STUDIO INVESTMENT MANAGEMENT LLC

CIK 0001893893 • 7 13F filings • May 14, 2025 – Jul 31, 2026

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Filer information

Filed by: STUDIO INVESTMENT MANAGEMENT LLC, Compliance Consultant
Address: 1901 N. CLYBOURN AVE., SUITE 404, CHICAGO, IL, 60614
Phone: 7209961035
AUM: $547.3M

AUM over time

$591.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $547.3M179 positionsView on SEC.gov

			% of Portfolio
3M Company	Common Stock	$344K	0.1%	2,146 SH	New
Abbott Laboratories	Common Stock	$617K	0.1%	4,926 SH	New
Accenture Plc	Common Stock	$414K	0.1%	1,543 SH	New
Adobe Systems Inc	Common Stock	$1.5M	0.3%	4,254 SH	New
Aflac Inc	Common Stock	$833K	0.2%	7,554 SH	New
Air Products & Chemicals Inc	Common Stock	$744K	0.1%	3,011 SH	New
Alliant Energy Corp	Common Stock	$2.7M	0.5%	42,222 SH	New
Alphabet Inc Class A	Common Stock	$15.8M	2.9%	50,379 SH	New
Alphabet Inc Class C	Common Stock	$1.4M	0.3%	4,574 SH	New
Amazon Com Inc	Common Stock	$2.7M	0.5%	11,884 SH	New
Amgen Incorporated	Common Stock	$3.8M	0.7%	11,621 SH	New
Apple Inc	Common Stock	$9.8M	1.8%	35,897 SH	New
Applied Materials Inc	Common Stock	$649K	0.1%	2,525 SH	New
Arrow Electronics	Common Stock	$341K	0.1%	3,094 SH	New
Bank Montreal Que Com	Common Stock	$282K	0.1%	2,175 SH	New
Bank Of America Corp	Common Stock	$3.0M	0.5%	53,841 SH	New
Bank Of New York Mellon Co	Common Stock	$595K	0.1%	5,126 SH	New
Becton Dickinson and Co	Common Stock	$2.1M	0.4%	10,679 SH	New
Berkshire Hathaway Inc Class B	Common Stock	$14.5M	2.6%	28,834 SH	New
Blackrock Inc	Common Stock	$3.3M	0.6%	3,056 SH	New
Booz Allen Hamilton	Common Stock	$826K	0.2%	9,789 SH	New
Broadcom Inc Com	Common Stock	$4.6M	0.8%	13,346 SH	New
Brown & Brown Inc	Common Stock	$527K	0.1%	6,612 SH	New
C H Robinson Worldwide Inc	Common Stock	$1.5M	0.3%	9,299 SH	New
CACI International Inc	Common Stock	$2.0M	0.4%	3,768 SH	New
Capital Group Core Plus Income ETF	Exchange- Traded Fund	$5.3M	1.0%	233,262 SH	New
Capital One Financial Corp	Common Stock	$340K	0.1%	1,403 SH	New
Carvana Co	Common Stock	$364K	0.1%	862 SH	New
Caterpillar Inc	Common Stock	$5.9M	1.1%	10,330 SH	New
CBRE Group Inc	Common Stock	$675K	0.1%	4,196 SH	New
CDW Corp	Common Stock	$343K	0.1%	2,517 SH	New
Charles Schwab Corp	Common Stock	$368K	0.1%	3,681 SH	New
Chevron Corporation	Common Stock	$3.1M	0.6%	20,407 SH	New
Chill Brands Group PLC	Common Stock	$318	0.0%	30,000 SH	New
Cisco Systems Inc	Common Stock	$5.0M	0.9%	64,288 SH	New
Clorox	Common Stock	$656K	0.1%	6,509 SH	New
Constellation Software Inc	Common Stock	$214K	0.0%	89 SH	New
