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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
Page 10 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INTU Intuit Inc Technology 491.0 $212K 0.04% $432.38 -9.4%
182 Chill Brands Group PLC 30,000.0 $189.0 $0.01
183 Daybreak Oil & Gas Inc 295,000.0 $30.0 $0.00
184 Ufood Restaurant Group Inc. 10,000.0
Page 10 of 10  ·  184 positions

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
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%