Studio-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  "GDX",
  "TROW",
  "ARW",
  null,
  null,
  "NSIT",
  "FNDF",
  "ACN",
  "OTTR",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MWA",
  "GOOGL",
  "PRKS",
  null,
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "KMX",
  "ARCC",
  null,
  null,
  "COF",
  null,
  "LNC",
  "DUK",
  "MLKN",
  "EGO",
  null,
  null,
  null,
  "EXPD",
  "BUSE",
  "BIRK",
  null,
  "IBKR",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  null,
  "INTU",
  null,
  "UNP",
  "SCL",
  null,
  "HLI",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "META",
  null,
  "MBUU",
  "IJH",
  "SOS",
  "SSRM",
  "TBI",
  null,
  "MA",
  null,
  "MDT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "DXC",
  "FTV",
  "GE",
  "NTRS",
  "HMY",
  "HAS",
  "NVS",
  "OMC",
  "ZUMZ",
  "HSY",
  "DG",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  null,
  "PAYX",
  "DOC",
  "EEM",
  "PEP",
  "VGSH",
  "HTGC",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "KVUE",
  "PARA",
  "FNDX",
  null,
  null,
  null,
  "SNA",
  "RTX",
  "GLD",
  null,
  null,
  "SYK",
  "SBUX",
  "TEL",
  "TGT",
  "TMO",
  null,
  null,
  "TSN",
  "UBS",
  "UPS",
  "BIV",
  null,
  "NEM",
  null,
  null,
  null,
  "AAP",
  "MET",
  null,
  "VLYPP",
  null,
  null,
  null,
  null,
  "VV",
  "SCHW",
  "SUN",
  null,
  null,
  "VWO",
  "LKQ",
  null,
  null,
  null,
  null,
  null,
  "VIG",
  "TXT",
  null,
  null,
  "GFI",
  "EA",
  null,
  null,
  "LFUS",
  "ONB",
  "SF",
  null,
  "AFL",
  "VFC",
  "DRI",
  "GNRC",
  "WM",
  "HSIC",
  null,
  "MIDD",
  "FOXF",
  "FTRE",
  null,
  "IFF",
  "LSTR",
  "IEX",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "TTWO",
  "CLF",
  "IVE",
  "LUV",
  null,
  "HII",
  "AMTM",
  null,
  null,
  "USB",
  "VONE",
  null,
  "VXUS",
  "VIOG",
  null,
  "VTEB",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "YUMC",
  "ZBRA",
  "SOLV",
  null,
  "LNT",
  null,
  "GNTX",
  "CNQ",
  "AEM",
  "SCHD",
  null,
  "SCHA",
  "JBHT",
  "LW",
  "KEY",
  "NDSN",
  "JCI",
  "MKL",
  "SO",
  "SJM",
  "CRM",
  "PENN",
  "TDY",
  "SYY",
  "IXUS",
  "GEV",
  "ZBH",
  "PAAS",
  "PZZA",
  "BALL",
  "BAC",
  null,
  "BMO",
  "BK",
  "BRK-B",
  "BDX",
  "BA",
  "BAH",
  "SAM",
  "BWA",
  "BMY",
  "BC",
  "CACI",
  "CHRW",
  "CVNA",
  "CBRE",
  "CDW",
  "CNC",
  "CAKE",
  "CVX",
  "CMG",
  "CSCO",
  "CLX",
  "KO",
  "COIN",
  "CMCSA",
  "CAG",
  "STZ",
  "CEG",
  "CPRT",
  "COST",
  "GLW",
  "CTVA",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DAL",
  null,
  null,
  "DFAC",
  "DCI",
  "EFA",
  "J",
  "MCO",
  "NEE",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 320
Total Value: 483760116
Accession Number: 0001893893-25-000003
Form Type: 13F-HR
CIK: studio-investment-management
Manager Name: Studio-Investment-Management

Data Enrichment

79% identified

252 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

320 positions • $483.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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ALLIANT ENERGY CORP

LNT|018802108

Shares:43.2K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$483.8M)

PEPSICO INC

PEP|713448108

Shares:17.7K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$483.8M)

Walt Disney Co

DIS|254687106

Shares:25.5K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$483.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:56.8K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$483.8M)

DEERE & CO

DE|244199105

Shares:5.0K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$483.8M)

AMAZON COM INC

AMZN|023135106

Shares:12.2K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$483.8M)

UNION PACIFIC CORP

UNP|907818108

Shares:9.7K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$483.8M)

Corteva, Inc.

