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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
EMR icon
426
Emerson Electric
EMR
$91.4B
$5.04K ﹤0.01%
38
+31
+443% +$4.11K
SPHY icon
427
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
$4.95K ﹤0.01%
+209
New +$4.96K
ING icon
428
ING
ING
$102B
$4.93K ﹤0.01%
+176
New +$4.54K
DTM icon
429
DT Midstream
DTM
$13.9B
$4.91K ﹤0.01%
41
+14
+52% +$1.61K
CMCSA icon
430
Comcast
CMCSA
$90.4B
$4.9K ﹤0.01%
164
+145
+763% +$4.14K
CL icon
431
Colgate-Palmolive
CL
$73.6B
$4.9K ﹤0.01%
62
+56
+933% +$4.39K
AAL icon
432
American Airlines Group
AAL
$9.88B
$4.9K ﹤0.01%
320
+227
+244% +$3.06K
GROY icon
433
Gold Royalty Corp
GROY
$732M
$4.85K ﹤0.01%
+1,200
New +$4.59K
BOW
434
Bowhead Specialty Holdings
BOW
$1.11B
$4.82K ﹤0.01%
169
+92
+119% +$2.44K
MYRG icon
435
MYR Group
MYRG
$5.18B
$4.81K ﹤0.01%
+22
New +$4.79K
CFG icon
436
Citizens Financial Group
CFG
$31.1B
$4.79K ﹤0.01%
82
+46
+128% +$2.47K
TY icon
437
TRI-Continental Corp
TY
$1.91B
$4.76K ﹤0.01%
146
+10
+7% +$338
TM icon
438
Toyota
TM
$223B
$4.74K ﹤0.01%
22
+1
+5% +$203
APH icon
439
Amphenol
APH
$210B
$4.73K ﹤0.01%
35
+8
+30% +$1.07K
PRIM icon
440
Primoris Services
PRIM
$4.39B
$4.72K ﹤0.01%
+38
New +$4.96K
PFE icon
441
Pfizer
PFE
$150B
$4.71K ﹤0.01%
189
+141
+294% +$3.56K
SPGI icon
442
S&P Global
SPGI
$121B
$4.7K ﹤0.01%
9
+7
+350% +$3.46K
INDA icon
443
iShares MSCI India ETF
INDA
$6.58B
$4.7K ﹤0.01%
+87
New +$4.69K
WAB icon
444
Wabtec
WAB
$49.9B
$4.7K ﹤0.01%
22
– –
DC icon
445
Dakota Gold
DC
$840M
$4.66K ﹤0.01%
+820
New +$3.94K
SLVM icon
446
Sylvamo
SLVM
$1.53B
$4.62K ﹤0.01%
96
+60
+167% +$2.73K
JAVA icon
447
JPMorgan Active Value ETF
JAVA
$7.17B
$4.61K ﹤0.01%
+64
New +$4.49K
SYK icon
448
Stryker
SYK
$133B
$4.57K ﹤0.01%
13
+1
+8% +$364
E icon
449
ENI
E
$79.7B
$4.55K ﹤0.01%
120
– –
TMC icon
450
TMC The Metals Company
TMC
$1.94B
$4.5K ﹤0.01%
730
+200
+38% +$1.41K
16 17
18
19 20

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FSCM
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HCM
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MGM
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MWA
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PCOC
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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.