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:
26.86%
Gain +0.32%
Monthly
0.47%
Yearly
5.79%
Drawdown
11.29%
$574.93M
Equity
Holdings
$574.93M
Investment
$432.69M
$155.37M
Profit +$2.16M
Realized
$13.13M
Unrealized
$142.24M
Dividends
$42.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$2.16M
Win %
72%
This Week
Compared To Last Week
Gain
0.36%
Profit
$2.05M
Win %
72%
This Month
Compared to last month
Gain
0.23%
Profit
$1.29M
Win %
72%
This Year
Compared to last year
Gain
5.27%
Profit
$28.91M
Win %
72%
SCHW Charles Schwab Corporation
+2.73%
+$8,908.02 
ZBRA Zebra Technologies Corporation
+2.71%
+$10,149.72 
LUV Southwest Airlines Co.
+2.69%
+$8,087.24 
AMAT Applied Materials, Inc.
+2.63%
+$36,662.97 
GS The Goldman Sachs Group, Inc.
+2.61%
+$22,305.67 
MCHP Microchip Technology Incorporated
+2.45%
+$11,575.2 
CDW CDW Corporation
+2.33%
+$7,576.17 
JPM JPMorgan Chase & Co.
+2.3%
+$152,840.39 
USB U.S. Bancorp
+2.27%
+$18,440.87 
IBKR Interactive Brokers Group Inc.
+2.25%
+$19,510 
NTRS Northern Trust Corporation
+2.07%
+$21,153.44 
GIS General Mills, Inc.
+2.04%
+$9,134.91 
LFUS Littelfuse Inc.
+1.98%
+$16,790.28 
TGT Target Corporation
+1.95%
+$33,849.6 
ONB Old National Bancorp
+1.82%
+$7,726.5 
HLI Houlihan Lokey Inc.
+1.74%
+$8,765.04 
SF Stifel Financial Corp.
+1.71%
+$6,525.78 
ARW Arrow Electronics Inc.
+1.71%
+$11,757.2 
ZBH Zimmer Biomet Holdings, Inc.
+1.66%
+$27,444.15 
UNP Union Pacific Corporation
+1.65%
+$39,828.62 
WFC Wells Fargo & Company
+1.64%
+$14,612.4 
ACN Accenture plc Class A
+1.63%
+$4,212.39 
UBS UBS Group AG
+1.58%
+$8,749.12 
BLK BlackRock, Inc.
+1.56%
+$48,376.42 
DE Deere & Company
+1.53%
+$17,535.9 
BAC Bank of America Corporation
+1.52%
+$45,226.44 
COF Capital One Financial Corporation
+1.49%
+$3,802.14 
CAT Caterpillar Inc.
+1.48%
+$137,595.6 
CHRW C.H. Robinson Worldwide, Inc.
+1.44%
+$25,665.24 
OMC Omnicom Group Inc.
+1.43%
+$11,220.12 
PAYX Paychex Inc.
+1.39%
+$9,517.86 
NEE NextEra Energy, Inc.
+1.3%
+$96,961.54 
HSIC Henry Schein, Inc.
+1.28%
+$5,346.73 
APD Air Products and Chemicals, Inc.
+1.26%
+$10,523.44 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
+1.22%
+$4,364.36 
DCI Donaldson Company, Inc.
+1.22%
+$11,677.12 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.19%
+$16,976.22 
TEL TE Connectivity plc
+1.18%
+$16,464 
ITW Illinois Tool Works Inc.
+1.17%
+$38,149.96 
AFL Aflac Inc.
+1.16%
+$10,197.9 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.12%
+$30,309.29 
CBRE CBRE Group Inc.
+1.1%
+$6,084.2 
JNJ Johnson & Johnson
+1.07%
+$72,726 
V Visa Inc. Class A
+1.05%
+$5,220.44 
BMO Bank of Montreal
+1.03%
+$3,751.87 
IJR iShares Core S&P Small-Cap ETF
+1%
+$6,373 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$57,844.14 
IFF International Flavors & Fragrances Inc.
