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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
SLYG icon
251
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.07B
$26.3K ﹤0.01%
272
– –
CAT icon
252
Caterpillar
CAT
$402B
$26.2K ﹤0.01%
37
– –
UMH
253
UMH Properties
UMH
$1.32B
$26.2K ﹤0.01%
1,816
– –
VKTX icon
254
Viking Therapeutics
VKTX
$4.05B
$26K ﹤0.01%
800
– –
NEM icon
255
Newmont
NEM
$98.5B
$25.7K ﹤0.01%
237
+20
+9% +$2.31K
XAR icon
256
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.11B
$25.4K ﹤0.01%
100
– –
EPD icon
257
Enterprise Products Partners
EPD
$82.5B
$24.4K ﹤0.01%
646
– –
NFLX icon
258
Netflix
NFLX
$293B
$24.3K ﹤0.01%
253
+109
+76% +$9.6K
B
259
Barrick Mining
B
$62.6B
$23.7K ﹤0.01%
580
+27
+5% +$1.25K
AMAT icon
260
Applied Materials
AMAT
$410B
$23.4K ﹤0.01%
69
+35
+103% +$11.8K
TMUS icon
261
T-Mobile US
TMUS
$190B
$23.3K ﹤0.01%
111
+1
+0.9% +$205
MO icon
262
Altria Group
MO
$122B
$23.3K ﹤0.01%
353
+214
+154% +$13.8K
XLE icon
263
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$23.3K ﹤0.01%
380
– –
JMIA
264
Jumia Technologies
JMIA
$752M
$23.1K ﹤0.01%
3,350
– –
EQT icon
265
EQT Corp
EQT
$32.5B
$23K ﹤0.01%
362
+262
+262% +$15.4K
SSRM icon
266
SSR Mining
SSRM
$5.45B
$23K ﹤0.01%
783
+533
+213% +$14.1K
MRX
267
Marex Group Limited Ordinary Shares
MRX
$4.65B
$22.3K ﹤0.01%
501
+115
+30% +$4.54K
CCI icon
268
Crown Castle
CCI
$32.4B
$22K ﹤0.01%
271
+4
+1% +$344
IVLU icon
269
iShares MSCI Intl Value Factor ETF
IVLU
$4.34B
$21.8K ﹤0.01%
550
– –
TFC icon
270
Truist Financial
TFC
$63.7B
$21.7K ﹤0.01%
473
+193
+69% +$9.54K
UUUU icon
271
Energy Fuels
UUUU
$2.93B
$21.6K ﹤0.01%
1,181
– –
CAVA icon
272
CAVA Group
CAVA
$7.52B
$21.5K ﹤0.01%
266
+11
+4% +$802
BTC
273
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$21K ﹤0.01%
+700
New +$23.7K
CW icon
274
Curtiss-Wright
CW
$27.5B
$20.4K ﹤0.01%
30
– –
EQPT
275
EquipmentShare.com Inc
EQPT
$4.86B
$20.4K ﹤0.01%
+1,000
New +$28.6K
9 10
11
12 13

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QL
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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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HA
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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.