Fund Holdings — STUDIO INVESTMENT MANAGEMENT LLC

Total Portfolio Value
$1.10B
Total Bought
$16.39M
Total Sold
$24.74M
Net Transaction
-$8.35M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Vanguard Short-Term Inflation-Protected ETF1,821,4771,852,424+30,94790,09092,5298.40%+2,438
JPMorgan Equity Premium Income ETF
EQUITY PREMIUM
18,38251,016+32,6341,0602,8920.26%+1,832
NEOS S&P 500 High Income ETF
NEOS S&P 500 HI
027,006+27,00601,3330.12%+1,333
Schwab Fundamental Intl Lg Co ETF394,842389,963-4,87917,85119,0811.73%+1,230
Chevron Corporation(CVX)20,40720,268-1393,1104,1930.38%+1,083
Nextera Energy Inc(NEE)87,74887,222-5267,0448,1010.74%+1,057
Caterpillar Inc(CAT)10,3309,824-5065,9186,9600.63%+1,042
Johnson & Johnson(JNJ)28,52027,585-9355,9026,7430.61%+841
Invesco S&P 500 Equal Weight Utilts ETF
S&P500 EQL UTL
94,39496,628+2,2347,0597,8370.71%+779
Lincoln National Corp.(LNC)021,934+21,93407790.07%+779
Dimensional Short-Duration Fixed Income ETF
SHOR DUR FIX ETF
305,609319,593+13,98414,65415,3021.39%+648
Bank Of New York Mellon Co(BNY)05,126+5,12605950.05%+595
Merck & Co Inc New(MRK)41,49540,808-6874,4034,9430.45%+540
Honeywell International Inc(HON)21,22720,477-7504,1414,6280.42%+487
Vanguard Value ETF156,558154,828-1,73029,90130,3772.76%+476
Capital Group Core Plus Income ETF
CORE PLUS INCM
233,262255,608+22,3465,2815,7100.52%+429
DFA U.S. Large Cap Value ETF
US LARG VALU ETF
169,829174,594+4,7655,8106,2350.57%+425
Corteva Inc com(CTVA)35,55633,509-2,0472,3832,8050.25%+422
DFA International Core Equity 2 ETF
INTL CORE EQUITY
584,642578,787-5,85520,14720,5641.87%+418
DFA U.S. Targeted Value ETF
US TARGETED VLU
84,44487,135+2,6915,0285,4420.49%+414
Northrop Grumman Corp(NOC)4,0343,977-572,3002,7130.25%+413
Vanguard Short-Term Treasury ETF
SHORT TERM TREAS
257,299263,468+6,16915,11115,4231.40%+312
Target Corporation(TGT)13,12013,083-371,2821,5860.14%+303
The Hershey Co(HSY)11,65111,545-1062,1202,4000.22%+280
Alliant Energy Corp(LNT)42,22242,109-1132,7453,0220.27%+277
Exxon Mobil Corporation8,6987,694-1,0041,0471,3050.12%+259
Waters Corp(WAT)0855+85502550.02%+255
Advance Auto Parts(AAP)04,735+4,73502500.02%+250
DFA Emerging Market Core Equity 2 ETF
EMERGING MKTS CO
219,120217,003-2,1177,2487,4970.68%+249
Dimensional Ultrashort Fixed Income ETF
ULTR FIX INC ETF
40,73745,529+4,7922,0632,3090.21%+245
Intel Corp(INTC)05,150+5,15002270.02%+227
Zimmer Biomet Hldgs(ZBH)18,92721,295+2,3681,7061,9310.18%+224
Constellation Brand(STZ)01,432+1,43202150.02%+215
Dimensional US Small Cap Value ETF
US SMALL CAP ETF
06,110+6,11002140.02%+214
Pepsico Incorporated(PEP)17,46117,646+1852,5312,7400.25%+210
Vanguard Large-Cap ETF4,3245,212+8881,3611,5580.14%+196
Fortinet Inc.(FTNT)6,9748,961+1,9875547320.07%+178
Amgen Incorporated(AMGN)11,62111,285-3363,8043,9710.36%+167
Johnson Controls Inc
SHS
18,37318,069-3042,2082,3730.22%+166
CSX Corp(CSX)38,56937,970-5991,3981,5590.14%+161
Vanguard Small-Cap Value ETF80,47679,186-1,29017,04417,2031.56%+159
Illinois Tool Works Inc(ITW)12,80212,724-783,1743,3320.30%+159
Applied Materials Inc2,5252,362-1636498070.07%+158
Air Products & Chemicals Inc3,0113,102+917449010.08%+157
Pfizer Incorporated(PFE)32,44533,594+1,1498089430.09%+135
Littelfuse Inc(LFUS)1,8331,752-814645950.05%+131
Clorox(CLX)6,5097,544+1,0356567820.07%+125
FlexShares Mstar Glbl Upstrm Nat Res ETF
MORNSTAR UPSTR
