40 North Industries

Standard Investments as of June 30, 2026

Portfolio Holdings for Standard Investments

Standard Investments holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 21.9 $423M 1.8M 238.34
Microsoft Corporation (MSFT) 16.3 $314M 843k 373.02
Ashland (ASH) 15.4 $298M 4.5M 65.89
Ptc (PTC) 10.7 $206M 1.8M 113.61
Servicenow Call Option (NOW) 10.2 $197M 2.0M 99.28
Shell Spon Ads (SHEL) 9.8 $190M 2.5M 77.54
Autodesk (ADSK) 8.5 $164M 845k 194.42
National Grid Sponsored Adr Ne (NGG) 4.0 $77M 925k 82.87
Evercommerce (EVCM) 3.2 $62M 6.1M 10.06
Archer Aviation *w Exp 09/16/202 (ACHR.WS) 0.0 $50k 417k 0.12
Solid Power *w Exp 12/08/202 (SLDPW) 0.0 $27k 267k 0.10