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SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
-1.34%
1 Year Est. Return
+14.72%
3 Year Est. Return
+40.1%
5 Year Est. Return
+42.17%
10 Year Est. Return
–
AUM
$558M
AUM Growth
-$86.1M
Cap. Flow
-$77.7M
Cap. Flow %
-13.91%
Top 10 Hldgs %
63.32%
Holding
1,181
New
331
Increased
307
Reduced
133
Closed
112

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$26.1M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16.9M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$12.5M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.9M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$4.4M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.8M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$29.2M
3
OEF icon
iShares S&P 100 ETF
OEF
+$27.4M
4
IAU icon
iShares Gold Trust
IAU
+$7.55M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.83M

Sector Composition

Rank Sector Weight
1 Consumer Staples 5.6%
2 Technology 1.05%
3 Financials 0.81%
4 Consumer Discretionary 0.58%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
226
Insmed
INSM
$22.7B
$32.7K 0.01%
200
-2
-1% -$307
HCA icon
227
HCA Healthcare
HCA
$86.4B
$32.2K 0.01%
+68
New +$34.2K
MDLZ icon
228
Mondelez International
MDLZ
$77.9B
$32.2K 0.01%
558
-137
-20% -$7.93K
GRMN
229
Garmin
GRMN
$46.8B
$31.3K 0.01%
135
+44
+48% +$9.85K
CVS icon
230
CVS Health
CVS
$137B
$30.9K 0.01%
430
+17
+4% +$1.31K
WMB icon
231
Williams Companies
WMB
$86.6B
$30.5K 0.01%
419
+129
+44% +$8.93K
SHOP icon
232
Shopify
SHOP
$165B
$30.5K 0.01%
257
+30
+13% +$3.94K
SLB icon
233
SLB Ltd
SLB
$76.5B
$30.5K 0.01%
593
– –
CZFS icon
234
Citizens Financial Services
CZFS
$365M
$30.3K 0.01%
496
– –
CSCO icon
235
Cisco
CSCO
$452B
$30.3K 0.01%
390
+68
+21% +$5.32K
UAL icon
236
United Airlines
UAL
$39.1B
$29.8K 0.01%
324
– –
CMI icon
237
Cummins
CMI
$91.3B
$29.8K 0.01%
55
+13
+31% +$7.36K
ET icon
238
Energy Transfer Partners
ET
$68.5B
$29.2K 0.01%
1,515
+259
+21% +$4.74K
STLA icon
239
Stellantis
STLA
$16.5B
$28.4K 0.01%
+4,000
New +$33.5K
BURL icon
240
Burlington
BURL
$22.5B
$28.3K 0.01%
87
– –
SPMD icon
241
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$28.3K 0.01%
478
-57
-11% -$3.47K
EEM icon
242
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$28.3K 0.01%
498
+52
+12% +$3.06K
SCHW
243
Charles Schwab
SCHW
$181B
$28K 0.01%
298
+31
+12% +$3.04K
MAS icon
244
Masco
MAS
$16.4B
$27.5K ﹤0.01%
455
-84
-16% -$5.68K
UEC icon
245
Uranium Energy
UEC
$4.9B
$27.3K ﹤0.01%
2,023
+16
+0.8% +$247
AGI icon
246
Alamos Gold
AGI
$12.5B
$27.1K ﹤0.01%
611
+511
+511% +$22.5K
HAL icon
247
Halliburton
HAL
$26.8B
$27K ﹤0.01%
693
+5
+0.7% +$173
BTU icon
248
Peabody Energy
BTU
$2.81B
$27K ﹤0.01%
818
+202
+33% +$7.06K
XCEM icon
249
Columbia EM Core ex-China ETF
XCEM
$1.91B
$26.9K ﹤0.01%
660
– –
SBAC icon
250
SBA Communications
SBAC
$18.3B
$26.4K ﹤0.01%
154
+1
+0.7% +$187
8 9
10
11 12

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CFP
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DIM
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CAM
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TAWM
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NCA
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Stone House Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Stone House Investment Management held 1,181 positions worth $558M, down 13% from $644M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Stone House Investment Management withdrew a net $77.7M in Q1 2026, closing 112 positions and reducing 133 holdings. Its most notable exit was Direxion Daily Mid Cap Bull 3X ETF, an estimated $195K position sold in full.

By sector, the portfolio is most concentrated in Consumer Staples at 5.6% of assets, up from 5% a quarter earlier, followed by Technology and Financials.

Against the trend, Stone House Investment Management opened a new position in Advanced Drainage Systems worth $696K.

  • Stone House Investment Management's largest Q1 2026 buy was Advanced Drainage Systems: 5,075 shares worth $696K.
  • Stone House Investment Management added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $26.1M increase.
  • Stone House Investment Management's biggest Q1 2026 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $63.8M.
  • Stone House Investment Management fully exited Direxion Daily Mid Cap Bull 3X ETF in Q1 2026, selling an estimated $195K.
  • Stone House Investment Management's ten largest holdings make up 63% of its $558M portfolio in Q1 2026.
  • Stone House Investment Management opened 331 new positions and closed 112 in Q1 2026.
  • Stone House Investment Management's portfolio value fell 13% quarter-over-quarter to $558M.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.