CTVA|22052L104

Shares:36.2K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$483.8M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:4.1K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$483.8M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:18.2K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$483.8M)

BECTON DICKINSON & CO

BDX|075887109

Shares:8.9K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$483.8M)

464288661

Shares:16.7K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$483.8M)

921932778

Shares:22.6K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$483.8M)

78468R523

Shares:18.1K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$483.8M)

921932794

VIOG|921932794

Shares:16.8K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$483.8M)

Johnson Controls International plc

JCI|G51502105

Shares:19.4K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$483.8M)

HERSHEY CO

HSY|427866108

Shares:9.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$483.8M)

US BANCORP \DE\

USB|902973304

Shares:36.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$483.8M)

92206C730

VONE|92206C730

Shares:5.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$483.8M)

78468R739

Shares:25.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$483.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALLIANT ENERGY CORP(LNTcusip018802108)	43.2K	QoQ -0.50% (-221) YoY -5.24% (-2.4K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$483.8M)	QoQ +8.25% (-$212.0K) YoY +20.97% (-$481.9K)
PEPSICO INC(PEPcusip713448108)	17.7K	QoQ +5.57% (+932) YoY +15.93% (-2.4K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$483.8M)	QoQ +3.19% (+$81.9K) YoY -1.37% (-$37.0K)
Walt Disney Co(DIScusip254687106)	25.5K	QoQ -2.39% (-627) YoY +5.35% (-1.3K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$483.8M)	QoQ -13.87% (-$405.4K) YoY -15.01% (-$444.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	56.8K	QoQ -2.55% (-1.5K) YoY -10.46% (-6.6K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$483.8M)	QoQ -7.47% (-$191.5K) YoY -1.46% (-$35.2K)
DEERE & CO(DEcusip244199105)	5.0K	QoQ -3.78% (-198) YoY -13.65% (-795)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$483.8M)	QoQ +6.54% (-$145.4K) YoY -1.34% (-$32.2K)
AMAZON COM INC(AMZNcusip023135106)	12.2K	QoQ -6.52% (-855) YoY -10.98% (-1.5K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$483.8M)	QoQ -18.93% (-$544.3K) YoY -6.10% (-$151.6K)
UNION PACIFIC CORP(UNPcusip907818108)	9.7K	QoQ -0.76% (-75) YoY +4.01% (-374)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$483.8M)	QoQ +2.79% (-$62.3K) YoY -0.08% (-$1.9K)
Corteva, Inc.(CTVAcusip22052L104)	36.2K	QoQ -0.27% (-99) YoY -4.09% (-1.5K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$483.8M)	QoQ +10.17% (-$210.5K) YoY +4.65% (-$101.4K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	4.1K	QoQ -1.10% (-46) YoY -4.15% (-178)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$483.8M)	QoQ +7.89% (-$153.9K) YoY +2.52% (-$51.8K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	18.2K	QoQ +1.15% (+208) YoY +56.54% (+6.6K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$483.8M)	QoQ +8.37% (+$159.2K) YoY +34.28% (+$526.3K)
BECTON DICKINSON & CO(BDXcusip075887109)	8.9K	QoQ +33.78% (+2.3K) YoY +61.93% (+3.4K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$483.8M)	QoQ +35.07% (+$531.4K) YoY +49.90% (+$681.2K)
(cusip464288661)✕	16.7K	QoQ -68.24% (-35.9K) YoY -71.63% (-42.1K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$483.8M)	QoQ -67.52% (-$4.1M) YoY -71.06% (-$4.8M)
(cusip921932778)✕	22.6K	QoQ -1.39% (-321) YoY +15.86% (+3.1K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$483.8M)	QoQ -11.34% (-$243.0K) YoY +9.96% (+$172.1K)
(cusip78468R523)✕	18.1K	QoQ -60.84% (-28.1K) YoY -50.70% (-18.6K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$483.8M)	QoQ -60.71% (-$2.8M) YoY -50.67% (-$1.9M)
(VIOGcusip921932794)	16.8K	QoQ +0.62% (-105) YoY +4.14% (-669)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$483.8M)	QoQ -7.53% (-$146.3K) YoY -0.99% (-$18.1K)
Johnson Controls International plc(JCIcusipG51502105)	19.4K	QoQ -1.77% (-352) YoY -11.29% (-2.5K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$483.8M)	QoQ -0.31% (-$5.0K) YoY +8.66% (-$124.7K)
HERSHEY CO(HSYcusip427866108)	9.0K	QoQ +184.68% (+5.9K) YoY +390.65% (+7.2K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$483.8M)	QoQ +187.50% (+$1.0M) YoY +331.44% (+$1.2M)
US BANCORP \DE\(USBcusip902973304)	36.0K	QoQ -7.17% (-2.8K) YoY -14.02% (-5.9K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$483.8M)	QoQ -17.94% (-$336.8K) YoY -18.71% (-$354.7K)
(VONEcusip92206C730)	5.5K	QoQ -65.10% (-10.2K) YoY -65.62% (-10.4K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$483.8M)	QoQ -66.78% (-$2.8M) YoY -63.38% (-$2.4M)
(cusip78468R739)✕	25.6K	QoQ -65.69% (-48.9K) YoY -71.48% (-64.1K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$483.8M)	QoQ -65.54% (-$2.3M) YoY -71.38% (-$3.0M)