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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
TVTX icon
576
Travere Therapeutics
TVTX
$5.86B
$1.64K ﹤0.01%
43
+5
+13% +$163
C icon
577
Citigroup
C
$231B
$1.63K ﹤0.01%
14
+6
+75% +$623
CBRE icon
578
CBRE Group
CBRE
$42.7B
$1.61K ﹤0.01%
10
– –
GILD icon
579
Gilead Sciences
GILD
$168B
$1.6K ﹤0.01%
13
+3
+30% +$365
HYDR icon
580
Global X Hydrogen ETF
HYDR
$105M
$1.59K ﹤0.01%
50
– –
SMG icon
581
ScottsMiracle-Gro
SMG
$3.62B
$1.57K ﹤0.01%
27
+18
+200% +$1.01K
BNS icon
582
Scotiabank
BNS
$110B
$1.55K ﹤0.01%
21
+8
+62% +$544
MCO icon
583
Moody's
MCO
$82.8B
$1.53K ﹤0.01%
3
+1
+50% +$488
IREN icon
584
Iris Energy
IREN
$15.6B
$1.51K ﹤0.01%
40
-60
-60% -$3.1K
LYFT icon
585
Lyft
LYFT
$6.28B
$1.51K ﹤0.01%
+78
New +$1.62K
TOL icon
586
Toll Brothers
TOL
$13.9B
$1.49K ﹤0.01%
11
– –
SPTL icon
587
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$1.48K ﹤0.01%
+56
New +$1.51K
VZLA
588
Vizsla Silver
VZLA
$1.33B
$1.48K ﹤0.01%
270
– –
ENS icon
589
EnerSys
ENS
$6.81B
$1.47K ﹤0.01%
10
– –
KRMN
590
Karman Holdings
KRMN
$8.21B
$1.46K ﹤0.01%
20
– –
PPC icon
591
Pilgrim's Pride
PPC
$6.4B
$1.44K ﹤0.01%
37
-74
-67% -$2.85K
CGAU
592
Centerra Gold
CGAU
$4.25B
$1.44K ﹤0.01%
+100
New +$1.25K
KEP icon
593
Korea Electric Power
KEP
$15.3B
$1.44K ﹤0.01%
+87
New +$1.38K
DVS
594
DELISTED
Dolly Varden Silver Corp
DVS
$1.43K ﹤0.01%
+325
New +$1.43K
PTEN icon
595
Patterson-UTI
PTEN
$4.2B
$1.43K ﹤0.01%
234
– –
VNOM icon
596
Viper Energy
VNOM
$15.2B
$1.43K ﹤0.01%
37
-37
-50% -$1.4K
MFC icon
597
Manulife Financial
MFC
$72.6B
$1.42K ﹤0.01%
39
+17
+77% +$577
SBCF icon
598
Seacoast Banking Corp of Florida
SBCF
$3.44B
$1.41K ﹤0.01%
+45
New +$1.4K
INDB icon
599
Independent Bank
INDB
$4.04B
$1.39K ﹤0.01%
19
-13
-41% -$924
INSP icon
600
Inspire Medical Systems
INSP
$1.68B
$1.38K ﹤0.01%
+15
New +$1.44K
22 23
24
25 26

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BEC
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RMC
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FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
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.