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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
RES icon
1251
RPC Inc
RES
$1.36B
$134 ﹤0.01%
23
-3
-12% -$21
SGRY icon
1252
Surgery Partners
SGRY
$1.84B
$134 ﹤0.01%
+8
New +$112
CLSK icon
1253
CleanSpark
CLSK
$3.27B
$131 ﹤0.01%
9
– –
AMX icon
1254
America Movil
AMX
$71.1B
$130 ﹤0.01%
+5
New +$131
GLIBK
1255
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.05B
$129 ﹤0.01%
+6
New +$168
AZTA icon
1256
Azenta
AZTA
$1.45B
$128 ﹤0.01%
+5
New +$112
LOMA
1257
Loma Negra
LOMA
$1.14B
$126 ﹤0.01%
+11
New +$125
NTR icon
1258
Nutrien
NTR
$34.8B
$126 ﹤0.01%
+2
New +$140
PLMR icon
1259
Palomar
PLMR
$3.47B
$126 ﹤0.01%
1
– –
NN icon
1260
NextNav
NN
$2.65B
$125 ﹤0.01%
7
– –
DOO
1261
Bombardier Recreational Products
DOO
$4.52B
$122 ﹤0.01%
+2
New +$120
WDAY icon
1262
Workday
WDAY
$48B
$122 ﹤0.01%
1
– –
DFH icon
1263
Dream Finders Homes
DFH
$1.39B
$121 ﹤0.01%
+7
New +$103
MLCO icon
1264
Melco Resorts & Entertainment
MLCO
$2.08B
$121 ﹤0.01%
23
– –
TECK icon
1265
Teck Resources
TECK
$35.1B
$119 ﹤0.01%
2
-50
-96% -$3.05K
TR icon
1266
Tootsie Roll Industries
TR
$3.11B
$119 ﹤0.01%
3
– –
VIV icon
1267
Telefônica Brasil
VIV
$18.6B
$118 ﹤0.01%
+9
New +$131
ETOR
1268
eToro Group
ETOR
$2.46B
$118 ﹤0.01%
+3
New +$113
TLRY icon
1269
Tilray
TLRY
$671M
$117 ﹤0.01%
+26
New +$149
ZGN icon
1270
Zegna
ZGN
$3.66B
$117 ﹤0.01%
+9
New +$116
BABA icon
1271
Alibaba
BABA
$286B
$116 ﹤0.01%
1
-74
-99% -$9.27K
IBN icon
1272
ICICI Bank
IBN
$109B
$116 ﹤0.01%
4
+2
+100% +$54
SLDE
1273
Slide Insurance Holdings
SLDE
$2.69B
$116 ﹤0.01%
+6
New +$109
LULU icon
1274
lululemon athletica
LULU
$13.4B
$114 ﹤0.01%
+1
New +$134
PBR icon
1275
Petrobras
PBR
$115B
$113 ﹤0.01%
7
-4,493
-100% -$87.8K
49 50
51
52 53

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.