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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
NBTB icon
76
NBT Bancorp
NBTB
$2.78B
$216K 0.04%
5,164
– –
GLD icon
77
SPDR Gold Trust
GLD
$144B
$210K 0.04%
590
+500
+556% +$159K
LOW icon
78
Lowe's Companies
LOW
$121B
$199K 0.03%
793
+6
+0.8% +$1.47K
COST icon
79
Costco
COST
$421B
$195K 0.03%
211
+1
+0.5% +$959
TJX icon
80
TJX Companies
TJX
$169B
$195K 0.03%
1,351
-224
-14% -$29.8K
GE icon
81
GE Aerospace
GE
$379B
$185K 0.03%
616
+4
+0.7% +$1.09K
FTEC icon
82
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
$184K 0.03%
830
+77
+10% +$16K
MIDU icon
83
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$80.2M
$177K 0.03%
3,496
+20
+0.6% +$981
BNDX icon
84
Vanguard Total International Bond ETF
BNDX
$82.9B
$173K 0.03%
3,492
+73
+2% +$3.6K
VYM icon
85
Vanguard High Dividend Yield ETF
VYM
$84B
$165K 0.03%
1,171
+91
+8% +$12.5K
MCD icon
86
McDonald's
MCD
$195B
$162K 0.03%
533
+4
+0.8% +$1.22K
DGRO icon
87
iShares Core Dividend Growth ETF
DGRO
$43.8B
$159K 0.03%
2,340
+12
+0.5% +$793
CVX icon
88
Chevron
CVX
$386B
$156K 0.03%
1,004
-156
-13% -$24.2K
BND icon
89
Vanguard Total Bond Market
BND
$161B
$155K 0.03%
2,089
+33
+2% +$2.43K
SPTI icon
90
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$155K 0.03%
5,347
+99
+2% +$2.85K
PLTR icon
91
Palantir
PLTR
$411B
$153K 0.03%
838
+105
+14% +$17K
VOO icon
92
Vanguard S&P 500 ETF
VOO
$1.03T
$150K 0.03%
245
– –
BA icon
93
Boeing
BA
$183B
$145K 0.02%
672
+2
+0.3% +$451
LEU icon
94
Centrus Energy
LEU
$3.69B
$142K 0.02%
458
– –
GD icon
95
General Dynamics
GD
$107B
$139K 0.02%
407
– –
CRWD icon
96
CrowdStrike
CRWD
$226B
$136K 0.02%
1,112
+180
+19% +$20.5K
HEFA icon
97
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.79B
$136K 0.02%
3,439
-6,931
-67% -$267K
VYMI icon
98
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$136K 0.02%
1,603
+153
+11% +$12.7K
MA icon
99
Mastercard
MA
$490B
$135K 0.02%
237
+2
+0.9% +$1.15K
SMR icon
100
NuScale Power
SMR
$3.94B
$130K 0.02%
3,612
+62
+2% +$2.47K
2 3
4
5 6

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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.