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Portfolio (Quarterly) Guide ↗

Standard Investments LLC

· CIK 0001539436
13F Portfolio $1.8B AUM 13 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 3 Added 2 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 1,773,000.0 $369.3M 20.20% +100K +6.0% $208.27 +28.9%
2 MSFT MICROSOFT CORP Technology 620,000.0 $229.5M 12.55% +216K +53.5% $370.17 +13.2%
3 NOW SERVICENOW INC Technology 1,095,000.0 $114.5M 6.26% +435K +65.9% $104.55 -4.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.4%
Consumer Cyclical 21.7%
Energy 13.4%
Basic Materials 8.6%
Utilities 4.9%