Copart Inc	Common Stock	$398K	0.1%	10,172 SH	New
Corteva Inc com	Common Stock	$2.4M	0.4%	35,556 SH	New
CSX Corp	Common Stock	$1.4M	0.3%	38,569 SH	New
D.R. Horton Inc	Common Stock	$3.3M	0.6%	23,083 SH	New
Danaher Corp	Common Stock	$351K	0.1%	1,530 SH	New
Daybreak Oil & Gas Inc	Common Stock	$30	0.0%	295,000 SH	New
Deere & Co	Common Stock	$940K	0.2%	2,011 SH	New
DFA Emerging Market Core Equity 2 ETF	Exchange- Traded Fund	$7.2M	1.3%	219,120 SH	New
DFA International Core Equity 2 ETF	Exchange- Traded Fund	$20.1M	3.7%	584,642 SH	New
DFA U.S. Large Cap Value ETF	Exchange- Traded Fund	$5.8M	1.1%	169,829 SH	New
DFA U.S. Targeted Value ETF	Exchange- Traded Fund	$5.0M	0.9%	84,444 SH	New
Dimensional International Core Equity Market ETF	Exchange- Traded Fund	$588K	0.1%	15,417 SH	New
Dimensional International Small Cap Value ETF	Exchange- Traded Fund	$514K	0.1%	13,526 SH	New
Dimensional International Value ETF	Exchange- Traded Fund	$830K	0.2%	16,624 SH	New
Dimensional International Vector Equity ETF	Exchange- Traded Fund	$293K	0.1%	4,496 SH	New
Dimensional Short-Duration Fixed Income ETF	Exchange- Traded Fund	$14.7M	2.7%	305,609 SH	New
Dimensional Ultrashort Fixed Income ETF	Exchange- Traded Fund	$2.1M	0.4%	40,737 SH	New
Donaldson Co Inc	Common Stock	$995K	0.2%	11,228 SH	New
Eaton Vance Short Duration Income ETF	Exchange- Traded Fund	$208K	0.0%	4,050 SH	New
Eaton Vance Total Return Bond ETF	Exchange- Traded Fund	$325K	0.1%	6,309 SH	New
Ecolab Inc	Common Stock	$931K	0.2%	3,538 SH	New
Electronic Arts Inc	Common Stock	$426K	0.1%	2,083 SH	New
Emerson Electric Co	Common Stock	$218K	0.0%	1,646 SH	New
Enbridge Inc Com	Common Stock	$856K	0.2%	17,898 SH	New
Expeditors International of Washington Inc	Common Stock	$590K	0.1%	3,959 SH	New
Exxon Mobil Corporation	Common Stock	$1.0M	0.2%	8,698 SH	New
FlexShares Glbl Quality Real Estate ETF	Exchange- Traded Fund	$1.2M	0.2%	19,932 SH	New
FlexShares Mstar Glbl Upstrm Nat Res ETF	Exchange- Traded Fund	$1.3M	0.2%	27,381 SH	New
Fortinet Inc.	Common Stock	$554K	0.1%	6,974 SH	New
Fortive Corp Com	Common Stock	$329K	0.1%	5,952 SH	New
General Dynamics Corp	Common Stock	$7.5M	1.4%	22,368 SH	New
General Mills Inc	Common Stock	$616K	0.1%	13,239 SH	New
Gentex Corp	Common Stock	$266K	0.0%	11,418 SH	New
GMO U.S. Quality ETF	Exchange- Traded Fund	$1.2M	0.2%	30,856 SH	New
Goldman Sachs Group Inc	Common Stock	$724K	0.1%	824 SH	New
Harbor International Compounders ETF	Exchange- Traded Fund	$440K	0.1%	14,543 SH	New
Heineken NV	Common Stock	$245K	0.0%	6,013 SH	New
