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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
+6.41%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$594M
AUM Growth
+$49.5M
Cap. Flow
+$17M
Cap. Flow %
2.86%
Top 10 Hldgs %
62.29%
Holding
768
New
251
Increased
203
Reduced
97
Closed
47

Top Buys

Rank Stock Value
1
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$13.3M
2
OEF icon
iShares S&P 100 ETF
OEF
+$12.1M
3
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.97M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.86M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.64M

Top Sells

Rank Stock Value
1
IYW icon
iShares US Technology ETF
IYW
+$13.2M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$10.3M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.85M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.86M

Sector Composition

Rank Sector Weight
1 Consumer Staples 6.09%
2 Technology 0.96%
3 Financials 0.7%
4 Consumer Discretionary 0.53%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ONDS icon
476
Ondas Inc
ONDS
$5.57B
$2.16K ﹤0.01%
+280
New +$1.16K
HOOD icon
477
Robinhood
HOOD
$85.3B
$2.15K ﹤0.01%
+15
New +$1.64K
XPEV icon
478
XPeng
XPEV
$11.2B
$2.13K ﹤0.01%
+91
New +$1.83K
FRME icon
479
First Merchants
FRME
$2.72B
$2.11K ﹤0.01%
+56
New +$2.23K
DOW icon
480
Dow Inc
DOW
$22.1B
$2.11K ﹤0.01%
92
-79
-46% -$1.97K
MIR icon
481
Mirion Technologies
MIR
$3.79B
$2.09K ﹤0.01%
+90
New +$1.95K
BOW
482
Bowhead Specialty Holdings
BOW
$1.11B
$2.08K ﹤0.01%
+77
New +$2.41K
GEO icon
483
The GEO Group
GEO
$4.14B
$2.05K ﹤0.01%
+100
New +$2.28K
HBNC icon
484
Horizon Bancorp
HBNC
$1.05B
$2.05K ﹤0.01%
+128
New +$2.05K
UMC icon
485
United Microelectronic
UMC
$48.4B
$2.05K ﹤0.01%
+270
New +$1.92K
VLY icon
486
Valley National Bancorp
VLY
$8.25B
$2.05K ﹤0.01%
+193
New +$1.93K
HBI
487
DELISTED
Hanesbrands
HBI
$1.97K ﹤0.01%
299
– –
UPBD icon
488
Upbound Group
UPBD
$1.11B
$1.96K ﹤0.01%
+83
New +$2.05K
ENVA icon
489
Enova International
ENVA
$6.48B
$1.96K ﹤0.01%
+17
New +$1.94K
CLF icon
490
Cleveland-Cliffs
CLF
$6.99B
$1.95K ﹤0.01%
160
+100
+167% +$1.05K
AMCR icon
491
Amcor
AMCR
$21.5B
$1.94K ﹤0.01%
47
-48
-51% -$2.15K
MSTR icon
492
Strategy Inc
MSTR
$37.3B
$1.93K ﹤0.01%
6
+3
+100% +$1.11K
CFG icon
493
Citizens Financial Group
CFG
$31.1B
$1.91K ﹤0.01%
+36
New +$1.79K
ALT icon
494
Altimmune
ALT
$570M
$1.89K ﹤0.01%
500
– –
RPD icon
495
Rapid7
RPD
$827M
$1.88K ﹤0.01%
+100
New +$2.11K
U icon
496
Unity
U
$19.6B
$1.84K ﹤0.01%
46
– –
PHIN icon
497
Phinia Inc
PHIN
$2.71B
$1.84K ﹤0.01%
+32
New +$1.73K
MARA icon
498
Marathon Digital Holdings
MARA
$3.72B
$1.83K ﹤0.01%
+100
New +$1.69K
SLNO
499
DELISTED
Soleno Therapeutics
SLNO
$1.82K ﹤0.01%
+27
New +$2K
ATEN icon
500
A10 Networks
ATEN
$2B
$1.81K ﹤0.01%
+100
New +$1.81K
18 19
20
21 22

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FSCM
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HCM
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MGM
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MWA
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PCOC
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Stone House Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Stone House Investment Management held 768 positions worth $594M, up 9.1% from $544M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Stone House Investment Management's Q3 2025 filing shows 251 new, 203 increased, 97 reduced and 47 closed positions. Its largest new stake was iShares A.I. Innovation and Tech Active ETF: 420,411 shares worth $14.4M. The largest sale was iShares US Technology ETF, an estimated $13.2M.

By sector, the portfolio is most concentrated in Consumer Staples at 6.1% of assets, down from 6.4% a quarter earlier, followed by Technology and Financials.

  • Stone House Investment Management's largest Q3 2025 buy was iShares A.I. Innovation and Tech Active ETF: 420,411 shares worth $14.4M.
  • Stone House Investment Management added most to iShares S&P 100 ETF in Q3 2025, an estimated $12.1M increase.
  • Stone House Investment Management's biggest Q3 2025 reduction was iShares US Technology ETF, cutting an estimated $13.2M.
  • Stone House Investment Management fully exited Fidelity MSCI Utilities Index ETF in Q3 2025, selling an estimated $253K.
  • Stone House Investment Management's ten largest holdings make up 62% of its $594M portfolio in Q3 2025.
  • Stone House Investment Management opened 251 new positions and closed 47 in Q3 2025.
  • Stone House Investment Management's portfolio value rose 9.1% quarter-over-quarter to $594M.

Based on Stone House Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.