SIM
Studio Investment Management LLC Portfolio
Invests via Studio Investment Management LLC | Managed by Mike Wolcott, Neha Prabhu
Invests via Studio Investment Management LLC
Managed by Mike Wolcott, Neha Prabhu
Automatically Tracked
Company Profile
As an investment firm, Studio Investment Management LLC specializes in strategic asset allocation and portfolio advisory within the creative and media sectors. Established by experienced professionals with deep industry knowledge, the firm focuses on identifying growth opportunities across innovative companies poised for disruption. It leverages a strong network of relationships to enhance deal sourcing and management oversight, positioning itself as a key player in a dynamic market landscape. With its commitment to supporting entrepreneurial ventures, Studio Investment Management contributes significantly to driving capital formation and unlocking value for investors who seek exposure to emerging trends.
As an investment firm, Studio Investment Management LLC specializes in strategic asset allocation and portfolio advisory within the creative and media sectors. Established by experienced professionals with deep industry knowledge, the firm focuses on identifying growth opportunities across innovative companies poised for disruption. It leverages a strong network of relationships to enhance deal sourcing and management oversight, positioning itself as a key player in a dynamic market landscape. With its commitment to supporting entrepreneurial ventures, Studio Investment Management contributes significantly to driving capital formation and unlocking value for investors who seek exposure to emerging trends.
Investment Philosophy & Strategy
Positioned at the intersection of creativity and finance, Studio Investment Management LLC emphasizes fostering innovation within media and entertainment. The firm's strategy revolves around nurturing companies that challenge conventions while generating compelling returns. A keen understanding of market dynamics allows the firm to seize on pivotal trends early, creating a diversified portfolio focused on transformative ventures. Through collaborative partnerships with visionary entrepreneurs, it identifies unique investment avenues that support growth trajectories in burgeoning sectors. This proactive approach not only enhances asset allocation but also fortifies long-term relationships with investors looking for impactful opportunities.
Positioned at the intersection of creativity and finance, Studio Investment Management LLC emphasizes fostering innovation within media and entertainment. The firm's strategy revolves around nurturing companies that challenge conventions while generating compelling returns. A keen understanding of market dynamics allows the firm to seize on pivotal trends early, creating a diversified portfolio focused on transformative ventures. Through collaborative partnerships with visionary entrepreneurs, it identifies unique investment avenues that support growth trajectories in burgeoning sectors. This proactive approach not only enhances asset allocation but also fortifies long-term relationships with investors looking for impactful opportunities.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
60.74%
Gain -0.12%
Monthly
0.94%
Yearly
11.86%
Drawdown
16.15%
$600.24M
Equity
Holdings
$600.24M
Investment
$448.05M
$174.93M
Profit -$479,405.86
Realized
$22.75M
Unrealized
$152.18M
Dividends
$46.28M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$479,405.86
Win %
75%
This Week
Compared To Last Week
Gain
1%
Profit
$5.96M
Win %
75%
This Month
Compared to last month
Gain
1%
Profit
$5.96M
Win %
75%
This Year
Compared to last year
Gain
1.9%
Profit
$11.23M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$414,306.53 
GOOG Alphabet Inc
+6.88%
+$78,258.79 
GOOGL Alphabet Inc
+6.73%
+$1.08M 
FTNT Fortinet Inc.
+4.99%
+$75,159.7 
CACI Caci International Inc.
+4.27%
+$76,765.16 
META Meta Platforms Inc Class A
+3.28%
+$17,397.11 
LSTR Landstar System Inc.
+3.21%
+$8,280.75 
MSFT Microsoft Corp.
+3.02%
+$286,442.01 
CVX Chevron Corporation
+2.35%
+$91,145.8 
CSCO Cisco Systems, Inc.
+2.14%
+$138,245.13 
HII Huntington Ingalls Industries Inc.
+2.05%
+$13,859.84 
JCI Johnson Controls International plc
+1.93%
+$49,286.62 
ZBRA Zebra Technologies Corporation
+1.82%
+$11,172 
ORCL Oracle Corporation
+1.81%
+$11,524.59 
ARW Arrow Electronics Inc.
+1.75%
+$10,423.44 
DCI Donaldson Company, Inc.
+1.71%
+$18,032.54 
ACN Accenture plc Class A
+1.61%
+$6,717.05 
CDW CDW Corporation
+1.55%
+$6,000.75 
LMT Lockheed Martin Corporation
+1.5%
+$6,196.34 
CVNA Carvana Co.
+1.5%
+$3,965.2 
NOC Northrop Grumman Corporation
+1.43%
+$30,230.06 
FTV Fortive Corporation
+1.25%
+$4,095.3 
WFC Wells Fargo & Company
+1.19%
+$9,617.58 
HONA Honeywell Aerospace Inc.
+1.18%
+$24,253.24 
AMAT Applied Materials, Inc.
+1.18%
+$11,894.44 
ITW Illinois Tool Works Inc.