Henry Schein Inc	Common Stock	$392K	0.1%	5,191 SH	New
Honeywell International Inc	Common Stock	$4.1M	0.8%	21,227 SH	New
Houlihan Lokey Inc	Common Stock	$647K	0.1%	3,714 SH	New
Huntington Ingalls	Common Stock	$1.1M	0.2%	3,338 SH	New
Idex Corp	Common Stock	$203K	0.0%	1,141 SH	New
Illinois Tool Works Inc	Common Stock	$3.2M	0.6%	12,802 SH	New
Insight Enterprises Inc	Common Stock	$290K	0.1%	3,555 SH	New
Interactive Brokers Group Inc	Common Stock	$627K	0.1%	9,755 SH	New
International Flavors & Fragrances Inc	Common Stock	$256K	0.0%	3,778 SH	New
Intuit Inc	Common Stock	$324K	0.1%	489 SH	New
Invesco FTSE RAFI Dev Mkts ex-U.S. S/M ETF	Exchange- Traded Fund	$1.3M	0.2%	31,051 SH	New
Invesco QQQ Trust ETF	Exchange- Traded Fund	$259K	0.0%	421 SH	New
Invesco S&P 500 Equal Weight Utilts ETF	Exchange- Traded Fund	$7.1M	1.3%	94,394 SH	New
iShares 0 to 3 Month Treasury Bond ETF	Exchange- Traded Fund	$8.3M	1.5%	82,590 SH	New
iShares 3-7 Year Treasury Bond ETF	Exchange- Traded Fund	$219K	0.0%	1,837 SH	New
iShares Core S&P Small-Cap ETF	Exchange- Traded Fund	$539K	0.1%	4,488 SH	New
iShares Morningstar Mid-Cap Growth ETF	Exchange- Traded Fund	$252K	0.0%	3,153 SH	New
iShares MSCI EAFE ETF	Exchange- Traded Fund	$1.0M	0.2%	10,790 SH	New
J M Smucker Co	Common Stock	$880K	0.2%	8,998 SH	New
Janus Henderson Small Cap Gr Alpha ETF	Exchange- Traded Fund	$262K	0.0%	3,559 SH	New
JB Hunt Transport Services Inc	Common Stock	$235K	0.0%	1,211 SH	New
Johnson & Johnson	Common Stock	$5.9M	1.1%	28,520 SH	New
Johnson Controls Inc	Common Stock	$2.2M	0.4%	18,373 SH	New
Jpmorgan Chase & Co	Common Stock	$6.8M	1.2%	21,169 SH	New
JPMorgan Equity Premium Income ETF	Exchange- Traded Fund	$1.1M	0.2%	18,382 SH	New
Landstar System Inc	Common Stock	$222K	0.0%	1,542 SH	New
Littelfuse Inc	Common Stock	$464K	0.1%	1,833 SH	New
LKQ Corp	Common Stock	$1.1M	0.2%	35,641 SH	New
Lockheed Martin Corp	Common Stock	$364K	0.1%	753 SH	New
Lowes Companies Inc	Common Stock	$902K	0.2%	3,740 SH	New
LVMH Moet Hennessy Louis Vuitton SE	Common Stock	$460K	0.1%	3,052 SH	New
Markel Group Inc	Common Stock	$454K	0.1%	211 SH	New
Mc Donalds Corp	Common Stock	$216K	0.0%	708 SH	New
Medtronic Inc	Common Stock	$1.4M	0.2%	14,068 SH	New
Merck & Co Inc New	Common Stock	$4.4M	0.8%	41,495 SH	New
Meta Platforms Inc Class A	Common Stock	$692K	0.1%	1,049 SH	New
Microchip Technology	Common Stock	$324K	0.1%	5,088 SH	New
Microsoft Corp	Common Stock	$10.1M	1.8%	20,907 SH	New
Motorola Solutions Inc	Common Stock	$249K	0.0%	648 SH	New
Nestle SA (ADR)	American Depository Receipt	$443K	0.1%	4,483 SH	New
