We are live on ! Find out more
SHIM

Stone House Investment Management Portfolio holdings

AUM $752M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
+12.77%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$752M
AUM Growth
+$194M
Cap. Flow
+$129M
Cap. Flow %
17.17%
Top 10 Hldgs %
61.38%
Holding
1,439
New
370
Increased
432
Reduced
159
Closed
100

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$56.9M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$30.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.2M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15M

Top Sells

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$16.6M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$16.2M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$12.4M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$10.1M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$5.57M

Sector Composition

Rank Sector Weight
1 Consumer Staples 4.22%
2 Technology 1.31%
3 Financials 0.88%
4 Industrials 0.57%
5 Consumer Discretionary 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LFST icon
1201
Lifestance Health
LFST
$4.69B
$203 ﹤0.01%
19
– –
MKC icon
1202
McCormick & Company Non-Voting
MKC
$14.6B
$202 ﹤0.01%
+4
New +$196
SVV icon
1203
Savers
SVV
$1.64B
$202 ﹤0.01%
20
– –
MFG icon
1204
Mizuho Financial
MFG
$126B
$201 ﹤0.01%
21
– –
RGLD icon
1205
Royal Gold
RGLD
$22.7B
$200 ﹤0.01%
1
-1
-50% -$232
CNQ icon
1206
Canadian Natural Resources
CNQ
$102B
$198 ﹤0.01%
+5
New +$227
ORIC icon
1207
Oric Pharmaceuticals
ORIC
$1.43B
$195 ﹤0.01%
+18
New +$163
CGNT icon
1208
Cognyte Software
CGNT
$619M
$193 ﹤0.01%
22
– –
XMTR icon
1209
Xometry
XMTR
$5.03B
$193 ﹤0.01%
2
– –
ARR
1210
Armour Residential REIT
ARR
$2.32B
$192 ﹤0.01%
+11
New +$189
SE icon
1211
Sea Limited
SE
$75.4B
$192 ﹤0.01%
+2
New +$176
HNRG icon
1212
Hallador Energy
HNRG
$771M
$190 ﹤0.01%
11
– –
ACLS icon
1213
Axcelis
ACLS
$3.87B
$189 ﹤0.01%
+1
New +$148
DOCS icon
1214
Doximity
DOCS
$4.41B
$187 ﹤0.01%
9
– –
FOXF icon
1215
Fox Factory Holding Corp
FOXF
$892M
$186 ﹤0.01%
+11
New +$191
APTV icon
1216
Aptiv
APTV
$9.68B
$184 ﹤0.01%
3
– –
HRTG icon
1217
Heritage Insurance Holdings
HRTG
$1.02B
$183 ﹤0.01%
7
+6
+600% +$150
JBIO
1218
Jade Biosciences
JBIO
$1.39B
$178 ﹤0.01%
8
– –
POST icon
1219
Post Holdings
POST
$3.67B
$177 ﹤0.01%
+2
New +$195
UPST icon
1220
Upstart Holdings
UPST
$2.98B
$177 ﹤0.01%
+5
New +$154
VEEV icon
1221
Veeva Systems
VEEV
$40.1B
$177 ﹤0.01%
1
– –
VCYT icon
1222
Veracyte
VCYT
$3.54B
$176 ﹤0.01%
+3
New +$126
NU icon
1223
Nu Holdings
NU
$73.1B
$174 ﹤0.01%
13
– –
DRS icon
1224
Leonardo DRS
DRS
$10.2B
$171 ﹤0.01%
+4
New +$178
CPRT icon
1225
Copart
CPRT
$30.9B
$169 ﹤0.01%
6
– –
47 48
49
50 51

Similar funds

NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
TWM
TRB Wealth Management Houston, Texas $751M AUM
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return

Stone House Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Stone House Investment Management held 1,439 positions worth $752M, up 35% from $558M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Stone House Investment Management deployed $129M of net new capital in Q2 2026, opening 370 new positions and adding to 432 existing holdings. Its largest new stake was BlackRock Large Cap Core ETF: 302,709 shares worth $15.2M.

By sector, the portfolio is most concentrated in Consumer Staples at 4.2% of assets, down from 5.6% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares MSCI USA Quality Factor ETF, an estimated $16.6M trimmed.

  • Stone House Investment Management's largest Q2 2026 buy was BlackRock Large Cap Core ETF: 302,709 shares worth $15.2M.
  • Stone House Investment Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $56.9M increase.
  • Stone House Investment Management's biggest Q2 2026 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $16.6M.
  • Stone House Investment Management fully exited State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2026, selling an estimated $72.7K.
  • Stone House Investment Management's ten largest holdings make up 61% of its $752M portfolio in Q2 2026.
  • Stone House Investment Management opened 370 new positions and closed 100 in Q2 2026.
  • Stone House Investment Management's portfolio value rose 35% quarter-over-quarter to $752M.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.