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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
ET icon
176
Energy Transfer Partners
ET
$72.1B
$37.1K 0.01%
2,044
+23
+1% +$401
INTF icon
177
iShares International Equity Factor ETF
INTF
$3.75B
$36.6K 0.01%
+1,069
New +$34.7K
CVS icon
178
CVS Health
CVS
$121B
$35.5K 0.01%
515
-57
-10% -$3.74K
SBAC icon
179
SBA Communications
SBAC
$19.4B
$35.4K 0.01%
151
+1
+0.7% +$229
VTI icon
180
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$35.3K 0.01%
116
-864
-88% -$243K
EOG icon
181
EOG Resources
EOG
$75.1B
$33.7K 0.01%
282
-92
-25% -$10.5K
VRTX icon
182
Vertex Pharmaceuticals
VRTX
$133B
$32.9K 0.01%
74
-25
-25% -$11.5K
DVN icon
183
Devon Energy
DVN
$49.3B
$32.9K 0.01%
1,033
– –
COP icon
184
ConocoPhillips
COP
$153B
$31.8K 0.01%
354
+61
+21% +$5.49K
A icon
185
Agilent Technologies
A
$41.9B
$30.6K 0.01%
259
– –
UMH
186
UMH Properties
UMH
$1.39B
$30.5K 0.01%
1,816
– –
CPNG icon
187
Coupang
CPNG
$29.3B
$30K 0.01%
1,000
– –
KMI icon
188
Kinder Morgan
KMI
$70.7B
$30K 0.01%
1,019
+362
+55% +$9.94K
USA icon
189
Liberty All-Star Equity Fund
USA
$1.87B
$29.5K 0.01%
4,331
+95
+2% +$618
CLSK icon
190
CleanSpark
CLSK
$3.13B
$28.2K 0.01%
2,560
– –
SIVR icon
191
abrdn Physical Silver Shares ETF
SIVR
$4.53B
$28.1K 0.01%
+817
New +$26.2K
GLD icon
192
SPDR Gold Trust
GLD
$144B
$27.4K 0.01%
90
-29
-24% -$8.78K
CCI icon
193
Crown Castle
CCI
$31.5B
$26.8K ﹤0.01%
261
+3
+1% +$304
SLB icon
194
SLB Ltd
SLB
$78.1B
$26.7K ﹤0.01%
789
-416
-35% -$14.4K
CCJ icon
195
Cameco
CCJ
$43.1B
$26.5K ﹤0.01%
357
– –
TMUS icon
196
T-Mobile US
TMUS
$190B
$26.2K ﹤0.01%
110
– –
UAL icon
197
United Airlines
UAL
$40.6B
$25.8K ﹤0.01%
324
+61
+23% +$4.49K
SHOP icon
198
Shopify
SHOP
$194B
$25.5K ﹤0.01%
221
– –
NKE icon
199
Nike
NKE
$60.1B
$25.4K ﹤0.01%
357
-32
-8% -$1.92K
PSX icon
200
Phillips 66
PSX
$90B
$24.9K ﹤0.01%
209
+52
+33% +$5.83K
6 7
8
9 10

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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.