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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
FRPT icon
1376
Freshpet
FRPT
$3.62B
– –
-3
Closed -$177
FSV icon
1377
FirstService
FSV
$6.29B
– –
-10
Closed -$1.39K
FTNT icon
1378
Fortinet
FTNT
$113B
– –
-3
Closed -$245
FWRD icon
1379
Forward Air
FWRD
$588M
– –
-10
Closed -$167
GCT icon
1380
GigaCloud Technology
GCT
$1.86B
– –
-23
Closed -$1.04K
GME icon
1381
GameStop
GME
$8.12B
– –
-4
Closed -$92
GRFS
1382
Grifois
GRFS
$5.51B
– –
-36
Closed -$289
GROY icon
1383
Gold Royalty Corp
GROY
$816M
– –
-1,200
Closed -$4.3K
GWRE icon
1384
Guidewire Software
GWRE
$15.7B
– –
-4
Closed -$598
HOLX
1385
DELISTED
Hologic
HOLX
– –
-9
Closed -$680
HROW icon
1386
Harrow
HROW
$1.55B
– –
-40
Closed -$1.41K
HTBK
1387
DELISTED
Heritage Commerce
HTBK
– –
-74
Closed -$924
IGE icon
1388
iShares North American Natural Resources ETF
IGE
$776M
– –
-228
Closed -$14.3K
INSP icon
1389
Inspire Medical Systems
INSP
$1.77B
– –
-6
Closed -$309
INTF icon
1390
iShares International Equity Factor ETF
INTF
$3.79B
– –
-1,069
Closed -$41.6K
JOBY icon
1391
Joby Aviation
JOBY
$7.14B
– –
-100
Closed -$826
KALV
1392
DELISTED
KalVista Pharmaceuticals
KALV
– –
-81
Closed -$1.63K
MANH icon
1393
Manhattan Associates
MANH
$12.4B
– –
-4
Closed -$532
MNDY icon
1394
monday.com
MNDY
$3.94B
– –
-1
Closed -$69
MOMO
1395
Hello Group
MOMO
$853M
– –
-84
Closed -$484
NE icon
1396
Noble Corp
NE
$7.32B
– –
-164
Closed -$8.05K
ODD icon
1397
ODDITY Tech
ODD
$655M
– –
-320
Closed -$4.28K
OTEX icon
1398
Open Text
OTEX
$5.9B
– –
-31
Closed -$689
PATK icon
1399
Patrick Industries
PATK
$2.74B
– –
-26
Closed -$2.89K
PHAR
1400
Pharming Group
PHAR
$833M
– –
-79
Closed -$1.31K
54 55
56
57 58

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.