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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

STUDIO INVESTMENT MANAGEMENT LLC

Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001893893-24-000005

Total Value
$475.8M
Positions
293
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Short-Term Inflation-Protected ETF922020805859,091$42.4M8.90%
2Vanguard Value ETF922908744163,840$28.6M6.01%
3Vanguard Dividend Appreciation ETF921908844140,373$27.9M5.87%
4Vanguard Small-Cap Value ETF922908611103,946$20.9M4.39%
5DFA International Core Equity 2 ETF25434V799587,337$16.5M3.47%
6Schwab Fundamental Intl Lg Co ETF808524755389,943$14.6M3.06%
7Berkshire Hathaway Inc Class BBRK-A31,240$14.4M3.02%
8Vanguard Short-Term Corporate Bond ETF92206C409129,041$10.2M2.15%
9Microsoft CorpMSFT22,625$9.7M2.05%
10Alphabet Inc Class AGOOG54,487$9.0M1.90%
11Apple IncAAPL37,351$8.7M1.83%
12Nextera Energy IncNEE-PW93,069$7.9M1.65%
13General Dynamics CorpGD24,416$7.4M1.55%
14Procter & Gamble74271810942,122$7.3M1.53%
15Vanguard Short-Term Treasury ETF92206C102121,750$7.2M1.51%
16iShares 3-7 Year Treasury Bond ETF46428866158,386$7.0M1.47%
17Vanguard Intl Div Apprec ETF92194681077,560$6.8M1.44%
18iShares 0 to 3 Month Treasury Bond ETF46436E71864,278$6.5M1.36%
19Vanguard Intermediate-Term Bond ETF92193781977,534$6.1M1.28%
20DFA Emerging Market Core Equity 2 ETF25434V732212,673$6.0M1.26%
21Caterpillar IncCAT15,254$6.0M1.25%
22Vanguard Total World Stock ETF92204274244,088$5.3M1.11%
23Merck & Co Inc NewMRK43,611$5.0M1.05%
24Jpmorgan Chase & CoVYLD23,341$4.9M1.03%
25Johnson & JohnsonJNJ29,569$4.8M1.01%
26Unitedhealth Group IncUNH8,151$4.8M1.00%
27General Mills Inc37033410463,889$4.7M0.99%
28Vanguard Total Stock Market ETF92290876916,218$4.6M0.97%
29Schwab Short-Term US Treasury ETF80852486293,972$4.6M0.97%
30Honeywell International Inc43851610622,172$4.6M0.96%
31D.R. Horton Inc23331A10923,884$4.6M0.96%
32Raytheon Technologies OrdRTX37,604$4.6M0.96%
33SPDR Bloomberg Barclay's 3 to 12 Month TBill ETF78468R52345,559$4.5M0.95%
34iShares Short-Term National Muni Bond ETF46428815840,772$4.3M0.91%
35SPDR Nuveen Barclays Short Term Muni Bond ETF78468R73988,112$4.2M0.89%
36Vanguard Tax-Exempt Bond ETF92290774682,720$4.2M0.89%
37Broadcom Inc ComAVGO23,617$4.1M0.86%
38Vanguard Russell 1000 ETF92206C73015,618$4.1M0.85%
39Amgen IncorporatedAMGN12,276$4.0M0.83%
40Cisco Systems IncCSCO70,759$3.8M0.79%
41Illinois Tool Works Inc45230810914,017$3.7M0.78%
42Capital Group Core Plus Income ETF14020Y102156,273$3.6M0.76%
43DFA US Large Cap Value ETF25434V66699,911$3.1M0.65%
44Chevron CorporationCVX20,486$3.0M0.63%
45Blackrock IncBLK3,076$2.9M0.61%
46Pepsico IncorporatedPEP16,372$2.8M0.59%
47Alliant Energy CorpLNT45,055$2.7M0.57%
48Walt Disney Co25468710626,104$2.5M0.53%
49Amazon Com IncAMZN13,332$2.5M0.52%
50Union Pacific CorpUNP9,665$2.4M0.50%
