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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
BMY icon
526
Bristol-Myers Squibb
BMY
$130B
– –
-1,050
Closed -$64K
CBRL icon
527
Cracker Barrel
CBRL
$1.31B
– –
-500
Closed -$19.4K
CECO icon
528
Ceco Environmental
CECO
$4.43B
– –
-74
Closed -$1.69K
CGNX icon
529
Cognex
CGNX
$10.2B
– –
-54
Closed -$1.61K
CMCSA icon
530
Comcast
CMCSA
$90.4B
– –
-50
Closed -$1.84K
CRDL
531
Cardiol Therapeutics
CRDL
$175M
– –
-50
Closed -$48
CRSP icon
532
CRISPR Therapeutics
CRSP
$5.22B
– –
-90
Closed -$3.06K
DELL icon
533
Dell
DELL
$313B
– –
-60
Closed -$5.47K
ETN icon
534
Eaton
ETN
$179B
– –
-23
Closed -$6.25K
EWG icon
535
iShares MSCI Germany ETF
EWG
$1.67B
– –
-1,000
Closed -$37.1K
FOUR icon
536
Shift4
FOUR
$3.47B
– –
-7
Closed -$572
FSLY icon
537
Fastly Inc
FSLY
$4.54B
– –
-344
Closed -$2.18K
GDX icon
538
VanEck Gold Miners ETF
GDX
$27.8B
– –
-2,444
Closed -$112K
GLP icon
539
Global Partners
GLP
$1.72B
– –
-158
Closed -$8.43K
GSK icon
540
GSK
GSK
$101B
– –
-217
Closed -$8.41K
GT icon
541
Goodyear
GT
$1.74B
– –
-50
Closed -$462
HOOD icon
542
Robinhood
HOOD
$85.3B
– –
-500
Closed -$20.8K
HPE icon
543
Hewlett Packard
HPE
$77.8B
– –
-43
Closed -$663
IEUR icon
544
iShares Core MSCI Europe ETF
IEUR
$9.14B
– –
-1,220
Closed -$73.4K
IOT icon
545
Samsara
IOT
$22.9B
– –
-55
Closed -$2.11K
JBL icon
546
Jabil
JBL
$38.4B
– –
-30
Closed -$4.08K
JEPI icon
547
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
– –
-4,294
Closed -$245K
KBH icon
548
KB Home
KBH
$3.42B
– –
-25
Closed -$1.46K
KGEI
549
Kolibri Global Energy
KGEI
$193M
– –
-100
Closed -$839
KR icon
550
Kroger
KR
$34.3B
– –
-1,150
Closed -$77.8K
20 21
22
23 24

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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.