Studio Investment Management Llc Portfolio Changes in Q2 2026

Studio Investment Management Llc has made notable adjustments to its investment strategy in the second quarter of 2026, as evidenced by its portfolio changes filed on InsiderSet. The total portfolio value remained substantial at approximately $586 million. This filing provides insight into the investor's buying and selling activities during this period, highlighting shifts in allocation across various asset classes.

Prominent Purchases: Boosting Inflation Protection and Short-Term Treasuries

The most significant purchase activity occurred within fixed income sectors. Vanguard Short-Term Inflation-Protected ETF (VTIP) saw a substantial increase in both shares and allocation percentage, rising by 2.63% to now represent 15.87% of the portfolio.

Furthermore, Vanguard Short-Term Treasury ETF (VGSH) experienced a considerable boost in its position, with shares increasing by 13.58% and allocation percentage growing significantly to 2.87%. This suggests a continued emphasis on short-term interest rate protection within the portfolio.

Dimensional Short-Duration Fixed Income ETF (DFSD) also showed strong buying pressure, with shares increasing by 7.62% and allocation percentage rising to 2.65%. These fixed income purchases indicate a focus on preserving capital while seeking modest returns in the current environment.

Strategic Additions: High-Yield and Individual Stock Investments

The portfolio also incorporated new or significantly increased positions targeting higher yields. JPMorgan Equity Premium Income ETF (JEPI) was added with a large purchase, representing 0.52% of the assets now.

Captial Group Core Plus Income ETF (CGCP), NEOS S&P 500 High Income ETF (SPYI), and DFA U.S. Large Cap Value ETF (DFLV) all saw substantial share increases, signaling interest in income-generating opportunities across different market segments.

Reduced Holdings: International Equity and Other ETFs

In contrast to the fixed income focus, some holdings experienced reductions during Q2. DFA International Core Equity 2 ETF (DFIC) saw its allocation percentage decrease from 3.6% to a lower figure, despite stable share count in this specific data point.

Schwab Fundamental Intl Lg Co ETF (FNDF) also showed a decline in allocation percentage from 3.41% to an unspecified level, though its share count remained unchanged.

New Individual Positions: Direct Stock Investments

The filing indicates direct stock purchases as well. Lincoln National Corp (LNC) and Nike Inc (NKE), both holding 0.14% and 0.11% respectively, were added to the portfolio with 100% share increases.

No Disclosed Activity for Certain Categories

The data does not provide information on sales or exits of specific holdings outside those listed in changed_holdings and sector allocations. Therefore, it cannot be confirmed whether positions like Dimensional Short-Duration Fixed Income ETF (DFSV) or NEOS S&P 500 High Income ETF (SPYI), which experienced share increases according to the Studio Investment Management Llc filing, were previously held.

In summary, Studio Investment Management prioritized adding fixed income ETFs focused on short-term interest rates and inflation protection during Q2 2026. The investor also incorporated high-yield equity strategies and direct stock investments while reducing allocations in certain international equity categories.