51Bank Of America Corp06050510459,800$2.4M0.50%
52Northrop Grumman CorpNOC4,374$2.3M0.49%
53Deere & CoDE5,500$2.3M0.48%
54Microchip TechnologyMCHPP28,127$2.3M0.47%
55iShares Core 1-5 Year USD Bond ETF46432F85946,231$2.3M0.47%
56Corteva Inc comCTVA36,844$2.2M0.46%
57Vanguard S&P Small-Cap 600 Value ETF92193277822,896$2.1M0.45%
58Vanguard S&P Small-Cap 600 Growth ETF92193279416,665$2.0M0.42%
59Zimmer Biomet HldgsZBH17,373$1.9M0.40%
60U S Bancorp Del NewUSB-PS39,828$1.8M0.39%
61Invesco S&P 500 Equal Weight Utilts ETFIVZ26,716$1.8M0.39%
62Johnson Controls IncG5150210520,902$1.6M0.34%
63Duke Energy Corp NewDUKB13,640$1.6M0.33%
64CSX CorpCSX39,695$1.4M0.29%
65Becton Dickinson and CoBDX5,614$1.4M0.28%
66C H Robinson Worldwide IncCHRW12,185$1.4M0.28%
67Aflac IncAFL11,514$1.3M0.27%
68Paychex IncPAYX9,264$1.2M0.26%
69FlexShares Glbl Quality Real Estate ETFFLEX19,595$1.2M0.26%
70DFA US Targeted Value ETF25434V60921,917$1.2M0.26%
71Textron IncorporatedTXT13,395$1.2M0.25%
72Lowes Companies Inc5486611074,362$1.2M0.25%
73Vanguard FTSE Emerging Markets ETF92204285824,459$1.2M0.25%
74Invesco FTSE RAFI Dev Mkts ex-US S/M ETFIVZ33,084$1.2M0.24%
75FlexShares Mstar Glbl Upstrm Nat Res ETFFLEX27,048$1.1M0.23%
76Starbucks CorpSBUX11,418$1.1M0.23%
77Exxon Mobil CorporationXOM9,088$1.1M0.22%
78T. Rowe Price Dividend Growth ETF87283Q40425,604$1.0M0.22%
79T ROWE PRICE CPTL APRCTN EQT ETF87283Q86731,030$1.0M0.22%
80GMO U S QUALITY ETF90139K10031,436$1.0M0.22%
81Ecolab IncECL3,792$970,3760.20%
82Oracle CorporationORCL-PD5,663$964,9750.20%
83Medtronic IncMDT10,350$939,0560.20%
84Wells Fargo & Co New94974610115,745$889,4350.19%
85Air Products & Chemicals IncAIIR2,881$857,7890.18%
86Omnicom Group IncOMC7,835$815,5480.17%
87Enbridge Inc ComENNPF19,859$806,4740.17%
88Abbott LaboratoriesABLZF7,015$799,7800.17%
89United Parcel SrvcUPS5,480$747,1430.16%
90C V S Caremark CorpCVS11,812$742,7390.16%
91Houlihan Lokey IncHLI4,544$718,0430.15%
92Pfizer IncorporatedPFE24,705$714,9630.15%
93Canadian Natural Resources Ltd13638510120,988$705,0790.15%
94Meta Platforms Inc Class AMETA1,230$704,1010.15%
95CBRE Group IncCBRE5,598$696,8390.15%
96Northern Trust CorpNTRSO7,627$692,3530.15%
97CACI International Inc1271903041,364$688,2200.14%
98Brown & Brown IncBRO6,513$674,7470.14%
99Salesforce, Inc.CRM2,401$658,1370.14%
100Stifel Financial Corp8606301026,897$647,6280.14%
101iShares Core S&P Small-Cap ETF4642878045,341$624,6830.13%
102Comcast Corp New Cl ACCZ13,968$583,4430.12%
103Zebra TechnologiesZBRA1,564$579,1800.12%
104Schwab Fundamental US Large Company ETF8085247717,827$561,6660.12%
105Insight Enterprises IncNSIT2,521$542,9980.11%
106Expeditors International of Washington Inc3021301094,119$541,2370.11%
107Visa Inc Cl AV1,962$539,4520.11%
108Applied Materials Inc0382221052,598$524,9260.11%
109Accenture PlcACN1,484$524,5640.11%