+0.96%
+$2,814.61 
VTV Vanguard Value ETF
+0.94%
+$317,029.64 
VFMF Vanguard U.S. Multifactor ETF
+0.93%
+$2,972.43 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$173,425.78 
NDSN Nordson Corporation
+0.9%
+$4,135.13 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$3,952.7 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$7,545.18 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.88%
+$21,166.56 
FTNT Fortinet Inc.
+0.88%
+$8,856.99 
LKQ LKQ Corporation
+0.85%
+$7,841.02 
PG Procter & Gamble Co
+0.85%
+$51,074.74 
MKL Markel Group Inc.
+0.84%
+$3,264.17 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$4,666.47 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$54,345.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$10,988.53 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.77%
+$2,422.76 
CVX Chevron Corporation
+0.75%
+$28,569.6 
SBUX Starbucks Corporation
+0.75%
+$2,176.43 
DXIV Dimensional International Vector Equity ETF
+0.73%
+$2,344.66 
UNH UnitedHealth Group Incorporated
+0.71%
+$22,378.43 
LNT Alliant Energy Corporation
+0.69%
+$21,322.11 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$96,594.19 
ECL Ecolab Inc.
+0.68%
+$6,297.64 
EMR Emerson Electric Co.
+0.66%
+$1,547.25 
IEX IDEX Corporation
+0.66%
+$1,620.23 
TDVG T. Rowe Price Dividend Growth ETF
+0.64%
+$7,710.63 
GNTX Gentex Corporation
+0.62%
+$1,826.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$37,413.26 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$1,776.62 
DFIV Dimensional International Value ETF
+0.58%
+$5,402.8 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,798.55 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$191,599.8 
GOOGL Alphabet Inc
+0.56%
+$100,758.5 
HON Honeywell International Inc.
+0.54%
+$25,260.13 
FTV Fortive Corporation
+0.54%
+$1,904.64 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$7,134.6 
HSY The Hershey Company
+0.48%
+$10,078.11 
MSI Motorola Solutions, Inc.
+0.47%
+$1,257.11 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$4,779.32 
VONE Vanguard Russell 1000 ETF
+0.46%
+$5,983 
VT Vanguard Total World Stock ETF
+0.46%
+$28,712.16 
GOOG Alphabet Inc
+0.46%
+$7,501.36 
GQRE FlexShares Global Quality Real Estate Index Fund
+0.44%
+$5,706.53 
CSX CSX Corporation
+0.43%
+$7,906.65 
NSIT Insight Enterprises Inc.
+0.42%
+$1,670.85 
JSML Janus Henderson Small Cap Growth Alpha Fund
+0.41%
+$1,304.37 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$90,619.51 
PEP PepsiCo, Inc.
+0.4%
+$10,127.38 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$2,543.8 
GD General Dynamics Corporation
+0.38%
+$30,196.8 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$31,772.4 
MIDD The Middleby Corporation
+0.35%
+$1,798.72 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$75,019.98 
AMGN Amgen Inc.
+0.34%
+$14,177.64 
QLTY GMO U.S. Quality ETF
+0.34%
+$4,319.87 
BAH Booz Allen Hamilton Holding Corporation
+0.31%
+$2,349.36 
EFA iShares MSCI EAFE ETF
+0.31%
+$3,452.8 
TDY Teledyne Technologies Incorporated
+0.31%
+$800.3 
MMM 3M Company
+0.29%
+$987.16 
XOM Exxon Mobil Corporation
+0.29%
+$3,696.56 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.24%
+$3,415.61 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.22%
+$4,231.32 
EXPD Expeditors International of Washington, Inc.
+0.18%
+$1,187.7 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$2,072 
PFE Pfizer Inc.
+0.15%
+$1,297.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$429.45 
MSFT Microsoft Corp.
+0.13%
+$10,871.64 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$472.02 
ENB Enbridge Inc.
+0.11%
+$1,073.88 
OSEA Harbor International Compounders ETF
+0.08%
+$363.57 
EA Electronic Arts Inc.
