1y return−10.3%S&P 500 +20.9%
3y return+27.7%S&P 500 +68.5%
5y return+42.5%S&P 500 +74.5%
10y return+141.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $241 against $357 in the S&P 500.2
Standard Investments LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $422.6M | 23.6% | |
| ASHAshland Inc | $298.2M | 16.6% | +72.4% |
| MSFTMicrosoft Corp | $231.3M | 12.9% | |
| PTCPtc Inc | $205.9M | 11.5% | |
| SHELShell PLC | $190.0M | 10.6% | |
| ADSKAutodesk Inc | $164.3M | 9.2% | |
| NOWServicenow Inc | $142.5M | 7.9% | +31.1% |
| NGGNational Grid PLC | $76.7M | 4.3% | −6.3% |
| EVCMEvercommerce Inc | $61.5M | 3.4% | |
| Archer Aviation IncCUSIP 03945R110 | $50K | 0.0% | |
| SLDPWSolid Power Inc | $27K | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMZNAmazon Com Inc | March 31, 2021 | +54.1% | $422.6M |
| PTCPtc Inc | June 30, 2020 | +46.1% | $205.9M |
| SHELShell PLC | March 31, 2022 | +41.2% | $190.0M |
| NGGNational Grid PLC | December 31, 2024 | +39.5% | $76.7M |
| ASHAshland Inc | September 30, 2025 | +37.5% | $298.2M |
| MSFTMicrosoft Corp | December 31, 2024 | −11.5% | $231.3M |
| ADSKAutodesk Inc | December 31, 2023 | −20.1% | $164.3M |
| NOWServicenow Inc | December 31, 2025 | −35.2% | $142.5M |
| EVCMEvercommerce Inc | September 30, 2021 | −39.0% | $61.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −3.7% | +14.8% |
| March 31, 2026 | −8.0% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +1.3% | +7.8% |
| June 30, 2025 | +9.6% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | +4.1% | +2.1% |
| September 30, 2024 | +0.7% | +5.4% |
| June 30, 2024 | +3.4% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | +3.4% | −3.6% |
| June 30, 2023 | +9.5% | +8.3% |
| March 31, 2023 | +8.5% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −2.2% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | −2.5% | −4.9% |
| December 31, 2021 | +12.4% | +10.7% |
| September 30, 2021 | −6.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Standard Investments LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1539436&type=13F-HR&dateb=&owner=include&count=40CIK 1539436
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1539436/000117266126003679/Filed August 14, 2026 · accession 0001172661-26-003679