40 North Industries

Standard Investments as of Sept. 30, 2025

Portfolio Holdings for Standard Investments

Standard Investments holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 19.1 $367M 1.7M 219.57
Ptc (PTC) 16.8 $322M 1.6M 203.02
Shell Spon Ads (SHEL) 16.5 $317M 4.4M 71.53
Autodesk (ADSK) 14.0 $268M 845k 317.67
Microsoft Corporation (MSFT) 10.9 $209M 404k 517.95
National Grid Sponsored Adr Ne (NGG) 9.4 $180M 2.5M 72.67
Cdw (CDW) 5.7 $109M 685k 159.28
Alphabet Cap Stk Cl C (GOOG) 4.1 $78M 320k 243.55
Evercommerce (EVCM) 3.5 $68M 6.1M 11.13
Archer Aviation *w Exp 09/16/202 (ACHR.WS) 0.0 $913k 417k 2.19
Solid Power *w Exp 12/08/202 (SLDPW) 0.0 $115k 267k 0.43