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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
-0.95%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$493M
AUM Growth
+$99.8M
Cap. Flow
+$108M
Cap. Flow %
21.82%
Top 10 Hldgs %
70.26%
Holding
438
New
386
Increased
37
Reduced
12
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$11M
3
PG icon
Procter & Gamble
PG
+$9.74M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.64M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.71M

Top Sells

Rank Stock Value
1
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.52M
2
IWV icon
iShares Russell 3000 ETF
IWV
+$4.79M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.47M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.26M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.18M

Sector Composition

Rank Sector Weight
1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
51
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$267K 0.05%
+1,829
New +$266K
COST icon
52
Costco
COST
$421B
$250K 0.05%
+264
New +$257K
JEPI icon
53
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$245K 0.05%
+4,294
New +$250K
HD icon
54
Home Depot
HD
$342B
$231K 0.05%
630
+41
+7% +$16K
XLU icon
55
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$224K 0.05%
+5,670
New +$222K
XCEM icon
56
Columbia EM Core ex-China ETF
XCEM
$2.04B
$217K 0.04%
+7,344
New +$220K
TJX icon
57
TJX Companies
TJX
$169B
$212K 0.04%
+1,742
New +$211K
CBU icon
58
Community Bank
CBU
$3.43B
$205K 0.04%
+3,598
New +$223K
IBM icon
59
IBM
IBM
$222B
$198K 0.04%
+795
New +$194K
AMD icon
60
Advanced Micro Devices
AMD
$788B
$196K 0.04%
1,911
-73
-4% -$8.12K
MA icon
61
Mastercard
MA
$490B
$190K 0.04%
+347
New +$189K
LOW icon
62
Lowe's Companies
LOW
$121B
$187K 0.04%
+803
New +$198K
WMT icon
63
Walmart Inc
WMT
$923B
$184K 0.04%
+2,091
New +$196K
MGC icon
64
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$176K 0.04%
+875
New +$186K
CVX icon
65
Chevron
CVX
$386B
$175K 0.04%
+1,046
New +$164K
FREL icon
66
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$169K 0.03%
+6,167
New +$170K
UNH icon
67
UnitedHealth
UNH
$364B
$169K 0.03%
+322
New +$165K
META icon
68
Meta Platforms (Facebook)
META
$1.47T
$163K 0.03%
+284
New +$183K
HYDB icon
69
iShares High Yield Systematic Bond ETF
HYDB
$1.6B
$154K 0.03%
+3,263
New +$154K
SPMO icon
70
Invesco S&P 500 Momentum ETF
SPMO
$22B
$152K 0.03%
+1,642
New +$161K
TSLA icon
71
Tesla
TSLA
$1.29T
$151K 0.03%
585
-232
-28% -$77.3K
XLP icon
72
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$151K 0.03%
+1,854
New +$148K
QQQ icon
73
Invesco QQQ Trust
QQQ
$481B
$148K 0.03%
+317
New +$161K
MIDU icon
74
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$80.2M
$147K 0.03%
+3,550
New +$182K
DGRO icon
75
iShares Core Dividend Growth ETF
DGRO
$43.8B
$143K 0.03%
+2,321
New +$145K
1 2
3
4 5

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PCOC
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Stone House Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Stone House Investment Management held 438 positions worth $493M, up 25% from $394M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Stone House Investment Management deployed $108M of net new capital in Q1 2025, opening 386 new positions and adding to 37 existing holdings. Its largest new stake was iShares Short-Term National Muni Bond ETF: 16,425 shares worth $1.73M.

By sector, the portfolio is most concentrated in Consumer Staples at 7.4% of assets, up from 6.4% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was iShares MSCI EAFE Growth ETF, an estimated $5.52M trimmed.

  • Stone House Investment Management's largest Q1 2025 buy was iShares Short-Term National Muni Bond ETF: 16,425 shares worth $1.73M.
  • Stone House Investment Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2025, an estimated $14M increase.
  • Stone House Investment Management's biggest Q1 2025 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $5.52M.
  • Stone House Investment Management fully exited ProShares UltraPro S&P 500 in Q1 2025, selling an estimated $995K.
  • Stone House Investment Management's ten largest holdings make up 70% of its $493M portfolio in Q1 2025.
  • Stone House Investment Management opened 386 new positions and closed 1 in Q1 2025.
  • Stone House Investment Management's portfolio value rose 25% quarter-over-quarter to $493M.

Based on Stone House Investment Management's 13F filing for Q1 2025, filed 13 May 2025.