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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
MLM icon
701
Martin Marietta Materials
MLM
$32.7B
$623 ﹤0.01%
1
– –
FMX icon
702
Fomento Económico Mexicano
FMX
$40B
$606 ﹤0.01%
+6
New +$583
VBK icon
703
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
$605 ﹤0.01%
+2
New +$603
RCI icon
704
Rogers Communications
RCI
$19.4B
$604 ﹤0.01%
16
– –
NU icon
705
Nu Holdings
NU
$65.5B
$603 ﹤0.01%
+36
New +$579
VIRT icon
706
Virtu Financial
VIRT
$5.04B
$600 ﹤0.01%
+18
New +$616
EXPD icon
707
Expeditors International
EXPD
$24B
$596 ﹤0.01%
4
– –
BMY icon
708
Bristol-Myers Squibb
BMY
$130B
$593 ﹤0.01%
+11
New +$529
CCU icon
709
Compañía de Cervecerías Unidas
CCU
$2.15B
$587 ﹤0.01%
+46
New +$582
TRV icon
710
Travelers Companies
TRV
$77.2B
$580 ﹤0.01%
2
– –
MSCI icon
711
MSCI
MSCI
$40.9B
$574 ﹤0.01%
1
– –
SFBS
712
ServisFirst Bancshares
SFBS
$4.95B
$574 ﹤0.01%
+8
New +$587
MANU icon
713
Manchester United
MANU
$3.94B
$573 ﹤0.01%
+36
New +$581
VMC icon
714
Vulcan Materials
VMC
$36.3B
$570 ﹤0.01%
2
– –
MCY icon
715
Mercury Insurance
MCY
$5.84B
$564 ﹤0.01%
+6
New +$521
PEG icon
716
Public Service Enterprise Group
PEG
$37.8B
$562 ﹤0.01%
7
– –
VOT icon
717
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
$559 ﹤0.01%
+2
New +$572
ROIV icon
718
Roivant Sciences
ROIV
$26.1B
$543 ﹤0.01%
25
– –
VOD icon
719
Vodafone
VOD
$37.2B
$542 ﹤0.01%
+41
New +$496
UPST icon
720
Upstart Holdings
UPST
$2.83B
$525 ﹤0.01%
+12
New +$553
DTE icon
721
DTE Energy
DTE
$28.9B
$516 ﹤0.01%
4
– –
TTWO icon
722
Take-Two Interactive
TTWO
$45.4B
$512 ﹤0.01%
2
– –
FOXA icon
723
Fox Class A
FOXA
$26.5B
$511 ﹤0.01%
+7
New +$457
CIB icon
724
Grupo Cibest SA
CIB
$22.6B
$509 ﹤0.01%
8
– –
XTIA icon
725
XTI Aerospace
XTIA
$61.9M
$496 ﹤0.01%
400
-50
-11% -$73
27 28
29
30 31

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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.