Studio Investment Management LLC Purchases in Q3 2025

Studio Investment Management LLC

  • $501 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
160K
+ 10.25%
$49.78 - $50.75 $7.98M - $8.13M
1.72M $87.2M
VGSH
Vanguard

ETFs
42.2K
+ 20.91%
$58.43 - $58.88 $2.47M - $2.49M
244K $14.4M
DFSD
Dimensional ETF Tr Short Durat

ETFs
33.5K
+ 14.15%
$47.86 - $48.43 $1.6M - $1.62M
270K $13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13.6K
+ 20.98%
$100.37 - $100.74 $1.36M - $1.37M
78.1K $7.87M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.58K
+ 0.79%
$30.76 - $33.01 $141K - $151K
585K $19.2M
BAH
Booz Allen Hamilton Holding Corp

Industrials
8.33K
New
$97.53 - $115.95 $812K - $966K
8.33K $832K
VTI
Vanguard Total Stock Market Et

ETFs
688
+ 4.13%
$303.93 - $329.86 $209K - $227K
17.4K $5.7M
LKQ
Lkq Corp

Consumer Cyclical
19.8K
+ 174.29%
$29.24 - $39.21 $580K - $778K
31.2K $953K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.54K
+ 3.38%
$53.36 - $59.69 $135K - $151K
77.7K $4.52M
VT
Vanguard Total World Stk Index

ETFs
439
+ 1.06%
$128.41 - $138.03 $56.4K - $60.6K
41.8K $5.75M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
15.6K
+ 30.95%
$27.17 - $28.04 $423K - $436K
65.8K $1.83M
GOOG
Alphabet Inc.

Communication Services
182
+ 3.88%
$175.16 - $255.24 $31.9K - $46.5K
4.87K $1.19M
UNH
Unitedhealth Group Inc

Healthcare
201
+ 2.71%
$237.77 - $353.61 $47.8K - $71.1K
7.63K $2.63M
DCI
Donaldson CO Inc

Industrials
2.63K
+ 33.55%
$69.82 - $82.14 $184K - $216K
10.5K $856K
GNTX
Gentex Corp

Consumer Cyclical
10K
New
$22.66 - $29.06 $227K - $292K
10K $284K
HSY
Hershey CO

Consumer Defensive
203
+ 1.8%
$161.95 - $193.45 $32.9K - $39.3K
11.5K $2.15M
CVX
Chevron Corp

Energy
27
+ 0.13%
$145.57 - $161.83 $3.93K - $4.37K
20.3K $3.16M
VV
Vanguard Large Cap ETF

ETFs
571
+ 19.82%
$285.05 - $309.14 $163K - $177K
3.45K $1.06M
JSML
Janus Detroit Str Tr Henderson

ETFs
3.19K
New
$67.04 - $77.09 $214K - $246K
3.19K $238K
SJM
J M Smucker CO

Consumer Defensive
1.58K
+ 25.04%
$102.24 - $113.2 $161K - $178K
7.87K $854K
SYY
Sysco Corp

Consumer Defensive
2.28K
+ 30.84%
$76.33 - $82.51 $174K - $188K
9.66K $795K
TDY
Teledyne Technologies Inc

Technology
397
New
$509.51 - $586.04 $202K - $233K
397 $232K
MDT
Medtronic PLC

Healthcare
1.36K
+ 10.81%
$87.67 - $95.74 $119K - $130K
14K $1.33M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.6K
New
$132.51 - $145.94 $212K - $233K
1.6K $230K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.71K
New
$79.89 - $83.25 $217K - $226K
2.71K $224K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
806
+ 4.38%
$90.62 - $107.71 $73K - $86.8K
19.2K $1.89M
BDX
Becton Dickinson & CO

Healthcare
116
+ 1.13%
$172.41 - $199.66 $20K - $23.2K
10.4K $1.95M
OMC
Omnicom Group Inc.

Communication Services
882
+ 9.15%
$70.41 - $81.53 $62.1K - $71.9K
10.5K $857K
ADBE
Adobe Inc.

Technology
747
+ 24.05%
$333.65 - $392.1 $249K - $293K
3.85K $1.36M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.12K
+ 13.65%
$87.29 - $93.61 $98K - $105K
9.35K $873K
TGT
Target Corp

Consumer Defensive
2.39K
+ 24.07%
$86.56 - $107.43 $207K - $257K
12.3K $1.11M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.56K
+ 25.61%
$32.78 - $35.79 $83.8K - $91.5K
12.5K $447K
ENB
Enbridge Inc

Energy
250
+ 1.42%
$43.79 - $50.46 $10.9K - $12.6K
17.9K $902K
PFE
Pfizer Inc

Healthcare
1.77K
+ 5.86%
$23.29 - $25.88 $41.1K - $45.7K
31.9K $811K
AFL
Aflac Inc

Financial Services
295
+ 4.02%
$98.09 - $111.7 $28.9K - $33K
7.63K $852K
CACI
Caci International Inc

Technology
161
+ 4.53%
N/A
3.72K $1.59M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
113
+ 3.73%
$105.8 - $123.14 $12K - $13.9K
3.14K $384K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 4.45%
$567.77 - $614.76 $22.1K - $24K
916 $560K
DFIV
Dimensional ETF Tr

ETFs
158
+ 0.96%
$42.66 - $46.53 $6.74K - $7.35K
16.6K $767K
CLX
Clorox CO

Consumer Defensive
348
+ 6.39%
$117.67 - $131.43 $40.9K - $45.7K
5.8K $714K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.29%
$404.94 - $499.99 $810 - $1K
691 $335K
SCHG
Schwab Strategic Tr Us Large C

ETFs
921
+ 13.38%
$28.92 - $32.19 $26.6K - $29.6K
7.81K $249K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
351
+ 13.49%
$82.42 - $87.03 $28.9K - $30.5K
2.95K $256K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.54K
+ 3.43%
$24.69 - $25.26 $38K - $38.9K
46.4K $1.17M
EXPD
Expeditors International Of Washington Inc

Industrials
63
+ 1.57%
$111.37 - $124.95 $7.02K - $7.87K
4.07K $498K
DFAI
Dimensional ETF Tr

ETFs
230
+ 1.49%
$34.05 - $36.55 $7.83K - $8.41K
15.6K $568K
JEPI
J P Morgan Exchange Traded Fd

ETFs
488
+ 2.94%
$55.61 - $57.37 $27.1K - $28K
17.1K $974K
SPTL
Spdr Portfolio Long Term Treas

ETFs
949
+ 5.21%
$25.67 - $27.21 $24.4K - $25.8K
19.2K $516K
LMT
Lockheed Martin Corp

Industrials
6
+ 0.81%
$410.74 - $499.21 $2.46K - $3K
744 $371K
Activity Summary
Buys All Purchases 81 New Holdings 9 Increased Positions 72 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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