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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
GDS icon
551
GDS Holdings
GDS
$6.56B
$2.09K ﹤0.01%
+60
New +$2.08K
QUBT icon
552
Quantum Computing Inc
QUBT
$2.02B
$2.05K ﹤0.01%
200
-300
-60% -$4.27K
EDIT icon
553
Editas Medicine
EDIT
$436M
$2.05K ﹤0.01%
1,000
– –
SONY icon
554
Sony
SONY
$138B
$2.05K ﹤0.01%
+80
New +$2.25K
RY icon
555
Royal Bank of Canada
RY
$297B
$2.05K ﹤0.01%
12
+4
+50% +$614
SOLS
556
Solstice Advanced Materials
SOLS
$9.88B
$1.99K ﹤0.01%
+41
New +$1.93K
INTU icon
557
Intuit
INTU
$91.6B
$1.99K ﹤0.01%
3
+2
+200% +$1.32K
ROST icon
558
Ross Stores
ROST
$79.6B
$1.98K ﹤0.01%
+11
New +$1.84K
F icon
559
Ford
F
$55.1B
$1.97K ﹤0.01%
150
+2
+1% +$26
NC icon
560
NACCO Industries
NC
$317M
$1.96K ﹤0.01%
+40
New +$1.84K
WBD icon
561
Warner Bros
WBD
$69.3B
$1.93K ﹤0.01%
67
-50
-43% -$1.17K
GIL icon
562
Gildan
GIL
$10.6B
$1.91K ﹤0.01%
+31
New +$1.84K
D icon
563
Dominion Energy
D
$59.8B
$1.88K ﹤0.01%
32
+3
+10% +$181
CNO icon
564
CNO Financial Group
CNO
$5.02B
$1.87K ﹤0.01%
44
– –
NVA
565
Nova Minerals Corp
NVA
$209M
$1.83K ﹤0.01%
+300
New +$2.34K
IMAX icon
566
IMAX
IMAX
$2.81B
$1.81K ﹤0.01%
49
+19
+63% +$662
ALT icon
567
Altimmune
ALT
$570M
$1.8K ﹤0.01%
500
– –
RBC icon
568
RBC Bearings
RBC
$17.6B
$1.79K ﹤0.01%
4
– –
GRFS
569
Grifois
GRFS
$5.4B
$1.74K ﹤0.01%
186
+43
+30% +$391
ATRO icon
570
Astronics
ATRO
$4.34B
$1.74K ﹤0.01%
38
– –
HTZ icon
571
Hertz
HTZ
$998M
$1.71K ﹤0.01%
+333
New +$1.82K
GAU
572
Galiano Gold
GAU
$547M
$1.71K ﹤0.01%
675
– –
TD icon
573
Toronto Dominion Bank
TD
$204B
$1.7K ﹤0.01%
18
+5
+38% +$422
CVE icon
574
Cenovus Energy
CVE
$55.6B
$1.69K ﹤0.01%
100
– –
KNSA icon
575
Kiniksa Pharmaceuticals
KNSA
$6.1B
$1.69K ﹤0.01%
41
+19
+86% +$762
21 22
23
24 25

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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.