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
NCLH icon
451
Norwegian Cruise Line
NCLH
$8.69B
$4.46K ﹤0.01%
200
– –
ECL icon
452
Ecolab
ECL
$78.1B
$4.46K ﹤0.01%
+17
New +$4.53K
TII
453
Titan Mining Corp
TII
$260M
$4.44K ﹤0.01%
+1,500
New +$3.81K
CNR
454
Core Natural Resources Inc
CNR
$4.71B
$4.43K ﹤0.01%
50
+20
+67% +$1.71K
CCEP icon
455
Coca-Cola Europacific Partners
CCEP
$47.3B
$4.35K ﹤0.01%
+48
New +$4.34K
NB
456
NioCorp Developments
NB
$760M
$4.35K ﹤0.01%
820
+240
+41% +$1.65K
PCAR icon
457
PACCAR
PCAR
$69B
$4.27K ﹤0.01%
39
+34
+680% +$3.48K
PUK icon
458
Prudential
PUK
$34.2B
$4.26K ﹤0.01%
137
+54
+65% +$1.55K
CUBE icon
459
CubeSmart
CUBE
$9.28B
$4.22K ﹤0.01%
+117
New +$4.45K
TEAM icon
460
Atlassian
TEAM
$39.4B
$4.22K ﹤0.01%
+26
New +$4.08K
SHW icon
461
Sherwin-Williams
SHW
$87.4B
$4.21K ﹤0.01%
+13
New +$4.35K
ENB icon
462
Enbridge
ENB
$112B
$4.16K ﹤0.01%
87
+16
+23% +$764
ASTS icon
463
AST SpaceMobile
ASTS
$22.3B
$4.14K ﹤0.01%
57
+27
+90% +$1.93K
RXRX icon
464
Recursion Pharmaceuticals
RXRX
$1.76B
$4.09K ﹤0.01%
1,000
– –
U icon
465
Unity
U
$19.6B
$4.06K ﹤0.01%
92
+46
+100% +$1.88K
ASX icon
466
ASE Group
ASX
$102B
$4.03K ﹤0.01%
250
– –
UMC icon
467
United Microelectronic
UMC
$48.4B
$3.89K ﹤0.01%
495
+225
+83% +$1.71K
RL icon
468
Ralph Lauren
RL
$23.6B
$3.89K ﹤0.01%
+11
New +$3.75K
HE icon
469
Hawaiian Electric Industries
HE
$2.06B
$3.88K ﹤0.01%
315
+173
+122% +$2K
AGI icon
470
Alamos Gold
AGI
$14B
$3.86K ﹤0.01%
+100
New +$3.48K
KTOS icon
471
Kratos Defense & Security Solutions
KTOS
$12B
$3.8K ﹤0.01%
50
– –
DJT icon
472
Trump Media & Technology Group
DJT
$2.3B
$3.79K ﹤0.01%
286
-141
-33% -$1.92K
RIO icon
473
Rio Tinto
RIO
$165B
$3.76K ﹤0.01%
47
+7
+18% +$504
AA icon
474
Alcoa
AA
$13.5B
$3.72K ﹤0.01%
70
+58
+483% +$2.37K
IFRA icon
475
iShares US Infrastructure ETF
IFRA
$4.62B
$3.69K ﹤0.01%
70
-28
-29% -$1.48K
17 18
19
20 21

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.