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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
ATAT icon
1326
Atour Lifestyle Holdings
ATAT
$4.85B
$32 ﹤0.01%
1
-75
-99% -$2.68K
BKV
1327
BKV Corp
BKV
$2.63B
$27 ﹤0.01%
1
– –
AMTB icon
1328
Amerant Bancorp
AMTB
$1.12B
$26 ﹤0.01%
1
– –
IHS icon
1329
IHS Holding
IHS
$2.82B
$25 ﹤0.01%
3
– –
MD icon
1330
Pediatrix Medical
MD
$2.19B
$25 ﹤0.01%
1
– –
UA icon
1331
Under Armour Class C
UA
$2.15B
$25 ﹤0.01%
4
– –
WULF icon
1332
TeraWulf
WULF
$8.14B
$25 ﹤0.01%
1
– –
OVV icon
1333
Ovintiv
OVV
$17.8B
– –
0
– –
UAA icon
1334
Under Armour
UAA
$2.2B
$13 ﹤0.01%
2
– –
TGLS icon
1335
Tecnoglass Holdings
TGLS
$1.79B
– –
0
– –
CGC
1336
Canopy Growth
CGC
$481M
$10 ﹤0.01%
11
– –
EGY icon
1337
Vaalco Energy
EGY
$602M
$5 ﹤0.01%
+1
New +$6
TWAV
1338
TaoWeave Inc
TWAV
$5.43M
$1 ﹤0.01%
1
– –
DBGI
1339
Digital Brands Group
DBGI
$4.52M
– –
0
– –
ACLX
1340
DELISTED
Arcellx
ACLX
– –
-3
Closed -$344
ADMA icon
1341
ADMA Biologics
ADMA
$2.18B
– –
-104
Closed -$937
ALC icon
1342
Alcon
ALC
$35.5B
– –
-7
Closed -$527
AMLX icon
1343
Amylyx Pharmaceuticals
AMLX
$4.17B
– –
-73
Closed -$1.01K
ASTS icon
1344
AST SpaceMobile
ASTS
$18.6B
– –
-59
Closed -$4.89K
ATHM icon
1345
Autohome
ATHM
$2.5B
– –
-36
Closed -$625
AVAH icon
1346
Aveanna Healthcare
AVAH
$2.97B
– –
-147
Closed -$947
BBWI icon
1347
Bath & Body Works
BBWI
$3.54B
– –
-491
Closed -$9.17K
BILI icon
1348
Bilibili
BILI
$6.93B
– –
-8
Closed -$180
BIRK icon
1349
Birkenstock
BIRK
$5.83B
– –
-8
Closed -$287
BNO icon
1350
United States Brent Oil Fund
BNO
$623M
– –
-1,000
Closed -$52K
52 53
54
55 56

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.