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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
SJM icon
101
J.M. Smucker
SJM
$12.7B
$88.3K 0.02%
+746
New +$80.6K
IEFA icon
102
iShares Core MSCI EAFE ETF
IEFA
$196B
$88.2K 0.02%
+1,166
New +$87.2K
NBTB icon
103
NBT Bancorp
NBTB
$2.78B
$88K 0.02%
+2,051
New +$94.8K
FE icon
104
FirstEnergy
FE
$27.2B
$87.7K 0.02%
+2,169
New +$86.4K
GNR icon
105
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
$86.6K 0.02%
+1,625
New +$85.6K
CMG icon
106
Chipotle Mexican Grill
CMG
$41.3B
$85.4K 0.02%
+1,700
New +$92.5K
ICE icon
107
Intercontinental Exchange
ICE
$85B
$84.9K 0.02%
+492
New +$80.6K
ABT icon
108
Abbott
ABT
$192B
$84.8K 0.02%
+639
New +$81.3K
IAGG icon
109
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$83.5K 0.02%
+1,670
New +$83.5K
PEP icon
110
PepsiCo
PEP
$189B
$83.2K 0.02%
+555
New +$82.6K
IJR icon
111
iShares Core S&P Small-Cap ETF
IJR
$112B
$79.4K 0.02%
+759
New +$85.6K
PFE icon
112
Pfizer
PFE
$150B
$78.6K 0.02%
+3,102
New +$81.2K
KR icon
113
Kroger
KR
$34.3B
$77.8K 0.02%
+1,150
New +$72.9K
XLE icon
114
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$77K 0.02%
+1,648
New +$74.3K
FQAL icon
115
Fidelity Quality Factor ETF
FQAL
$1.46B
$75.8K 0.02%
+1,182
New +$78.5K
BX icon
116
Blackstone
BX
$110B
$75.3K 0.02%
+539
New +$87.5K
COR icon
117
Cencora
COR
$60B
$74.6K 0.02%
+268
New +$67.3K
IEUR icon
118
iShares Core MSCI Europe ETF
IEUR
$9.14B
$73.4K 0.01%
+1,220
New +$71.7K
ADI icon
119
Analog Devices
ADI
$187B
$72.2K 0.01%
+358
New +$77.4K
PLTR icon
120
Palantir
PLTR
$411B
$70.2K 0.01%
+832
New +$73.1K
EXEEL
121
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$70K 0.01%
+696
New +$63.8K
EXE
122
Expand Energy Corp
EXE
$22.3B
$69.4K 0.01%
+623
New +$64.8K
SHV icon
123
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$68.1K 0.01%
+616
New +$67.9K
MRVL icon
124
Marvell Technology
MRVL
$195B
$67.8K 0.01%
+1,101
New +$107K
AMGN icon
125
Amgen
AMGN
$225B
$67.7K 0.01%
+217
New +$64.1K
3 4
5
6 7

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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.