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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
ELV icon
301
Elevance Health
ELV
$86.6B
$6.22K ﹤0.01%
16
– –
CYBR
302
DELISTED
CyberArk
CYBR
$6.1K ﹤0.01%
15
– –
KNF icon
303
Knife River
KNF
$3.83B
$5.96K ﹤0.01%
73
– –
NAMS icon
304
NewAmsterdam Pharma
NAMS
$3.33B
$5.89K ﹤0.01%
325
– –
TLN
305
Talen Energy Corp
TLN
$17.5B
$5.82K ﹤0.01%
20
– –
WEN icon
306
Wendy's
WEN
$1.65B
$5.77K ﹤0.01%
505
– –
VEEV icon
307
Veeva Systems
VEEV
$39.2B
$5.76K ﹤0.01%
+20
New +$4.96K
STOK icon
308
Stoke Therapeutics
STOK
$2.13B
$5.67K ﹤0.01%
500
– –
UUUU icon
309
Energy Fuels
UUUU
$3.62B
$5.64K ﹤0.01%
981
– –
AVGO icon
310
Broadcom
AVGO
$1.98T
$5.51K ﹤0.01%
+20
New +$4.34K
THNQ icon
311
ROBO Global Artificial Intelligence ETF
THNQ
$457M
$5.5K ﹤0.01%
100
– –
ITW icon
312
Illinois Tool Works
ITW
$83.3B
$5.44K ﹤0.01%
22
– –
AU icon
313
AngloGold Ashanti
AU
$49.5B
$5.42K ﹤0.01%
+119
New +$5.12K
DPZ icon
314
Domino's
DPZ
$11.7B
$5.41K ﹤0.01%
+12
New +$5.63K
AEM icon
315
Agnico Eagle Mines
AEM
$93.8B
$5.35K ﹤0.01%
45
– –
TTE icon
316
TotalEnergies
TTE
$194B
$5.34K ﹤0.01%
87
– –
DUK icon
317
Duke Energy
DUK
$96.3B
$5.31K ﹤0.01%
45
– –
MYGN icon
318
Myriad Genetics
MYGN
$309M
$5.31K ﹤0.01%
1,000
– –
ZBRA icon
319
Zebra Technologies
ZBRA
$17.9B
$5.24K ﹤0.01%
+17
New +$4.62K
MDT icon
320
Medtronic
MDT
$116B
$5.23K ﹤0.01%
60
– –
VRT icon
321
Vertiv
VRT
$111B
$5.14K ﹤0.01%
40
– –
XEL icon
322
Xcel Energy
XEL
$49.1B
$5.11K ﹤0.01%
+75
New +$5.2K
RXRX icon
323
Recursion Pharmaceuticals
RXRX
$1.76B
$5.06K ﹤0.01%
1,000
-200
-17% -$983
ADBE icon
324
Adobe
ADBE
$103B
$5.03K ﹤0.01%
13
-23
-64% -$8.86K
NGD
325
DELISTED
New Gold Inc
NGD
$4.95K ﹤0.01%
+1,000
New +$4.11K
11 12
13
14 15

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MGM
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MWA
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PCOC
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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.