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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
+7.72%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
+$14.8M
Cap. Flow %
2.72%
Top 10 Hldgs %
64.35%
Holding
585
New
148
Increased
124
Reduced
110
Closed
66

Top Buys

Rank Stock Value
1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$11.4M
2
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$11.4M
3
FBND icon
Fidelity Total Bond ETF
FBND
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$30M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.95M
3
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

Rank Sector Weight
1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJM icon
126
J.M. Smucker
SJM
$12.7B
$73.8K 0.01%
751
+5
+0.7% +$550
MTB icon
127
M&T Bank
MTB
$36.6B
$73.1K 0.01%
377
+10
+3% +$1.76K
EXE
128
Expand Energy Corp
EXE
$22.3B
$73.1K 0.01%
625
+2
+0.3% +$223
CZFS icon
129
Citizens Financial Services
CZFS
$399M
$69K 0.01%
1,176
+524
+80% +$30.1K
CI icon
130
Cigna
CI
$73.3B
$68.4K 0.01%
207
+7
+4% +$2.26K
SHV icon
131
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$68.1K 0.01%
617
+1
+0.2% +$110
IWM icon
132
iShares Russell 2000 ETF
IWM
$82.2B
$66.1K 0.01%
307
+1
+0.3% +$201
ICE icon
133
Intercontinental Exchange
ICE
$85B
$65.1K 0.01%
355
-137
-28% -$23.5K
BRK.B icon
134
Berkshire Hathaway Class B
BRK.B
$1.09T
$65.1K 0.01%
134
+11
+9% +$5.59K
AMGN icon
135
Amgen
AMGN
$225B
$64.7K 0.01%
232
+15
+7% +$4.25K
LTBR icon
136
Lightbridge
LTBR
$333M
$63.3K 0.01%
4,732
– –
CMG icon
137
Chipotle Mexican Grill
CMG
$41.3B
$61.8K 0.01%
1,100
-600
-35% -$30.5K
CEG icon
138
Constellation Energy
CEG
$98.7B
$60.7K 0.01%
188
– –
BDX icon
139
Becton Dickinson
BDX
$50B
$60.3K 0.01%
350
+341
+3,789% +$62.5K
ADI icon
140
Analog Devices
ADI
$187B
$60.2K 0.01%
253
-105
-29% -$21.9K
BROS icon
141
Dutch Bros
BROS
$8.91B
$59.7K 0.01%
873
– –
MDLZ icon
142
Mondelez International
MDLZ
$79.4B
$58.2K 0.01%
863
– –
PJUN icon
143
Innovator US Equity Power Buffer ETF June
PJUN
$976M
$57.7K 0.01%
+1,450
New +$54.7K
COR icon
144
Cencora
COR
$60B
$57.3K 0.01%
191
-77
-29% -$22.2K
AMT icon
145
American Tower
AMT
$79.4B
$56.6K 0.01%
256
+2
+0.8% +$432
VLO icon
146
Valero Energy
VLO
$95.1B
$54.7K 0.01%
407
+25
+7% +$3.12K
ENVX icon
147
Enovix
ENVX
$1.03B
$52.4K 0.01%
5,789
– –
NNE
148
Nano Nuclear Energy
NNE
$1.02B
$52.4K 0.01%
1,518
– –
FCX icon
149
Freeport-McMoran
FCX
$96.9B
$52.2K 0.01%
1,204
+1,097
+1,025% +$41.7K
FIX icon
150
Comfort Systems
FIX
$61.2B
$51.5K 0.01%
96
– –
4 5
6
7 8

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HCM
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MGM
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Stone House Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Stone House Investment Management held 585 positions worth $544M, up 10% from $493M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Stone House Investment Management's Q2 2025 filing shows 148 new, 124 increased, 110 reduced and 66 closed positions. Its largest new stake was Fidelity Total Bond ETF: 237,957 shares worth $10.9M. The largest sale was iShares Core S&P 500 ETF, an estimated $30M.

By sector, the portfolio is most concentrated in Consumer Staples at 6.4% of assets, down from 7.4% a quarter earlier, followed by Technology and Financials.

  • Stone House Investment Management's largest Q2 2025 buy was Fidelity Total Bond ETF: 237,957 shares worth $10.9M.
  • Stone House Investment Management added most to iShares MSCI EAFE Value ETF in Q2 2025, an estimated $11.4M increase.
  • Stone House Investment Management's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $30M.
  • Stone House Investment Management fully exited JPMorgan Equity Premium Income ETF in Q2 2025, selling an estimated $245K.
  • Stone House Investment Management's ten largest holdings make up 64% of its $544M portfolio in Q2 2025.
  • Stone House Investment Management opened 148 new positions and closed 66 in Q2 2025.
  • Stone House Investment Management's portfolio value rose 10% quarter-over-quarter to $544M.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.