+1.15%
+$40,950 
MSI Motorola Solutions, Inc.
+1.14%
+$3,115.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,109.32 
ADBE Adobe Inc.
+1.01%
+$14,101.24 
XLE Energy Select Sector SPDR Fund
+1%
+$2,721.08 
TDY Teledyne Technologies Incorporated
+0.98%
+$2,645.47 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$14,503.44 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$2,918.47 
UNP Union Pacific Corporation
+0.92%
+$23,581.53 
NSIT Insight Enterprises Inc.
+0.91%
+$4,242.08 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$10,448.64 
SCHW Charles Schwab Corporation
+0.87%
+$3,355.17 
ONB Old National Bancorp
+0.87%
+$3,776.6 
NDSN Nordson Corporation
+0.86%
+$3,972.88 
EMR Emerson Electric Co.
+0.79%
+$1,908.08 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,101.69 
CAT Caterpillar Inc.
+0.7%
+$49,708.8 
QLTY GMO U.S. Quality ETF
+0.7%
+$8,454.66 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$15,893.07 
HSIC Henry Schein, Inc.
+0.68%
+$2,990.48 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,157.84 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$9,887.88 
VONE Vanguard Russell 1000 ETF
+0.64%
+$7,043.91 
SYY Sysco Corporation
+0.63%
+$6,323.96 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$2,824.47 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$27,524.72 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$3,357.22 
BMO Bank of Montreal
+0.47%
+$1,805.25 
PAYX Paychex Inc.
+0.44%
+$5,372.85 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$36,003.52 
CSX CSX Corporation
+0.42%
+$7,888.86 
PFE Pfizer Inc.
+0.4%
+$3,769.4 
RTX RTX Corporation
+0.39%
+$25,775.4 
AVGO Broadcom Inc.
+0.37%
+$17,703.36 
PG Procter & Gamble Co
+0.37%
+$21,504.75 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$53,134.62 
BAC Bank of America Corporation
+0.36%
+$11,566.72 
SF Stifel Financial Corp.
+0.34%
+$2,225.44 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$10,269.5 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$23,931.83 
GD General Dynamics Corporation
+0.32%
+$26,742.4 
MRK Merck & Co., Inc.
+0.32%
+$16,648.46 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$1,054.89 
JPM JPMorgan Chase & Co.
+0.27%
+$19,493.72 
VT Vanguard Total World Stock ETF
+0.26%
+$14,543.52 
JNJ Johnson & Johnson
+0.21%
+$14,139.34 
MIDD The Middleby Corporation
+0.2%
+$824.69 
INTU Intuit Inc.
+0.18%
+$452.59 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$818.46 
USB U.S. Bancorp
+0.17%
+$1,202.5 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$4,413.4 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,136.49 
EA Electronic Arts Inc.
+0.13%
+$555.66 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1,036.32 
MMM 3M Company
+0.12%
+$459.25 
BDX Becton, Dickinson and Company
+0.1%
+$2,018.24 
AFL Aflac Inc.
+0.09%
+$918 
ABT Abbott Laboratories
+0.09%
+$1,044.18 
DIS The Walt Disney Company
+0.03%
+$846.09 
LFUS Littelfuse Inc.
+0.03%
+$209.69 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$144.16 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,541.46 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PMBS
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
CTVA Corteva Inc.
-11.9%
-$354,095.93 
AAPL Apple Inc.
-7.35%
-$855,306.64 
IBKR Interactive Brokers Group Inc.
-2.75%
-$22,569.36 
SJM The J.M. Smucker Company
-2.41%
-$29,275.8 
HLI Houlihan Lokey Inc.
-2.22%
-$10,687.5 
GIS General Mills, Inc.
-1.84%
-$4,287.33 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$9,074.1 
CBRE CBRE Group Inc.
-1.77%
-$10,883.59 
APD Air Products and Chemicals, Inc.
-1.77%
-$16,620.3 
DHI D.R. Horton, Inc.
-1.7%
-$54,416.61 
UNH UnitedHealth Group Incorporated
-1.68%
-$53,866.41 
CPRT Copart Inc.
-1.52%
-$4,827.6 
GLD SPDR Gold Shares
-1.49%
-$4,327.39 
IEX IDEX Corporation
-1.42%
-$3,741.64 
LUV Southwest Airlines Co.
-1.38%
-$4,065.39 
NKE Nike, Inc. - Class B
-1.37%
-$9,055.54 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$16,646.64 
CLX The Clorox Company
-1.24%
-$9,492 
HSY The Hershey Company
-1.23%
-$25,163.71 
UBS UBS Group AG
-1.22%
-$7,335.9 
GNTX Gentex Corporation
-1.18%
-$4,257.96 
AAP Advance Auto Parts Inc.
-1.16%
-$2,976.35 
NEE NextEra Energy, Inc.
-1.15%
-$86,898.38 
OMC Omnicom Group Inc.
