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SHIM
Stone House Investment Management Portfolio holdings
AUM
$752M
1-Year Est. Return
20.1%
This Fund
S&P 500
This Quarter
Est. Return
-0.95%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$493M
AUM Growth
+$99.8M
(+25%)
Cap. Flow
+$108M
Cap. Flow
% of AUM
21.82%
Top 10 Holdings %
Top 10 Hldgs %
70.26%
Holding
438
New
386
Increased
37
Reduced
12
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$14M |
| 2 |
iShares Core Universal USD Bond ETF
IUSB
|
+$11M |
| 3 |
Procter & Gamble
PG
|
+$9.74M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$9.64M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$7.71M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$5.52M |
| 2 |
iShares Russell 3000 ETF
IWV
|
+$4.79M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.47M |
| 4 |
iShares US Infrastructure ETF
IFRA
|
+$2.26M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$2.18M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 7.4% |
| 2 | Financials | 0.89% |
| 3 | Technology | 0.83% |
| 4 | Consumer Discretionary | 0.54% |
| 5 | Communication Services | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Total International Bond ETF
BNDX
$82.9B
| $14.9K | ﹤0.01% |
+305
| New | +$14.9K |
|
227
Cameco
CCJ
$43.1B
| $14.7K | ﹤0.01% |
+357
| New | +$16.8K |
|
228
Edwards Lifesciences
EW
$53.6B
| $14.4K | ﹤0.01% |
+199
| New | +$14.2K |
|
229
CME Group
CME
$94.3B
| $14.1K | ﹤0.01% |
+53
| New | +$13.1K |
|
230
Adobe
ADBE
$103B
| $13.8K | ﹤0.01% |
+36
| New | +$15.4K |
|
231
Applied Materials
AMAT
$435B
| $13.8K | ﹤0.01% |
+95
| New | +$16K |
|
232
Walt Disney
DIS
$178B
| $13.7K | ﹤0.01% |
+139
| New | +$14.9K |
|
233
Consolidated Edison
ED
$39.9B
| $13.7K | ﹤0.01% |
+124
| New | +$12.2K |
|
234
Vistra
VST
$49.2B
| $13.2K | ﹤0.01% |
+112
| New | +$16.7K |
|
235
Nucor
NUE
$61.9B
| $12.9K | ﹤0.01% |
+107
| New | +$13.8K |
|
236
State Street SPDR S&P Biotech ETF
XBI
$10.5B
| $12.2K | ﹤0.01% |
+150
| New | +$13.4K |
|
237
Tecnoglass Holdings Inc.
TGLS
$1.86B
| $12K | ﹤0.01% |
+168
| New | +$12.5K |
|
238
Bank of America
BAC
$453B
| $11.8K | ﹤0.01% |
+283
| New | +$12.6K |
|
239
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
| $11.8K | ﹤0.01% |
+414
| New | +$13.4K |
|
240
MasTec
MTZ
$22.6B
| $11.7K | ﹤0.01% |
+100
| New | +$13.5K |
|
241
American Express
AXP
$232B
| $11.4K | ﹤0.01% |
+42
| New | +$12.4K |
|
|
ARIS
242
DELISTED
Aris Water Solutions
ARIS
| $11.2K | ﹤0.01% |
+350
| New | +$9.93K |
|
|
GTLS
243
DELISTED
Chart Industries
GTLS
| $11.1K | ﹤0.01% |
+77
| New | +$14.2K |
|
244
MetLife
MET
$61.4B
| $10.8K | ﹤0.01% |
+134
| New | +$11.1K |
|
245
Vanguard Dividend Appreciation ETF
VIG
$115B
| $10.5K | ﹤0.01% |
+54
| New | +$10.7K |
|
246
RTX Corp
RTX
$300B
| $10.5K | ﹤0.01% |
+79
| New | +$10K |
|
247
Leidos
LDOS
$17.6B
| $10.3K | ﹤0.01% |
+76
| New | +$10.6K |
|
248
Guidewire Software
GWRE
$14.4B
| $10.1K | ﹤0.01% |
+54
| New | +$10.5K |
|
249
Seagate
STX
$199B
| $10K | ﹤0.01% |
+118
| New | +$11.2K |
|
250
EQT Corp
EQT
$33.8B
| $9.99K | ﹤0.01% |
+187
| New | +$9.55K |
|
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Stone House Investment Management's Q1 2025 Portfolio in Review
As of Q1 2025, Stone House Investment Management held 438 positions worth $493M, up 25% from $394M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
Stone House Investment Management deployed $108M of net new capital in Q1 2025, opening 386 new positions and adding to 37 existing holdings. Its largest new stake was iShares Short-Term National Muni Bond ETF: 16,425 shares worth $1.73M.
By sector, the portfolio is most concentrated in Consumer Staples at 7.4% of assets, up from 6.4% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was iShares MSCI EAFE Growth ETF, an estimated $5.52M trimmed.
- Stone House Investment Management's largest Q1 2025 buy was iShares Short-Term National Muni Bond ETF: 16,425 shares worth $1.73M.
- Stone House Investment Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2025, an estimated $14M increase.
- Stone House Investment Management's biggest Q1 2025 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $5.52M.
- Stone House Investment Management fully exited ProShares UltraPro S&P 500 in Q1 2025, selling an estimated $995K.
- Stone House Investment Management's ten largest holdings make up 70% of its $493M portfolio in Q1 2025.
- Stone House Investment Management opened 386 new positions and closed 1 in Q1 2025.
- Stone House Investment Management's portfolio value rose 25% quarter-over-quarter to $493M.
Based on Stone House Investment Management's 13F filing for Q1 2025, filed 13 May 2025.