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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
ET icon
251
Energy Transfer Partners
ET
$72.1B
$20.7K ﹤0.01%
1,256
-813
-39% -$13.5K
NKE icon
252
Nike
NKE
$60.1B
$19.8K ﹤0.01%
311
-53
-15% -$3.46K
HAL icon
253
Halliburton
HAL
$27.7B
$19.4K ﹤0.01%
688
– –
AGX icon
254
Argan
AGX
$8.02B
$19.4K ﹤0.01%
62
+2
+3% +$635
T icon
255
AT&T
T
$166B
$19K ﹤0.01%
764
-538
-41% -$13.6K
GRMN
256
Garmin
GRMN
$59.8B
$18.5K ﹤0.01%
91
+9
+11% +$1.96K
VST icon
257
Vistra
VST
$49.2B
$18.4K ﹤0.01%
114
-8
-7% -$1.46K
ORCL icon
258
Oracle
ORCL
$442B
$18.3K ﹤0.01%
94
+1
+1% +$238
BTU icon
259
Peabody Energy
BTU
$3.01B
$18.3K ﹤0.01%
616
+292
+90% +$8.58K
BAC icon
260
Bank of America
BAC
$453B
$17.9K ﹤0.01%
325
+15
+5% +$793
NUE icon
261
Nucor
NUE
$61.9B
$17.8K ﹤0.01%
109
– –
WMB icon
262
Williams Companies
WMB
$90.1B
$17.4K ﹤0.01%
290
+29
+11% +$1.75K
UUUU icon
263
Energy Fuels
UUUU
$3.62B
$17.2K ﹤0.01%
1,181
+123
+12% +$2.09K
AXP icon
264
American Express
AXP
$232B
$17.1K ﹤0.01%
46
+2
+5% +$716
XLE icon
265
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$17K ﹤0.01%
+380
New +$16.9K
GEHC icon
266
GE HealthCare
GEHC
$32.6B
$16.9K ﹤0.01%
206
+12
+6% +$935
TE
267
T1 Energy
TE
$1.37B
$16.7K ﹤0.01%
+2,500
New +$11K
NGD
268
DELISTED
New Gold Inc
NGD
$16.7K ﹤0.01%
1,912
+912
+91% +$6.87K
CW icon
269
Curtiss-Wright
CW
$26.7B
$16.5K ﹤0.01%
30
– –
RTX icon
270
RTX Corp
RTX
$300B
$16K ﹤0.01%
87
+3
+4% +$521
GTLS
271
DELISTED
Chart Industries
GTLS
$15.9K ﹤0.01%
77
– –
STOK icon
272
Stoke Therapeutics
STOK
$2.13B
$15.9K ﹤0.01%
500
– –
SPYG icon
273
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.1B
$15.4K ﹤0.01%
+144
New +$15.3K
EQX icon
274
Equinox Gold
EQX
$13.5B
$15.3K ﹤0.01%
+1,093
New +$13.8K
VTWO icon
275
Vanguard Russell 2000 ETF
VTWO
$17.4B
$15.3K ﹤0.01%
+154
New +$15.3K
9 10
11
12 13

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BEC
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RMC
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FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
HCM
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MGM
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MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

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.