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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
+7.72%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
+$14.8M
Cap. Flow %
2.72%
Top 10 Hldgs %
64.35%
Holding
585
New
148
Increased
124
Reduced
110
Closed
66

Top Buys

Rank Stock Value
1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$11.4M
2
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$11.4M
3
FBND icon
Fidelity Total Bond ETF
FBND
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$30M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.95M
3
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

Rank Sector Weight
1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAL icon
226
Halliburton
HAL
$27.7B
$15.7K ﹤0.01%
769
-432
-36% -$9.06K
EW icon
227
Edwards Lifesciences
EW
$53.6B
$15.6K ﹤0.01%
199
– –
ACN icon
228
Accenture
ACN
$110B
$15.5K ﹤0.01%
52
-10
-16% -$3.05K
SCCO icon
229
Southern Copper
SCCO
$165B
$14.9K ﹤0.01%
+154
New +$13.4K
NFLX icon
230
Netflix
NFLX
$309B
$14.7K ﹤0.01%
+110
New +$12.4K
CW icon
231
Curtiss-Wright
CW
$26.7B
$14.7K ﹤0.01%
30
– –
CME icon
232
CME Group
CME
$94.3B
$14.6K ﹤0.01%
53
– –
GEHC icon
233
GE HealthCare
GEHC
$32.6B
$14.4K ﹤0.01%
194
– –
ED icon
234
Consolidated Edison
ED
$39.9B
$14.1K ﹤0.01%
141
+17
+14% +$1.8K
HWM icon
235
Howmet Aerospace
HWM
$112B
$14.1K ﹤0.01%
76
+6
+9% +$923
NUE icon
236
Nucor
NUE
$61.9B
$14.1K ﹤0.01%
109
+2
+2% +$234
OKE icon
237
Oneok
OKE
$58.3B
$13.6K ﹤0.01%
167
+11
+7% +$917
BOTZ icon
238
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
$13.5K ﹤0.01%
414
– –
ANET icon
239
Arista Networks
ANET
$265B
$13.5K ﹤0.01%
132
-83
-39% -$7.18K
AXP icon
240
American Express
AXP
$232B
$13.5K ﹤0.01%
42
– –
BAC icon
241
Bank of America
BAC
$453B
$13.5K ﹤0.01%
285
+2
+0.7% +$84
AGX icon
242
Argan
AGX
$8.02B
$13.2K ﹤0.01%
60
– –
CAT icon
243
Caterpillar
CAT
$393B
$13.2K ﹤0.01%
34
+14
+70% +$4.67K
GTLS
244
DELISTED
Chart Industries
GTLS
$12.7K ﹤0.01%
77
– –
MO icon
245
Altria Group
MO
$107B
$12.5K ﹤0.01%
+213
New +$12.5K
MET icon
246
MetLife
MET
$61.4B
$12.2K ﹤0.01%
152
+18
+13% +$1.39K
NOC icon
247
Northrop Grumman
NOC
$82B
$12.2K ﹤0.01%
24
+14
+140% +$6.88K
EQT icon
248
EQT Corp
EQT
$33.8B
$12.1K ﹤0.01%
207
+20
+11% +$1.08K
JMIA
249
Jumia Technologies
JMIA
$793M
$12.1K ﹤0.01%
3,000
– –
LDOS icon
250
Leidos
LDOS
$17.6B
$12K ﹤0.01%
76
– –
8 9
10
11 12

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Stone House Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Stone House Investment Management held 585 positions worth $544M, up 10% from $493M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Stone House Investment Management's Q2 2025 filing shows 148 new, 124 increased, 110 reduced and 66 closed positions. Its largest new stake was Fidelity Total Bond ETF: 237,957 shares worth $10.9M. The largest sale was iShares Core S&P 500 ETF, an estimated $30M.

By sector, the portfolio is most concentrated in Consumer Staples at 6.4% of assets, down from 7.4% a quarter earlier, followed by Technology and Financials.

  • Stone House Investment Management's largest Q2 2025 buy was Fidelity Total Bond ETF: 237,957 shares worth $10.9M.
  • Stone House Investment Management added most to iShares MSCI EAFE Value ETF in Q2 2025, an estimated $11.4M increase.
  • Stone House Investment Management's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $30M.
  • Stone House Investment Management fully exited JPMorgan Equity Premium Income ETF in Q2 2025, selling an estimated $245K.
  • Stone House Investment Management's ten largest holdings make up 64% of its $544M portfolio in Q2 2025.
  • Stone House Investment Management opened 148 new positions and closed 66 in Q2 2025.
  • Stone House Investment Management's portfolio value rose 10% quarter-over-quarter to $544M.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.