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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
BTI icon
526
British American Tobacco
BTI
$120B
$2.6K ﹤0.01%
46
– –
STM icon
527
STMicroelectronics
STM
$48.4B
$2.59K ﹤0.01%
+100
New +$2.57K
XBI icon
528
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$2.56K ﹤0.01%
+21
New +$2.41K
VLY icon
529
Valley National Bancorp
VLY
$8.25B
$2.56K ﹤0.01%
219
+26
+13% +$288
ADMA icon
530
ADMA Biologics
ADMA
$2.19B
$2.54K ﹤0.01%
139
+130
+1,444% +$2.19K
UPS icon
531
United Parcel Service
UPS
$88.4B
$2.53K ﹤0.01%
26
+22
+550% +$2.06K
DD icon
532
DuPont de Nemours
DD
$19.5B
$2.51K ﹤0.01%
21
-95
-82% -$10.7K
GPRO icon
533
GoPro
GPRO
$106M
$2.43K ﹤0.01%
1,725
– –
KLAC icon
534
KLA
KLAC
$272B
$2.43K ﹤0.01%
20
+10
+100% +$1.17K
VAC icon
535
Marriott Vacations Worldwide
VAC
$4.1B
$2.42K ﹤0.01%
42
– –
JOBY icon
536
Joby Aviation
JOBY
$7.87B
$2.42K ﹤0.01%
183
+83
+83% +$1.27K
GRAB icon
537
Grab
GRAB
$14.7B
$2.42K ﹤0.01%
+484
New +$2.67K
TECK icon
538
Teck Resources
TECK
$32.4B
$2.4K ﹤0.01%
50
– –
VIST icon
539
Vista Energy
VIST
$7.31B
$2.34K ﹤0.01%
48
– –
EMBJ
540
Embraer S.A. ADS
EMBJ
$13.2B
$2.25K ﹤0.01%
+35
New +$2.19K
IONQ icon
541
IonQ
IONQ
$18.3B
$2.24K ﹤0.01%
50
-350
-88% -$19.6K
LRCX icon
542
Lam Research
LRCX
$408B
$2.23K ﹤0.01%
13
+8
+160% +$1.24K
WM icon
543
Waste Management
WM
$90.5B
$2.2K ﹤0.01%
10
– –
CMA
544
DELISTED
Comerica
CMA
$2.17K ﹤0.01%
25
+6
+32% +$483
JCI icon
545
Johnson Controls International
JCI
$92.6B
$2.16K ﹤0.01%
18
+4
+29% +$459
TMQ
546
Trilogy Metals
TMQ
$650M
$2.15K ﹤0.01%
+500
New +$2.35K
DOW icon
547
Dow Inc
DOW
$22.1B
$2.15K ﹤0.01%
92
– –
USAR
548
USA Rare Earth Inc
USAR
$4.51B
$2.14K ﹤0.01%
180
– –
CLF icon
549
Cleveland-Cliffs
CLF
$6.99B
$2.13K ﹤0.01%
160
– –
ALB icon
550
Albemarle
ALB
$15.1B
$2.12K ﹤0.01%
15
– –
20 21
22
23 24

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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.