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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
+1.44%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$644M
AUM Growth
+$50.6M
Cap. Flow
+$42.9M
Cap. Flow %
6.66%
Top 10 Hldgs %
61.65%
Holding
950
New
229
Increased
293
Reduced
131
Closed
102

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.4M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$25.8M
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.7M
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$11.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$59.5M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$13.3M
3
IWV icon
iShares Russell 3000 ETF
IWV
+$5.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.53M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.54M

Sector Composition

Rank Sector Weight
1 Consumer Staples 5.03%
2 Technology 0.92%
3 Financials 0.64%
4 Consumer Discretionary 0.51%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMI icon
226
Kinder Morgan
KMI
$70.7B
$26.3K ﹤0.01%
955
+42
+5% +$1.14K
ASM
227
Avino Silver & Gold Mines
ASM
$1.25B
$26.1K ﹤0.01%
4,208
+3,868
+1,138% +$20.8K
XLK icon
228
State Street Technology Select Sector SPDR ETF
XLK
$124B
$25.6K ﹤0.01%
+178
New +$25.7K
SLYG icon
229
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.22B
$25.6K ﹤0.01%
+272
New +$25.7K
XCEM icon
230
Columbia EM Core ex-China ETF
XCEM
$2.04B
$25.3K ﹤0.01%
660
– –
BURL icon
231
Burlington
BURL
$22.3B
$25.1K ﹤0.01%
+87
New +$23.6K
CSCO icon
232
Cisco
CSCO
$488B
$24.8K ﹤0.01%
322
+48
+18% +$3.56K
MTZ icon
233
MasTec
MTZ
$22.6B
$24.6K ﹤0.01%
113
+3
+3% +$630
EEM icon
234
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$24.4K ﹤0.01%
446
– –
XAR icon
235
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$24.1K ﹤0.01%
+100
New +$23.8K
B
236
Barrick Mining
B
$67.9B
$24.1K ﹤0.01%
553
+263
+91% +$9.87K
CCI icon
237
Crown Castle
CCI
$31.5B
$23.7K ﹤0.01%
267
+3
+1% +$276
CPNG icon
238
Coupang
CPNG
$29.3B
$23.6K ﹤0.01%
1,000
-100
-9% -$2.85K
UEC icon
239
Uranium Energy
UEC
$5.62B
$23.4K ﹤0.01%
2,007
+1,000
+99% +$13.1K
WDS icon
240
Woodside Energy
WDS
$43.6B
$23.4K ﹤0.01%
1,500
– –
SLB icon
241
SLB Ltd
SLB
$78.1B
$22.8K ﹤0.01%
593
-104
-15% -$3.77K
VMBS icon
242
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$22.6K ﹤0.01%
+479
New +$22.6K
SPSM icon
243
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$22.5K ﹤0.01%
479
-46
-9% -$2.15K
TMUS icon
244
T-Mobile US
TMUS
$190B
$22.3K ﹤0.01%
110
-3
-3% -$636
NEM icon
245
Newmont
NEM
$124B
$21.7K ﹤0.01%
217
+209
+2,613% +$18.9K
CMI icon
246
Cummins
CMI
$87.8B
$21.7K ﹤0.01%
42
+10
+31% +$4.67K
CME icon
247
CME Group
CME
$94.3B
$21.6K ﹤0.01%
79
+24
+44% +$6.52K
CAT icon
248
Caterpillar
CAT
$393B
$21.2K ﹤0.01%
37
+1
+3% +$556
IVLU icon
249
iShares MSCI Intl Value Factor ETF
IVLU
$4.54B
$20.9K ﹤0.01%
550
– –
EPD icon
250
Enterprise Products Partners
EPD
$81.9B
$20.7K ﹤0.01%
646
+46
+8% +$1.45K
8 9
10
11 12

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FSCM
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HCM
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MGM
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Stone House Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Stone House Investment Management held 950 positions worth $644M, up 8.5% from $594M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Stone House Investment Management deployed $42.9M of net new capital in Q4 2025, opening 229 new positions and adding to 293 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 797,710 shares worth $64M.

By sector, the portfolio is most concentrated in Consumer Staples at 5% of assets, down from 6.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $59.5M trimmed.

  • Stone House Investment Management's largest Q4 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 797,710 shares worth $64M.
  • Stone House Investment Management added most to Fidelity Total Bond ETF in Q4 2025, an estimated $25.8M increase.
  • Stone House Investment Management's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $59.5M.
  • Stone House Investment Management fully exited Expand Energy Corp Class C Warrants in Q4 2025, selling an estimated $67.3K.
  • Stone House Investment Management's ten largest holdings make up 62% of its $644M portfolio in Q4 2025.
  • Stone House Investment Management opened 229 new positions and closed 102 in Q4 2025.
  • Stone House Investment Management's portfolio value rose 8.5% quarter-over-quarter to $644M.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.