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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
ZION icon
676
Zions Bancorporation
ZION
$10.1B
$1.15K ﹤0.01%
20
– –
CSX icon
677
CSX Corp
CSX
$95.8B
$1.15K ﹤0.01%
28
– –
MKSI icon
678
MKS Inc
MKSI
$19.4B
$1.15K ﹤0.01%
5
+4
+400% +$905
OWL icon
679
Blue Owl Capital
OWL
$6.59B
$1.13K ﹤0.01%
+124
New +$1.5K
FER icon
680
Ferrovial N.V. Ordinary Shares
FER
$44.6B
$1.11K ﹤0.01%
17
– –
MPWR icon
681
Monolithic Power Systems
MPWR
$64.1B
$1.09K ﹤0.01%
+1
New +$1.09K
SFBS
682
ServisFirst Bancshares
SFBS
$4.91B
$1.09K ﹤0.01%
15
+7
+88% +$554
DMLP icon
683
Dorchester Minerals
DMLP
$1.3B
$1.08K ﹤0.01%
+40
New +$1.02K
HAYW icon
684
Hayward Holdings
HAYW
$3.2B
$1.08K ﹤0.01%
81
– –
TMC icon
685
TMC The Metals Company
TMC
$1.57B
$1.07K ﹤0.01%
230
-500
-68% -$3.22K
QFIN icon
686
Qfin Holdings
QFIN
$1.62B
$1.07K ﹤0.01%
83
+79
+1,975% +$1.22K
ZIM icon
687
ZIM Integrated Shipping Services
ZIM
$2.92B
$1.05K ﹤0.01%
40
+2
+5% +$50
GCT icon
688
GigaCloud Technology
GCT
$1.48B
$1.04K ﹤0.01%
+23
New +$935
RELX icon
689
RELX
RELX
$65.9B
$1.03K ﹤0.01%
+31
New +$1.09K
ATI icon
690
ATI
ATI
$25.4B
$1.02K ﹤0.01%
7
– –
ACDC icon
691
ProFrac Holding
ACDC
$675M
$1.02K ﹤0.01%
164
– –
AMLX icon
692
Amylyx Pharmaceuticals
AMLX
$2.19B
$1.01K ﹤0.01%
+73
New +$1.03K
HIMU
693
iShares High Yield Muni Active ETF
HIMU
$2.39B
$1.01K ﹤0.01%
21
-20,230
-100% -$987K
CAPR icon
694
Capricor Therapeutics
CAPR
$340M
$1K ﹤0.01%
+33
New +$879
PKST
695
DELISTED
Peakstone Realty Trust
PKST
$1K ﹤0.01%
+48
New +$896
SLF icon
696
Sun Life Financial
SLF
$46.7B
$1K ﹤0.01%
16
+4
+33% +$256
UFCS icon
697
United Fire Group
UFCS
$1.35B
$1K ﹤0.01%
27
+24
+800% +$886
EGO icon
698
Eldorado Gold
EGO
$8.32B
$996 ﹤0.01%
29
+4
+16% +$163
PPL
699
PPL Corp
PPL
$27.4B
$993 ﹤0.01%
26
– –
NICE icon
700
Nice
NICE
$5.81B
$992 ﹤0.01%
+9
New +$1.03K
26 27
28
29 30

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TCM
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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
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return

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.