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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 | |
|---|---|---|---|---|---|---|
|
UMH
176
UMH Properties
UMH
$1.39B
| $34K | 0.01% |
+1,816
| New | +$33.1K |
|
177
SBA Communications
SBAC
$19.4B
| $33K | 0.01% |
+150
| New | +$31.4K |
|
178
Trip.com Group
TCOM
$28.7B
| $31.8K | 0.01% |
+500
| New | +$32.7K |
|
179
Reddit
RDDT
$29.5B
| $31.5K | 0.01% |
+300
| New | +$49.6K |
|
180
Comfort Systems
FIX
$61.2B
| $31K | 0.01% |
+96
| New | +$38.7K |
|
|
SCHW
181
Charles Schwab
SCHW
$189B
| $30.9K | 0.01% |
+395
| New | +$31K |
|
182
ConocoPhillips
COP
$153B
| $30.8K | 0.01% |
+293
| New | +$29.2K |
|
183
BWX Technologies
BWXT
$15.8B
| $30.6K | 0.01% |
+310
| New | +$33.6K |
|
184
Halliburton
HAL
$27.7B
| $30.5K | 0.01% |
+1,201
| New | +$31.6K |
|
185
Agilent Technologies
A
$41.9B
| $30.3K | 0.01% |
+259
| New | +$34.9K |
|
|
NVO
186
Novo Nordisk
NVO
$203B
| $30K | 0.01% |
+432
| New | +$35.7K |
|
187
T-Mobile US
TMUS
$190B
| $29.3K | 0.01% |
+110
| New | +$27.1K |
|
188
Centrus Energy
LEU
$3.69B
| $28.5K | 0.01% |
+458
| New | +$38.6K |
|
189
Liberty All-Star Equity Fund
USA
$1.87B
| $27.7K | 0.01% |
+4,236
| New | +$29.3K |
|
190
Crown Castle
CCI
$31.5B
| $26.9K | 0.01% |
+258
| New | +$24.1K |
|
191
Vanguard High Dividend Yield ETF
VYM
$84B
| $26.6K | 0.01% |
+206
| New | +$27K |
|
192
iShares MSCI EAFE ETF
EFA
$80.2B
| $26.4K | 0.01% |
323
-26,970
| -99% | -$2.17M |
|
193
AT&T
T
$166B
| $25K | 0.01% |
+885
| New | +$22.3K |
|
194
Nike
NKE
$60.1B
| $24.7K | 0.01% |
+389
| New | +$28.6K |
|
195
JPMorgan Income ETF
JPIE
$10.3B
| $24.1K | ﹤0.01% |
+523
| New | +$24K |
|
196
Baidu
BIDU
$35.6B
| $23K | ﹤0.01% |
+250
| New | +$22.4K |
|
197
Chord Energy
CHRD
$7.53B
| $22.8K | ﹤0.01% |
+202
| New | +$22.9K |
|
198
GE Vernova
GEV
$277B
| $22.6K | ﹤0.01% |
+74
| New | +$25.8K |
|
199
Marathon Petroleum
MPC
$97.8B
| $22.4K | ﹤0.01% |
+154
| New | +$22.8K |
|
200
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
| $22.1K | ﹤0.01% |
+377
| New | +$22K |
|
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PCOC
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.