+0.07%
+$291.61 
AES AES Corporation
+0.07%
+$595.11 
GLD SPDR Gold Shares
+0.06%
+$177.09 
ORCL Oracle Corporation
+0.05%
+$335.75 
JBHT J.B. Hunt Transport Services, Inc.
+0.04%
+$157.42 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$257.76 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$2,477.7 
BRO Brown & Brown Inc.
+0.02%
+$66.12 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$203.69 
MCD McDonald's Corporation
+0.01%
+$14.17 
640581007
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
DBRM Daybreak Oil & Gas Inc.
0%
$0 
G2105G107
0%
$0 
JCI
0%
$0 
PMBS
0%
$0 
RYU Invesco S&P 500 Equal Weight Utilities ETF
0%
$0 
ADBE Adobe Inc.
-6.71%
-$62,491.26 
CNSWF Constellation Software Inc.
-5.79%
-$11,380.44 
CVNA Carvana Co.
-5.46%
-$15,947 
JKH iShares Morningstar Mid-Cap Growth ETF
-2.31%
-$6,778.95 
ABT Abbott Laboratories
-1.68%
-$7,438.26 
LMT Lockheed Martin Corporation
-1.53%
-$6,340.25 
AAPL Apple Inc.
-1.52%
-$161,536.5 
CLX The Clorox Company
-1.51%
-$9,665.86 
MRK Merck & Co., Inc.
-1.41%
-$70,748.98 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$4,305.23 
AMZN Amazon.com Inc
-1.21%
-$34,820 
CACI Caci International Inc.
-1.17%
-$23,210.88 
NFLX Netflix, Inc.
-1.14%
-$2,147.37 
HII Huntington Ingalls Industries Inc.
-1.12%
-$11,249.06 
CPRT Copart Inc.
-1.03%
-$3,255.03 
AVGO Broadcom Inc.
-0.94%
-$48,312.65 
BDX Becton, Dickinson and Company
-0.77%
-$12,120.77 
CSCO Cisco Systems, Inc.
-0.6%
-$46,930.24 
HEINY Heineken N.V.
-0.58%
-$1,443.11 
UPS United Parcel Service, Inc.
-0.52%
-$4,948.84 
SYY Sysco Corporation
-0.5%
-$4,410.8 
LSTR Landstar System Inc.
-0.41%
-$1,434.06 
NOC Northrop Grumman Corporation
-0.4%
-$8,834.46 
DHR Danaher Corporation
-0.36%
-$994.48 
RTX RTX Corporation
-0.33%
-$19,936.63 
SJM The J.M. Smucker Company
-0.32%
-$3,329.26 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$1,565.52 
DIS The Walt Disney Company
-0.3%
-$7,650.31 
DHI D.R. Horton, Inc.
-0.26%
-$9,348.38 
META Meta Platforms Inc Class A
-0.23%
-$1,363.69 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$13,131.51 
MDT Medtronic plc
-0.21%
-$2,391.56 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$1,929.28 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$659.34 
EVTR Eaton Vance Total Return Fund
-0.14%
-$441.63 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$257.18 
LOW Lowe's Companies Inc.
-0.12%
-$972.41 
INTU Intuit Inc.
-0.1%
-$136.92 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$3,498.93 
NSRGY Nestle S.A. Sponsored ADR
-0.05%
-$224.15 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$36,429.54 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$5,145.98 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$4,584.14 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$1,610.98 
EVSD Eaton Vance Short Duration Income Fund
-0.02%
-$40.5 Events
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Dividends
Dividend Analysis
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| Trades 3261 | Longs Won 2099/3261 64% | Profit Factor 7.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $348,260.95 |
| Average Win $84,922.18 | Best Trade (Jun 10) $10.25M | Sharpe Ratio -13.38 |
| Average Loss -$19,694.52 | Worst Trade (Jun 10) -$1.28M | Z-Score 7.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3d | Expectancy $47,643.86 |
| 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 | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
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