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SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
-1.34%
1 Year Est. Return
+14.72%
3 Year Est. Return
+40.1%
5 Year Est. Return
+42.17%
10 Year Est. Return
–
AUM
$558M
AUM Growth
-$86.1M
Cap. Flow
-$77.7M
Cap. Flow %
-13.91%
Top 10 Hldgs %
63.32%
Holding
1,181
New
331
Increased
307
Reduced
133
Closed
112

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$26.1M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16.9M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$12.5M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.9M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$4.4M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.8M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$29.2M
3
OEF icon
iShares S&P 100 ETF
OEF
+$27.4M
4
IAU icon
iShares Gold Trust
IAU
+$7.55M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.83M

Sector Composition

Rank Sector Weight
1 Consumer Staples 5.6%
2 Technology 1.05%
3 Financials 0.81%
4 Consumer Discretionary 0.58%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UROY
426
Uranium Royalty Corp
UROY
$386M
$6.09K ﹤0.01%
1,668
– –
FETH
427
Fidelity Ethereum Fund
FETH
$1B
$6.05K ﹤0.01%
+290
New +$6.93K
MDU icon
428
MDU Resources
MDU
$4.4B
$6.05K ﹤0.01%
292
– –
RIO icon
429
Rio Tinto
RIO
$147B
$5.97K ﹤0.01%
64
+17
+36% +$1.55K
KNSA icon
430
Kiniksa Pharmaceuticals
KNSA
$6.21B
$5.92K ﹤0.01%
123
+82
+200% +$3.63K
THNQ icon
431
ROBO Global Artificial Intelligence ETF
THNQ
$394M
$5.9K ﹤0.01%
100
– –
TMO icon
432
Thermo Fisher Scientific
TMO
$217B
$5.9K ﹤0.01%
12
– –
BCH icon
433
Banco de Chile
BCH
$20.7B
$5.85K ﹤0.01%
158
+24
+18% +$987
CF icon
434
CF Industries
CF
$18.8B
$5.84K ﹤0.01%
45
– –
IONQ icon
435
IonQ
IONQ
$12.1B
$5.77K ﹤0.01%
200
+150
+300% +$5.76K
MPT
436
Medical Properties Trust
MPT
$2.89B
$5.73K ﹤0.01%
1,238
+663
+115% +$3.46K
ITW icon
437
Illinois Tool Works
ITW
$85.6B
$5.73K ﹤0.01%
22
– –
CRH icon
438
CRH
CRH
$69.3B
$5.68K ﹤0.01%
54
+6
+13% +$705
XLP icon
439
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$5.66K ﹤0.01%
+69
New +$5.81K
ELV icon
440
Elevance Health
ELV
$80.9B
$5.56K ﹤0.01%
19
+1
+6% +$329
SPGI icon
441
S&P Global
SPGI
$123B
$5.53K ﹤0.01%
13
+4
+44% +$1.86K
SBUX icon
442
Starbucks
SBUX
$120B
$5.51K ﹤0.01%
62
+23
+59% +$2.18K
WAB icon
443
Wabtec
WAB
$50.8B
$5.5K ﹤0.01%
22
– –
ADP icon
444
Automatic Data Processing
ADP
$105B
$5.49K ﹤0.01%
27
– –
STK
445
Columbia Seligman Premium Technology Growth Fund
STK
$813M
$5.46K ﹤0.01%
144
– –
MDT icon
446
Medtronic
MDT
$113B
$5.46K ﹤0.01%
63
-11
-15% -$1.05K
PRIM icon
447
Primoris Services
PRIM
$4.34B
$5.44K ﹤0.01%
38
– –
ASX icon
448
ASE Group
ASX
$72.7B
$5.42K ﹤0.01%
250
– –
IVZ icon
449
Invesco
IVZ
$13.3B
$5.42K ﹤0.01%
223
– –
QSOL
450
Invesco Galaxy Solana ETF
QSOL
$1.31M
$5.39K ﹤0.01%
+650
New +$6.64K
16 17
18
19 20

Similar funds

TCM
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QL
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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return

Stone House Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Stone House Investment Management held 1,181 positions worth $558M, down 13% from $644M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Stone House Investment Management withdrew a net $77.7M in Q1 2026, closing 112 positions and reducing 133 holdings. Its most notable exit was Direxion Daily Mid Cap Bull 3X ETF, an estimated $195K position sold in full.

By sector, the portfolio is most concentrated in Consumer Staples at 5.6% of assets, up from 5% a quarter earlier, followed by Technology and Financials.

Against the trend, Stone House Investment Management opened a new position in Advanced Drainage Systems worth $696K.

  • Stone House Investment Management's largest Q1 2026 buy was Advanced Drainage Systems: 5,075 shares worth $696K.
  • Stone House Investment Management added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $26.1M increase.
  • Stone House Investment Management's biggest Q1 2026 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $63.8M.
  • Stone House Investment Management fully exited Direxion Daily Mid Cap Bull 3X ETF in Q1 2026, selling an estimated $195K.
  • Stone House Investment Management's ten largest holdings make up 63% of its $558M portfolio in Q1 2026.
  • Stone House Investment Management opened 331 new positions and closed 112 in Q1 2026.
  • Stone House Investment Management's portfolio value fell 13% quarter-over-quarter to $558M.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.