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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
EVER icon
626
EverQuote
EVER
$887M
$1.13K ﹤0.01%
42
-66
-61% -$1.6K
ISRG icon
627
Intuitive Surgical
ISRG
$142B
$1.13K ﹤0.01%
2
+1
+100% +$532
CTRA
628
DELISTED
Coterra Energy
CTRA
$1.13K ﹤0.01%
43
– –
FLY
629
Firefly Aerospace
FLY
$4.6B
$1.12K ﹤0.01%
+50
New +$1.16K
TROX icon
630
Tronox
TROX
$963M
$1.1K ﹤0.01%
+265
New +$1.01K
FER icon
631
Ferrovial N.V. Ordinary Shares
FER
$46.9B
$1.1K ﹤0.01%
+17
New +$1.08K
CM icon
632
Canadian Imperial Bank of Commerce
CM
$111B
$1.09K ﹤0.01%
12
+4
+50% +$343
FMST
633
Foremost Lithium Resource & Technology
FMST
$21.4M
$1.06K ﹤0.01%
500
-315
-39% -$931
BFH icon
634
Bread Financial
BFH
$4.51B
$1.04K ﹤0.01%
+14
New +$920
DTST icon
635
Data Storage Corp
DTST
$7.97M
$1.02K ﹤0.01%
+200
New +$889
XRPN
636
Armada Acquisition Corp II
XRPN
$331M
$1.02K ﹤0.01%
+100
New +$1.03K
UPBD icon
637
Upbound Group
UPBD
$1.15B
$1.02K ﹤0.01%
58
-25
-30% -$483
CSX icon
638
CSX Corp
CSX
$93.7B
$1.01K ﹤0.01%
28
+11
+65% +$394
OBDC icon
639
Blue Owl Capital
OBDC
$5.82B
$994 ﹤0.01%
+80
New +$1.02K
FLNC icon
640
Fluence Energy
FLNC
$2.45B
$989 ﹤0.01%
+50
New +$942
NUTX
641
Nutex Health
NUTX
$1.24B
$988 ﹤0.01%
+6
New +$796
PSNY icon
642
Polestar Automotive Holding UK
PSNY
$1.98B
$983 ﹤0.01%
+46
New +$960
SOLV icon
643
Solventum
SOLV
$14.7B
$951 ﹤0.01%
12
+10
+500% +$766
AESI icon
644
Atlas Energy Solutions
AESI
$1.45B
$942 ﹤0.01%
+100
New +$1.01K
SNPS icon
645
Synopsys
SNPS
$79.6B
$939 ﹤0.01%
2
+1
+100% +$444
WELL icon
646
Welltower
WELL
$169B
$928 ﹤0.01%
5
+2
+67% +$374
AVLV icon
647
Avantis US Large Cap Value ETF
AVLV
$18.4B
$913 ﹤0.01%
+12
New +$883
PPL
648
PPL Corp
PPL
$26.8B
$911 ﹤0.01%
26
-92
-78% -$3.32K
RIVN icon
649
Rivian
RIVN
$23.1B
$907 ﹤0.01%
46
– –
USB icon
650
US Bancorp
USB
$102B
$907 ﹤0.01%
17
+7
+70% +$344
24 25
26
27 28

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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.