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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
UROY
351
Uranium Royalty Corp
UROY
$1.56B
$4.17K ﹤0.01%
1,668
– –
CF icon
352
CF Industries
CF
$18.2B
$4.14K ﹤0.01%
45
– –
DAL icon
353
Delta Air Lines
DAL
$59.1B
$4.13K ﹤0.01%
+84
New +$3.86K
SHW icon
354
Sherwin-Williams
SHW
$87.4B
$4.12K ﹤0.01%
+12
New +$4.16K
MMM icon
355
3M
MMM
$94.8B
$4.11K ﹤0.01%
27
-3
-10% -$429
NCLH icon
356
Norwegian Cruise Line
NCLH
$8.69B
$4.06K ﹤0.01%
200
– –
BTMD icon
357
Biote Corp
BTMD
$40.7M
$4.02K ﹤0.01%
1,000
– –
AME icon
358
Ametek
AME
$59.3B
$3.98K ﹤0.01%
+22
New +$3.79K
SYK icon
359
Stryker
SYK
$133B
$3.96K ﹤0.01%
+10
New +$3.74K
NET icon
360
Cloudflare
NET
$111B
$3.92K ﹤0.01%
20
-10
-33% -$1.45K
E icon
361
ENI
E
$79.6B
$3.89K ﹤0.01%
+120
New +$3.56K
DOCS icon
362
Doximity
DOCS
$4.45B
$3.86K ﹤0.01%
+63
New +$3.52K
APP icon
363
Applovin
APP
$102B
$3.85K ﹤0.01%
+11
New +$3.57K
DRS icon
364
Leonardo DRS
DRS
$12.1B
$3.81K ﹤0.01%
82
+30
+58% +$1.21K
MSI icon
365
Motorola Solutions
MSI
$77.7B
$3.78K ﹤0.01%
9
– –
IBB icon
366
iShares Biotechnology ETF
IBB
$9.86B
$3.73K ﹤0.01%
30
– –
INTC icon
367
Intel
INTC
$509B
$3.7K ﹤0.01%
+165
New +$3.42K
INSW icon
368
International Seaways
INSW
$4.58B
$3.65K ﹤0.01%
+100
New +$3.59K
ASX icon
369
ASE Group
ASX
$102B
$3.62K ﹤0.01%
350
+100
+40% +$933
MPT
370
Medical Properties Trust
MPT
$2.42B
$3.6K ﹤0.01%
+834
New +$4.12K
LAC
371
Lithium Americas
LAC
$1.18B
$3.48K ﹤0.01%
1,300
– –
RS icon
372
Reliance Steel & Aluminium
RS
$21.8B
$3.45K ﹤0.01%
+11
New +$3.25K
AEVA
373
Aeva Technologies
AEVA
$1.75B
$3.4K ﹤0.01%
+90
New +$1.37K
AR icon
374
Antero Resources
AR
$11.5B
$3.38K ﹤0.01%
84
+4
+5% +$151
TXN icon
375
Texas Instruments
TXN
$253B
$3.32K ﹤0.01%
+16
New +$2.84K
13 14
15
16 17

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FSCM
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HCM
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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.