Studio Investment Management Llc Portfolio Stock Holdings

Studio Investment Management Llc disclosed 181 stock positions valued at approximately $591.7 million in its latest SEC 13F filing. The largest holdings include Vanguard Short-Term Inflation-Protected ETF, Vanguard Dividend Appreciation ETF, and Vanguard Value ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.

Report Period
June 30, 2026
No. of Stocks
181
Portfolio Value
$591.7M
Holdings by Sector
Studio Investment Management Llc Portfolio Holdings in Q2 2026

177 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Vanguard Short-Term Inflation-Protected ETFVTIPOther15.87%1,869,358+47,881+2.63%$93,897,852
Vanguard Dividend Appreciation ETFVIGOther5.70%142,547-1,513-1.05%$33,729,471
Vanguard Value ETFVTVOther5.68%154,262-2,296-1.47%$33,618,359
DFA International Core Equity 2 ETFDFICOther3.60%571,990-12,652-2.16%$21,312,347
Schwab Fundamental Intl Lg Co ETFFNDFOther3.41%382,858-11,984-3.04%$20,199,588
Vanguard Small-Cap Value ETFVBROther3.08%75,052-5,424-6.74%$18,236,885
Alphabet Inc Class AGOOGLCommunication Services2.90%48,000-2,379-4.72%$17,153,858
Vanguard Short-Term Treasury ETFVGSHOther2.87%292,229+34,930+13.58%$17,007,728
Dimensional Short-Duration Fixed Income ETFDFSDOther2.65%328,907+23,298+7.62%$15,705,309
Berkshire Hathaway Inc Class BBRK-BFinancial Services2.42%28,567-267-0.93%$14,294,641
Apple IncAAPLTechnology1.71%34,882-1,015-2.83%$10,093,584
Caterpillar IncCATIndustrials1.58%8,767-1,563-15.13%$9,335,978
DFA Emerging Market Core Equity 2 ETFDFEMOther1.55%225,022+5,902+2.69%$9,144,894
Invesco S&P 500 Equal Weight Utilts ETFRSPUOther1.37%99,554+5,160+5.47%$8,076,816
Microsoft CorpMSFTTechnology1.33%21,031+124+0.59%$7,844,984
General Dynamics CorpGDIndustrials1.31%21,920-448-2.00%$7,764,941
iShares 0 to 3 Month Treasury Bond ETFSGOVOther1.31%77,073-5,517-6.68%$7,758,939
Nextera Energy IncNEEUtilities1.28%86,038-1,710-1.95%$7,551,555
DFA U S Large Cap Value ETFDFLVOther1.23%184,091+14,262+8.40%$7,278,958
Jpmorgan Chase & CoJPMFinancial Services1.15%20,738-431-2.04%$6,788,170
Johnson & JohnsonJNJHealthcare1.15%26,678-1,842-6.46%$6,775,412
Cisco Systems IncCSCOTechnology1.13%56,891-7,397-11.51%$6,682,417
DFA U S Targeted Value ETFDFATOther1.07%90,520+6,076+7.20%$6,327,348
Vanguard Short-Term Corporate Bond ETFVCSHOther1.06%79,428-1,121-1.39%$6,277,195
Procter & GamblePGConsumer Defensive1.01%40,575-122-0.30%$5,949,918
Capital Group Core Plus Income ETFCGCPOther1.00%265,518+32,256+13.83%$5,918,396
Raytheon Technologies OrdRTXIndustrials0.98%30,685-1,998-6.11%$5,821,865
Vanguard Intl Div Apprec ETFVIGIOther0.94%59,718-2,813-4.50%$5,576,467
Vanguard Total World Stock ETFVTOther0.94%35,472-4,406-11.05%$5,567,330
Merck & Co Inc NewMRKHealthcare0.89%40,605-890-2.14%$5,252,257
Vanguard Total Stock Market ETFVTIOther0.89%14,188-2,741-16.19%$5,250,128
Broadcom Inc ComAVGOTechnology0.78%12,294-1,052-7.88%$4,644,059
Amgen IncorporatedAMGNHealthcare0.69%11,212-409-3.52%$4,060,089
D R Horton IncDHIConsumer Cyclical0.61%22,031-1,052-4.56%$3,588,409
Illinois Tool Works IncITWIndustrials0.58%12,600-202-1.58%$3,428,208
Chevron CorporationCVXEnergy0.56%20,165-242-1.19%$3,342,550
Alliant Energy CorpLNTUtilities0.54%41,757-465-1.10%$3,185,642
Unitedhealth Group IncUNHHealthcare0.54%7,619-111-1.44%$3,166,685
JPMorgan Equity Premium Income ETFJEPIOther0.52%54,050+35,668+194.04%$3,052,744
Bank Of America CorpBACFinancial Services0.51%52,576-1,265-2.35%$2,995,780
Blackrock IncBLKOther0.50%3,055-1-0.03%$2,937,566
Dimensional Ultrashort Fixed Income ETFDUSBOther0.48%55,972+15,235+37.40%$2,842,258
Corteva Inc comCTVABasic Materials0.48%33,311-2,245-6.31%$2,821,109
Amazon Com IncAMZNConsumer Cyclical0.46%11,483-401-3.37%$2,736,858
Walt Disney CoDISCommunication Services0.46%28,203+3,120+12.44%$2,735,631
