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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 | |
|---|---|---|---|---|---|---|
201
Coupang
CPNG
$29.3B
| $21.9K | ﹤0.01% |
+1,000
| New | +$23.2K |
|
202
Woodside Energy
WDS
$43.6B
| $21.7K | ﹤0.01% |
+1,500
| New | +$22.8K |
|
203
UGI
UGI
$7.53B
| $21.7K | ﹤0.01% |
+657
| New | +$20.8K |
|
204
Shopify
SHOP
$194B
| $21.1K | ﹤0.01% |
+221
| New | +$24.1K |
|
205
Tractor Supply
TSCO
$19B
| $20.9K | ﹤0.01% |
+380
| New | +$20.8K |
|
206
Robinhood
HOOD
$85.3B
| $20.8K | ﹤0.01% |
+500
| New | +$23.8K |
|
207
Enterprise Products Partners
EPD
$81.9B
| $20.5K | ﹤0.01% |
+600
| New | +$20K |
|
208
Lockheed Martin
LMT
$140B
| $19.9K | ﹤0.01% |
+45
| New | +$20.7K |
|
209
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.36B
| $19.6K | ﹤0.01% |
+740
| New | +$19.7K |
|
210
Cracker Barrel
CBRL
$1.31B
| $19.4K | ﹤0.01% |
+500
| New | +$25.2K |
|
211
Accenture
ACN
$110B
| $19.3K | ﹤0.01% |
+62
| New | +$21.9K |
|
212
Phillips 66
PSX
$90B
| $19.3K | ﹤0.01% |
+157
| New | +$19.3K |
|
213
Kinder Morgan
KMI
$70.7B
| $18.7K | ﹤0.01% |
+657
| New | +$18.2K |
|
214
ACI Worldwide
ACIW
$5.33B
| $18.7K | ﹤0.01% |
+342
| New | +$18.1K |
|
215
Brookfield Asset Management
BAM
$87.1B
| $18.6K | ﹤0.01% |
+385
| New | +$21K |
|
216
United Airlines
UAL
$40.6B
| $18.2K | ﹤0.01% |
+263
| New | +$24.8K |
|
217
Oracle
ORCL
$442B
| $17.6K | ﹤0.01% |
+126
| New | +$20.5K |
|
218
Yum! Brands
YUM
$41B
| $17.5K | ﹤0.01% |
+111
| New | +$16K |
|
219
iShares MSCI Emerging Markets ETF
EEM
$30.4B
| $17.2K | ﹤0.01% |
+394
| New | +$17.1K |
|
220
CleanSpark
CLSK
$3.13B
| $17.2K | ﹤0.01% |
+2,560
| New | +$24.2K |
|
221
Truist Financial
TFC
$64.3B
| $17.2K | ﹤0.01% |
+417
| New | +$18.6K |
|
222
Arista Networks
ANET
$265B
| $16.7K | ﹤0.01% |
+215
| New | +$21.8K |
|
223
DuPont de Nemours
DD
$19.5B
| $16K | ﹤0.01% |
+170
| New | +$16.6K |
|
224
GE HealthCare
GEHC
$32.6B
| $15.7K | ﹤0.01% |
+194
| New | +$16.7K |
|
225
Oneok
OKE
$58.3B
| $15.5K | ﹤0.01% |
+156
| New | +$15.5K |
|
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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.