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
DHR icon
376
Danaher
DHR
$145B
$6.64K ﹤0.01%
29
+1
+4% +$220
ETHA
377
iShares Ethereum Trust ETF
ETHA
$5.53B
$6.62K ﹤0.01%
295
– –
INSW icon
378
International Seaways
INSW
$4.58B
$6.6K ﹤0.01%
136
– –
WEN icon
379
Wendy's
WEN
$1.65B
$6.51K ﹤0.01%
781
+276
+55% +$2.38K
AQST icon
380
Aquestive Therapeutics
AQST
$531M
$6.46K ﹤0.01%
1,000
– –
DAL icon
381
Delta Air Lines
DAL
$59.1B
$6.45K ﹤0.01%
93
– –
DUK icon
382
Duke Energy
DUK
$96.3B
$6.45K ﹤0.01%
55
+4
+8% +$488
UAMY icon
383
United States Antimony
UAMY
$736M
$6.43K ﹤0.01%
1,280
+450
+54% +$3.53K
BHP icon
384
BHP
BHP
$229B
$6.4K ﹤0.01%
106
+10
+10% +$568
THNQ icon
385
ROBO Global Artificial Intelligence ETF
THNQ
$457M
$6.35K ﹤0.01%
100
– –
V icon
386
Visa
V
$671B
$6.31K ﹤0.01%
18
+14
+350% +$4.77K
ELV icon
387
Elevance Health
ELV
$86.6B
$6.31K ﹤0.01%
18
+2
+13% +$676
ECG
388
Everus Construction Group
ECG
$7.15B
$6.25K ﹤0.01%
73
– –
AEP icon
389
American Electric Power
AEP
$67.9B
$6.23K ﹤0.01%
54
+3
+6% +$354
ROBT icon
390
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$780M
$6.22K ﹤0.01%
120
– –
BKU icon
391
Bankunited
BKU
$3.38B
$6.15K ﹤0.01%
138
+116
+527% +$4.8K
MYGN icon
392
Myriad Genetics
MYGN
$309M
$6.15K ﹤0.01%
1,000
– –
EWY icon
393
iShares MSCI South Korea ETF
EWY
$27.2B
$6.13K ﹤0.01%
+63
New +$5.76K
FAST icon
394
Fastenal
FAST
$59.9B
$6.02K ﹤0.01%
150
+146
+3,650% +$6.15K
BKR icon
395
Baker Hughes
BKR
$63.8B
$6.01K ﹤0.01%
132
– –
CRH icon
396
CRH
CRH
$65.2B
$5.99K ﹤0.01%
48
+45
+1,500% +$5.36K
RF icon
397
Regions Financial
RF
$26.9B
$5.96K ﹤0.01%
+220
New +$5.62K
UROY
398
Uranium Royalty Corp
UROY
$1.56B
$5.91K ﹤0.01%
1,668
– –
IVZ icon
399
Invesco
IVZ
$13.9B
$5.86K ﹤0.01%
223
+11
+5% +$269
MCHI icon
400
iShares MSCI China ETF
MCHI
$6.21B
$5.83K ﹤0.01%
+97
New +$6.1K
14 15
16
17 18

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.