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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
TAK icon
276
Takeda Pharmaceutical
TAK
$55.7B
$19.9K ﹤0.01%
+1,077
New +$18.9K
SPSM icon
277
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$19.8K ﹤0.01%
410
-69
-14% -$3.42K
DFTX
278
Definium Therapeutics
DFTX
$5.66B
$18.9K ﹤0.01%
1,000
– –
CPNG icon
279
Coupang
CPNG
$28.6B
$18.9K ﹤0.01%
1,000
– –
TXN icon
280
Texas Instruments
TXN
$255B
$18.6K ﹤0.01%
96
+57
+146% +$11.5K
GSOL
281
Grayscale Solana Staking ETF
GSOL
$95.1M
$18.6K ﹤0.01%
+3,040
New +$22.9K
NUE icon
282
Nucor
NUE
$56.4B
$18.4K ﹤0.01%
109
– –
GLW icon
283
Corning
GLW
$123B
$18.3K ﹤0.01%
135
-4
-3% -$482
STRL icon
284
Sterling Infrastructure
STRL
$19.5B
$18.3K ﹤0.01%
45
– –
KEY icon
285
KeyCorp
KEY
$24.1B
$17.6K ﹤0.01%
878
+363
+70% +$7.61K
PSA icon
286
Public Storage
PSA
$60.5B
$17.3K ﹤0.01%
+64
New +$18.4K
NOC icon
287
Northrop Grumman
NOC
$77.8B
$17.3K ﹤0.01%
25
– –
GILD icon
288
Gilead Sciences
GILD
$162B
$17.2K ﹤0.01%
124
+111
+854% +$15.5K
NBBK icon
289
NB Bancorp
NBBK
$983M
$17.2K ﹤0.01%
+818
New +$17.2K
ED icon
290
Consolidated Edison
ED
$41.1B
$17.1K ﹤0.01%
152
+3
+2% +$325
HWM icon
291
Howmet Aerospace
HWM
$115B
$17.1K ﹤0.01%
74
– –
HSY icon
292
Hershey
HSY
$36.6B
$17K ﹤0.01%
82
+25
+44% +$5.27K
KVUE icon
293
Kenvue
KVUE
$37.4B
$17K ﹤0.01%
986
+191
+24% +$3.4K
DTM icon
294
DT Midstream
DTM
$14.3B
$17K ﹤0.01%
126
+85
+207% +$11.1K
CLS icon
295
Celestica
CLS
$36.6B
$16.9K ﹤0.01%
+60
New +$17.4K
VST icon
296
Vistra
VST
$53B
$16.8K ﹤0.01%
112
-2
-2% -$324
NNE
297
Nano Nuclear Energy
NNE
$875M
$16.4K ﹤0.01%
800
-718
-47% -$19.6K
STOK icon
298
Stoke Therapeutics
STOK
$1.83B
$16.3K ﹤0.01%
500
– –
BAC icon
299
Bank of America
BAC
$436B
$16K ﹤0.01%
327
+2
+0.6% +$103
GTLS
300
DELISTED
Chart Industries
GTLS
$15.9K ﹤0.01%
77
– –
10 11
12
13 14

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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.