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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
ENB icon
401
Enbridge
ENB
$112B
$2.27K ﹤0.01%
50
– –
IGE icon
402
iShares North American Natural Resources ETF
IGE
$786M
$2.26K ﹤0.01%
51
-2,776
-98% -$119K
PB icon
403
Prosperity Bancshares
PB
$8.95B
$2.25K ﹤0.01%
+32
New +$2.2K
HES
404
DELISTED
Hess
HES
$2.22K ﹤0.01%
+16
New +$2.16K
EDIT icon
405
Editas Medicine
EDIT
$436M
$2.2K ﹤0.01%
1,000
– –
HII icon
406
Huntington Ingalls Industries
HII
$12.9B
$2.17K ﹤0.01%
+9
New +$2.01K
ATI icon
407
ATI
ATI
$31.4B
$2.16K ﹤0.01%
+25
New +$1.71K
IONQ icon
408
IonQ
IONQ
$18.3B
$2.15K ﹤0.01%
50
– –
RGTIW icon
409
Rigetti Computing Warrants
RGTIW
$186M
$2.1K ﹤0.01%
500
– –
AAL icon
410
American Airlines Group
AAL
$9.88B
$2.08K ﹤0.01%
+185
New +$1.98K
ACHR icon
411
Archer Aviation
ACHR
$4.84B
$2.06K ﹤0.01%
+190
New +$1.78K
PAYX icon
412
Paychex
PAYX
$42.8B
$2.04K ﹤0.01%
+14
New +$2.11K
ALT icon
413
Altimmune
ALT
$570M
$1.94K ﹤0.01%
500
– –
ALAB icon
414
Astera Labs
ALAB
$55.3B
$1.81K ﹤0.01%
+20
New +$1.58K
TER icon
415
Teradyne
TER
$63B
$1.8K ﹤0.01%
20
-46
-70% -$3.67K
BIIB icon
416
Biogen
BIIB
$30.9B
$1.76K ﹤0.01%
14
-15
-52% -$1.87K
TM icon
417
Toyota
TM
$223B
$1.75K ﹤0.01%
10
-18
-64% -$3.26K
MP icon
418
MP Materials
MP
$9.64B
$1.73K ﹤0.01%
+52
New +$1.33K
FG icon
419
F&G Annuities & Life
FG
$3.48B
$1.66K ﹤0.01%
+52
New +$1.73K
FMST
420
Foremost Lithium Resource & Technology
FMST
$22.3M
$1.66K ﹤0.01%
+500
New +$1.08K
CRWV
421
CoreWeave
CRWV
$58.8B
$1.63K ﹤0.01%
+10
New +$922
NRDY icon
422
Nerdy
NRDY
$93.7M
$1.63K ﹤0.01%
1,000
-150
-13% -$239
F icon
423
Ford
F
$55.1B
$1.59K ﹤0.01%
147
+3
+2% +$31
RBC icon
424
RBC Bearings
RBC
$17.6B
$1.54K ﹤0.01%
+4
New +$1.41K
OVV icon
425
Ovintiv
OVV
$17.5B
$1.53K ﹤0.01%
40
-21
-34% -$771
15 16
17
18 19

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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.