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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
Cap. Flow
+$108M
Cap. Flow %
21.82%
Top 10 Hldgs %
70.26%
Holding
438
New
386
Increased
37
Reduced
12
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$11M
3
PG icon
Procter & Gamble
PG
+$9.74M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.64M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.71M

Top Sells

Rank Stock Value
1
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.52M
2
IWV icon
iShares Russell 3000 ETF
IWV
+$4.79M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.47M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.26M
5
MUB icon
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
NNOX icon
401
Nano X Imaging
NNOX
$71M
$1.25K ﹤0.01%
+250
New +$1.73K
LTH icon
402
Life Time Group Holdings
LTH
$9.79B
$1.21K ﹤0.01%
+40
New +$1.18K
MCHP icon
403
Microchip Technology
MCHP
$43.1B
$1.16K ﹤0.01%
+24
New +$1.34K
EDIT icon
404
Editas Medicine
EDIT
$436M
$1.16K ﹤0.01%
+1,000
New +$1.47K
SERV
405
Serve Robotics
SERV
$419M
$1.15K ﹤0.01%
+200
New +$2.62K
CC icon
406
Chemours
CC
$2.29B
$1.12K ﹤0.01%
+83
New +$1.38K
D icon
407
Dominion Energy
D
$59.8B
$1.12K ﹤0.01%
+20
New +$1.1K
IONQ icon
408
IonQ
IONQ
$18.3B
$1.1K ﹤0.01%
+50
New +$1.62K
NXE icon
409
NexGen Energy
NXE
$7.07B
$1.03K ﹤0.01%
+230
New +$1.36K
ZBH icon
410
Zimmer Biomet
ZBH
$18.7B
$1.02K ﹤0.01%
+9
New +$963
VOXX
411
DELISTED
VOXX International Corporation Class A
VOXX
$998 ﹤0.01%
+133
New +$987
PBR icon
412
Petrobras
PBR
$114B
$968 ﹤0.01%
+68
New +$937
NFE icon
413
New Fortress Energy
NFE
$94M
$914 ﹤0.01%
+110
New +$1.35K
SNAP icon
414
Snap
SNAP
$8.79B
$871 ﹤0.01%
+100
New +$1.04K
URG
415
Ur-Energy
URG
$537M
$856 ﹤0.01%
+1,270
New +$1.25K
HYDR icon
416
Global X Hydrogen ETF
HYDR
$105M
$852 ﹤0.01%
+50
New +$1.06K
KGEI
417
Kolibri Global Energy
KGEI
$193M
$839 ﹤0.01%
+100
New +$752
AIG icon
418
American International
AIG
$39.8B
$696 ﹤0.01%
+8
New +$622
BHF icon
419
Brighthouse Financial
BHF
$3.44B
$696 ﹤0.01%
+12
New +$670
HPE icon
420
Hewlett Packard
HPE
$77.8B
$663 ﹤0.01%
+43
New +$856
FOUR icon
421
Shift4
FOUR
$3.47B
$572 ﹤0.01%
+7
New +$721
MSOS icon
422
AdvisorShares Pure US Cannabis ETF
MSOS
$916M
$522 ﹤0.01%
+200
New +$645
GT icon
423
Goodyear
GT
$1.74B
$462 ﹤0.01%
+50
New +$457
WBD icon
424
Warner Bros
WBD
$69.3B
$258 ﹤0.01%
+24
New +$251
KD icon
425
Kyndryl
KD
$2.85B
$157 ﹤0.01%
+5
New +$187
14 15 16
17
18

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MGM
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MWA
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PCOC
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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.