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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
LTH icon
551
Life Time Group Holdings
LTH
$9.79B
– –
-40
Closed -$1.21K
LULU icon
552
lululemon athletica
LULU
$13.7B
– –
-29
Closed -$8.21K
MCHP icon
553
Microchip Technology
MCHP
$43.1B
– –
-24
Closed -$1.16K
MGC icon
554
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
– –
-875
Closed -$176K
MSOS icon
555
AdvisorShares Pure US Cannabis ETF
MSOS
$916M
– –
-200
Closed -$522
NEE icon
556
NextEra Energy
NEE
$179B
– –
-101
Closed -$7.16K
NVO
557
Novo Nordisk
NVO
$203B
– –
-432
Closed -$30K
NVT icon
558
nVent Electric
NVT
$27.7B
– –
-35
Closed -$1.83K
NXE icon
559
NexGen Energy
NXE
$7.07B
– –
-230
Closed -$1.03K
OGN icon
560
Organon & Co
OGN
$3.59B
– –
-115
Closed -$1.71K
OPRA
561
Opera Ltd
OPRA
$1.78B
– –
-200
Closed -$3.19K
PBR icon
562
Petrobras
PBR
$114B
– –
-68
Closed -$968
PRCT icon
563
Procept Biorobotics
PRCT
$1.22B
– –
-50
Closed -$2.91K
PYPL icon
564
PayPal
PYPL
$50.6B
– –
-88
Closed -$5.74K
REMX icon
565
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.26B
– –
-63
Closed -$2.49K
RIG icon
566
Transocean
RIG
$6.37B
– –
-1,500
Closed -$4.75K
SCHG icon
567
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
– –
-5,228
Closed -$131K
SMCI icon
568
Super Micro Computer
SMCI
$24.3B
– –
-100
Closed -$3.42K
SMH icon
569
VanEck Semiconductor ETF
SMH
$72B
– –
-19
Closed -$4.02K
SNAP icon
570
Snap
SNAP
$8.79B
– –
-100
Closed -$871
SYM icon
571
Symbotic
SYM
$5.35B
– –
-255
Closed -$5.15K
TBIL
572
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
– –
-2,271
Closed -$114K
TCOM icon
573
Trip.com Group
TCOM
$28.7B
– –
-500
Closed -$31.8K
TXT icon
574
Textron
TXT
$15.3B
– –
-20
Closed -$1.45K
URG
575
Ur-Energy
URG
$537M
– –
-1,270
Closed -$856
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.