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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
RL icon
501
Ralph Lauren
RL
$22.8B
$3.78K ﹤0.01%
11
– –
STLD icon
502
Steel Dynamics
STLD
$37.4B
$3.78K ﹤0.01%
21
– –
AARD
503
Aardvark Therapeutics
AARD
$147M
$3.77K ﹤0.01%
1,000
– –
NFG icon
504
National Fuel Gas
NFG
$7.72B
$3.76K ﹤0.01%
40
– –
NCLH icon
505
Norwegian Cruise Line
NCLH
$9.66B
$3.74K ﹤0.01%
200
– –
SSL icon
506
Sasol
SSL
$7.03B
$3.65K ﹤0.01%
+282
New +$2.46K
FISI icon
507
Financial Institutions
FISI
$824M
$3.65K ﹤0.01%
115
– –
VIST icon
508
Vista Energy
VIST
$7.11B
$3.62K ﹤0.01%
48
– –
SYK icon
509
Stryker
SYK
$133B
$3.61K ﹤0.01%
11
-2
-15% -$718
WEN icon
510
Wendy's
WEN
$1.43B
$3.51K ﹤0.01%
505
-276
-35% -$2.12K
ARCO icon
511
Arcos Dorados Holdings
ARCO
$1.77B
$3.47K ﹤0.01%
+421
New +$3.42K
SAP icon
512
SAP
SAP
$211B
$3.42K ﹤0.01%
20
+7
+54% +$1.45K
HII icon
513
Huntington Ingalls Industries
HII
$11.4B
$3.42K ﹤0.01%
9
– –
SLI
514
Standard Lithium
SLI
$500M
$3.41K ﹤0.01%
1,000
-7,343
-88% -$32.9K
SPYV icon
515
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$3.4K ﹤0.01%
60
– –
HSBC icon
516
HSBC
HSBC
$356B
$3.38K ﹤0.01%
41
+30
+273% +$2.54K
ALL icon
517
Allstate
ALL
$69.5B
$3.32K ﹤0.01%
16
+13
+433% +$2.67K
BMY icon
518
Bristol-Myers Squibb
BMY
$130B
$3.27K ﹤0.01%
54
+43
+391% +$2.51K
SMG icon
519
ScottsMiracle-Gro
SMG
$4.13B
$3.22K ﹤0.01%
53
+26
+96% +$1.68K
NB
520
NioCorp Developments
NB
$582M
$3.13K ﹤0.01%
701
-119
-15% -$682
LNTH icon
521
Lantheus
LNTH
$6.63B
$3.11K ﹤0.01%
+41
New +$2.94K
DG icon
522
Dollar General
DG
$27.9B
$3.09K ﹤0.01%
26
– –
WBD icon
523
Warner Bros
WBD
$64.1B
$3.08K ﹤0.01%
112
+45
+67% +$1.26K
RXRX icon
524
Recursion Pharmaceuticals
RXRX
$1.58B
$3.07K ﹤0.01%
1,000
– –
PDD icon
525
Pinduoduo
PDD
$122B
$3.06K ﹤0.01%
30
+28
+1,400% +$2.94K
19 20
21
22 23

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QL
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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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HA
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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.