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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
HWM icon
276
Howmet Aerospace
HWM
$112B
$15.2K ﹤0.01%
74
+1
+1% +$199
VWO icon
277
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$15.1K ﹤0.01%
+281
New +$15.3K
BOTZ icon
278
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
$15K ﹤0.01%
414
– –
CAVA icon
279
CAVA Group
CAVA
$8.09B
$15K ﹤0.01%
255
-81
-24% -$4.52K
MRX
280
Marex Group Limited Ordinary Shares
MRX
$5.12B
$14.8K ﹤0.01%
386
+75
+24% +$2.55K
AU icon
281
AngloGold Ashanti
AU
$49.5B
$14.8K ﹤0.01%
173
– –
ED icon
282
Consolidated Edison
ED
$39.9B
$14.7K ﹤0.01%
149
+17
+13% +$1.69K
NOC icon
283
Northrop Grumman
NOC
$82B
$14.4K ﹤0.01%
25
– –
ONEQ icon
284
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$14.3K ﹤0.01%
+156
New +$14.2K
MS icon
285
Morgan Stanley
MS
$342B
$14.2K ﹤0.01%
80
+4
+5% +$667
DLO icon
286
dLocal
DLO
$4.2B
$14.1K ﹤0.01%
1,000
– –
IGE icon
287
iShares North American Natural Resources ETF
IGE
$786M
$14K ﹤0.01%
279
+228
+447% +$11.2K
STRL icon
288
Sterling Infrastructure
STRL
$16.8B
$13.8K ﹤0.01%
45
– –
TFC icon
289
Truist Financial
TFC
$64.3B
$13.8K ﹤0.01%
280
+8
+3% +$368
KVUE icon
290
Kenvue
KVUE
$36.5B
$13.7K ﹤0.01%
795
+774
+3,686% +$12.7K
LDOS icon
291
Leidos
LDOS
$17.6B
$13.7K ﹤0.01%
76
– –
NFLX icon
292
Netflix
NFLX
$309B
$13.5K ﹤0.01%
144
+34
+31% +$3.67K
NEE icon
293
NextEra Energy
NEE
$179B
$13.4K ﹤0.01%
167
+127
+318% +$10.5K
DFTX
294
Definium Therapeutics
DFTX
$5.68B
$13.4K ﹤0.01%
1,000
– –
MU icon
295
Micron Technology
MU
$1.03T
$13.1K ﹤0.01%
46
+2
+5% +$459
AARD
296
Aardvark Therapeutics
AARD
$144M
$13.1K ﹤0.01%
1,000
– –
DIS icon
297
Walt Disney
DIS
$178B
$13K ﹤0.01%
114
+22
+24% +$2.42K
SIVR icon
298
abrdn Physical Silver Shares ETF
SIVR
$4.53B
$12.9K ﹤0.01%
191
-560
-75% -$29.4K
PCT icon
299
PureCycle Technologies
PCT
$1.44B
$12.9K ﹤0.01%
+1,500
New +$15.9K
OKE icon
300
Oneok
OKE
$58.3B
$12.3K ﹤0.01%
167
– –
10 11
12
13 14

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FSCM
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HCM
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MGM
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MWA
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PCOC
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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.