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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 | |
|---|---|---|---|---|---|---|
151
EOG Resources
EOG
$75.1B
| $48K | 0.01% |
+374
| New | +$48.1K |
|
152
Prudential Financial
PRU
$42.3B
| $47K | 0.01% |
+420
| New | +$47.9K |
|
153
Johnson & Johnson
JNJ
$629B
| $46.7K | 0.01% |
+282
| New | +$44.1K |
|
154
Philip Morris
PM
$290B
| $45.3K | 0.01% |
+286
| New | +$40.5K |
|
155
iShares TIPS Bond ETF
TIP
$14.7B
| $44K | 0.01% |
+396
| New | +$43K |
|
156
iShares International Developed Real Estate ETF
IFGL
$82.2M
| $43.2K | 0.01% |
+2,189
| New | +$43.2K |
|
157
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$580M
| $42.5K | 0.01% |
+819
| New | +$41.3K |
|
158
Honeywell
HON
$74.6B
| $41.3K | 0.01% |
+207
| New | +$41.9K |
|
159
Cintas
CTAS
$81.4B
| $41.1K | 0.01% |
+200
| New | +$39.8K |
|
|
NNE
160
Nano Nuclear Energy
NNE
$1.02B
| $40.2K | 0.01% |
+1,518
| New | +$46.4K |
|
161
Sea Limited
SE
$78.5B
| $39.1K | 0.01% |
+300
| New | +$37.2K |
|
162
CVS Health
CVS
$121B
| $38.8K | 0.01% |
+572
| New | +$34.2K |
|
163
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.96B
| $38.7K | 0.01% |
+691
| New | +$41.3K |
|
164
Devon Energy
DVN
$49.3B
| $38.6K | 0.01% |
+1,033
| New | +$36.7K |
|
165
Constellation Energy
CEG
$98.7B
| $37.9K | 0.01% |
+188
| New | +$50.4K |
|
166
Vanguard Morningstar Growth ETF
VUG
$229B
| $37.8K | 0.01% |
+612
| New | +$41.3K |
|
167
Energy Transfer Partners
ET
$72.1B
| $37.6K | 0.01% |
+2,021
| New | +$39.4K |
|
168
Citizens Financial Services
CZFS
$399M
| $37.5K | 0.01% |
+652
| New | +$38.9K |
|
169
Enovix
ENVX
$1.03B
| $37.2K | 0.01% |
+5,789
| New | +$51.5K |
|
170
iShares MSCI Germany ETF
EWG
$1.67B
| $37.1K | 0.01% |
+1,000
| New | +$35.7K |
|
171
Lightbridge
LTBR
$333M
| $35.3K | 0.01% |
+4,732
| New | +$42.1K |
|
172
CDW
CDW
$17.1B
| $34.5K | 0.01% |
+215
| New | +$39.1K |
|
173
Wells Fargo
WFC
$269B
| $34.3K | 0.01% |
+478
| New | +$35.9K |
|
174
SPDR Gold Trust
GLD
$144B
| $34.3K | 0.01% |
+119
| New | +$31.5K |
|
175
Alibaba
BABA
$300B
| $34K | 0.01% |
+257
| New | +$29.6K |
|
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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.