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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
SBUX icon
501
Starbucks
SBUX
$124B
$3.24K ﹤0.01%
39
+29
+290% +$2.45K
NFG icon
502
National Fuel Gas
NFG
$7.77B
$3.2K ﹤0.01%
+40
New +$3.3K
YORW icon
503
York Water
YORW
$528M
$3.18K ﹤0.01%
100
– –
SOFI icon
504
SoFi Technologies
SOFI
$23.2B
$3.17K ﹤0.01%
121
+98
+426% +$2.73K
DOLE icon
505
Dole
DOLE
$1.23B
$3.16K ﹤0.01%
+211
New +$2.94K
SAP icon
506
SAP
SAP
$236B
$3.16K ﹤0.01%
+13
New +$3.31K
HII icon
507
Huntington Ingalls Industries
HII
$12.9B
$3.06K ﹤0.01%
9
– –
DELL icon
508
Dell
DELL
$313B
$3.02K ﹤0.01%
+24
New +$3.38K
ETHE
509
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$2.97K ﹤0.01%
122
– –
XEL icon
510
Xcel Energy
XEL
$49.1B
$2.95K ﹤0.01%
40
– –
SPOT icon
511
Spotify
SPOT
$101B
$2.9K ﹤0.01%
5
+4
+400% +$2.5K
ARKX icon
512
ARK Space & Defense Innovation ETF
ARKX
$860M
$2.9K ﹤0.01%
100
– –
MPT
513
Medical Properties Trust
MPT
$2.42B
$2.88K ﹤0.01%
575
+473
+464% +$2.46K
GAP
514
The Gap Inc
GAP
$7.29B
$2.84K ﹤0.01%
111
+50
+82% +$1.21K
APA icon
515
APA Corp
APA
$14B
$2.84K ﹤0.01%
116
– –
HOOD icon
516
Robinhood
HOOD
$85.3B
$2.83K ﹤0.01%
25
+10
+67% +$1.3K
PATK icon
517
Patrick Industries
PATK
$2.79B
$2.82K ﹤0.01%
+26
New +$2.73K
XME icon
518
State Street SPDR S&P Metals & Mining ETF
XME
$4.52B
$2.8K ﹤0.01%
+27
New +$2.67K
ES icon
519
Eversource Energy
ES
$26.9B
$2.76K ﹤0.01%
41
– –
M icon
520
Macy's
M
$6.26B
$2.76K ﹤0.01%
125
– –
LAC
521
Lithium Americas
LAC
$1.18B
$2.7K ﹤0.01%
+619
New +$3.57K
BE icon
522
Bloom Energy
BE
$69.9B
$2.69K ﹤0.01%
+31
New +$3.26K
ENVA icon
523
Enova International
ENVA
$6.48B
$2.67K ﹤0.01%
17
– –
ILMN icon
524
Illumina
ILMN
$29.1B
$2.62K ﹤0.01%
+20
New +$2.35K
SNDK
525
Sandisk
SNDK
$196B
$2.61K ﹤0.01%
+11
New +$2.2K
19 20
21
22 23

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FSCM
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HCM
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MGM
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MWA
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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.