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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
+6.41%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$594M
AUM Growth
+$49.5M
Cap. Flow
+$17M
Cap. Flow %
2.86%
Top 10 Hldgs %
62.29%
Holding
768
New
251
Increased
203
Reduced
97
Closed
47

Top Buys

Rank Stock Value
1
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$13.3M
2
OEF icon
iShares S&P 100 ETF
OEF
+$12.1M
3
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.97M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.86M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.64M

Top Sells

Rank Stock Value
1
IYW icon
iShares US Technology ETF
IYW
+$13.2M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$10.3M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.85M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.86M

Sector Composition

Rank Sector Weight
1 Consumer Staples 6.09%
2 Technology 0.96%
3 Financials 0.7%
4 Consumer Discretionary 0.53%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URTH icon
326
iShares MSCI World ETF
URTH
$8.35B
$7.08K ﹤0.01%
39
– –
DJT icon
327
Trump Media & Technology Group
DJT
$2.3B
$7.01K ﹤0.01%
+427
New +$7.57K
TER icon
328
Teradyne
TER
$63B
$6.88K ﹤0.01%
50
+30
+150% +$3.28K
PPTA
329
Perpetua Resources
PPTA
$3.16B
$6.82K ﹤0.01%
337
+237
+237% +$4K
MDT icon
330
Medtronic
MDT
$116B
$6.76K ﹤0.01%
71
+11
+18% +$1.01K
PINS icon
331
Pinterest
PINS
$13B
$6.69K ﹤0.01%
208
– –
BKR icon
332
Baker Hughes
BKR
$63.8B
$6.43K ﹤0.01%
132
+51
+63% +$2.25K
THNQ icon
333
ROBO Global Artificial Intelligence ETF
THNQ
$457M
$6.4K ﹤0.01%
100
– –
PSIX
334
Power Solutions International
PSIX
$981M
$6.38K ﹤0.01%
65
– –
ROBT icon
335
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$780M
$6.35K ﹤0.01%
+120
New +$6.06K
DUK icon
336
Duke Energy
DUK
$96.3B
$6.31K ﹤0.01%
51
+6
+13% +$728
INSW icon
337
International Seaways
INSW
$4.58B
$6.27K ﹤0.01%
136
+36
+36% +$1.56K
ECG
338
Everus Construction Group
ECG
$7.15B
$6.26K ﹤0.01%
73
– –
DASH icon
339
DoorDash
DASH
$92.1B
$6.26K ﹤0.01%
23
+3
+15% +$752
HL icon
340
Hecla Mining
HL
$12.2B
$6.2K ﹤0.01%
512
+312
+156% +$2.51K
CRWV
341
CoreWeave
CRWV
$59.4B
$6.16K ﹤0.01%
45
+35
+350% +$4.14K
SSRM icon
342
SSR Mining
SSRM
$6.63B
$6.11K ﹤0.01%
+250
New +$4.23K
URNM icon
343
Sprott Uranium Miners ETF
URNM
$2.03B
$6.04K ﹤0.01%
100
– –
VRT icon
344
Vertiv
VRT
$111B
$6.03K ﹤0.01%
40
– –
ASML icon
345
ASML
ASML
$695B
$5.81K ﹤0.01%
+6
New +$4.72K
RKLB icon
346
Rocket Lab Corp
RKLB
$51.9B
$5.75K ﹤0.01%
120
– –
AEP icon
347
American Electric Power
AEP
$67.9B
$5.74K ﹤0.01%
51
+6
+13% +$656
ITW icon
348
Illinois Tool Works
ITW
$83.3B
$5.74K ﹤0.01%
22
– –
QCOM icon
349
Qualcomm
QCOM
$171B
$5.74K ﹤0.01%
34
+4
+13% +$634
CMC icon
350
Commercial Metals
CMC
$8B
$5.73K ﹤0.01%
+100
New +$5.53K
12 13
14
15 16

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FSCM
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MGM
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MWA
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PCOC
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Stone House Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Stone House Investment Management held 768 positions worth $594M, up 9.1% from $544M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Stone House Investment Management's Q3 2025 filing shows 251 new, 203 increased, 97 reduced and 47 closed positions. Its largest new stake was iShares A.I. Innovation and Tech Active ETF: 420,411 shares worth $14.4M. The largest sale was iShares US Technology ETF, an estimated $13.2M.

By sector, the portfolio is most concentrated in Consumer Staples at 6.1% of assets, down from 6.4% a quarter earlier, followed by Technology and Financials.

  • Stone House Investment Management's largest Q3 2025 buy was iShares A.I. Innovation and Tech Active ETF: 420,411 shares worth $14.4M.
  • Stone House Investment Management added most to iShares S&P 100 ETF in Q3 2025, an estimated $12.1M increase.
  • Stone House Investment Management's biggest Q3 2025 reduction was iShares US Technology ETF, cutting an estimated $13.2M.
  • Stone House Investment Management fully exited Fidelity MSCI Utilities Index ETF in Q3 2025, selling an estimated $253K.
  • Stone House Investment Management's ten largest holdings make up 62% of its $594M portfolio in Q3 2025.
  • Stone House Investment Management opened 251 new positions and closed 47 in Q3 2025.
  • Stone House Investment Management's portfolio value rose 9.1% quarter-over-quarter to $594M.

Based on Stone House Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.