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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
ACHR icon
676
Archer Aviation
ACHR
$5.04B
$752 ﹤0.01%
100
– –
SLF icon
677
Sun Life Financial
SLF
$44.8B
$749 ﹤0.01%
12
– –
FTS icon
678
Fortis
FTS
$28.9B
$727 ﹤0.01%
14
– –
VOE icon
679
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$713 ﹤0.01%
+4
New +$700
STEP icon
680
StepStone Group
STEP
$4.1B
$706 ﹤0.01%
11
– –
SEE
681
DELISTED
Sealed Air
SEE
$704 ﹤0.01%
17
+2
+13% +$77
WFRD icon
682
Weatherford International
WFRD
$6.54B
$704 ﹤0.01%
9
– –
TPG icon
683
TPG
TPG
$8.19B
$702 ﹤0.01%
+11
New +$649
ADBE icon
684
Adobe
ADBE
$104B
$700 ﹤0.01%
2
+1
+100% +$340
NNOX icon
685
Nano X Imaging
NNOX
$74.3M
$700 ﹤0.01%
250
– –
CRML icon
686
Critical Metals Corp
CRML
$972M
$694 ﹤0.01%
+100
New +$1.09K
MTSI icon
687
MACOM Technology Solutions
MTSI
$24.1B
$685 ﹤0.01%
+4
New +$635
AIG icon
688
American International
AIG
$40B
$684 ﹤0.01%
8
– –
JBL icon
689
Jabil
JBL
$39.1B
$684 ﹤0.01%
+3
New +$640
DASH icon
690
DoorDash
DASH
$93.3B
$679 ﹤0.01%
3
-20
-87% -$4.69K
IDXX icon
691
Idexx Laboratories
IDXX
$44.8B
$677 ﹤0.01%
1
– –
ENTG icon
692
Entegris
ENTG
$24.9B
$674 ﹤0.01%
+8
New +$695
HOLX
693
DELISTED
Hologic
HOLX
$670 ﹤0.01%
9
– –
NVMI
694
Nova
NVMI
$13.1B
$657 ﹤0.01%
+2
New +$643
ACDC icon
695
ProFrac Holding
ACDC
$971M
$638 ﹤0.01%
+164
New +$670
ANAB icon
696
AnaptysBio
ANAB
$1.68B
$630 ﹤0.01%
13
+8
+160% +$312
ZTS icon
697
Zoetis
ZTS
$30.5B
$629 ﹤0.01%
5
+2
+67% +$261
ZTO icon
698
ZTO Express
ZTO
$17.5B
$627 ﹤0.01%
+30
New +$594
CDNS icon
699
Cadence Design Systems
CDNS
$89.4B
$625 ﹤0.01%
2
– –
ALL icon
700
Allstate
ALL
$65.2B
$624 ﹤0.01%
3
+1
+50% +$205
26 27
28
29 30

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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.