-1.14%
-$7,912.45 
DE Deere & Company
-1.13%
-$9,390.79 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$22,875.27 
LOW Lowe's Companies Inc.
-1.08%
-$7,854.21 
INTC Intel Corporation
-1.02%
-$4,066.89 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-1%
-$13,771.48 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1%
-$3,788.3 
UPS United Parcel Service, Inc.
-1%
-$10,153.5 
MCHP Microchip Technology Incorporated
-0.96%
-$3,584.17 
LNC Lincoln National Corporation
-0.89%
-$9,527.99 
GQRE FlexShares Global Quality Real Estate Index Fund
-0.88%
-$11,095.4 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$48,371.76 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.78%
-$61,723.48 
BLK BlackRock, Inc.
-0.73%
-$24,378.87 
EVTR Eaton Vance Total Return Fund
-0.7%
-$4,000.15 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$39,827.43 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$4,152.25 
LKQ LKQ Corporation
-0.66%
-$6,054.75 
BRO Brown & Brown Inc.
-0.66%
-$3,322.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,215.09 
AMGN Amgen Inc.
-0.64%
-$27,805.87 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$5,420.83 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,996.07 
EFA iShares MSCI EAFE ETF
-0.62%
-$9,309.96 
ECL Ecolab Inc.
-0.61%
-$6,114.96 
DHR Danaher Corporation
-0.61%
-$1,881.39 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$122,515.21 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$125,837.8 
SBUX Starbucks Corporation
-0.57%
-$1,670.4 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$1,287.36 
COF Capital One Financial Corporation
-0.54%
-$1,596.7 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$4,683.58 
DFIV Dimensional International Value ETF
-0.47%
-$6,936.57 
PEP PepsiCo, Inc.
-0.46%
-$11,464.96 
OSEA Harbor International Compounders ETF
-0.44%
-$1,921.05 
EVSD Eaton Vance Short Duration Income Fund
-0.43%
-$1,684.54 
TEL TE Connectivity plc
-0.43%
-$6,073.36 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,694.44 
MDT Medtronic plc
-0.37%
-$5,212.48 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$126,866.54 
GPC Genuine Parts Company
-0.37%
-$2,464.68 
IFF International Flavors & Fragrances Inc.
-0.33%
-$1,018.16 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$6,695.64 
VTV Vanguard Value ETF
-0.27%
-$91,013.04 
TDVG T. Rowe Price Dividend Growth ETF
-0.24%
-$2,785.2 
DXIV Dimensional International Vector Equity ETF
-0.23%
-$1,095.93 
VB Vanguard Small-Cap ETF
-0.22%
-$1,011.75 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$2,846.15 
MKL Markel Group Inc.
-0.2%
-$802.21 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$36,024.96 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$1,343.35 
NTRS Northern Trust Corporation
-0.17%
-$1,829.7 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$9,957.2 
LNT Alliant Energy Corporation
-0.15%
-$4,593.27 
STZ Constellation Brands, Inc.
-0.12%
-$217.5 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.11%
-$2,281.65 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$306.16 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,971.4 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$9,867.21 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$8,767.45 
VO Vanguard Mid-Cap ETF
-0.05%
-$134.44 
V Visa Inc. Class A
-0.04%
-$220.06 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$156.56 
TGT Target Corporation
-0.01%
-$255.74 
VFMF Vanguard U.S. Multifactor ETF
-0.01%
-$42.5 Events
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Dividends
Dividend Analysis
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| Trades 3439 | Longs Won 2356/3439 68% | Profit Factor 9.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $349,860.64 |
| Average Win $83,241.77 | Best Trade (Aug 05) $10.17M | Sharpe Ratio -10.27 |
| Average Loss -$19,560.85 | Worst Trade (Mar 31) -$1.15M | Z-Score 15.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 1d | Expectancy $50,867.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Studio Investment Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Inflation-Protected Securities Index Fund - $7.17M, Berkshire Hathaway Inc - $3.93M, Vanguard Value ETF - $3.26M, Caterpillar Inc - $3.11M, and VANGUARD SMALL-CAP VALUE ETF - $2.91M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intel Corporation - $1.11M, Pfizer Inc - $839,059.95, Schwab International Small-Cap Equity ETF - $497,195.14, Comcast Corp - $435,512.8, and Schwab Fundamental Emerging Markets Large Company Index ETF - $419,112.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Studio Investment Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $46.28M earned over time. The largest contributors to dividend income include Vanguard Short-Term Inflation-Protected Securities Index Fund - $8.68M, Schwab Fundamental International Large Company Index ETF - $2.74M, Vanguard Value ETF - $2.58M, Vanguard Dividend Appreciation ETF - $2.08M, and VANGUARD SMALL-CAP VALUE ETF - $1.67M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Studio Investment Management LLC's monthly returns?
Studio Investment Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Studio Investment Management LLC's strategy be considered aggressive or moderate?
Studio Investment Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Studio Investment Management LLC's strategy?
Studio Investment Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
