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
+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
BX icon
151
Blackstone
BX
$110B
$50K 0.01%
334
-205
-38% -$28.2K
IFGL icon
152
iShares International Developed Real Estate ETF
IFGL
$82.2M
$48.7K 0.01%
2,143
-46
-2% -$981
VZ icon
153
Verizon
VZ
$195B
$48.2K 0.01%
1,114
+11
+1% +$476
SE icon
154
Sea Limited
SE
$78.5B
$48K 0.01%
300
– –
B
155
Barrick Mining
B
$67.9B
$47.7K 0.01%
+2,290
New +$44.8K
BLK icon
156
Blackrock
BLK
$180B
$46.2K 0.01%
44
-13
-23% -$12.3K
IBHE
157
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$45.9K 0.01%
1,975
-175
-8% -$4.06K
PRU icon
158
Prudential Financial
PRU
$42.3B
$45.4K 0.01%
423
+3
+0.7% +$311
FREL icon
159
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$45.4K 0.01%
1,680
-4,487
-73% -$120K
MRSH
160
Marsh
MRSH
$90.1B
$45K 0.01%
206
-57
-22% -$12.9K
BWXT icon
161
BWX Technologies
BWXT
$15.8B
$44.7K 0.01%
310
– –
SUB icon
162
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$44.6K 0.01%
420
-16,005
-97% -$1.69M
CTAS icon
163
Cintas
CTAS
$81.4B
$44.6K 0.01%
200
– –
TIP icon
164
iShares TIPS Bond ETF
TIP
$14.7B
$42.6K 0.01%
387
-9
-2% -$982
CMDY icon
165
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$580M
$41.3K 0.01%
819
– –
HON icon
166
Honeywell
HON
$74.6B
$39.4K 0.01%
179
-28
-14% -$5.67K
MMYT icon
167
MakeMyTrip
MMYT
$5.67B
$39.2K 0.01%
400
-100
-20% -$10.1K
MELI icon
168
Mercado Libre
MELI
$92.7B
$39.2K 0.01%
+15
New +$35K
T icon
169
AT&T
T
$166B
$39.2K 0.01%
1,354
+469
+53% +$12.9K
GEV icon
170
GE Vernova
GEV
$277B
$39.2K 0.01%
74
– –
WFC icon
171
Wells Fargo
WFC
$269B
$38.5K 0.01%
481
+3
+0.6% +$216
MAS icon
172
Masco
MAS
$14.7B
$37.7K 0.01%
586
-128
-18% -$8.06K
RDDT icon
173
Reddit
RDDT
$29.5B
$37.6K 0.01%
250
-50
-17% -$5.67K
MPC icon
174
Marathon Petroleum
MPC
$97.8B
$37.4K 0.01%
225
+71
+46% +$10.6K
AZO icon
175
AutoZone
AZO
$49.7B
$37.1K 0.01%
+10
New +$36.9K
5 6
7
8 9

Similar funds

TPW
Talon Private Wealth The Villages, Florida $753M AUM
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

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.