Netflix Inc	Common Stock	$216K	0.0%	2,309 SH	New
Nextera Energy Inc	Common Stock	$7.0M	1.3%	87,748 SH	New
Nordson Corp	Common Stock	$388K	0.1%	1,609 SH	New
Northern Trust Corp	Common Stock	$822K	0.2%	5,984 SH	New
Northrop Grumman Corp	Common Stock	$2.3M	0.4%	4,034 SH	New
Old National Bancorp	Common Stock	$383K	0.1%	17,170 SH	New
Omnicom Group Inc	Common Stock	$847K	0.2%	10,389 SH	New
Oracle Corporation	Common Stock	$727K	0.1%	3,731 SH	New
Paychex Inc	Common Stock	$774K	0.1%	6,897 SH	New
Pepsico Incorporated	Common Stock	$2.5M	0.5%	17,461 SH	New
Pfizer Incorporated	Common Stock	$808K	0.1%	32,445 SH	New
PIMCO Mortgage-Backed Securities Act ETF	Exchange- Traded Fund	$203K	0.0%	4,075 SH	New
PIMCO Multisector Bond Active ETF	Exchange- Traded Fund	$422K	0.1%	15,734 SH	New
Procter & Gamble	Common Stock	$5.8M	1.1%	40,697 SH	New
Raytheon Technologies Ord	Common Stock	$6.0M	1.1%	32,683 SH	New
Schwab Fundamental Intl Lg Co ETF	Exchange- Traded Fund	$17.9M	3.3%	394,842 SH	New
Schwab Fundamental U.S. Large Company ETF	Exchange- Traded Fund	$747K	0.1%	27,437 SH	New
Schwab Intermediate-Term U.S. Trs ETF	Exchange- Traded Fund	$1.2M	0.2%	48,232 SH	New
Schwab U.S. Dividend Equity ETF	Exchange- Traded Fund	$374K	0.1%	13,630 SH	New
Schwab U.S. Large-Cap Growth ETF	Mutual Fund	$280K	0.1%	8,589 SH	New
Southwest Airlines	Common Stock	$282K	0.1%	6,796 SH	New
SPD Bloomberg Barclay's 3 to 12 Month TBill ETF	Exchange- Traded Fund	$852K	0.2%	8,592 SH	New
SPDR Blmbg ST Intrn TrsBd ETF	Exchange- Traded Fund	$1.9M	0.4%	70,522 SH	New
SPDR Gold Shares	Mutual Fund	$305K	0.1%	770 SH	New
SPDR Portfolio Long Term Treasury ETF	Exchange- Traded Fund	$518K	0.1%	19,569 SH	New
Starbucks Corp	Common Stock	$240K	0.0%	2,845 SH	New
Stifel Financial Corp	Common Stock	$670K	0.1%	5,349 SH	New
Sysco Corporation	Common Stock	$813K	0.1%	11,027 SH	New
T. Rowe Price Capital Appreciation Equity ETF	Exchange- Traded Fund	$1.1M	0.2%	29,600 SH	New
T. Rowe Price Dividend Growth ETF	Exchange- Traded Fund	$1.1M	0.2%	24,873 SH	New
Take-Two Interactive Software Inc	Common Stock	$512K	0.1%	1,998 SH	New
Target Corporation	Common Stock	$1.3M	0.2%	13,120 SH	New
Te Connectivity Ltd	Common Stock	$1.5M	0.3%	6,720 SH	New
Teledyne Technologies Inc	Common Stock	$214K	0.0%	419 SH	New
The AES Corp.	Common Stock	$853K	0.2%	59,511 SH	New
The Hershey Co	Common Stock	$2.1M	0.4%	11,651 SH	New
The Middleby Corp	Common Stock	$478K	0.1%	3,212 SH	New
Thermo Fisher Scientific Inc	Common Stock	$397K	0.1%	685 SH	New
U S Bancorp Del New	Common Stock	$758K	0.1%	14,077 SH	New
UBS Group AG	Common Stock	$533K	0.1%	11,512 SH	New
