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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
(+10%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
64.35%
Holding
585
New
148
Increased
124
Reduced
110
Closed
66
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
+$11.4M |
| 2 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$11.4M |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$10.8M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$9.64M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$8.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$30M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$9.95M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$9.49M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$3.16M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
United States Lime & Minerals
USLM
$3.42B
| – | – |
-50
| Closed | -$4.42K |
|
577
Viatris
VTRS
$18.5B
| – | – |
-15
| Closed | -$131 |
|
578
State Street SPDR S&P Biotech ETF
XBI
$10.5B
| – | – |
-150
| Closed | -$12.2K |
|
579
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
| – | – |
-1,648
| Closed | -$77K |
|
580
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| – | – |
-1,854
| Closed | -$151K |
|
581
Zimmer Biomet
ZBH
$18.7B
| – | – |
-9
| Closed | -$1.02K |
|
582
Flutter Entertainment
FLUT
$17B
| – | – |
-22
| Closed | -$4.87K |
|
|
SERV
583
Serve Robotics
SERV
$419M
| – | – |
-200
| Closed | -$1.15K |
|
|
ETH
584
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
| – | – |
-8
| Closed | -$138 |
|
|
VOXX
585
DELISTED
VOXX International Corporation Class A
VOXX
| – | – |
-133
| Closed | -$998 |
|
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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.