Fund HoldingsStandard Investments LLC

Total Portfolio Value
$1.71B
Total Bought
$244.20M
Total Sold
$391.69M
Net Transaction
-$147.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ADOBE INC(ADBE)202,000472,000+270,00089,825181,02610.56%+91,201
SHELL PLC(SHEL)5,480,0005,480,0000343,322401,57423.43%+58,252
NATIONAL GRID PLC(NGG)1,770,0002,480,000+710,000105,173162,7139.49%+57,539
MICROSOFT CORP(MSFT)247,000404,000+157,000104,111151,6588.85%+47,547
MICROSOFT CORP(MSFT)(Call)095,000+95,000035,662+35,662
PTC INC(PTC)1,155,0001,436,000+281,000212,370222,50812.98%+10,138
SOLID POWER INC266,666266,6660113450.00%-67
ARCHER AVIATION INC(ACHR)416,666416,66601,3427500.04%-592
AMAZON COM INC(AMZN)765,000871,000+106,000167,833165,7169.67%-2,117
AUTODESK INC(Call)130,000130,000038,42434,034-4,390
EVERCOMMERCE INC(EVCM)6,115,0006,115,000067,32661,6393.60%-5,687
CDW CORP(CDW)685,000685,0000119,217109,7786.40%-9,439
SHELL PLC(SHEL)(Call)300,0000-300,00018,7950-18,795
NEXTRACKER INC625,0000-625,00022,8310-22,831
AUTODESK INC715,000715,0000211,333187,18710.92%-24,146
AVANTOR INC(AVTR)2,890,0000-2,890,00060,8920-60,892
JOHNSON CTLS INTL PLC
SHS
1,060,0000-1,060,00083,6660-83,666
DT MIDSTREAM INC(DTM)965,0000-965,00095,9500-95,950
HONEYWELL INTL INC(HON)485,0000-485,000109,5570-109,557
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