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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
-0.95%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$493M
AUM Growth
+$99.8M
(+25%)
Cap. Flow
+$108M
Cap. Flow
% of AUM
21.82%
Top 10 Holdings %
Top 10 Hldgs %
70.26%
Holding
438
New
386
Increased
37
Reduced
12
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$14M |
| 2 |
iShares Core Universal USD Bond ETF
IUSB
|
+$11M |
| 3 |
Procter & Gamble
PG
|
+$9.74M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$9.64M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$7.71M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$5.52M |
| 2 |
iShares Russell 3000 ETF
IWV
|
+$4.79M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.47M |
| 4 |
iShares US Infrastructure ETF
IFRA
|
+$2.26M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$2.18M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 7.4% |
| 2 | Financials | 0.89% |
| 3 | Technology | 0.83% |
| 4 | Consumer Discretionary | 0.54% |
| 5 | Communication Services | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CrowdStrike
CRWD
$226B
| $67.3K | 0.01% |
+764
| New | +$72.8K |
|
127
Cigna
CI
$73.3B
| $65.8K | 0.01% |
+200
| New | +$60.3K |
|
128
M&T Bank
MTB
$36.6B
| $65.6K | 0.01% |
+367
| New | +$69.6K |
|
129
Berkshire Hathaway Class B
BRK.B
$1.09T
| $65.5K | 0.01% |
+123
| New | +$59.8K |
|
|
MRSH
130
Marsh
MRSH
$90.1B
| $64.2K | 0.01% |
+263
| New | +$59.7K |
|
131
Bristol-Myers Squibb
BMY
$130B
| $64K | 0.01% |
+1,050
| New | +$61.2K |
|
|
OKLO
132
Oklo
OKLO
$8.39B
| $62.7K | 0.01% |
+2,900
| New | +$98K |
|
133
iShares Russell 2000 ETF
IWM
$82.2B
| $61K | 0.01% |
+306
| New | +$66.4K |
|
|
134
iShares Russell 3000 ETF
IWV
$20.4B
| $60.6K | 0.01% |
191
-14,291
| -99% | -$4.79M |
|
135
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
| $59.3K | 0.01% |
+868
| New | +$59.6K |
|
136
Mondelez International
MDLZ
$79.4B
| $58.6K | 0.01% |
+863
| New | +$53.2K |
|
137
American Tower
AMT
$79.4B
| $55.3K | 0.01% |
+254
| New | +$49.8K |
|
138
AbbVie
ABBV
$440B
| $55.2K | 0.01% |
+263
| New | +$51.1K |
|
139
Blackrock
BLK
$180B
| $53.9K | 0.01% |
+57
| New | +$55.9K |
|
140
Dutch Bros
BROS
$8.91B
| $53.9K | 0.01% |
+873
| New | +$57.5K |
|
141
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $53.6K | 0.01% |
+518
| New | +$52.8K |
|
142
Vanguard S&P 500 ETF
VOO
$1.03T
| $51.9K | 0.01% |
+101
| New | +$54.6K |
|
143
Valero Energy
VLO
$95.1B
| $50.5K | 0.01% |
+382
| New | +$50.7K |
|
144
SLB Ltd
SLB
$78.1B
| $50.4K | 0.01% |
+1,205
| New | +$49.4K |
|
145
NuScale Power
SMR
$3.94B
| $50.3K | 0.01% |
+3,550
| New | +$71.8K |
|
146
Verizon
VZ
$195B
| $50.1K | 0.01% |
+1,103
| New | +$45.9K |
|
|
IBHE
147
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
| $50K | 0.01% |
+2,150
| New | +$49.9K |
|
148
Masco
MAS
$14.7B
| $49.6K | 0.01% |
+714
| New | +$53.4K |
|
149
MakeMyTrip
MMYT
$5.67B
| $49K | 0.01% |
+500
| New | +$51.6K |
|
150
Vertex Pharmaceuticals
VRTX
$133B
| $48K | 0.01% |
+99
| New | +$46.1K |
|
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Stone House Investment Management's Q1 2025 Portfolio in Review
As of Q1 2025, Stone House Investment Management held 438 positions worth $493M, up 25% from $394M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
Stone House Investment Management deployed $108M of net new capital in Q1 2025, opening 386 new positions and adding to 37 existing holdings. Its largest new stake was iShares Short-Term National Muni Bond ETF: 16,425 shares worth $1.73M.
By sector, the portfolio is most concentrated in Consumer Staples at 7.4% of assets, up from 6.4% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was iShares MSCI EAFE Growth ETF, an estimated $5.52M trimmed.
- Stone House Investment Management's largest Q1 2025 buy was iShares Short-Term National Muni Bond ETF: 16,425 shares worth $1.73M.
- Stone House Investment Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2025, an estimated $14M increase.
- Stone House Investment Management's biggest Q1 2025 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $5.52M.
- Stone House Investment Management fully exited ProShares UltraPro S&P 500 in Q1 2025, selling an estimated $995K.
- Stone House Investment Management's ten largest holdings make up 70% of its $493M portfolio in Q1 2025.
- Stone House Investment Management opened 386 new positions and closed 1 in Q1 2025.
- Stone House Investment Management's portfolio value rose 25% quarter-over-quarter to $493M.
Based on Stone House Investment Management's 13F filing for Q1 2025, filed 13 May 2025.