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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
NRIM icon
1301
Northrim BanCorp
NRIM
$568M
$83 ﹤0.01%
3
– –
GSAT icon
1302
Globalstar
GSAT
$10.6B
$81 ﹤0.01%
1
– –
HLX icon
1303
Helix Energy Solutions
HLX
$1.47B
$79 ﹤0.01%
9
-276
-97% -$2.65K
PAX icon
1304
Patria Investments
PAX
$1.9B
$77 ﹤0.01%
7
– –
INTR icon
1305
Inter&Co
INTR
$2.49B
$76 ﹤0.01%
+14
New +$94
ELAN icon
1306
Elanco Animal Health
ELAN
$12.5B
$74 ﹤0.01%
+3
New +$69
INVX
1307
Innovex International
INVX
$2.01B
$74 ﹤0.01%
3
– –
GNL icon
1308
Global Net Lease
GNL
$2.14B
$72 ﹤0.01%
8
– –
ALHC icon
1309
Alignment Healthcare
ALHC
$2.82B
$71 ﹤0.01%
3
-5
-63% -$96
SOBO
1310
South Bow Corp
SOBO
$7.68B
$70 ﹤0.01%
2
– –
NXE icon
1311
NexGen Energy
NXE
$7.52B
$66 ﹤0.01%
+7
New +$80
BJRI icon
1312
BJ's Restaurants
BJRI
$1.39B
$61 ﹤0.01%
1
– –
TRAX
1313
First Tracks Biotherapeutics
TRAX
$1.61B
$60 ﹤0.01%
+3
New +$56
SMMT icon
1314
Summit Therapeutics
SMMT
$10.7B
$58 ﹤0.01%
4
-14
-78% -$248
BETR icon
1315
Better Home & Finance Holding
BETR
$234M
$55 ﹤0.01%
2
-20
-91% -$647
FET icon
1316
Forum Energy Technologies
FET
$861M
$50 ﹤0.01%
+1
New +$56
SBLK icon
1317
Star Bulk Carriers
SBLK
$3.47B
$50 ﹤0.01%
+2
New +$52
STBA icon
1318
S&T Bancorp
STBA
$1.76B
$49 ﹤0.01%
1
– –
UNFI icon
1319
United Natural Foods
UNFI
$2.88B
$46 ﹤0.01%
1
– –
CEPU
1320
Central Puerto
CEPU
$2.03B
$45 ﹤0.01%
+3
New +$45
SNDX icon
1321
Syndax Pharmaceuticals
SNDX
$1.78B
$44 ﹤0.01%
2
-76
-97% -$1.58K
VGNT
1322
Versigent PLC
VGNT
$3.34B
$42 ﹤0.01%
+1
New +$40
FVRR icon
1323
Fiverr
FVRR
$344M
$41 ﹤0.01%
4
– –
NFE icon
1324
New Fortress Energy
NFE
$81.9M
$40 ﹤0.01%
110
– –
OPRA
1325
Opera Ltd
OPRA
$1.73B
$40 ﹤0.01%
2
– –
51 52
53
54 55

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.