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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
BNDX icon
51
Vanguard Total International Bond ETF
BNDX
$82.2B
$349K 0.06%
7,273
+3,196
+78% +$155K
JPM icon
52
JPMorgan Chase
JPM
$907B
$346K 0.06%
1,178
-39
-3% -$11.8K
VOO icon
53
Vanguard S&P 500 ETF
VOO
$974B
$336K 0.06%
562
+317
+129% +$198K
WMT icon
54
Walmart Inc
WMT
$909B
$331K 0.06%
2,662
+1
+0% +$123
SPTI icon
55
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$328K 0.06%
11,459
+5,699
+99% +$164K
BND icon
56
Vanguard Total Bond Market
BND
$159B
$321K 0.06%
4,362
+2,114
+94% +$157K
GLD icon
57
SPDR Gold Trust
GLD
$129B
$308K 0.06%
715
+50
+8% +$22.4K
TSLA icon
58
Tesla
TSLA
$1.43T
$278K 0.05%
749
-12
-2% -$4.94K
FBTC icon
59
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$275K 0.05%
4,663
+1,851
+66% +$123K
ICVT icon
60
iShares Convertible Bond ETF
ICVT
$7.23B
$262K 0.05%
2,571
-2,448
-49% -$253K
VYM icon
61
Vanguard High Dividend Yield ETF
VYM
$80B
$254K 0.05%
1,713
+76
+5% +$11.4K
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$251K 0.04%
385
-31
-7% -$21.1K
AIQ icon
63
Global X Artificial Intelligence & Technology ETF
AIQ
$9.35B
$244K 0.04%
5,226
-1,290
-20% -$64.8K
GE icon
64
GE Aerospace
GE
$362B
$241K 0.04%
848
– –
JMEE icon
65
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.83B
$240K 0.04%
3,595
+37
+1% +$2.52K
HD icon
66
Home Depot
HD
$338B
$228K 0.04%
693
+101
+17% +$36.8K
DLN icon
67
WisdomTree US LargeCap Dividend Fund
DLN
$6.2B
$227K 0.04%
2,540
– –
CBU icon
68
Community Bank
CBU
$3.62B
$223K 0.04%
3,808
– –
TJX icon
69
TJX Companies
TJX
$171B
$223K 0.04%
1,394
+33
+2% +$5.14K
NBTB icon
70
NBT Bancorp
NBTB
$2.73B
$220K 0.04%
5,165
+1
+0% +$43
VUG icon
71
Vanguard Growth ETF
VUG
$221B
$218K 0.04%
2,988
+132
+5% +$10.3K
MU icon
72
Micron Technology
MU
$959B
$213K 0.04%
629
+583
+1,267% +$228K
COST icon
73
Costco
COST
$417B
$211K 0.04%
212
+1
+0.5% +$975
SPHQ icon
74
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$211K 0.04%
2,805
+1,194
+74% +$92.8K
EMXC icon
75
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$205K 0.04%
2,601
-648
-20% -$52.1K
1 2
3
4 5

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QL
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CFP
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DIM
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CAM
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MSA
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TAWM
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NCA
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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.