110Huntington Ingalls4464131061,888$499,1490.10%
111Goldman Sachs Group IncGSCE1,003$496,5950.10%
112Thermo Fisher Scientific IncTMO794$491,4500.10%
113The Middleby CorpMIDD3,531$491,2680.10%
114DIMENSIONAL INTERNATIONAL VAL ETF25434V80712,843$489,0610.10%
115Copart IncCPRT9,196$481,8700.10%
116UBS Group AGUBS15,556$480,8360.10%
117Vanguard 500 ETF922908363907$480,0830.10%
118Bank Of New York Mellon Co0640581006,636$476,8630.10%
119Interactive Brokers Group Inc45841N1073,361$468,3890.10%
120Littelfuse IncLFUS1,691$448,5380.09%
121CDW CorpCDW1,951$441,5110.09%
122Landstar System IncLSTR2,263$427,4130.09%
123CloroxCLX2,569$418,5160.09%
124Lockheed Martin CorpLMT707$413,2840.09%
125LKQ CorpLKQ10,318$411,8950.09%
126DIMENSIONAL INTERN CORE EQT MKT ETF25434V20312,885$409,4850.09%
127Danaher Corp2358511021,449$403,2380.08%
128LVMH Moet Hennessy Louis Vuitton SE5024413062,607$400,4610.08%
129The Hershey CoHSY2,077$398,3270.08%
130HARBOR INTERNATIONAL CMPNDRS ETF41151J88513,527$391,3360.08%
131Nestle SA (ADR)6410694063,878$390,3980.08%
132Arrow Electronics0427351002,929$389,0590.08%
133Old National Bancorp68003310720,803$388,1840.08%
134Te Connectivity LtdTEL2,520$380,4950.08%
135Nordson CorpNDSN1,427$374,7730.08%
1363M CompanyMMM2,611$356,9240.08%
137Take-Two Interactive Software IncTTWO2,303$353,9940.07%
138Intuit IncINTU561$348,3810.07%
139Henry Schein IncHSIC4,674$340,7350.07%
140Electronic Arts IncEA2,259$324,0310.07%
141First Busey CorpBUSEP12,016$312,6560.07%
142Markel Group IncMKL196$307,4420.06%
143Constellation BrandSTZ1,175$302,7860.06%
144Constellation Software Inc21037X10093$302,6650.06%
145Motorola Solutions IncMSI663$298,7400.06%
146Netflix IncNFLX402$285,1270.06%
147Aspen Technology Inc29109X1061,187$283,4790.06%
148Capital One Financial Corp14040H1051,838$275,2040.06%
149Charles Schwab CorpSCHW-PJ4,178$270,7760.06%
150International Flavors & Fragrances Inc4595061012,560$269,6450.06%
151Schwab US Dividend Equity ETF8085247973,098$261,8740.06%
152Booz Allen HamiltonBAH1,595$259,6020.05%
153Mc Donalds CorpMCD836$254,5700.05%
154Invesco QQQ Trust ETFIVZ497$242,8830.05%
155Heineken NVHKHHF5,118$227,8530.05%
156Southwest Airlines8447411086,978$206,7580.04%
157Idex Corp45167R104955$204,8480.04%
158Advance Auto PartsAAP5,207$203,0210.04%
159SPDR Gold SharesGLD790$192,0170.04%
160Emerson Electric CoEMR1,691$184,9450.04%
161JB Hunt Transport Services Inc4456581071,068$184,0480.04%
162Jacobs Solutions IncJ1,314$172,0030.04%
163DIMENSIONAL INTERN SMALL CAP VL ETF25434V7815,852$170,0590.04%
164iShares Core S&P 500 ETF464287200269$155,1650.03%
165Carvana CoCVNA885$154,0870.03%
166Bank Montreal Que Com0636711011,668$150,4540.03%
167Veeva Systems IncVEEV638$133,8970.03%
168iShares Barclays 1-3 Year Credit Bond ETF4642886462,350$123,7510.03%
169Teledyne Technologies IncTDY268$117,2930.02%
