We are live on ! Find out more
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
CTVA icon
326
Corteva
CTVA
$50.4B
$9.65K ﹤0.01%
144
-10
-6% -$647
WEC icon
327
WEC Energy
WEC
$35.6B
$9.49K ﹤0.01%
90
– –
SAN icon
328
Banco Santander
SAN
$211B
$9.49K ﹤0.01%
809
+689
+574% +$7.31K
TPL icon
329
Texas Pacific Land
TPL
$23.6B
$9.48K ﹤0.01%
33
– –
TFPM icon
330
Triple Flag Precious Metals
TFPM
$6.64B
$9.47K ﹤0.01%
285
+100
+54% +$3.13K
NOW icon
331
ServiceNow
NOW
$129B
$9.35K ﹤0.01%
61
+1
+2% +$172
PPTA
332
Perpetua Resources
PPTA
$3.16B
$9.3K ﹤0.01%
384
+47
+14% +$1.16K
OGN icon
333
Organon & Co
OGN
$3.59B
$9.13K ﹤0.01%
+1,274
New +$10.1K
AME icon
334
Ametek
AME
$59.3B
$9.03K ﹤0.01%
44
+22
+100% +$4.28K
URI icon
335
United Rentals
URI
$70.3B
$8.9K ﹤0.01%
11
– –
CORZ icon
336
Core Scientific
CORZ
$6.71B
$8.74K ﹤0.01%
+600
New +$10.5K
SA
337
Seabridge Gold
SA
$3.5B
$8.7K ﹤0.01%
+294
New +$7.73K
MHK icon
338
Mohawk Industries
MHK
$9.27B
$8.63K ﹤0.01%
79
– –
AMAT icon
339
Applied Materials
AMAT
$435B
$8.61K ﹤0.01%
34
+26
+325% +$6.23K
BOH icon
340
Bank of Hawaii
BOH
$3.13B
$8.55K ﹤0.01%
125
+58
+87% +$3.82K
EWJ icon
341
iShares MSCI Japan ETF
EWJ
$23.1B
$8.48K ﹤0.01%
+105
New +$8.63K
DNN icon
342
Denison Mines
DNN
$2.98B
$8.45K ﹤0.01%
3,178
– –
RKLB icon
343
Rocket Lab Corp
RKLB
$51.9B
$8.44K ﹤0.01%
121
+1
+0.8% +$57
NRG icon
344
NRG Energy
NRG
$25.4B
$8.44K ﹤0.01%
53
– –
KGC icon
345
Kinross Gold
KGC
$32.6B
$8.36K ﹤0.01%
297
– –
FTI icon
346
TechnipFMC
FTI
$29.5B
$8.29K ﹤0.01%
186
– –
AGNT
347
AGNT Inc
AGNT
$715M
$8.22K ﹤0.01%
908
+794
+696% +$8.39K
AEM icon
348
Agnico Eagle Mines
AEM
$93.8B
$8.14K ﹤0.01%
48
– –
HASI icon
349
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.37B
$8.05K ﹤0.01%
256
+137
+115% +$4.32K
MO icon
350
Altria Group
MO
$107B
$8.02K ﹤0.01%
139
-82
-37% -$4.95K
12 13
14
15 16

Similar funds

TPW
Talon Private Wealth The Villages, Florida $753M AUM
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
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.