We are live on ! Find out more
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
WEC icon
301
WEC Energy
WEC
$37.1B
$15.9K ﹤0.01%
137
+47
+52% +$5.28K
OKE icon
302
Oneok
OKE
$56.4B
$15.8K ﹤0.01%
175
+8
+5% +$659
EQX icon
303
Equinox Gold
EQX
$7.51B
$15.8K ﹤0.01%
1,093
– –
TPL icon
304
Texas Pacific Land
TPL
$27.4B
$15.7K ﹤0.01%
33
– –
TER icon
305
Teradyne
TER
$52.4B
$15.4K ﹤0.01%
52
+1
+2% +$279
XLC icon
306
State Street Communication Services Select Sector SPDR ETF
XLC
$22.1B
$15.3K ﹤0.01%
+138
New +$16K
XRP
307
Bitwise XRP ETF
XRP
$247M
$15.3K ﹤0.01%
+1,016
New +$18.3K
LITE icon
308
Lumentum
LITE
$55.4B
$14.8K ﹤0.01%
21
+1
+5% +$549
IGE icon
309
iShares North American Natural Resources ETF
IGE
$735M
$14.3K ﹤0.01%
228
-51
-18% -$2.99K
SPYG icon
310
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.6B
$14.1K ﹤0.01%
144
– –
FAST icon
311
Fastenal
FAST
$54.7B
$13.7K ﹤0.01%
295
+145
+97% +$6.51K
SIVR icon
312
abrdn Physical Silver Shares ETF
SIVR
$4.06B
$13.7K ﹤0.01%
191
– –
FCX icon
313
Freeport-McMoran
FCX
$90.2B
$13.6K ﹤0.01%
232
– –
LHX icon
314
L3Harris
LHX
$56.5B
$13.5K ﹤0.01%
39
– –
ORCL icon
315
Oracle
ORCL
$345B
$13.4K ﹤0.01%
91
-3
-3% -$488
MS icon
316
Morgan Stanley
MS
$337B
$13.2K ﹤0.01%
80
– –
AXP icon
317
American Express
AXP
$226B
$13.1K ﹤0.01%
43
-3
-7% -$1.01K
DLO icon
318
dLocal
DLO
$4.4B
$13K ﹤0.01%
1,000
– –
DE icon
319
Deere & Co
DE
$169B
$13K ﹤0.01%
23
– –
FTI icon
320
TechnipFMC
FTI
$29.9B
$12.9K ﹤0.01%
186
– –
JHG
321
DELISTED
Janus Henderson
JHG
$12.7K ﹤0.01%
+248
New +$12.3K
RF icon
322
Regions Financial
RF
$26.2B
$12.5K ﹤0.01%
480
+260
+118% +$7.26K
BUD icon
323
AB InBev
BUD
$156B
$12.5K ﹤0.01%
180
– –
E icon
324
ENI
E
$73.5B
$12.5K ﹤0.01%
220
+100
+83% +$4.48K
GEHC icon
325
GE HealthCare
GEHC
$27.8B
$12.4K ﹤0.01%
174
-32
-16% -$2.52K
11 12
13
14 15

Similar funds

TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return

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.