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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
KALV
626
DELISTED
KalVista Pharmaceuticals
KALV
$1.63K ﹤0.01%
81
+67
+479% +$1.08K
WDC icon
627
Western Digital
WDC
$158B
$1.62K ﹤0.01%
6
+4
+200% +$1.04K
ALT icon
628
Altimmune
ALT
$578M
$1.62K ﹤0.01%
526
+26
+5% +$110
PACS icon
629
PACS Group
PACS
$7.44B
$1.61K ﹤0.01%
+50
New +$1.84K
VISN
630
Vistance Networks Inc
VISN
$2.64B
$1.6K ﹤0.01%
88
+85
+2,833% +$1.55K
C icon
631
Citigroup
C
$221B
$1.59K ﹤0.01%
14
– –
FNDF icon
632
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$1.57K ﹤0.01%
+32
New +$1.57K
BEKE icon
633
KE Holdings
BEKE
$17.6B
$1.56K ﹤0.01%
+104
New +$1.78K
MFC icon
634
Manulife Financial
MFC
$74B
$1.55K ﹤0.01%
45
+6
+15% +$216
CAG icon
635
Conagra Brands
CAG
$7.42B
$1.54K ﹤0.01%
98
+88
+880% +$1.55K
ADM icon
636
Archer Daniels Midland
ADM
$40B
$1.53K ﹤0.01%
+21
New +$1.42K
ECHO
637
EchoStar
ECHO
$24.8B
$1.52K ﹤0.01%
+13
New +$1.49K
CARR icon
638
Carrier Global
CARR
$52.1B
$1.51K ﹤0.01%
+27
New +$1.6K
CTRA
639
DELISTED
Coterra Energy
CTRA
$1.51K ﹤0.01%
43
– –
TOL icon
640
Toll Brothers
TOL
$14.4B
$1.5K ﹤0.01%
11
– –
MCY icon
641
Mercury Insurance
MCY
$6.08B
$1.5K ﹤0.01%
17
+11
+183% +$984
PVLA
642
Palvella Therapeutics
PVLA
$2B
$1.5K ﹤0.01%
+12
New +$1.25K
CORT icon
643
Corcept Therapeutics
CORT
$9.95B
$1.49K ﹤0.01%
+37
New +$1.38K
LUMN icon
644
Lumen
LUMN
$6.32B
$1.47K ﹤0.01%
+211
New +$1.6K
BNS icon
645
Scotiabank
BNS
$108B
$1.46K ﹤0.01%
21
– –
SYM icon
646
Symbotic
SYM
$5.3B
$1.45K ﹤0.01%
27
+7
+35% +$401
INDB icon
647
Independent Bank
INDB
$4.1B
$1.43K ﹤0.01%
19
– –
ONON icon
648
On Holding
ONON
$12.7B
$1.43K ﹤0.01%
+42
New +$1.83K
BNY
649
Bank of New York Mellon
BNY
$106B
$1.42K ﹤0.01%
12
+1
+9% +$119
FLY
650
Firefly Aerospace
FLY
$3.14B
$1.42K ﹤0.01%
50
– –
24 25
26
27 28

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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.