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Samira Kadam

Studio Investment Management Llc

Assets Managed
$554.649M
Holdings
184
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
1.35%(2Q avg: 2.32%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Studio Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 184 positions.

Assets under management

The assets under management (AUM) of Studio Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 554.649M in assets, with a quarterly growth rate of 1.35% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by Samira Kadam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 1.7%
16.69%
$92.529M
1.852M shares@ $49.96 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.24%
5.58%
$30.906M
143,711 shares@ $215.07 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.1%
5.48%
$30.377M
154,828 shares@ $196.21 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -1%
3.71%
$20.564M
578,787 shares@ $35.53 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -1.23%
3.45%
$19.081M
389,963 shares@ $48.94 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -1.6%
3.11%
$17.203M
79,186 shares@ $217.26 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 2.4%
2.79%
$15.423M
263,468 shares@ $58.55 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 4.58%
2.76%
$15.302M
319,593 shares@ $47.89 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.26%
2.56%
$14.16M
49,240 shares@ $287.57 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.98%
2.47%
$13.681M
28,550 shares@ $479.2 avg price

1-10 of 184