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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
TMC icon
426
TMC The Metals Company
TMC
$1.94B
$1.52K ﹤0.01%
+230
New +$882
COLB icon
427
Columbia Banking Systems
COLB
$9.12B
$1.45K ﹤0.01%
62
+60
+3,000% +$1.39K
DHF
428
BNY Mellon High Yield Strategies Fund
DHF
$175M
$1.44K ﹤0.01%
552
– –
APD icon
429
Air Products & Chemicals
APD
$67.7B
$1.41K ﹤0.01%
+5
New +$1.37K
CBRE icon
430
CBRE Group
CBRE
$42.7B
$1.4K ﹤0.01%
+10
New +$1.26K
APA icon
431
APA Corp
APA
$14B
$1.37K ﹤0.01%
+75
New +$1.3K
HBI
432
DELISTED
Hanesbrands
HBI
$1.37K ﹤0.01%
299
– –
NNOX icon
433
Nano X Imaging
NNOX
$71M
$1.29K ﹤0.01%
250
– –
FDX icon
434
FedEx
FDX
$77.3B
$1.27K ﹤0.01%
6
-23
-79% -$5.04K
CNH
435
CNH Industrial
CNH
$17.3B
$1.27K ﹤0.01%
+98
New +$1.21K
TOL icon
436
Toll Brothers
TOL
$13.9B
$1.25K ﹤0.01%
+11
New +$1.14K
PPL
437
PPL Corp
PPL
$26.7B
$1.25K ﹤0.01%
37
– –
ASM
438
Avino Silver & Gold Mines
ASM
$1.25B
$1.22K ﹤0.01%
+340
New +$915
PPTA
439
Perpetua Resources
PPTA
$3.16B
$1.21K ﹤0.01%
+100
New +$1.35K
MSTR icon
440
Strategy Inc
MSTR
$37.3B
$1.21K ﹤0.01%
+3
New +$1.09K
HL icon
441
Hecla Mining
HL
$12.2B
$1.2K ﹤0.01%
+200
New +$1.1K
HYDR icon
442
Global X Hydrogen ETF
HYDR
$105M
$1.17K ﹤0.01%
50
– –
BTG icon
443
B2Gold
BTG
$6.88B
$1.16K ﹤0.01%
+320
New +$1.05K
MTH icon
444
Meritage Homes
MTH
$4.75B
$1.14K ﹤0.01%
+17
New +$1.13K
D icon
445
Dominion Energy
D
$59.8B
$1.13K ﹤0.01%
20
– –
MPAA icon
446
Motorcar Parts of America
MPAA
$230M
$1.12K ﹤0.01%
+100
New +$1K
HAYW icon
447
Hayward Holdings
HAYW
$3.25B
$1.12K ﹤0.01%
+81
New +$1.09K
U icon
448
Unity
U
$19.6B
$1.11K ﹤0.01%
+46
New +$1.01K
BSX icon
449
Boston Scientific
BSX
$74.5B
$1.07K ﹤0.01%
+10
New +$1.01K
ATRO icon
450
Astronics
ATRO
$4.34B
$1.07K ﹤0.01%
+38
New +$888
16 17
18
19 20

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MGM
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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.