 104 holdings, and fully liquidating 9 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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