170iShares MSCI USA Quality Factor ETF46432F339633$113,4970.02%
171Intel CorpINTC4,750$111,4350.02%
172iShares Trust S&P Midcap4642875071,741$108,4990.02%
173Yum China Holdings IYUMC2,329$104,8520.02%
174Borg Warner IncBWA2,813$102,0840.02%
175Janus Henderson AAA CLO ETF47103U8451,972$100,3350.02%
176Vanguard Total Bond Market ETF9219378351,227$92,1600.02%
177Boston Beer Co IncSAM307$88,7660.02%
178Coca Cola CompanyKO1,210$87,5440.02%
179T. Rowe Price Group IncTROW779$84,8560.02%
180Alphabet Inc Class CGOOG507$84,7650.02%
181Schwab Interntional Equity ETF8085248052,022$83,1450.02%
182Tyson Foods Inc Class ATSN1,350$80,4060.02%
183Market Vectors Gold Miners ETF92189F1061,831$72,9100.02%
184Dollar General Corp256677105850$71,8850.02%
185SPDR S&P 500 Trust ETFSPY121$69,6360.01%
186KenvueKVUE2,788$64,4860.01%
187Newmont Mining CorpNEMCL1,149$61,4140.01%
188Waste Management Inc Del94106L109285$59,1660.01%
189SSGA Technology Select Sector SPDR ETF81369Y803248$55,9880.01%
190Stryker CorpSYK145$52,4990.01%
191Schwab US Mid-Cap ETF808524508623$51,7930.01%
192Philip Morris Intl Inc718172109420$51,5550.01%
193Schwab US Small-Cap ETF808524607973$50,0890.01%
194NVIDIA CorpNVDA400$48,5840.01%
195FlexShares STOXX Global Broad Infras ETFFLEX720$42,7820.01%
196Amentum Holdings Inc.AMTM1,314$42,3770.01%
197Malibu Boats IncMBUU1,087$42,1860.01%
198CONSTELLATION ENERGY ORDCEG161$41,8630.01%
199MillerKnoll IncMLKN1,654$41,2210.01%
200Energy Select Sector SPDR ETF81369Y506438$38,4560.01%
201J M Smucker Co832696405312$37,7830.01%
202Solventum Corp Com ShsSOLV541$37,7190.01%
203Metlife IncMET-PF454$37,4460.01%
204Invesco S&P 500 Equal Weight ETFIVZ201$36,0110.01%
205PARAMOUNT GLOBAL CLASS B COMMON STOCK92556H2063,290$35,1040.01%
206CarMax IncKMX446$34,5110.01%
207iShares Russell 1000 Value ETF464287598172$32,6460.01%
208Agnico Eagle Mines LtdAEM401$32,3050.01%
209Cheesecake Factory IncCAKE745$30,2100.01%
210General Electric Company369604301158$29,8400.01%
211Booking Holdings IncBKNG7$29,4850.01%
212Dimensional US Core Equity 2 ETF25434V708846$29,0090.01%
213iShares MSCI USA Value Factor ETF46432F388253$27,5870.01%
214PIMCO Enhanced Short Maturity Active ETF72201R833268$26,9850.01%
215Bristol-Myers Squibb CompanyCELG-RI500$25,8700.01%
216Costco Wholesale Corp22160K10529$25,7090.01%
217iShares Dow Jones U.S. ETF464287846182$25,4060.01%
218Schwab US Broad Market ETF808524102364$24,2130.01%
219iShares Core MSCI Total Intl. Stk. ETF46432F834333$24,2060.01%
220Veralto OrdVLTO208$23,2860.00%
221iShares MSCI Eurozone ETF464286608443$23,1380.00%
222iShares 20 Year Treasury Bond ETF464287432232$22,7590.00%
223iShares MSCI EAFE ETF464287465268$22,4130.00%
224Altria Group IncMO422$21,9690.00%
225Vanguard Total International Stock ETF921909768320$20,7170.00%
226Hasbro IncHAS283$20,4670.00%
227VF Corp.VFC1,000$19,9500.00%
