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CIK: 0001893893
Total reported value
$589.0M
$589.0M
181 檔
34.4%
At the close of Q2 2026, Studio Investment Management LLC disclosed equity holdings valued at approximately $589.0M, spread across 181 reported holdings.
Studio Investment Management LLC executed strategic sector rebalancing during Q2 2026, establishing 9 new positions while fully exiting 12 holdings and trimming 94 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 15.87% | -0.04% | +0.91% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.70% | -0.08% | -0.81% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.68% | -1.14% | -0.37% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 3.60% | +0.05% | -1.17% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.41% | -0.14% | -1.82% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.08% | -0.96% | -5.22% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.90% | -0.51% | -2.52% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.87% | +0.06% | +10.92% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 2.65% | — | +2.91% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.42% | -0.07% | +0.06% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.71% | +0.06% | -0.94% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.58% | -0.60% | -10.76% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.55% | +0.01% | +3.70% | |
| 14 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.37% | -0.09% | +3.03% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | +0.38% | +0.72% | |
| 16 | GD | General Dynamics CORP | Stock-Industrials | 1.31% | -0.09% | -0.28% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.31% | -0.88% | -7.18% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 1.28% | -0.24% | -1.36% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.23% | +1.03% | +5.44% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.02% | -1.16% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | — | -3.29% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.13% | -0.23% | -9.80% | |
| 23 | DFAT | Dimensional US Target Value | ETF-Other | 1.07% | -1.07% | EXIT | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.06% | +0.05% | -0.47% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | -0.13% | -0.47% | |
| 26 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.00% | -0.01% | +3.88% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.03% | -2.66% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.94% | -0.03% | -3.08% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.94% | -0.43% | -7.86% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | +0.11% | -0.50% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | -0.36% | -15.90% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | -0.06% | -5.94% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | +0.10% | -0.65% | |
| 34 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.61% | -0.10% | -3.77% | |
| 35 | ITW | Illinois Tool Works | Stock-Industrials | 0.58% | -0.03% | -0.97% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.56% | +0.14% | -0.51% | |
| 37 | LNT | Alliant Energy CORP | Stock-Utilities | 0.54% | -0.09% | -0.84% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | -0.07% | +0.21% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | — | +5.95% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | -0.03% | -0.22% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.50% | +0.05% | +0.23% | |
| 42 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.48% | +0.04% | +22.94% | |
| 43 | CTVA | Corteva Inc | Stock-Materials | 0.48% | -0.04% | -0.59% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | — | -1.30% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | +0.03% | +9.43% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | — | -1.88% | |
| 47 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.44% | -0.07% | -2.16% | |
| 48 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.41% | -0.07% | -2.60% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.02% | +1.52% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.41% | -0.02% | -1.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.4% | NEW | New buy | |
| 2 | ✓ | +0.4% | NEW | New buy | |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.52% | Trim |
| 4 | CAT | Caterpillar Inc | +0.3% | -10.76% | Trim |
| 5 | CSCO | Cisco Systems Inc | +0.3% | -9.80% | Trim |
| 6 | VTV | Vanguard Value ETF | +0.2% | -0.37% | Trim |
| 7 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +3.70% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +0.21% | Add |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -0.81% | Trim |
| 10 | VV | Vanguard Large-cap ETF | +0.1% | +30.87% | Add |
| 11 | FTNT | Fortinet Inc | +0.1% | +8.93% | Add |
| 12 | DFLV | Dim US Large Cap Value ETF | +0.1% | +5.44% | Add |
| 13 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 14 | GPC | Genuine Parts Co | +0.1% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.1% | -0.94% | Trim |
| 16 | AMAT | Applied Materials Inc | +0.1% | -14.65% | Trim |
| 17 | VGSH | Vanguard Short-term Treasury | +0.1% | +10.92% | Add |
| 18 | DFAT | Dimensional US Target Value | +0.1% | +3.88% | Add |
| 19 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 20 | DFIV | Dimensional International Va | +0.1% | +53.72% | Add |
| 21 | ABT | Abbott Laboratories | +0.1% | +102.09% | Add |
| 22 | DUSB | Dimension Ultrashort Fi ETF | +0.1% | +22.94% | Add |
| 23 | INTC | Intel CORP | +0.1% | -15.09% | Trim |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 25 | AVGO | Broadcom Inc | +0.1% | -5.94% | Trim |
| 26 | BAC | Bank Of America CORP | +0.1% | -0.22% | Trim |
| 27 | EFA | Ishares Msci Eafe ETF | +0.1% | +24.66% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | +0.1% | +24.59% | Add |
| 29 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -1.16% | Trim |
| 31 | DHI | Dr Horton Inc | 0% | -3.77% | Trim |
| 32 | VIOG | Vanguard S&p Sm Cap 600 Grw | 0% | -2.60% | Trim |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | +13.80% | Add |
| 34 | XLE | Ss Energy Select Sector | 0% | NEW | New buy |
| 35 | PAYX | Paychex Inc | 0% | +20.69% | Add |
| 36 | IVLU | Ishares Msci International V | 0% | NEW | New buy |
| 37 | NSIT | Insight Enterprises Inc | 0% | -1.85% | Trim |
| 38 | VIOV | Vanguard S&p Small-cap 600 V | 0% | -2.16% | Trim |
| 39 | DISV | Dimensional International Sm | 0% | +41.30% | Add |
| 40 | SCHR | Schwab Intermediate-term US | 0% | +21.08% | Add |
| 41 | SJM | Jm Smucker Co/the | 0% | +7.92% | Add |
| 42 | DFAI | Dimensional International Co | 0% | +27.42% | Add |
| 43 | SYY | Sysco CORP | 0% | +6.56% | Add |
| 44 | PYLD | Pimco Multisector Bond Actv | 0% | +34.98% | Add |
| 45 | AMZN | Amazon.com Inc | 0% | -1.30% | Trim |
| 46 | CSX | Csx CORP | 0% | -1.06% | Trim |
| 47 | UNP | Union Pacific CORP | 0% | -1.74% | Trim |
| 48 | SPYI | Neos S&p 500 High Income ETF | 0% | +7.69% | Add |
| 49 | NTRS | Northern Trust CORP | 0% | -2.31% | Trim |
| 50 | UPS | United Parcel Service-cl B | 0% | +9.23% | Add |
According to official SEC Form 13F filings, Studio Investment Management LLC reported a total U.S. public equity portfolio value of $589.0M across 181 disclosed positions in Q2 2026.
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 34.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $2.3M
Top Position Liquidated / Trimmed
HON
前期市值: $4.6M
During Q2 2026, Studio Investment Management LLC's top holdings by market value included VTIP (15.9%)、VIG (5.7%)、VTV (5.7%). The largest single position, VTIP, represented 15.9% of total portfolio value.
In Q2 2026, Studio Investment Management LLC made 188 total portfolio adjustments, initiating 9 new buys, adding to 73 positions, trimming 94 holdings, and fully liquidating 12 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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