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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
TRX icon
401
TRX Gold Corp
TRX
$360M
$5.75K ﹤0.01%
+6,240
New +$4.63K
MDU icon
402
MDU Resources
MDU
$4.32B
$5.7K ﹤0.01%
292
– –
CERY
403
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.04B
$5.66K ﹤0.01%
198
+9
+5% +$264
MP icon
404
MP Materials
MP
$9.64B
$5.66K ﹤0.01%
112
– –
Q
405
Qnity Electronics Inc
Q
$29.7B
$5.63K ﹤0.01%
+69
New +$5.86K
TROW icon
406
T. Rowe Price
TROW
$23.8B
$5.58K ﹤0.01%
55
+48
+686% +$4.95K
RGTIW icon
407
Rigetti Computing Warrants
RGTIW
$186M
$5.55K ﹤0.01%
500
– –
AG icon
408
First Majestic Silver
AG
$9.44B
$5.55K ﹤0.01%
333
+233
+233% +$3.24K
MC icon
409
Moelis & Co
MC
$4.91B
$5.53K ﹤0.01%
81
-56
-41% -$3.74K
COPY
410
Tweedy Browne Insider + Value ETF
COPY
$390M
$5.5K ﹤0.01%
426
– –
URNM icon
411
Sprott Uranium Miners ETF
URNM
$2.03B
$5.49K ﹤0.01%
100
– –
SSRM icon
412
SSR Mining
SSRM
$6.63B
$5.48K ﹤0.01%
250
– –
ITW icon
413
Illinois Tool Works
ITW
$83.3B
$5.42K ﹤0.01%
22
– –
PINS icon
414
Pinterest
PINS
$13B
$5.38K ﹤0.01%
208
– –
EQT icon
415
EQT Corp
EQT
$33.8B
$5.36K ﹤0.01%
+100
New +$5.62K
STK
416
Columbia Seligman Premium Technology Growth Fund
STK
$940M
$5.3K ﹤0.01%
144
– –
BBVA icon
417
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$5.25K ﹤0.01%
+225
New +$4.7K
GFS icon
418
GlobalFoundries
GFS
$29.2B
$5.24K ﹤0.01%
+150
New +$5.34K
ROAD icon
419
Construction Partners
ROAD
$6.9B
$5.21K ﹤0.01%
+48
New +$5.4K
IDR icon
420
Idaho Strategic Resources
IDR
$549M
$5.16K ﹤0.01%
128
– –
UBS icon
421
UBS Group
UBS
$177B
$5.14K ﹤0.01%
111
+89
+405% +$3.6K
MGA icon
422
Magna International
MGA
$18.6B
$5.12K ﹤0.01%
+96
New +$4.69K
BCH icon
423
Banco de Chile
BCH
$20.2B
$5.09K ﹤0.01%
134
+32
+31% +$1.14K
KEYS icon
424
Keysight
KEYS
$60.6B
$5.08K ﹤0.01%
+25
New +$4.64K
PWR icon
425
Quanta Services
PWR
$102B
$5.07K ﹤0.01%
12
+11
+1,100% +$4.83K
15 16
17
18 19

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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
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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.