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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
ISTB icon
26
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$2.3M 0.36%
47,161
+2,989
+7% +$146K
AAPL icon
27
Apple
AAPL
$4.4T
$1.93M 0.3%
7,117
+89
+1% +$23.9K
EFG icon
28
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$1.75M 0.27%
15,337
-14,752
-49% -$1.69M
AMZN icon
29
Amazon
AMZN
$2.89T
$1.4M 0.22%
6,074
+22
+0.4% +$5.03K
NVDA icon
30
NVIDIA
NVDA
$5.42T
$1.34M 0.21%
7,179
+276
+4% +$51.4K
CZNC icon
31
Citizens & Northern Corp
CZNC
$462M
$1.29M 0.2%
63,716
-12,879
-17% -$257K
SPXL icon
32
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.28B
$1.23M 0.19%
5,575
-536
-9% -$116K
IYW icon
33
iShares US Technology ETF
IYW
$25.4B
$1.12M 0.17%
5,621
-1,246
-18% -$249K
HIMU
34
iShares High Yield Muni Active ETF
HIMU
$2.44B
$986K 0.15%
20,251
-102
-0.5% -$5K
MSFT icon
35
Microsoft
MSFT
$3.65T
$904K 0.14%
1,870
+21
+1% +$10.5K
AGG icon
36
iShares Core US Aggregate Bond ETF
AGG
$138B
$891K 0.14%
8,921
+76
+0.9% +$7.63K
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.19T
$868K 0.13%
2,773
-139
-5% -$39.7K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.17T
$856K 0.13%
2,728
-207
-7% -$59.3K
VONG icon
39
Vanguard Russell 1000 Growth ETF
VONG
$45.8B
$664K 0.1%
5,451
+317
+6% +$38.6K
VO icon
40
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$571K 0.09%
7,864
-760
-9% -$55.3K
GOVT icon
41
iShares US Treasury Bond ETF
GOVT
$43.7B
$560K 0.09%
24,311
+2,159
+10% +$50K
IJH icon
42
iShares Core S&P Mid-Cap ETF
IJH
$128B
$556K 0.09%
8,422
-6
-0.1% -$393
FQAL icon
43
Fidelity Quality Factor ETF
FQAL
$1.46B
$509K 0.08%
6,733
+7
+0.1% +$525
PFIS icon
44
Peoples Financial Services
PFIS
$717M
$495K 0.08%
10,166
-1,517
-13% -$73.3K
ICVT icon
45
iShares Convertible Bond ETF
ICVT
$7.62B
$494K 0.08%
5,019
+770
+18% +$77.4K
IUSV icon
46
iShares Core S&P US Value ETF
IUSV
$27.8B
$493K 0.08%
4,803
+555
+13% +$56.3K
VTV icon
47
Vanguard Morningstar Value ETF
VTV
$193B
$471K 0.07%
2,467
+8
+0.3% +$1.5K
VEA icon
48
Vanguard FTSE Developed Markets ETF
VEA
$238B
$463K 0.07%
7,406
+459
+7% +$28.1K
RSP icon
49
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$409K 0.06%
2,134
+7
+0.3% +$1.33K
JPM icon
50
JPMorgan Chase
JPM
$971B
$392K 0.06%
1,217
+86
+8% +$26.6K
1
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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.