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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
MMM icon
351
3M
MMM
$94.8B
$8.01K ﹤0.01%
50
+19
+61% +$3.11K
CP icon
352
Canadian Pacific Kansas City
CP
$81.5B
$7.88K ﹤0.01%
107
-3
-3% -$221
ACWI icon
353
iShares MSCI ACWI ETF
ACWI
$33.4B
$7.78K ﹤0.01%
+55
New +$7.72K
KR icon
354
Kroger
KR
$34.3B
$7.56K ﹤0.01%
+121
New +$7.91K
TLN
355
Talen Energy Corp
TLN
$17.5B
$7.5K ﹤0.01%
20
– –
EXC icon
356
Exelon
EXC
$46.6B
$7.45K ﹤0.01%
171
+6
+4% +$274
ONT
357
Onterris Inc
ONT
$576M
$7.45K ﹤0.01%
300
– –
DEO icon
358
Diageo
DEO
$52.2B
$7.42K ﹤0.01%
86
– –
COHR icon
359
Coherent
COHR
$69.6B
$7.38K ﹤0.01%
40
– –
LITE icon
360
Lumentum
LITE
$72.5B
$7.37K ﹤0.01%
20
– –
PHM icon
361
Pultegroup
PHM
$24.6B
$7.27K ﹤0.01%
+62
New +$7.6K
URTH icon
362
iShares MSCI World ETF
URTH
$8.35B
$7.25K ﹤0.01%
39
– –
VRT icon
363
Vertiv
VRT
$111B
$7.13K ﹤0.01%
44
+4
+10% +$694
MDT icon
364
Medtronic
MDT
$116B
$7.11K ﹤0.01%
74
+3
+4% +$291
PPLT
365
abrdn Physical Platinum Shares ETF
PPLT
$2.05B
$7.08K ﹤0.01%
+380
New +$5.86K
AZN icon
366
AstraZeneca
AZN
$246B
$7.08K ﹤0.01%
+39
New +$6.84K
RCL icon
367
Royal Caribbean
RCL
$82.4B
$7.06K ﹤0.01%
25
+1
+4% +$282
TMO icon
368
Thermo Fisher Scientific
TMO
$223B
$6.95K ﹤0.01%
12
+10
+500% +$5.66K
ADP icon
369
Automatic Data Processing
ADP
$107B
$6.95K ﹤0.01%
27
-1
-4% -$266
CMC icon
370
Commercial Metals
CMC
$8B
$6.92K ﹤0.01%
100
– –
FHN icon
371
First Horizon
FHN
$12.3B
$6.91K ﹤0.01%
289
+69
+31% +$1.54K
TXN icon
372
Texas Instruments
TXN
$253B
$6.77K ﹤0.01%
39
+26
+200% +$4.45K
CYBR
373
DELISTED
CyberArk
CYBR
$6.69K ﹤0.01%
15
– –
TTE icon
374
TotalEnergies
TTE
$194B
$6.67K ﹤0.01%
102
+15
+17% +$948
VTR icon
375
Ventas
VTR
$45.7B
$6.66K ﹤0.01%
86
+16
+23% +$1.21K
13 14
15
16 17

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BEC
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RMC
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FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
HCM
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MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
MWA
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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.