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CIK: 0001893893
Total reported value
$591.7M
$591.7M
320 檔
27.9%
As reported in its official Q1 2025 Form 13F filing, Studio Investment Management LLC's tracked investment portfolio stood at $591.7M with 320 total positions.
Studio Investment Management LLC executed strategic sector rebalancing during Q1 2025, establishing 20 new positions while fully exiting 5 holdings and trimming 89 positions.
Showing top 200 holdings (of 320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 15.29% | -0.81% | +43.35% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.79% | +0.13% | +1.58% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.78% | +0.20% | -0.64% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.84% | -0.02% | -2.25% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.39% | -0.11% | +0.37% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.27% | -0.05% | -3.61% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.02% | -0.03% | +1.30% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.27% | +0.09% | +1.71% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 2.18% | -0.11% | +31.95% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.03% | -0.08% | -4.72% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.06% | -0.38% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.35% | -0.60% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.10% | -1.48% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.48% | -0.20% | +17.54% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | -0.05% | -0.55% | |
| 16 | GD | General Dynamics CORP | Stock-Industrials | 1.38% | -0.05% | +0.63% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.33% | -0.18% | -0.45% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.23% | +0.20% | +2.53% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.20% | -0.04% | -9.41% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.04% | -2.96% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.07% | +5.04% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.12% | -0.78% | |
| 23 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | -0.05% | +90.44% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.96% | -0.02% | -8.95% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.93% | +0.33% | -7.57% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.92% | -0.83% | EXIT | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.09% | -2.62% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.89% | +0.11% | +15.88% | |
| 29 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.88% | -0.03% | +6.23% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | +0.25% | -2.52% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | — | +0.99% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.17% | +0.61% | |
| 33 | GIS | General Mills Inc | Stock-Consumer Staples | 0.78% | -0.04% | -0.20% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.03% | -4.58% | |
| 35 | DFAT | Dimensional US Target Value | ETF-Other | 0.74% | +0.09% | +143.19% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.20% | +0.11% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.68% | -0.02% | -4.93% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.05% | -13.64% | |
| 39 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.62% | +0.04% | +0.60% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.60% | -0.03% | +1.56% | |
| 41 | LNT | Alliant Energy CORP | Stock-Utilities | 0.57% | — | -0.51% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.08% | +5.57% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | +0.01% | -2.40% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | +0.05% | -2.56% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.49% | -0.04% | -3.79% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.02% | -6.53% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | +0.02% | -0.77% | |
| 48 | CTVA | Corteva Inc | Stock-Materials | 0.47% | -0.03% | -0.27% | |
| 49 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.43% | -0.15% | -1.11% | |
| 50 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.43% | -0.03% | +1.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +4.6% | +43.35% | Add |
| 2 | DFSD | Dimensional Short Duration | +0.5% | +31.95% | Add |
| 3 | RSPU | Invesco S&p 500 Equal Weight | +0.5% | +90.44% | Add |
| 4 | DFAT | Dimensional US Target Value | +0.4% | +143.19% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -3.61% | Trim |
| 6 | BWZ | State Street Spdr Bloomberg | +0.2% | NEW | New buy |
| 7 | HSY | Hershey Co/the | +0.2% | +184.68% | Add |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +1.30% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +17.54% | Add |
| 10 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | NEW | New buy |
| 11 | DFIC | Dimensional International Co | +0.2% | +0.37% | Add |
| 12 | JNJ | Johnson & Johnson | +0.2% | +5.04% | Add |
| 13 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +1125.89% | Add |
| 15 | DFLV | Dim US Large Cap Value ETF | +0.1% | +15.88% | Add |
| 16 | RTX | Rtx CORP | +0.1% | -0.78% | Trim |
| 17 | BDX | Becton Dickinson And Co | +0.1% | +33.78% | Add |
| 18 | TGT | Target CORP | +0.1% | NEW | New buy |
| 19 | DUSB | Dimension Ultrashort Fi ETF | +0.1% | +251.97% | Add |
| 20 | CVX | Chevron CORP | +0.1% | +0.11% | Add |
| 21 | CACI | Caci International Inc -cl A | +0.1% | +73.17% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | -4.58% | Trim |
| 23 | HII | Huntington Ingalls Industrie | +0.1% | +91.18% | Add |
| 24 | FTV | Fortive CORP | +0.1% | NEW | New buy |
| 25 | CNQ | Canadian Natural Resources | +0.1% | +107.32% | Add |
| 26 | PFE | Pfizer Inc | +0.1% | +121.28% | Add |
| 27 | EFA | Ishares Msci Eafe ETF | +0.1% | +123.96% | Add |
| 28 | VV | Vanguard Large-cap ETF | +0.1% | +95.33% | Add |
| 29 | MDT | Medtronic plc | +0.1% | +27.28% | Add |
| 30 | TEL | TE Connectivity plc | +0.1% | +69.89% | Add |
| 31 | SJM | Jm Smucker Co/the | +0.1% | +560.96% | Add |
| 32 | SYY | Sysco CORP | +0.1% | NEW | New buy |
| 33 | CGCP | Cap Group Core Plus Income | 0% | +6.23% | Add |
| 34 | DCI | Donaldson Co Inc | 0% | NEW | New buy |
| 35 | GUNR | Flexshares Global Upstream N | 0% | +14.05% | Add |
| 36 | CTVA | Corteva Inc | 0% | -0.27% | Trim |
| 37 | ZBH | Zimmer Biomet Holdings Inc | 0% | +1.16% | Add |
| 38 | LNT | Alliant Energy CORP | 0% | -0.51% | Trim |
| 39 | NOC | Northrop Grumman CORP | 0% | -1.11% | Trim |
| 40 | DE | Deere & Co | 0% | -3.79% | Trim |
| 41 | XOM | Exxon Mobil CORP | 0% | +3.24% | Add |
| 42 | NSRGY | Nestle Sa-spons Adr | 0% | +6.44% | Add |
| 43 | GNTX | Gentex CORP | 0% | NEW | New buy |
| 44 | DFIV | Dimensional International Va | 0% | +7.67% | Add |
| 45 | LKQ | Lkq CORP | 0% | +8.05% | Add |
| 46 | HMY | Harmony Gold Mng-spon Adr | 0% | NEW | New buy |
| 47 | GFI | Gold Fields Ltd-spons Adr | 0% | NEW | New buy |
| 48 | PAAS | Pan American Silver CORP | 0% | NEW | New buy |
| 49 | GD | General Dynamics CORP | 0% | +0.63% | Add |
| 50 | DFEM | Dimensional Emrg Mrkt Core | 0% | +2.53% | Add |
According to official SEC Form 13F filings, Studio Investment Management LLC reported a total U.S. public equity portfolio value of $591.7M across 320 disclosed positions in Q1 2025.
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 27.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BWZ
市值: $1.2M
Top Position Liquidated / Trimmed
AZPN1USD
前期市值: $291.8K
During Q1 2025, Studio Investment Management LLC's top holdings by market value included VTIP (15.3%)、VIG (5.8%)、VTV (5.8%). The largest single position, VTIP, represented 15.3% of total portfolio value.
In Q1 2025, Studio Investment Management LLC made 199 total portfolio adjustments, initiating 20 new buys, adding to 85 positions, trimming 89 holdings, and fully liquidating 5 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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