We are live on ! Find out more
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
PKST
1401
DELISTED
Peakstone Realty Trust
PKST
– –
-48
Closed -$1K
PRA
1402
DELISTED
ProAssurance
PRA
– –
-87
Closed -$2.15K
PRIM icon
1403
Primoris Services
PRIM
$4.03B
– –
-38
Closed -$5.44K
RELX icon
1404
RELX
RELX
$62.5B
– –
-31
Closed -$1.03K
SEE
1405
DELISTED
Sealed Air
SEE
– –
-108
Closed -$4.54K
SLNO
1406
DELISTED
Soleno Therapeutics
SLNO
– –
-51
Closed -$1.71K
SMCI icon
1407
Super Micro Computer
SMCI
$24.9B
– –
-30
Closed -$683
SNY icon
1408
Sanofi
SNY
$110B
– –
-45
Closed -$2.17K
STLA icon
1409
Stellantis
STLA
$19.8B
– –
-4,000
Closed -$28.4K
STNE icon
1410
StoneCo
STNE
$2.26B
– –
-3
Closed -$42
SVRA icon
1411
Savara
SVRA
$1.15B
– –
-8
Closed -$44
TAL icon
1412
TAL Education Group
TAL
$6.43B
– –
-31
Closed -$352
TCMD icon
1413
Tactile Systems Technology
TCMD
$534M
– –
-14
Closed -$366
TCOM icon
1414
Trip.com Group
TCOM
$29B
– –
-16
Closed -$797
TEAM icon
1415
Atlassian
TEAM
$42.1B
– –
-4
Closed -$273
TERN
1416
DELISTED
Terns Pharmaceuticals
TERN
– –
-41
Closed -$2.16K
THR
1417
DELISTED
Thermon Group Holdings
THR
– –
-7
Closed -$353
UDMY
1418
DELISTED
Udemy
UDMY
– –
-57
Closed -$263
VIPS icon
1419
Vipshop
VIPS
$6.8B
– –
-1
Closed -$16
VRDN icon
1420
Viridian Therapeutics
VRDN
$2.74B
– –
-9
Closed -$176
VZLA
1421
Vizsla Silver
VZLA
$1.42B
– –
-270
Closed -$891
WB icon
1422
Weibo
WB
$1.75B
– –
-68
Closed -$595
WSM icon
1423
Williams-Sonoma
WSM
$27.6B
– –
-29
Closed -$5.29K
XCEM icon
1424
Columbia EM Core ex-China ETF
XCEM
$2.07B
– –
-660
Closed -$26.9K
XOP icon
1425
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.72B
– –
-400
Closed -$72.7K
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.