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Studio Investment Management LLC
STUDIO INVESTMENT MANAGEMENT LLC is an investment management firm headquartered in Chicago, Illinois. The firm primarily manages assets for high net worth individuals, with significant exposure to institutional and governmental clients. Founded in Illinois, Studio Investment Management is relatively small, employing around 9 to 10 professionals, most of whom are in investment roles. It is registered with the SEC and serves a mix of individuals, pension/profit sharing plans, charitable organizations, and state/municipal entities.
Investment Strategy
The firm follows a discretionary investment management approach, with a primary focus on large-cap U.S. equities, as demonstrated by holdings in premier companies such as Microsoft, Alphabet, Apple, and other blue-chip stocks. Studio Investment Management's strategy appears to prioritize portfolio diversification across major industry sectors, while aiming for risk-adjusted returns tailored to the objectives of private clients and institutional investors.
Latest 13F Filing Activity
Studio Investment Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 173 equity positions with a total 13F market value of $498M. The fund increased holdings in Vanguard Short-term Inflation-protected Etf, Microsoft Corp., Vanguard Dividend Appreciation Etf among other positions. Studio Investment Management LLC reduced exposure to Vanguard Short-term Corporate Bond Etf, Berkshire Hathaway Inc. Class B, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTIP | Vanguard Short-Term Inflation-Protected ETF | 15.77% | $78.6M | 1,562,640 | $49.39 | $50.27 | +$4.6M |
V VIG | Vanguard Dividend Appreciation ETF | 5.99% | $29.9M | 145,259 | $154.95 | $204.67 | +$1.8M |
V VTV | Vanguard Value ETF | 5.71% | $28.5M | 160,148 | $140.13 | $176.74 | +$494.5K |
V VBR | Vanguard Small-Cap Value ETF | 3.67% | $18.3M | 93,413 | $170.04 | $195.01 | -$280.3K |
D DFIC | DFA International Core Equity 2 ETF | 3.62% | $18.0M | 580,277 | $25.76 | $31.09 | +$1.6M |
Industry Allocation
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