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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
USMV icon
51
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$371K 0.07%
3,948
+978
+33% +$90K
VEA icon
52
Vanguard FTSE Developed Markets ETF
VEA
$238B
$365K 0.07%
6,403
+4,460
+230% +$239K
ICVT icon
53
iShares Convertible Bond ETF
ICVT
$7.6B
$361K 0.07%
4,005
-3,889
-49% -$333K
CB icon
54
Chubb
CB
$133B
$326K 0.06%
1,126
+3
+0.3% +$863
JPM icon
55
JPMorgan Chase
JPM
$971B
$303K 0.06%
1,045
-268
-20% -$68.4K
FMDE icon
56
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.16B
$294K 0.05%
+8,540
New +$275K
JPIE icon
57
JPMorgan Income ETF
JPIE
$10.3B
$293K 0.05%
6,318
+5,795
+1,108% +$266K
AMD icon
58
Advanced Micro Devices
AMD
$797B
$268K 0.05%
1,886
-25
-1% -$2.72K
IBIT icon
59
iShares Bitcoin Trust
IBIT
$47.2B
$261K 0.05%
4,262
+1,213
+40% +$68K
META icon
60
Meta Platforms (Facebook)
META
$1.48T
$260K 0.05%
352
+68
+24% +$42K
FUTY icon
61
Fidelity MSCI Utilities Index ETF
FUTY
$2.3B
$253K 0.05%
+4,815
New +$248K
HD icon
62
Home Depot
HD
$345B
$248K 0.05%
677
+47
+7% +$17K
GVAL icon
63
Cambria Global Value ETF
GVAL
$600M
$221K 0.04%
+8,101
New +$209K
NBTB icon
64
NBT Bancorp
NBTB
$2.78B
$215K 0.04%
5,164
+3,113
+152% +$130K
QQQ icon
65
Invesco QQQ Trust
QQQ
$482B
$210K 0.04%
382
+65
+21% +$32.3K
COST icon
66
Costco
COST
$421B
$208K 0.04%
210
-54
-20% -$53.7K
WMT icon
67
Walmart Inc
WMT
$916B
$205K 0.04%
2,094
+3
+0.1% +$286
CBU icon
68
Community Bank
CBU
$3.44B
$205K 0.04%
3,598
– –
TSLA icon
69
Tesla
TSLA
$1.29T
$204K 0.04%
643
+58
+10% +$17.5K
VUG icon
70
Vanguard Morningstar Growth ETF
VUG
$229B
$200K 0.04%
2,736
+2,124
+347% +$140K
FBTC icon
71
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$198K 0.04%
2,108
+276
+15% +$23.8K
TJX icon
72
TJX Companies
TJX
$171B
$194K 0.04%
1,575
-167
-10% -$21.2K
IBM icon
73
IBM
IBM
$221B
$194K 0.04%
657
-138
-17% -$35.6K
JMEE icon
74
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.96B
$192K 0.04%
3,246
+2,555
+370% +$143K
UNH icon
75
UnitedHealth
UNH
$363B
$190K 0.03%
609
+287
+89% +$110K
1 2
3
4 5

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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.