Johnson Controls IncJCIIndustrials0.44%17,729-644-3.51%$2,597,500
Vanguard S&P Small-Cap 600 Value ETFVIOVOther0.44%22,067-1,520-6.44%$2,589,121
Vanguard S&P Small-Cap 600 Growth ETFVIOGOther0.41%15,942-751-4.50%$2,445,822
Pepsico IncorporatedPEPConsumer Defensive0.41%17,914+453+2.59%$2,425,556
Union Pacific CorpUNPIndustrials0.41%8,832-179-1.99%$2,402,304
Vanguard Large-Cap ETFVVOther0.40%6,821+2,497+57.75%$2,345,810
SPDR Blmbg ST Intrn TrsBd ETFBWZOther0.34%76,055+5,533+7.85%$2,034,471
The Hershey CoHSYConsumer Defensive0.34%11,543-108-0.93%$2,025,219
Northrop Grumman CorpNOCIndustrials0.34%3,962-72-1.78%$2,017,886
Zimmer Biomet HldgsZBHHealthcare0.32%22,209+3,282+17.34%$1,917,299
Becton Dickinson and CoBDXHealthcare0.30%11,872+1,193+11.17%$1,796,590
CSX CorpCSXIndustrials0.30%37,566-1,003-2.60%$1,785,512
CACI International IncCACITechnology0.29%3,763-5-0.13%$1,743,247
Target CorporationTGTConsumer Defensive0.28%12,800-320-2.44%$1,671,808
Vanguard FTSE Emerging Markets ETFVWOOther0.26%25,899+2,011+8.42%$1,545,911
NEOS S&P 500 High Income ETFSPYIOther0.26%29,082+29,082+100.00%$1,543,963
Fortinet Inc FTNTTechnology0.25%9,761+2,787+39.96%$1,499,485
iShares MSCI EAFE ETFEFAOther0.25%14,106+3,316+30.73%$1,465,331
Applied Materials IncAMATTechnology0.25%2,016-509-20.16%$1,457,568
Schwab Intermediate Term US Trs ETFvUSCHROther0.24%56,923+8,691+18.02%$1,403,721
Dimensional International Value ETFDFIVOther0.23%25,691+9,067+54.54%$1,387,828
Te Connectivity LtdTELOther0.23%6,824+104+1.55%$1,375,787
Invesco FTSE RAFI Dev Mkts ex-U S SM ETFPDNOther0.23%29,938-1,113-3.58%$1,346,713
Medtronic IncMDTOther0.22%16,289+2,221+15.79%$1,286,031
FlexShares Glbl Quality Real Estate ETFGQREOther0.21%19,130-802-4.02%$1,224,309
GMO U S Quality ETFQLTYOther0.21%29,154-1,702-5.52%$1,215,588
Alphabet Inc Class CGOOGCommunication Services0.20%3,407-1,167-25.51%$1,203,795
T Rowe Price Capital Appreciation Equity ETFTCAFOther0.20%29,024-576-1.95%$1,192,886
FlexShares Mstar Glbl Upstrm Nat Res ETFGUNROther0.20%23,446-3,935-14.37%$1,155,419
Adobe Systems IncADBETechnology0.19%5,618+1,364+32.06%$1,151,802
Vanguard 500 ETFVOOOther0.19%1,667+446+36.53%$1,144,912
T Rowe Price Dividend Growth ETFTDVGOther0.19%23,210-1,663-6.69%$1,137,986
Vanguard Russell 1000 ETFVONEOther0.19%3,307-553-14.33%$1,120,147
J M Smucker CoSJMConsumer Defensive0.19%9,924+926+10.29%$1,116,450
LKQ CorpLKQConsumer Cyclical0.18%40,365+4,724+13.25%$1,062,810
Abbott LaboratoriesABTHealthcare0.18%11,602+6,676+135.53%$1,052,765
United Parcel SrvcUPSIndustrials0.18%9,670+911+10.40%$1,039,525
Paychex IncPAYXTechnology0.18%10,535+3,638+52.75%$1,035,907
Donaldson Co IncDCIIndustrials0.17%11,413+185+1.65%$1,024,545
Ecolab IncECLBasic Materials0.17%3,576+38+1.07%$998,921
Northern Trust CorpNTRSFinancial Services0.17%5,718-266-4.45%$998,625
Sysco CorporationSYYConsumer Defensive0.17%11,932+905+8.21%$997,277
Air Products & Chemicals IncAPDBasic Materials0.16%3,130+119+3.95%$917,653
Enbridge Inc ComENBEnergy0.15%16,886-1,012-5.65%$915,390
Pfizer IncorporatedPFEHealthcare0.15%37,694+5,249+16.18%$907,672
Aflac IncAFLFinancial Services0.15%7,650+96+1.27%$896,963
Deere & CoDEIndustrials0.15%1,381-630-31.33%$878,247
Dimensional International Small Cap Value ETFDISVOther0.14%21,289+7,763+57.39%$854,328
Dimensional International Core Equity Market ETFDFAIOther0.14%20,077+4,660+30.23%$828,176
Lincoln National Corp LNCFinancial Services0.14%23,239+23,239+100.00%$821,499
Schwab Fundamental U S Large Company ETFFNDXOther0.14%25,908-1,529-5.57%$805,739
Interactive Brokers Group IncIBKRFinancial Services0.13%9,064-691-7.08%$788,931
Goldman Sachs Group IncGSFinancial Services0.13%771-53-6.43%$779,766
Wells Fargo & Co NewWFCFinancial Services0.13%9,429-1,395-12.89%$779,213
Lowes Companies IncLOWConsumer Cyclical0.13%3,460-280-7.49%$762,895