Union Pacific Corp	Common Stock	$2.1M	0.4%	9,011 SH	New
United Parcel Srvc	Common Stock	$869K	0.2%	8,759 SH	New
Unitedhealth Group Inc	Common Stock	$2.6M	0.5%	7,730 SH	New
Vanguard 500 ETF	Exchange- Traded Fund	$766K	0.1%	1,221 SH	New
Vanguard Dividend Appreciation ETF	Exchange- Traded Fund	$31.7M	5.8%	144,060 SH	New
Vanguard FTSE Emerging Markets ETF	Exchange- Traded Fund	$1.3M	0.2%	23,888 SH	New
Vanguard Intl Div Apprec ETF	Exchange- Traded Fund	$5.7M	1.0%	62,531 SH	New
Vanguard Large-Cap ETF	Exchange- Traded Fund	$1.4M	0.2%	4,324 SH	New
Vanguard Russell 1000 ETF	Exchange- Traded Fund	$1.2M	0.2%	3,860 SH	New
Vanguard S&P Small-Cap 600 Growth ETF	Exchange- Traded Fund	$2.0M	0.4%	16,693 SH	New
Vanguard S&P Small-Cap 600 Value ETF	Exchange- Traded Fund	$2.3M	0.4%	23,587 SH	New
Vanguard Short-Term Corporate Bond ETF	Exchange- Traded Fund	$6.4M	1.2%	80,549 SH	New
Vanguard Short-Term Inflation-Protected ETF	Exchange- Traded Fund	$90.1M	16.5%	1,821,477 SH	New
Vanguard Short-Term Treasury ETF	Exchange- Traded Fund	$15.1M	2.8%	257,299 SH	New
Vanguard Small-Cap Value ETF	Exchange- Traded Fund	$17.0M	3.1%	80,476 SH	New
Vanguard Total Stock Market ETF	Exchange- Traded Fund	$5.7M	1.0%	16,929 SH	New
Vanguard Total World Stock ETF	Exchange- Traded Fund	$5.6M	1.0%	39,878 SH	New
Vanguard U.S. Multifactor ETF	Exchange- Traded Fund	$274K	0.1%	1,818 SH	New
Vanguard Value ETF	Exchange- Traded Fund	$29.9M	5.5%	156,558 SH	New
Visa Inc Cl A	Common Stock	$548K	0.1%	1,563 SH	New
Walt Disney Co	Common Stock	$2.9M	0.5%	25,083 SH	New
Wells Fargo & Co New	Common Stock	$1.0M	0.2%	10,824 SH	New
WisdomTree LargeCap Dividend ETF	Exchange- Traded Fund	$288K	0.1%	3,274 SH	New
Zebra Technologies	Common Stock	$409K	0.1%	1,686 SH	New
Zimmer Biomet Hldgs	Common Stock	$1.7M	0.3%	18,927 SH	New

Sold (vs prior filing)

3M Company — $330K
Abbott Laboratories — $644K
Accenture Plc — $364K
Adobe Systems Inc — $1.4M
Advance Auto Parts — $262K
Aflac Inc — $852K
Air Products & Chemicals Inc — $739K
Alliant Energy Corp — $2.9M
Alphabet Inc Class A — $12.6M
Alphabet Inc Class C — $1.2M
Amazon Com Inc — $2.6M
Amgen Incorporated — $3.3M
Apple Inc — $9.2M
Applied Materials Inc — $554K
Arrow Electronics — $363K
Bank Of America Corp — $2.8M
Bank Of New York Mellon Co — $583K
Becton Dickinson and Co — $2.0M
Berkshire Hathaway Inc Class B — $14.5M
Blackrock Inc — $3.5M
… and 153 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001893893-26-000001	$547.3M	View
Nov 7, 2025	Q3 2025	13F-HR	0001893893-25-000006	$529.8M	View
Jul 31, 2026	Q2 2026