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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

Institutional Manager · CIK 0001893893

STUDIO INVESTMENT MANAGEMENT LLC

CHICAGO, IL · File #028-21417

Latest AUM
$547.3M
Positions
180
Top-10 Concentration
58.2%
Filings
12

Sector Allocation

Technology
7.2%$39.3M
Industrials
6.0%$32.8M
Healthcare
4.3%$23.4M
Financials
2.9%$15.7M
Energy
0.8%$4.2M
Utilities
0.7%$3.6M
Materials
0.6%$3.3M
Real Estate
0.1%$674,675

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard Short-Term Inflation-Protected ETF9220208051,821,477$90.1M19.65%
2Vanguard Dividend Appreciation ETF921908844144,060$31.7M6.91%
3Vanguard Value ETF922908744156,558$29.9M6.52%
4DFA International Core Equity 2 ETF25434V799584,642$20.1M4.40%
5Schwab Fundamental Intl Lg Co ETF808524755394,842$17.9M3.89%
6Vanguard Small-Cap Value ETF92290861180,476$17.0M3.72%
7Alphabet Inc Class AGOOG50,379$15.8M3.44%
8Vanguard Short-Term Treasury ETF92206C102257,299$15.1M3.30%
9Dimensional Short-Duration Fixed Income ETF25434V864305,609$14.7M3.20%
10Berkshire Hathaway Inc Class BBRK-A28,834$14.5M3.16%
11Microsoft CorpMSFT20,907$10.1M2.21%
12Apple IncAAPL35,897$9.8M2.13%
13iShares 0 to 3 Month Treasury Bond ETF46436E71882,590$8.3M1.81%
14General Dynamics CorpGD22,368$7.5M1.64%
15DFA Emerging Market Core Equity 2 ETF25434V732219,120$7.2M1.58%
16Invesco S&P 500 Equal Weight Utilts ETFIVZ94,394$7.1M1.54%
17Nextera Energy IncNEE-PW87,748$7.0M1.54%
18Jpmorgan Chase & CoVYLD21,169$6.8M1.49%
19Vanguard Short-Term Corporate Bond ETF92206C40980,549$6.4M1.40%
20Raytheon Technologies OrdRTX32,683$6.0M1.31%