27,38125,000-2,3811,2551,3790.13%+124
Enbridge Inc Com(ENB)17,89817,989+918569740.09%+118
Deere & Co(DE)2,0111,851-1609401,0460.09%+106
PIMCO Multisector Bond Active ETF
MULTISECTOR BD
15,73419,905+4,1714225220.05%+100
Dimensional International Vector Equity ETF
INTL VEC EQU ETF
4,4965,769+1,2732933900.04%+97
Union Pacific Corp(UNP)9,0118,988-232,0842,1810.20%+96
Eaton Vance Total Return Bond ETF
EATO VANC BD ETF
6,3098,159+1,8503254160.04%+91
Arrow Electronics3,0943,010-843414320.04%+91
Raytheon Technologies Ord(RTX)32,68331,525-1,1585,9946,0810.55%+87
Dimensional International Small Cap Value ETF
INTL SMALL CAP V
13,52615,066+1,5405145940.05%+80
Invesco FTSE RAFI Dev Mkts ex-U.S. S/M ETF113,641113,419-2229,6009,6760.88%+76
Lockheed Martin Corp(LMT)753721-323644360.04%+72
iShares MSCI EAFE ETF10,79011,316+5261,0361,0990.10%+63
Eaton Vance Short Duration Income ETF
EATO VA DURA ETF
4,0505,306+1,2562082710.02%+63
PIMCO Mortgage-Backed Securities Act ETF
MTG BKD SECS ACT
4,0755,246+1,1712032600.02%+57
Procter & Gamble(PG)40,69740,765+685,8325,8880.53%+56
Dimensional International Value ETF
INTERNATNAL VAL
16,62416,713+898308820.08%+53
Schwab U.S. Dividend Equity ETF13,63013,797+1673744230.04%+49
Booz Allen Hamilton9,78911,162+1,3738268710.08%+45
Teledyne Technologies Inc(TDY)419417-22142520.02%+38
Vanguard 500 ETF1,2211,338+1177668000.07%+34
Janus Henderson Small Cap Gr Alpha ETF
HENDERSN CAP ETF
3,5594,197+6382622940.03%+32
iShares Morningstar Mid-Cap Growth ETF3,1533,594+4412522830.03%+31
Nordson Corp(NDSN)1,6091,570-393884190.04%+31
Paychex Inc(PAYX)6,8978,729+1,8327748040.07%+30
WisdomTree LargeCap Dividend ETF(WT)3,2743,549+2752883170.03%+29
Vanguard U.S. Multifactor ETF1,8181,941+1232743010.03%+27
Dimensional International Core Equity Market ETF
INTL CORE EQT MK
15,41715,756+3395886140.06%+26
SPDR Gold Shares(GLD)77077003053310.03%+26
Motorola Solutions Inc(MSI)648632-162492750.02%+26
Landstar System Inc(LSTR)1,5421,538-42222470.02%+25
Schwab Fundamental U.S. Large Company ETF27,43727,659+2227477700.07%+24
LKQ Corp(LKQ)35,64137,358+1,7171,0761,0970.10%+21
SPDR Blmbg ST Intrn TrsBd ETF
SST SPDR BLOOMBE
70,52272,511+1,9891,9331,9520.18%+19
SPDR Portfolio Long Term Treasury ETF
ST LON TREAS ETF
19,56920,359+7905185350.05%+17
Interactive Brokers Group Inc(IBKR)9,7559,607-1486276440.06%+17
International Flavors & Fragrances Inc(IFF)3,7783,723-552562720.02%+16
Zebra Technologies(ZBRA)1,6862,032+3464094250.04%+15
JB Hunt Transport Services Inc(JBHT)1,2111,182-292352500.02%+15
CACI International Inc(CACI)3,7683,719-492,0082,0230.18%+15
General Dynamics Corp(GD)22,36821,981-3877,5307,5440.68%+14
Aflac Inc(AFL)7,5547,719+1658338470.08%+14
Vanguard S&P Small-Cap 600 Growth ETF16,69316,367-3262,0252,0370.18%+12
Idex Corp(IEX)1,1411,135-62032150.02%+12
Bank Montreal Que Com2,1752,17502822940.03%+12
Starbucks Corp(SBUX)2,8452,808-372402520.02%+12
Gentex Corp(GNTX)11,41812,573+1,1552662750.02%+9
J M Smucker Co(SJM)8,9989,196+1988808870.08%+7
Schwab U.S. Large-Cap Growth ETF8,5899,836+1,2472802870.03%+6
Netflix Inc(NFLX)2,3092,317+82162230.02%+6
Nestle SA (ADR)4,4834,514+314434470.04%+5
Ecolab Inc(ECL)3,5383,506-329319350.08%+4
Microchip Technology(MCHP)5,0885,070-183243280.03%+3
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STUDIO INVESTMENT MANAGEMENT LLC — 13F Holdings — Q1 2026 | TickerTrail