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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
+6.41%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$594M
AUM Growth
+$49.5M
Cap. Flow
+$17M
Cap. Flow %
2.86%
Top 10 Hldgs %
62.29%
Holding
768
New
251
Increased
203
Reduced
97
Closed
47

Top Buys

Rank Stock Value
1
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$13.3M
2
OEF icon
iShares S&P 100 ETF
OEF
+$12.1M
3
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.97M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.86M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.64M

Top Sells

Rank Stock Value
1
IYW icon
iShares US Technology ETF
IYW
+$13.2M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$10.3M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.85M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.86M

Sector Composition

Rank Sector Weight
1 Consumer Staples 6.09%
2 Technology 0.96%
3 Financials 0.7%
4 Consumer Discretionary 0.53%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FETH
151
Fidelity Ethereum Fund
FETH
$1.01B
$50.6K 0.01%
+1,219
New +$47.7K
MDLZ icon
152
Mondelez International
MDLZ
$79.4B
$48.9K 0.01%
782
-81
-9% -$5.22K
IFGL icon
153
iShares International Developed Real Estate ETF
IFGL
$82.2M
$48.8K 0.01%
2,118
-25
-1% -$570
GEV icon
154
GE Vernova
GEV
$277B
$48.6K 0.01%
79
+5
+7% +$3.03K
FREL icon
155
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$46.4K 0.01%
1,667
-13
-0.8% -$358
AVGO icon
156
Broadcom
AVGO
$1.98T
$46.2K 0.01%
140
+120
+600% +$36.8K
IBHE
157
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$45.9K 0.01%
1,975
– –
BROS icon
158
Dutch Bros
BROS
$8.91B
$45.7K 0.01%
873
– –
AMT icon
159
American Tower
AMT
$79.4B
$44.7K 0.01%
233
-23
-9% -$4.79K
PRU icon
160
Prudential Financial
PRU
$42.3B
$44.1K 0.01%
426
+3
+0.7% +$316
MPC icon
161
Marathon Petroleum
MPC
$97.8B
$43.4K 0.01%
225
– –
CMG icon
162
Chipotle Mexican Grill
CMG
$41.3B
$43.1K 0.01%
1,100
– –
TIP icon
163
iShares TIPS Bond ETF
TIP
$14.7B
$43.1K 0.01%
388
+1
+0.3% +$110
CMDY icon
164
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$580M
$42.8K 0.01%
814
-5
-0.6% -$256
CTAS icon
165
Cintas
CTAS
$81.4B
$41.7K 0.01%
203
+3
+2% +$641
WFC icon
166
Wells Fargo
WFC
$269B
$41.5K 0.01%
496
+15
+3% +$1.22K
MAS icon
167
Masco
MAS
$14.7B
$41.2K 0.01%
586
– –
MRSH
168
Marsh
MRSH
$90.1B
$40.2K 0.01%
200
-6
-3% -$1.23K
SPDW icon
169
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.9B
$39.8K 0.01%
+930
New +$38.5K
SPEM icon
170
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$39.6K 0.01%
+847
New +$37.7K
CZFS icon
171
Citizens Financial Services
CZFS
$399M
$39.3K 0.01%
652
-524
-45% -$31.3K
JMIA
172
Jumia Technologies
JMIA
$793M
$38.9K 0.01%
3,350
+350
+12% +$2.56K
INTF icon
173
iShares International Equity Factor ETF
INTF
$3.75B
$38.4K 0.01%
1,069
– –
VTI icon
174
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$38.1K 0.01%
116
– –
MMYT icon
175
MakeMyTrip
MMYT
$5.67B
$37.4K 0.01%
400
– –
5 6
7
8 9

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Stone House Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Stone House Investment Management held 768 positions worth $594M, up 9.1% from $544M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Stone House Investment Management's Q3 2025 filing shows 251 new, 203 increased, 97 reduced and 47 closed positions. Its largest new stake was iShares A.I. Innovation and Tech Active ETF: 420,411 shares worth $14.4M. The largest sale was iShares US Technology ETF, an estimated $13.2M.

By sector, the portfolio is most concentrated in Consumer Staples at 6.1% of assets, down from 6.4% a quarter earlier, followed by Technology and Financials.

  • Stone House Investment Management's largest Q3 2025 buy was iShares A.I. Innovation and Tech Active ETF: 420,411 shares worth $14.4M.
  • Stone House Investment Management added most to iShares S&P 100 ETF in Q3 2025, an estimated $12.1M increase.
  • Stone House Investment Management's biggest Q3 2025 reduction was iShares US Technology ETF, cutting an estimated $13.2M.
  • Stone House Investment Management fully exited Fidelity MSCI Utilities Index ETF in Q3 2025, selling an estimated $253K.
  • Stone House Investment Management's ten largest holdings make up 62% of its $594M portfolio in Q3 2025.
  • Stone House Investment Management opened 251 new positions and closed 47 in Q3 2025.
  • Stone House Investment Management's portfolio value rose 9.1% quarter-over-quarter to $594M.

Based on Stone House Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.