Standard Investments LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $5,221,086,770 | Pooled investment vehicles (95%) |
| Dec 2025 to Mar 2026 | $5,188,947,149 | Pooled investment vehicles (94%) |
| Apr 2025 to Sep 2025 | $5,188,947,149 | Pooled investment vehicles (94%) |
| Apr 2024 to Mar 2025 | $5,118,514,836 | Pooled investment vehicles (95%) |
| May 2023 to Mar 2024 | $4,618,708,655 | Pooled investment vehicles (94%) |
| Apr 2023 | $4,618,708,655 | Pooled investment vehicles (94%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 91.4%; sector active share 54.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.9% | $943,060,075 |
| Consumer Cyclical | 21.9% | $422,576,820 |
| Basic Materials | 15.4% | $298,152,315 |
| Energy | 9.8% | $189,973,000 |
| Utilities | 4.0% | $76,654,750 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NGG | National Grid PLC | −62,100 | 925,000 | $76,654,750 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,773,000 | $422,576,820 | 21.89% | |
| MSFT |
Microsoft Corp
CALL
+ SHARES
Technology
|
Held | 842,500 | $314,269,350 | 16.28% | |
| ASH |
Ashland Inc.
Basic Materials
|
Added | 4,525,001 | $298,152,315 | 15.44% | |
| PTC |
Ptc Inc.
Technology
|
Held | 1,812,500 | $205,918,125 | 10.67% | |
| NOW |
ServiceNow, Inc.
CALL
+ SHARES
Technology
|
Added | 1,985,000 | $197,070,800 | 10.21% | |
| SHEL |
Shell plc
Energy
|
Held | 2,450,000 | $189,973,000 | 9.84% | |
| ADSK |
Autodesk, Inc.
Technology
|
Held | 845,000 | $164,284,900 | 8.51% | |
| NGG |
National Grid PLC
Utilities
|
Reduced | 925,000 | $76,654,750 | 3.97% | |
| EVCM |
EverCommerce Inc.
Technology
|
Held | 6,115,000 | $61,516,900 | 3.19% | |
| SLDPW |
Solid Power, Inc.
Consumer Cyclical
|
Held | 266,666 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.