Studio Investment Management LLC Incresed Positions in Q2 2025

Studio Investment Management LLC

  • $475 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
80K
+ 5.4%
$49.57 - $50.27 $3.97M - $4.02M
1.56M $78.6M
VGSH
Vanguard

ETFs
14.6K
+ 7.77%
$58.32 - $58.95 $850K - $859K
202K $11.9M
DFSD
Dimensional ETF Tr Short Durat

ETFs
14.3K
+ 6.41%
$47.09 - $48.01 $671K - $684K
237K $11.4M
VT
Vanguard Total World Stk Index

ETFs
1.32K
+ 3.29%
$103.16 - $128.52 $136K - $169K
41.3K $5.31M
VTI
Vanguard Total Stock Market Et

ETFs
626
+ 3.9%
$243.75 - $303.93 $153K - $190K
16.7K $5.07M
ADBE
Adobe Inc.

Technology
1.4K
+ 81.85%
$340.0 - $420.68 $475K - $588K
3.11K $1.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.93K
+ 8.57%
$44.8 - $53.97 $266K - $320K
75.2K $4.06M
TGT
Target Corp

Consumer Defensive
5.17K
+ 108.35%
$88.76 - $105.77 $459K - $546K
9.93K $979K
CTVA
Corteva, Inc.

Basic Materials
332
+ 0.92%
$55.52 - $74.53 $18.4K - $24.7K
36.5K $2.72M
ORCL
Oracle Corp

Technology
47
+ 0.99%
$122.82 - $218.63 $5.77K - $10.3K
4.8K $1.05M
SYY
Sysco Corp

Consumer Defensive
4.39K
+ 146.45%
$68.0 - $75.91 $298K - $333K
7.39K $559K
HSY
Hershey CO

Consumer Defensive
2.27K
+ 25.13%
$151.29 - $173.13 $343K - $393K
11.3K $1.88M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13K
+ 40.76%
$24.54 - $25.07 $319K - $326K
44.9K $1.12M
DCI
Donaldson CO Inc

Industrials
4.63K
+ 144.56%
$59.18 - $71.02 $274K - $329K
7.84K $543K
CACI
Caci International Inc

Technology
664
+ 22.96%
N/A
3.56K $1.52M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
5.4K
+ 12.03%
$26.27 - $28.07 $142K - $152K
50.3K $1.41M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.18K
+ 9.65%
$71.94 - $86.02 $157K - $188K
24.8K $2.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.41K
+ 20.75%
$72.96 - $90.39 $103K - $128K
8.23K $735K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
202
+ 1.2%
$93.75 - $114.45 $18.9K - $23.1K
17K $1.95M
VIG
Vanguard Dividend Appreciation

ETFs
818
+ 0.57%
N/A
145K $26.5M
IBKR
Interactive Brokers Group, Inc.

Financial Services
8.42K
+ 289.68%
$50.53 - $212.53 $426K - $1.79M
11.3K $627K
VV
Vanguard Large Cap ETF

ETFs
244
+ 9.25%
$228.25 - $285.3 $55.7K - $69.6K
2.88K $821K
GOOG
Alphabet Inc.

Communication Services
192
+ 4.27%
$146.58 - $180.01 $28.1K - $34.6K
4.69K $832K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.17K
+ 15.06%
$51.14 - $57.0 $111K - $124K
16.6K $942K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.73K
+ 37.58%
$25.93 - $32.91 $70.7K - $89.7K
9.98K $328K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
132
+ 17.72%
$456.74 - $568.03 $60.3K - $75K
877 $498K
PFE
Pfizer Inc

Healthcare
5.6K
+ 22.83%
$21.59 - $24.84 $121K - $139K
30.1K $729K
CGCP
Capital Group Core Plus Income

ETFs
3.59K
+ 1.89%
$21.92 - $22.56 $78.7K - $81K
193K $4.35M
DFIV
Dimensional ETF Tr

ETFs
781
+ 4.97%
$34.67 - $43.21 $27.1K - $33.7K
16.5K $706K
MDT
Medtronic PLC

Healthcare
1.26K
+ 11.13%
$80.68 - $88.86 $102K - $112K
12.6K $1.1M
DFAI
Dimensional ETF Tr

ETFs
522
+ 3.51%
$28.02 - $34.71 $14.6K - $18.1K
15.4K $532K
LFUS
Littelfuse Inc

Technology
7
+ 0.38%
$149.72 - $227.31 $1.05K - $1.59K
1.87K $423K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
312
+ 6.08%
$90.56 - $109.49 $28.3K - $34.2K
5.44K $594K
UPS
United Parcel Service Inc

Industrials
1.1K
+ 17.99%
$91.92 - $110.2 $101K - $122K
7.24K $730K
FNDX
Schwab Fundamental U S Large C

ETFs
870
+ 3.3%
$20.84 - $24.54 $18.1K - $21.3K
27.3K $669K
ZBRA
Zebra Technologies Corp

Technology
7
+ 0.45%
$213.54 - $309.26 $1.49K - $2.16K
1.58K $486K
CDW
Cdw Corp

Technology
1
+ 0.04%
$144.49 - $190.68 $144 - $191
2.23K $398K
HSIC
Henry Schein Inc

Healthcare
58
+ 1.16%
$62.7 - $73.66 $3.64K - $4.27K
5.07K $370K
NDSN
Nordson Corp

Industrials
12
+ 0.76%
$167.51 - $223.5 $2.01K - $2.68K
1.59K $340K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.27%
$430.82 - $486.45 $862 - $973
738 $341K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.02K
+ 8.17%
$24.32 - $27.87 $24.7K - $28.3K
13.5K $356K
APD
Air Products & Chemicals, Inc.

Basic Materials
140
+ 5.54%
$248.61 - $294.96 $34.8K - $41.3K
2.67K $752K
T Rowe Price Capital Appreciation Equity ETF
83
+ 0.26%
N/A
32.1K $0
Te Connectivity LTD
1.42K
+ 28.57%
N/A
6.38K $0
Gmo U S Quality ETF
146
+ 0.45%
N/A
32.9K $0
Dfa U S Large Cap Value ETF
4.8K
+ 3.4%
N/A
146K $0
Dimensional Ultrashort Fixed Income ETF
3.37K
+ 25.67%
N/A
16.5K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
55
+ 0.37%
N/A
14.9K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
17.1K
+ 25.02%
N/A
85.4K $0
Activity Summary
Buys All Purchases 71 New Holdings 6 Increased Positions 65 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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