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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
INTC icon
476
Intel
INTC
$438B
$4.41K ﹤0.01%
100
+69
+223% +$3.16K
MSI icon
477
Motorola Solutions
MSI
$73B
$4.34K ﹤0.01%
10
+1
+11% +$433
AQST icon
478
Aquestive Therapeutics
AQST
$460M
$4.33K ﹤0.01%
1,044
+44
+4% +$179
PHG icon
479
Philips
PHG
$24.7B
$4.33K ﹤0.01%
164
+153
+1,391% +$4.33K
QCOM icon
480
Qualcomm
QCOM
$174B
$4.31K ﹤0.01%
33
-24
-42% -$3.5K
GROY icon
481
Gold Royalty Corp
GROY
$605M
$4.3K ﹤0.01%
1,200
– –
RIG icon
482
Transocean
RIG
$5.63B
$4.3K ﹤0.01%
648
+328
+103% +$1.85K
ODD icon
483
ODDITY Tech
ODD
$779M
$4.28K ﹤0.01%
320
+311
+3,456% +$7.79K
IDR icon
484
Idaho Strategic Resources
IDR
$457M
$4.11K ﹤0.01%
128
– –
ONTO icon
485
Onto Innovation
ONTO
$11.8B
$4.1K ﹤0.01%
+20
New +$4.09K
UPS icon
486
United Parcel Service
UPS
$89.6B
$4.08K ﹤0.01%
42
+16
+62% +$1.72K
INDA icon
487
iShares MSCI India ETF
INDA
$6.85B
$4.08K ﹤0.01%
87
– –
NVS icon
488
Novartis
NVS
$303B
$4.07K ﹤0.01%
27
– –
IFRA icon
489
iShares US Infrastructure ETF
IFRA
$4.58B
$4.03K ﹤0.01%
70
– –
PSIX
490
Power Solutions International
PSIX
$636M
$3.96K ﹤0.01%
65
-125
-66% -$8.92K
VALE icon
491
Vale
VALE
$62.9B
$3.95K ﹤0.01%
248
+148
+148% +$2.31K
VXUS icon
492
Vanguard Total International Stock ETF
VXUS
$153B
$3.93K ﹤0.01%
+51
New +$4.05K
TBPH icon
493
Theravance Biopharma
TBPH
$875M
$3.9K ﹤0.01%
+240
New +$4.25K
CRWV
494
CoreWeave
CRWV
$36.5B
$3.87K ﹤0.01%
50
– –
SHW icon
495
Sherwin-Williams
SHW
$87.5B
$3.85K ﹤0.01%
12
-1
-8% -$344
DOW icon
496
Dow Inc
DOW
$20.8B
$3.83K ﹤0.01%
92
– –
FJET
497
Starfighters Space Inc
FJET
$180M
$3.83K ﹤0.01%
+647
New +$5.19K
PINS icon
498
Pinterest
PINS
$13.6B
$3.81K ﹤0.01%
208
– –
CNI icon
499
Canadian National Railway
CNI
$78.1B
$3.8K ﹤0.01%
37
– –
MKTX icon
500
MarketAxess Holdings
MKTX
$4.31B
$3.79K ﹤0.01%
+23
New +$4.03K
18 19
20
21 22

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CFP
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DIM
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CAM
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TAWM
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NCA
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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.