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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
O icon
651
Realty Income
O
$59.6B
$902 ﹤0.01%
16
+7
+78% +$405
EGO icon
652
Eldorado Gold
EGO
$10.1B
$898 ﹤0.01%
+25
New +$748
HROW icon
653
Harrow
HROW
$1.51B
$882 ﹤0.01%
+18
New +$756
PH icon
654
Parker-Hannifin
PH
$133B
$879 ﹤0.01%
1
– –
SMCI icon
655
Super Micro Computer
SMCI
$26.2B
$878 ﹤0.01%
30
-70
-70% -$2.88K
HSBC icon
656
HSBC
HSBC
$357B
$865 ﹤0.01%
+11
New +$787
AHR icon
657
American Healthcare REIT
AHR
$10.2B
$847 ﹤0.01%
+18
New +$835
CVNA icon
658
Carvana
CVNA
$81.4B
$844 ﹤0.01%
10
+5
+100% +$372
ATAT icon
659
Atour Lifestyle Holdings
ATAT
$4.57B
$827 ﹤0.01%
+21
New +$823
WST icon
660
West Pharmaceutical
WST
$24.6B
$825 ﹤0.01%
3
– –
MCK icon
661
McKesson
MCK
$101B
$820 ﹤0.01%
1
– –
WLFC icon
662
Willis Lease Finance
WLFC
$1.18B
$814 ﹤0.01%
18
-90
-83% -$3.88K
GM icon
663
General Motors
GM
$76.5B
$813 ﹤0.01%
10
– –
ZIM icon
664
ZIM Integrated Shipping Services
ZIM
$3.23B
$807 ﹤0.01%
+38
New +$637
ATI icon
665
ATI
ATI
$31B
$803 ﹤0.01%
+7
New +$682
HUBS icon
666
HubSpot
HUBS
$10.7B
$803 ﹤0.01%
+2
New +$828
STRA icon
667
Strategic Education
STRA
$1.83B
$802 ﹤0.01%
10
– –
GME icon
668
GameStop
GME
$8.28B
$783 ﹤0.01%
39
+32
+457% +$718
BHF icon
669
Brighthouse Financial
BHF
$3.44B
$777 ﹤0.01%
12
– –
MNST icon
670
Monster Beverage
MNST
$91.3B
$767 ﹤0.01%
20
+4
+25% +$143
EQIX icon
671
Equinix
EQIX
$106B
$766 ﹤0.01%
1
– –
IT icon
672
Gartner
IT
$11.3B
$757 ﹤0.01%
+3
New +$722
MTH icon
673
Meritage Homes
MTH
$4.84B
$757 ﹤0.01%
12
+3
+33% +$208
USFD icon
674
US Foods
USFD
$23.8B
$753 ﹤0.01%
+10
New +$751
XP icon
675
XP
XP
$8.12B
$753 ﹤0.01%
+46
New +$810
25 26
27
28 29

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RMC
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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.