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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
NVS icon
476
Novartis
NVS
$290B
$3.68K ﹤0.01%
27
+2
+8% +$262
CNI icon
477
Canadian National Railway
CNI
$76.4B
$3.66K ﹤0.01%
37
+4
+12% +$385
FHLC icon
478
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
$3.64K ﹤0.01%
+49
New +$3.53K
QTWO icon
479
Q2 Holdings
QTWO
$3.9B
$3.61K ﹤0.01%
50
– –
FISI icon
480
Financial Institutions
FISI
$825M
$3.58K ﹤0.01%
115
+34
+42% +$1K
GIS icon
481
General Mills
GIS
$20.4B
$3.58K ﹤0.01%
77
+49
+175% +$2.33K
CRWV
482
CoreWeave
CRWV
$59.4B
$3.58K ﹤0.01%
50
+5
+11% +$507
STLD icon
483
Steel Dynamics
STLD
$37.7B
$3.56K ﹤0.01%
21
– –
CDW icon
484
CDW
CDW
$17.1B
$3.54K ﹤0.01%
26
-45
-63% -$6.63K
WCN
485
Waste Connections
WCN
$41.6B
$3.51K ﹤0.01%
+20
New +$3.46K
ALAB icon
486
Astera Labs
ALAB
$55.3B
$3.49K ﹤0.01%
21
+1
+5% +$167
CF icon
487
CF Industries
CF
$18.2B
$3.48K ﹤0.01%
45
-3
-6% -$247
MAA icon
488
Mid-America Apartment Communities
MAA
$15.4B
$3.47K ﹤0.01%
+25
New +$3.33K
MSI icon
489
Motorola Solutions
MSI
$77.7B
$3.45K ﹤0.01%
9
-1
-10% -$402
FIDI icon
490
Fidelity International High Dividend ETF
FIDI
$362M
$3.45K ﹤0.01%
+133
New +$3.34K
LGN
491
Legence Corp
LGN
$5.28B
$3.44K ﹤0.01%
80
– –
DG icon
492
Dollar General
DG
$26.4B
$3.44K ﹤0.01%
26
– –
EWZ icon
493
iShares MSCI Brazil ETF
EWZ
$8.57B
$3.43K ﹤0.01%
+108
New +$3.42K
HLN icon
494
Haleon
HLN
$43.2B
$3.43K ﹤0.01%
+339
New +$3.22K
SPYV icon
495
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$3.42K ﹤0.01%
60
– –
TIGO icon
496
Millicom
TIGO
$16.2B
$3.33K ﹤0.01%
60
-35
-37% -$1.76K
DOCS icon
497
Doximity
DOCS
$4.45B
$3.32K ﹤0.01%
75
+8
+12% +$449
APAM icon
498
Artisan Partners
APAM
$2.97B
$3.3K ﹤0.01%
81
-115
-59% -$4.91K
IEF icon
499
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$3.28K ﹤0.01%
+34
New +$3.29K
TBBB icon
500
BBB Foods
TBBB
$5.1B
$3.27K ﹤0.01%
98
+8
+9% +$239
18 19
20
21 22

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HCM
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MGM
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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.