228Schwab Fundamental Emerg Mkts Lg Co ETF808524730615$19,8460.00%
229Tesla Motors IncTSLA75$19,6220.00%
230iShares MSCI Emerging Markets464287234400$18,3440.00%
231WisdomTree U.S. Quality Dividend Gr ETFWT211$17,5570.00%
232Mastercard Inc AMA35$17,2830.00%
233Zumiez IncZUMZ806$17,1680.00%
234Abbvie IncABBV85$16,7860.00%
235Stepan CoSCL200$15,4500.00%
236Corning IncGLW341$15,3960.00%
237iShares S&P 500 Value ETF46428740878$15,3790.00%
238Delta Air Lines IncDAL301$15,2880.00%
239Mondelez International Inc Class A609207105161$11,9370.00%
240DFA Dimensional US High Profitability ETF25434V831344$11,7200.00%
241Dimensional US Marketwide Value ETF25434V724256$10,6730.00%
242Ge Vernova LLCGEV39$9,9440.00%
243PIMCO 1-5 U.S. TIPS ETF72201R205174$9,1920.00%
244Xtrackers MSCI EAFE Hedged Equity ETF233051200189$7,9420.00%
245Boeing CoBA-PA50$7,6020.00%
246Home Depot IncHD16$6,4830.00%
247D X C Technology ComDXC294$6,1010.00%
248GE Healthcare Technologies ORDGEHC59$5,5370.00%
249Novartis A G Spon AdrNVSEF40$4,6010.00%
250Eaton Corp PlcETN12$3,9770.00%
251Palantir Technologies IncPLTR100$3,7200.00%
252The Kroger CoKR61$3,4950.00%
253PORTILLOS CL A ORD73642K106250$3,3680.00%
254Wal-Mart Stores IncWMT33$2,6650.00%
255Marathon Pete CorpMARA16$2,6070.00%
256Citigroup Capital XIIIC-PR65$1,9420.00%
257Birkenstock Holding ORDBIRK36$1,7740.00%
258CHS Inc.CHSCO67$1,7430.00%
259Chubb CorporationCB6$1,7300.00%
260CHS Inc.CHSCO65$1,6780.00%
261Analog Devices IncADI7$1,6110.00%
262Morgan Stanley61763E20761$1,5740.00%
263Cme Group Inc Cl ACME7$1,5450.00%
264Devon Energy Corp25179M10337$1,4470.00%
265Fidelity Natl Info31620M10617$1,4240.00%
266Verizon CommunicationsVZ31$1,3920.00%
267Darden Restaurants IncDRI8$1,3130.00%
268Morgan StanleyMS-PQ49$1,2600.00%
269Fifth Third Bancorp31677360546$1,1680.00%
270Morgan Stanley61762V20045$1,1590.00%
271Zions Bancorp NA98970185942$1,1260.00%
272Wintrust Financial CorpWTFCN41$1,0400.00%
273Best Buy Co Inc.BBY10$1,0330.00%
274Penn National Gaming IncPENN50$9430.00%
275Pub Svc Enterpise Gp74457310610$8920.00%
276The Goldman Sachs Group Inc.38144G80433$7470.00%
277Aspen Insurance Holdings Ltd.AHL-PF25$6710.00%
278Morgan StanleyMS-PQ22$5110.00%
279Moodys CorpMCO1$4750.00%
280Charles Schwab Corp.SCHW-PJ17$4280.00%
281SCE Trust V78409W20116$3940.00%
282Valley National BancorpVLYPN16$3930.00%
283Tellurian Inc New87968A104236$2280.00%
284SCE Trust IV78409G2068$1940.00%
285Corbus Pharmaceuticals Holdings IncCRBP9$1860.00%
286Brighthouse Financia10922N1034$1800.00%
287AmTrust Financial Services Inc0323598537$1120.00%
288iShares MSCI EAFE Min Vol Factor ETF46429B6891$770.00%
289Belgravia Hartford Capital Inc07785T201200$30.00%
290Briggs & Stratton Corp109043109631$00.00%
291Helios and Matheson Analytics Inc.42327L30910,000$00.00%
292Oncology Pharma Inc.68235J20120$00.00%
293Ufood Restaurant Group Inc.90350810910,000$00.00%