Holdings of STUDIO INVESTMENT MANAGEMENT LLC
160 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 52 % of the equity sleeve
Sector breakdown
- Industrials 8.0 %
- Financials 6.2 %
- Technology 6.0 %
- Health care 4.7 %
- Communication 4.0 %
- Consumer staples 2.6 %
- Utilities 2.2 %
- Funds 1.9 %
- Consumer discretionary 1.9 %
- Materials 1.1 %
- Energy 0.3 %
- Real estate 0.1 %
- Unattributed 61.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- CH 0.1 %
- FR 0.1 %
- NL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 157 | 504.2M $ | 99.80 % |
| 2 | CH | 1 | 447.3K $ | 0.09 % |
| 3 | FR | 1 | 345.6K $ | 0.07 % |
| 4 | NL | 1 | 233.6K $ | 0.05 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Abbott Laboratories | 5,741 | 589.4K $ | |
| 102 | CBRE Group Inc | 4,179 | 566.1K $ | |
| 103 | Expeditors International of Washington Inc | 3,840 | 550K $ | |
| 104 | Houlihan Lokey Inc | 3,761 | 540.2K $ | |
| 105 | State Street SPDR Portfolio Long Term Treasury ETF | 20,359 | 535.4K $ | |
| 106 | PIMCO Multisector Bond Active | 19,905 | 521.5K $ | |
| 107 | iShares Core S&P Small-Cap ETF | 4,181 | 519.7K $ | |
| 108 | Visa Inc | 1,577 | 476.6K $ | |
| 109 | General Mills, Inc. | 12,204 | 454.2K $ | |
| 110 | Brown & Brown Inc | 6,865 | 447.7K $ | |
| 111 | Nestle SA | 4,514 | 447.3K $ | |
| 112 | Lockheed Martin Corp | 721 | 435.8K $ | |
| 113 | Arrow Electronics Inc | 3,010 | 431.7K $ | |
| 114 | Zebra Technologies Corp | 2,032 | 424.9K $ | |
| 115 | Schwab US Dividend Equity ETF | 13,797 | 423.3K $ | |
| 116 | Middleby Corp/The | 3,190 | 422.9K $ | |
| 117 | Electronic Arts Inc | 2,064 | 420.8K $ | |
| 118 | Nordson Corp | 1,570 | 419K $ | |
| 119 | Eaton Vance Total Return Bond Etf | 8,159 | 415.7K $ | |
| 120 | Markel Group Inc | 210 | 402K $ | |
| 121 | Take-Two Interactive Software Inc | 2,033 | 401.5K $ | |
| 122 | Henry Schein Inc | 5,170 | 381K $ | |
| 123 | Old National Bancorp/IN | 17,170 | 379.5K $ | |
| 124 | Copart Inc | 10,583 | 351.4K $ | |
| 125 | LVMH Moet Hennessy Louis Vuitton SE | 3,164 | 345.6K $ | |
| 126 | Charles Schwab Corp/The | 3,675 | 345.4K $ | |
| 127 | Thermo Fisher Scientific Inc | 686 | 337.5K $ | |
| 128 | SPDR Gold Shares | 770 | 331.3K $ | |
| 129 | Microchip Technology Inc | 5,070 | 327.6K $ | |
| 130 | Fortive Corp | 5,898 | 326K $ | |
| 131 | CDW Corp/DE | 2,658 | 321.7K $ | |
| 132 | 3M Co | 2,184 | 317.2K $ | |
| 133 | Wisdomtree Trust | 3,549 | 317K $ | |
| 134 | Vanguard US Multifactor ETF | 1,941 | 301K $ | |
| 135 | Danaher Corp | 1,565 | 297.3K $ | |
| 136 | Schwab Strategic Trust | 9,836 | 286.5K $ | |
| 137 | Motorola Solutions Inc | 632 | 275K $ | |
| 138 | Gentex Corp | 12,573 | 274.7K $ | |
| 139 | International Flavors & Fragrances Inc | 3,723 | 271.6K $ | |
| 140 | Eaton Vance Short Duration Income ETF | 5,306 | 271.3K $ | |
| 141 | Carvana Co | 862 | 271K $ | |
| 142 | PIMCO FUNDS | 5,246 | 260.2K $ | |
| 143 | Capital One Financial Corp | 1,423 | 259.6K $ | |
| 144 | Waters Corp | 855 | 254.6K $ | |
| 145 | Teledyne Technologies Inc | 417 | 252.3K $ | |
| 146 | Starbucks Corp | 2,808 | 251.6K $ | |
| 147 | JB Hunt Transport Services Inc | 1,182 | 250.5K $ | |
| 148 | Advance Auto Parts Inc | 4,735 | 249.8K $ | |
| 149 | Insight Enterprises Inc | 3,726 | 249.7K $ | |
| 150 | Landstar System Inc | 1,538 | 246.6K $ | |
| 151 | Southwest Airlines Co | 6,525 | 246.3K $ | |
| 152 | Invesco QQQ Trust Series 1 | 421 | 243K $ | |
| 153 | Heineken NV | 6,070 | 233.6K $ | |
| 154 | Intel Corp | 5,150 | 227.3K $ | |
| 155 | Netflix Inc | 2,317 | 222.8K $ | |
| 156 | McDonald's Corp. | 702 | 218.2K $ | |
| 157 | IDEX Corp | 1,135 | 215.1K $ | |
| 158 | Constellation Brands Inc | 1,432 | 214.8K $ | |
| 159 | Emerson Electric Co. | 1,625 | 212.9K $ | |
| 160 | Intuit Inc | 491 | 212.3K $ | |