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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
GLW icon
301
Corning
GLW
$144B
$12.2K ﹤0.01%
139
+4
+3% +$345
VIG icon
302
Vanguard Dividend Appreciation ETF
VIG
$115B
$11.9K ﹤0.01%
54
– –
FCX icon
303
Freeport-McMoran
FCX
$96.9B
$11.8K ﹤0.01%
232
-10
-4% -$433
BUD icon
304
AB InBev
BUD
$156B
$11.5K ﹤0.01%
+180
New +$11.2K
LHX icon
305
L3Harris
LHX
$54.1B
$11.4K ﹤0.01%
39
– –
BABA icon
306
Alibaba
BABA
$300B
$11.4K ﹤0.01%
78
+21
+37% +$3.42K
NAMS icon
307
NewAmsterdam Pharma
NAMS
$3.33B
$11.4K ﹤0.01%
325
– –
ACN icon
308
Accenture
ACN
$110B
$11.3K ﹤0.01%
42
+3
+8% +$762
FNB icon
309
FNB Corp
FNB
$6.86B
$11.3K ﹤0.01%
658
– –
GWX icon
310
State Street SPDR S&P International Small Cap ETF
GWX
$925M
$11.1K ﹤0.01%
272
+4
+1% +$161
PSIX
311
Power Solutions International
PSIX
$981M
$10.9K ﹤0.01%
190
+125
+192% +$8.92K
DE icon
312
Deere & Co
DE
$167B
$10.7K ﹤0.01%
23
+1
+5% +$469
ASML icon
313
ASML
ASML
$695B
$10.7K ﹤0.01%
10
+4
+67% +$4.17K
CCL icon
314
Carnival Corporation Ltd
CCL
$37.9B
$10.7K ﹤0.01%
350
– –
KEY icon
315
KeyCorp
KEY
$24.5B
$10.6K ﹤0.01%
515
+313
+155% +$5.83K
NWFL icon
316
Norwood Financial Corp
NWFL
$376M
$10.6K ﹤0.01%
379
– –
MET icon
317
MetLife
MET
$61.4B
$10.6K ﹤0.01%
134
-7
-5% -$554
IAUM icon
318
iShares Gold Trust Micro
IAUM
$6.99B
$10.5K ﹤0.01%
+245
New +$10.1K
AFG icon
319
American Financial Group
AFG
$12B
$10.5K ﹤0.01%
+77
New +$10.6K
HSY icon
320
Hershey
HSY
$37B
$10.4K ﹤0.01%
57
+16
+39% +$2.92K
BTG icon
321
B2Gold
BTG
$6.88B
$10.3K ﹤0.01%
2,273
+1,693
+292% +$7.89K
COLB icon
322
Columbia Banking Systems
COLB
$9.12B
$9.98K ﹤0.01%
357
– –
ETR icon
323
Entergy
ETR
$50.3B
$9.89K ﹤0.01%
107
+50
+88% +$4.74K
TER icon
324
Teradyne
TER
$63B
$9.87K ﹤0.01%
51
+1
+2% +$172
QCOM icon
325
Qualcomm
QCOM
$171B
$9.83K ﹤0.01%
57
+23
+68% +$3.94K
11 12
13
14 15

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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.