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CIK: 0001893893
Total reported value
$591.7M
$591.7M
173 檔
29.3%
During the Q2 2025 filing period, Studio Investment Management LLC (CIK: 0001893893) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $591.7M across 173 reported positions.
In Q2 2025, Studio Investment Management LLC adopted a defensive or profit-taking posture, trimming 81 positions and completely liquidating 55 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 15.77% | -0.81% | +5.40% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.99% | +0.13% | +0.57% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.71% | +0.20% | -1.07% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.67% | -0.02% | -6.35% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.62% | -0.11% | -1.73% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.24% | -0.03% | -0.22% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.86% | -0.05% | -1.09% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.38% | +0.09% | +7.77% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 2.28% | -0.11% | +6.41% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -0.06% | -2.18% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.35% | -2.17% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.50% | -0.08% | -24.31% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.10% | -1.63% | |
| 14 | GD | General Dynamics CORP | Stock-Industrials | 1.40% | -0.05% | -2.64% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.34% | +0.20% | -0.17% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.31% | -0.20% | -9.13% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.05% | -1.05% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | +0.04% | -1.48% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.25% | -0.18% | -1.13% | |
| 20 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.23% | -0.04% | -2.75% | |
| 21 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.22% | -0.05% | +25.02% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.07% | -0.02% | +3.29% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.06% | -0.12% | -1.76% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.09% | +3.90% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.99% | +0.33% | -6.82% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.97% | -0.83% | EXIT | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.05% | -9.30% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.25% | -1.18% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.07% | -1.79% | |
| 30 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.91% | +0.11% | +3.40% | |
| 31 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.87% | -0.03% | +1.89% | |
| 32 | DFAT | Dimensional US Target Value | ETF-Other | 0.81% | +0.09% | +8.57% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | — | -0.02% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.03% | -0.39% | |
| 35 | ITW | Illinois Tool Works | Stock-Industrials | 0.66% | -0.02% | -0.97% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.64% | -0.03% | -1.08% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | +0.01% | -1.29% | |
| 38 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.60% | +0.04% | -1.10% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.20% | +0.02% | |
| 40 | GIS | General Mills Inc | Stock-Consumer Staples | 0.58% | -0.04% | -11.50% | |
| 41 | CTVA | Corteva Inc | Stock-Materials | 0.55% | -0.03% | +0.92% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.05% | -0.41% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.02% | -1.70% | |
| 44 | LNT | Alliant Energy CORP | Stock-Utilities | 0.52% | — | -1.34% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.08% | +4.09% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.17% | +2.27% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.45% | -0.04% | -11.99% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | +0.02% | -0.29% | |
| 49 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.43% | +0.03% | +9.65% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.01% | -0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +0.5% | +5.40% | Add |
| 2 | MSFT | Microsoft CORP | +0.4% | -2.18% | Trim |
| 3 | AVGO | Broadcom Inc | +0.3% | -9.30% | Trim |
| 4 | RSPU | Invesco S&p 500 Equal Weight | +0.2% | +25.02% | Add |
| 5 | DFIC | Dimensional International Co | +0.2% | -1.73% | Trim |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | -0.22% | Trim |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +0.57% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -1.48% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.17% | Trim |
| 10 | AES | Aes CORP | +0.1% | NEW | New buy |
| 11 | CACI | Caci International Inc -cl A | +0.1% | +22.96% | Add |
| 12 | VGSH | Vanguard Short-term Treasury | +0.1% | +7.77% | Add |
| 13 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | -0.17% | Trim |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.90% | Add |
| 15 | VT | Vanguard Tot World Stk ETF | +0.1% | +3.29% | Add |
| 16 | DIS | Walt Disney Co/the | +0.1% | -1.29% | Trim |
| 17 | DFSD | Dimensional Short Duration | +0.1% | +6.41% | Add |
| 18 | ADBE | Adobe Inc | +0.1% | +81.85% | Add |
| 19 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | NEW | New buy |
| 20 | TGT | Target CORP | +0.1% | +108.35% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.43% | Trim |
| 22 | CTVA | Corteva Inc | +0.1% | +0.92% | Add |
| 23 | TEL | TE Connectivity plc | +0.1% | +28.57% | Add |
| 24 | DFAT | Dimensional US Target Value | +0.1% | +8.57% | Add |
| 25 | CSCO | Cisco Systems Inc | +0.1% | -1.18% | Trim |
| 26 | ORCL | Oracle CORP | +0.1% | +0.99% | Add |
| 27 | SCHR | Schwab Intermediate-term US | +0.1% | +40.76% | Add |
| 28 | DCI | Donaldson Co Inc | +0.1% | +144.56% | Add |
| 29 | CAT | Caterpillar Inc | +0.1% | -6.82% | Trim |
| 30 | SJM | Jm Smucker Co/the | +0.1% | +167.36% | Add |
| 31 | SYY | Sysco CORP | +0.1% | +146.45% | Add |
| 32 | HSY | Hershey Co/the | +0.1% | +25.13% | Add |
| 33 | RTX | Rtx CORP | +0.1% | -1.76% | Trim |
| 34 | HON | Honeywell International Inc | +0.1% | -1.36% | Trim |
| 35 | AMZN | Amazon.com Inc | +0.1% | -1.70% | Trim |
| 36 | BAC | Bank Of America CORP | +0.1% | -0.41% | Trim |
| 37 | PYLD | Pimco Multisector Bond Actv | +0.1% | NEW | New buy |
| 38 | BLK | Blackrock Inc | 0% | -1.08% | Trim |
| 39 | BWZ | State Street Spdr Bloomberg | 0% | +12.03% | Add |
| 40 | VIOV | Vanguard S&p Small-cap 600 V | 0% | +9.65% | Add |
| 41 | EVTR | Eaton Vance Total Return | 0% | NEW | New buy |
| 42 | DLN | Wisdomtree US Largecap Divid | 0% | NEW | New buy |
| 43 | SCHG | Schwab US Large-cap Growth | 0% | NEW | New buy |
| 44 | VIGI | Vanguard Int Div App Indx Fd | 0% | -2.75% | Trim |
| 45 | META | Meta Platforms Inc-class A | 0% | -0.53% | Trim |
| 46 | EFA | Ishares Msci Eafe ETF | 0% | +20.75% | Add |
| 47 | DUSB | Dimension Ultrashort Fi ETF | 0% | +25.67% | Add |
| 48 | NTRS | Northern Trust CORP | 0% | -2.21% | Trim |
| 49 | VV | Vanguard Large-cap ETF | 0% | +9.25% | Add |
| 50 | IBKR | Interactive Brokers Gro-cl A | 0% | +289.68% | 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 173 disclosed positions in Q2 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 29.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
AES
市值: $652.8K
Top Position Liquidated / Trimmed
CNQ
前期市值: $661.8K
During Q2 2025, Studio Investment Management LLC's top holdings by market value included VTIP (15.8%)、VIG (6.0%)、VTV (5.7%). The largest single position, VTIP, represented 15.8% of total portfolio value.
In Q2 2025, Studio Investment Management LLC made 197 total portfolio adjustments, initiating 6 new buys, adding to 55 positions, trimming 81 holdings, and fully liquidating 55 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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