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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
AGNT
451
AGNT Inc
AGNT
$715M
$1.04K ﹤0.01%
+114
New +$995
KRMN
452
Karman Holdings
KRMN
$8.21B
$1.01K ﹤0.01%
+20
New +$805
OLN icon
453
Olin
OLN
$2.13B
$1K ﹤0.01%
+50
New +$1.04K
ALLT icon
454
Allot
ALLT
$377M
$1K ﹤0.01%
+117
New +$842
MBRX icon
455
Moleculin Biotech
MBRX
$3.71M
$996 ﹤0.01%
+132
New +$2.71K
SLI
456
Standard Lithium
SLI
$594M
$980 ﹤0.01%
+500
New +$787
CNTN
457
Canton Strategic Holdings
CNTN
$152M
$970 ﹤0.01%
+500
New +$700
EVEX icon
458
Eve Holding
EVEX
$948M
$967 ﹤0.01%
+141
New +$628
CC icon
459
Chemours
CC
$2.29B
$950 ﹤0.01%
83
– –
IDR icon
460
Idaho Strategic Resources
IDR
$549M
$942 ﹤0.01%
+72
New +$1.06K
KMDA icon
461
Kamada
KMDA
$397M
$930 ﹤0.01%
+120
New +$813
GORO icon
462
Goldgroup Mining Inc.
GORO
$211M
$915 ﹤0.01%
+1,500
New +$816
GILD icon
463
Gilead Sciences
GILD
$168B
$887 ﹤0.01%
+8
New +$851
NB
464
NioCorp Developments
NB
$760M
$885 ﹤0.01%
+380
New +$948
SGI
465
Somnigroup International
SGI
$13.5B
$885 ﹤0.01%
+13
New +$818
SWK icon
466
Stanley Black & Decker
SWK
$15.5B
$881 ﹤0.01%
+13
New +$839
CRGY icon
467
Crescent Energy
CRGY
$3.98B
$860 ﹤0.01%
+100
New +$875
ENS icon
468
EnerSys
ENS
$6.81B
$858 ﹤0.01%
+10
New +$872
SLVM icon
469
Sylvamo
SLVM
$1.53B
$852 ﹤0.01%
+17
New +$957
STRA icon
470
Strategic Education
STRA
$1.81B
$851 ﹤0.01%
+10
New +$850
AG icon
471
First Majestic Silver
AG
$9.44B
$827 ﹤0.01%
+100
New +$672
BLDR icon
472
Builders FirstSource
BLDR
$7.79B
$817 ﹤0.01%
+7
New +$808
ADIL
473
Adial Pharmaceuticals
ADIL
$9.43M
$816 ﹤0.01%
+108
New +$1.63K
WBD icon
474
Warner Bros
WBD
$69.3B
$768 ﹤0.01%
67
+43
+179% +$401
UPS icon
475
United Parcel Service
UPS
$88.4B
$707 ﹤0.01%
+7
New +$689
17 18
19
20 21

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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.