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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
UNP icon
601
Union Pacific
UNP
$174B
$709 ﹤0.01%
+3
New +$676
CDNS icon
602
Cadence Design Systems
CDNS
$89B
$703 ﹤0.01%
+2
New +$688
SPOT icon
603
Spotify
SPOT
$101B
$698 ﹤0.01%
+1
New +$699
MFC icon
604
Manulife Financial
MFC
$72.6B
$685 ﹤0.01%
+22
New +$678
BSX icon
605
Boston Scientific
BSX
$74.5B
$683 ﹤0.01%
7
-3
-30% -$311
INTU icon
606
Intuit
INTU
$91.6B
$683 ﹤0.01%
+1
New +$721
RIVN icon
607
Rivian
RIVN
$23.1B
$675 ﹤0.01%
+46
New +$616
NEM icon
608
Newmont
NEM
$124B
$674 ﹤0.01%
+8
New +$558
LRCX icon
609
Lam Research
LRCX
$408B
$670 ﹤0.01%
+5
New +$529
TROW icon
610
T. Rowe Price
TROW
$23.8B
$667 ﹤0.01%
+7
New +$736
XTIA icon
611
XTI Aerospace
XTIA
$61.9M
$662 ﹤0.01%
+450
New +$840
CM icon
612
Canadian Imperial Bank of Commerce
CM
$110B
$639 ﹤0.01%
+8
New +$602
IDXX icon
613
Idexx Laboratories
IDXX
$45B
$639 ﹤0.01%
+1
New +$607
COF icon
614
Capital One
COF
$136B
$638 ﹤0.01%
+3
New +$657
BHF icon
615
Brighthouse Financial
BHF
$3.44B
$637 ﹤0.01%
12
– –
EBAY icon
616
eBay
EBAY
$45.5B
$637 ﹤0.01%
+7
New +$619
ADSK icon
617
Autodesk
ADSK
$52.7B
$635 ﹤0.01%
+2
New +$609
MLM icon
618
Martin Marietta Materials
MLM
$32.7B
$630 ﹤0.01%
+1
New +$596
AIG icon
619
American International
AIG
$39.8B
$628 ﹤0.01%
8
– –
MTH icon
620
Meritage Homes
MTH
$4.75B
$616 ﹤0.01%
9
-8
-47% -$594
WFRD icon
621
Weatherford International
WFRD
$6.65B
$616 ﹤0.01%
+9
New +$535
VMC icon
622
Vulcan Materials
VMC
$36.3B
$615 ﹤0.01%
+2
New +$568
GM icon
623
General Motors
GM
$76.1B
$610 ﹤0.01%
10
– –
PTC icon
624
PTC
PTC
$16.1B
$609 ﹤0.01%
+3
New +$612
SOFI icon
625
SoFi Technologies
SOFI
$23.2B
$608 ﹤0.01%
23
– –
23 24
25
26 27

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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.