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CIK: 0001893893
Total reported value
$591.7M
$591.7M
180 檔
32.1%
In Q4 2025, Studio Investment Management LLC's U.S. equity holdings reached a combined market value of $591.7M, distributed across 180 disclosed stock positions.
Studio Investment Management LLC executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 3 holdings and trimming 76 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 16.46% | -0.81% | +5.72% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.79% | +0.13% | -0.14% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.46% | +0.20% | -0.84% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 3.68% | -0.11% | -0.04% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.26% | -0.03% | -0.84% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.11% | -0.02% | -5.87% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.88% | +0.35% | -2.62% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.76% | +0.09% | +5.31% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 2.68% | -0.11% | +13.19% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.65% | -0.05% | -0.08% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.06% | -0.53% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.10% | -0.29% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.51% | -0.20% | +5.70% | |
| 14 | GD | General Dynamics CORP | Stock-Industrials | 1.38% | -0.05% | -1.52% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.32% | +0.20% | -0.15% | |
| 16 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.29% | -0.05% | +2.64% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.29% | -0.18% | -0.27% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.04% | -1.72% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.17% | -0.08% | +2.04% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.10% | -0.12% | -3.26% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.08% | +0.33% | -7.15% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.07% | -3.88% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | -0.05% | +0.10% | |
| 24 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.06% | +0.11% | +4.39% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.04% | -0.04% | -1.04% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.09% | -2.50% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.03% | -0.02% | -4.51% | |
| 28 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.96% | -0.03% | +11.10% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.92% | +0.09% | +8.64% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.25% | -3.39% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.05% | -7.05% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | — | +0.11% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.76% | -0.83% | EXIT | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | -0.03% | -0.07% | |
| 35 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.61% | +0.04% | +0.34% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.60% | -0.03% | +0.49% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.58% | -0.02% | +0.25% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.20% | +0.31% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.05% | -2.09% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | +0.01% | +1.84% | |
| 41 | LNT | Alliant Energy CORP | Stock-Utilities | 0.50% | — | -0.33% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.02% | -1.20% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.17% | +1.34% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.08% | +0.78% | |
| 45 | CTVA | Corteva Inc | Stock-Materials | 0.44% | -0.03% | -0.90% | |
| 46 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.42% | +0.03% | -2.49% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.42% | -0.15% | -0.10% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.01% | -2.65% | |
| 49 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.39% | -0.09% | +1.26% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | +0.02% | -2.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.62% | Trim |
| 2 | DFSD | Dimensional Short Duration | +0.2% | +13.19% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.1% | +0.11% | Add |
| 4 | DUSB | Dimension Ultrashort Fi ETF | +0.1% | +50.07% | Add |
| 5 | CAT | Caterpillar Inc | +0.1% | -7.15% | Trim |
| 6 | AMGN | Amgen Inc | +0.1% | -0.07% | Trim |
| 7 | DFAT | Dimensional US Target Value | +0.1% | +8.64% | Add |
| 8 | DFIC | Dimensional International Co | +0.1% | -0.04% | Trim |
| 9 | CGCP | Cap Group Core Plus Income | +0.1% | +11.10% | Add |
| 10 | VGSH | Vanguard Short-term Treasury | +0.1% | +5.31% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -0.29% | Trim |
| 12 | DFLV | Dim US Large Cap Value ETF | +0.1% | +4.39% | Add |
| 13 | VV | Vanguard Large-cap ETF | +0.1% | +25.26% | Add |
| 14 | NEE | Nextera Energy Inc | 0% | -0.27% | Trim |
| 15 | JNJ | Johnson & Johnson | 0% | -3.88% | Trim |
| 16 | CSCO | Cisco Systems Inc | 0% | -3.39% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | 0% | -6.14% | Trim |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | -0.84% | Trim |
| 19 | RTX | Rtx CORP | 0% | -3.26% | Trim |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +33.30% | Add |
| 21 | EFA | Ishares Msci Eafe ETF | 0% | +15.40% | Add |
| 22 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | +20.66% | Add |
| 23 | SGOV | Ishares 0-3 Month Treasury B | 0% | +5.70% | Add |
| 24 | TGT | Target CORP | 0% | +6.45% | Add |
| 25 | CACI | Caci International Inc -cl A | 0% | +1.37% | Add |
| 26 | DCI | Donaldson Co Inc | 0% | +7.26% | Add |
| 27 | HII | Huntington Ingalls Industrie | 0% | -3.97% | Trim |
| 28 | UPS | United Parcel Service-cl B | 0% | -0.94% | Trim |
| 29 | PYLD | Pimco Multisector Bond Actv | 0% | +41.76% | Add |
| 30 | LKQ | Lkq CORP | 0% | +14.10% | Add |
| 31 | AMAT | Applied Materials Inc | 0% | -6.69% | Trim |
| 32 | EXPD | Expeditors Intl Wash Inc | 0% | -2.73% | Trim |
| 33 | ADBE | Adobe Inc | 0% | +10.41% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | -2.65% | Trim |
| 35 | BDX | Becton Dickinson And Co | 0% | +2.50% | Add |
| 36 | WFC | Wells Fargo & Co | 0% | -1.24% | Trim |
| 37 | JEPI | Jpmorgan Equity Premium Inco | 0% | +7.66% | Add |
| 38 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 0% | -2.93% | Trim |
| 39 | XOM | Exxon Mobil CORP | 0% | +0.83% | Add |
| 40 | DISV | Dimensional International Sm | 0% | +7.86% | Add |
| 41 | DFIV | Dimensional International Va | 0% | -0.13% | Trim |
| 42 | TMO | Thermo Fisher Scientific Inc | 0% | -0.87% | Trim |
| 43 | LUV | Southwest Airlines Co | 0% | -1.68% | Trim |
| 44 | MIDD | Middleby CORP | 0% | +1.13% | Add |
| 45 | HSIC | Henry Schein Inc | 0% | +0.99% | Add |
| 46 | ACN | Accenture plc | 0% | +4.54% | Add |
| 47 | EVTR | Eaton Vance Total Return | 0% | +17.22% | Add |
| 48 | AES | Aes CORP | 0% | -3.05% | Trim |
| 49 | VFMF | Vanguard US Multifactor ETF | 0% | +13.70% | Add |
| 50 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +2.58% | 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 180 disclosed positions in Q4 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 32.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
FTNT
市值: $553.8K
Top Position Liquidated / Trimmed
AAP
前期市值: $262.1K
During Q4 2025, Studio Investment Management LLC's top holdings by market value included VTIP (16.5%)、VIG (5.8%)、VTV (5.5%). The largest single position, VTIP, represented 16.5% of total portfolio value.
In Q4 2025, Studio Investment Management LLC made 176 total portfolio adjustments, initiating 9 new buys, adding to 88 positions, trimming 76 holdings, and fully liquidating 3 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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