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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
AIG icon
476
American International
AIG
$39.8B
$685 ﹤0.01%
8
– –
VICI icon
477
VICI Properties
VICI
$28.7B
$685 ﹤0.01%
+21
New +$668
SMG icon
478
ScottsMiracle-Gro
SMG
$3.62B
$660 ﹤0.01%
+10
New +$578
BHF icon
479
Brighthouse Financial
BHF
$3.44B
$645 ﹤0.01%
12
– –
AA icon
480
Alcoa
AA
$13.5B
$620 ﹤0.01%
+21
New +$567
LOPE icon
481
Grand Canyon Education
LOPE
$3.7B
$567 ﹤0.01%
+3
New +$556
TRGP icon
482
Targa Resources
TRGP
$57.6B
$522 ﹤0.01%
3
-21
-88% -$3.53K
DMC
483
Del Monte Corp
DMC
$1.42B
$519 ﹤0.01%
+16
New +$527
KD icon
484
Kyndryl
KD
$2.85B
$504 ﹤0.01%
12
+7
+140% +$253
GM icon
485
General Motors
GM
$76.1B
$492 ﹤0.01%
+10
New +$474
LEG icon
486
Leggett & Platt
LEG
$1.29B
$482 ﹤0.01%
+54
New +$465
SEE
487
DELISTED
Sealed Air
SEE
$465 ﹤0.01%
+15
New +$446
SBUX icon
488
Starbucks
SBUX
$124B
$458 ﹤0.01%
+5
New +$433
CLF icon
489
Cleveland-Cliffs
CLF
$6.99B
$456 ﹤0.01%
+60
New +$446
WTRG icon
490
Essential Utilities
WTRG
$11.3B
$446 ﹤0.01%
+12
New +$467
SOFI icon
491
SoFi Technologies
SOFI
$23.2B
$419 ﹤0.01%
+23
New +$303
EMR icon
492
Emerson Electric
EMR
$91.4B
$400 ﹤0.01%
+3
New +$344
NFE icon
493
New Fortress Energy
NFE
$94M
$365 ﹤0.01%
110
– –
SPR
494
DELISTED
Spirit AeroSystems
SPR
$343 ﹤0.01%
+9
New +$323
ALK icon
495
Alaska Air
ALK
$5.29B
$297 ﹤0.01%
+6
New +$292
SN icon
496
SharkNinja
SN
$26.2B
$297 ﹤0.01%
+3
New +$259
ALSN icon
497
Allison Transmission
ALSN
$10.2B
$285 ﹤0.01%
+3
New +$290
ROIV icon
498
Roivant Sciences
ROIV
$26.1B
$282 ﹤0.01%
+25
New +$271
TXNM
499
TXNM Energy Inc
TXNM
$5.91B
$282 ﹤0.01%
+5
New +$272
PARA
500
DELISTED
Paramount Global Class B
PARA
$232 ﹤0.01%
+18
New +$211
18 19
20
21 22

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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.