Portfolio (Quarterly) Guide ↗

STUDIO INVESTMENT MANAGEMENT LLC

· CIK 0001893893

13F Portfolio $554.6B AUM 184 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 67 Added 78 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AES	The AES Corp.	Utilities	59,511	$853K	0.16%	SOLD
2	IEI	iShares 3-7 Year Treasury Bond ETF	—	1,837	$219K	0.04%	SOLD
3	—	Constellation Software Inc	—	89	$214K	0.04%	SOLD

Sector Allocation

Industrials 23.8%

Technology 18.0%

Healthcare 12.8%

Financial Services 11.3%

Communication Services 10.2%

Consumer Defensive 7.9%

Utilities 5.6%

Consumer Cyclical 4.4%

Energy 3.3%

Basic Materials 2.5%