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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
+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
FSM icon
1226
Fortuna Silver Mines
FSM
$3.68B
$169 ﹤0.01%
20
-230
-92% -$2.23K
PCG icon
1227
PG&E
PCG
$40.4B
$168 ﹤0.01%
+10
New +$168
NOV icon
1228
NOV
NOV
$7.11B
$167 ﹤0.01%
9
– –
WCN
1229
Waste Connections
WCN
$41.8B
$167 ﹤0.01%
+1
New +$158
RH icon
1230
RH
RH
$2.67B
$165 ﹤0.01%
+1
New +$138
RYAM icon
1231
Rayonier Advanced Materials
RYAM
$582M
$165 ﹤0.01%
+21
New +$190
UVE icon
1232
Universal Insurance Holdings
UVE
$1.2B
$165 ﹤0.01%
4
– –
BPOP icon
1233
Popular Inc
BPOP
$10.8B
$164 ﹤0.01%
+1
New +$151
TRI icon
1234
Thomson Reuters
TRI
$45.2B
$163 ﹤0.01%
+2
New +$175
TCBK icon
1235
TriCo Bancshares
TCBK
$1.72B
$162 ﹤0.01%
3
– –
ALKS icon
1236
Alkermes
ALKS
$8.26B
$157 ﹤0.01%
+3
New +$117
GSK icon
1237
GSK
GSK
$104B
$157 ﹤0.01%
+3
New +$159
KOD icon
1238
Kodiak Sciences
KOD
$2.48B
$156 ﹤0.01%
+4
New +$156
NGVC icon
1239
Vitamin Cottage Natural Grocers
NGVC
$651M
$155 ﹤0.01%
5
– –
KRMN
1240
Karman Holdings
KRMN
$6.52B
$150 ﹤0.01%
3
– –
BMI icon
1241
Badger Meter
BMI
$3.95B
$148 ﹤0.01%
+1
New +$131
DBVT
1242
DBV Technologies
DBVT
$941M
$148 ﹤0.01%
+9
New +$170
AER icon
1243
AerCap
AER
$23.2B
$146 ﹤0.01%
+1
New +$142
CLMT icon
1244
Calumet Specialty Products
CLMT
$4.13B
$144 ﹤0.01%
4
– –
ZTS icon
1245
Zoetis
ZTS
$31.9B
$144 ﹤0.01%
2
-5
-71% -$471
OMER icon
1246
Omeros
OMER
$1.4B
$143 ﹤0.01%
15
-24
-62% -$286
AMRC icon
1247
Ameresco
AMRC
$1.17B
$138 ﹤0.01%
5
– –
CRGY icon
1248
Crescent Energy
CRGY
$4.44B
$137 ﹤0.01%
+14
New +$171
BLDP
1249
Ballard Power Systems
BLDP
$696M
$136 ﹤0.01%
+35
New +$143
EMN icon
1250
Eastman Chemical
EMN
$8.23B
$134 ﹤0.01%
2
– –
48 49
50
51 52

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.