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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 | |
|---|---|---|---|---|---|---|
251
Alerian MLP ETF
AMLP
$13.2B
| $9.87K | ﹤0.01% |
+190
| New | +$9.76K |
|
252
Pinterest
PINS
$13B
| $9.83K | ﹤0.01% |
+317
| New | +$10.7K |
|
253
Cummins
CMI
$87.8B
| $9.53K | ﹤0.01% |
+30
| New | +$10.6K |
|
254
Curtiss-Wright
CW
$26.7B
| $9.52K | ﹤0.01% |
+30
| New | +$10.1K |
|
255
Deere & Co
DE
$167B
| $9.39K | ﹤0.01% |
+20
| New | +$9.36K |
|
256
Norwood Financial Corp
NWFL
$376M
| $9.15K | ﹤0.01% |
+379
| New | +$9.71K |
|
257
iShares Silver Trust
SLV
$31.8B
| $9.14K | ﹤0.01% |
+295
| New | +$8.57K |
|
258
Cisco
CSCO
$488B
| $9.13K | ﹤0.01% |
+148
| New | +$9.11K |
|
259
Howmet Aerospace
HWM
$112B
| $9.08K | ﹤0.01% |
+70
| New | +$8.89K |
|
260
Corteva
CTVA
$50.4B
| $9.06K | ﹤0.01% |
+144
| New | +$8.9K |
|
261
Diageo
DEO
$52.2B
| $9.01K | ﹤0.01% |
+86
| New | +$9.72K |
|
262
Exelon
EXC
$46.6B
| $8.89K | ﹤0.01% |
+193
| New | +$8.07K |
|
263
Myriad Genetics
MYGN
$309M
| $8.87K | ﹤0.01% |
+1,000
| New | +$12K |
|
264
FNB Corp
FNB
$6.86B
| $8.85K | ﹤0.01% |
+658
| New | +$9.66K |
|
|
FISV
265
Fiserv Inc
FISV
$27.4B
| $8.83K | ﹤0.01% |
+40
| New | +$8.76K |
|
266
ServiceNow
NOW
$129B
| $8.76K | ﹤0.01% |
+55
| New | +$10.6K |
|
267
TSMC
TSM
$2.23T
| $8.5K | ﹤0.01% |
+51
| New | +$9.91K |
|
268
Global Partners
GLP
$1.72B
| $8.43K | ﹤0.01% |
+158
| New | +$8.54K |
|
269
GSK
GSK
$101B
| $8.41K | ﹤0.01% |
+217
| New | +$7.94K |
|
270
dLocal
DLO
$4.2B
| $8.34K | ﹤0.01% |
+1,000
| New | +$11.3K |
|
271
lululemon athletica
LULU
$13.7B
| $8.21K | ﹤0.01% |
+29
| New | +$10.6K |
|
272
Morgan Stanley
MS
$342B
| $8.17K | ﹤0.01% |
+70
| New | +$9.02K |
|
273
Automatic Data Processing
ADP
$107B
| $7.94K | ﹤0.01% |
+26
| New | +$7.84K |
|
274
Argan
AGX
$8.02B
| $7.87K | ﹤0.01% |
+60
| New | +$8.37K |
|
275
MediWound
MDWD
$179M
| $7.76K | ﹤0.01% |
+500
| New | +$8.95K |
|
Similar funds
TPW
BEC
RMC
FSCM
HCM
MGM
MWA
PCOC
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.