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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
AMD icon
51
Advanced Micro Devices
AMD
$788B
$386K 0.06%
1,802
-29
-2% -$6.51K
USMV icon
52
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$379K 0.06%
4,022
+48
+1% +$4.52K
CB icon
53
Chubb
CB
$132B
$355K 0.06%
1,136
+4
+0.4% +$1.17K
VGSH icon
54
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$353K 0.05%
6,018
+335
+6% +$19.7K
TSLA icon
55
Tesla
TSLA
$1.29T
$342K 0.05%
761
+49
+7% +$21.7K
AIQ icon
56
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$331K 0.05%
6,516
+6,416
+6,416% +$326K
JPIE icon
57
JPMorgan Income ETF
JPIE
$10.3B
$321K 0.05%
6,925
+590
+9% +$27.3K
META icon
58
Meta Platforms (Facebook)
META
$1.47T
$313K 0.05%
474
+102
+27% +$68.1K
WMT icon
59
Walmart Inc
WMT
$923B
$296K 0.05%
2,661
+552
+26% +$59.3K
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$284K 0.04%
416
-88,038
-100% -$59.5M
XOM icon
61
ExxonMobil
XOM
$657B
$269K 0.04%
2,238
+38
+2% +$4.41K
GLD icon
62
SPDR Gold Trust
GLD
$144B
$264K 0.04%
665
+75
+13% +$28.6K
GE icon
63
GE Aerospace
GE
$379B
$261K 0.04%
848
+232
+38% +$69.9K
EMXC icon
64
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.6B
$236K 0.04%
3,249
-2,072
-39% -$147K
QQQ icon
65
Invesco QQQ Trust
QQQ
$481B
$236K 0.04%
384
+2
+0.5% +$1.23K
VYM icon
66
Vanguard High Dividend Yield ETF
VYM
$84B
$235K 0.04%
1,637
+466
+40% +$66.3K
VUG icon
67
Vanguard Morningstar Growth ETF
VUG
$229B
$232K 0.04%
2,856
-108
-4% -$8.77K
JMEE icon
68
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.96B
$229K 0.04%
3,558
+9
+0.3% +$576
DLN icon
69
WisdomTree US LargeCap Dividend Fund
DLN
$6.42B
$224K 0.03%
+2,540
New +$222K
CBU icon
70
Community Bank
CBU
$3.43B
$219K 0.03%
3,808
-40
-1% -$2.3K
IBM icon
71
IBM
IBM
$222B
$218K 0.03%
737
-48
-6% -$14.4K
LOW icon
72
Lowe's Companies
LOW
$121B
$216K 0.03%
896
+103
+13% +$24.7K
NBTB icon
73
NBT Bancorp
NBTB
$2.78B
$214K 0.03%
5,164
– –
FBTC icon
74
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$214K 0.03%
2,812
+146
+5% +$12.7K
TJX icon
75
TJX Companies
TJX
$169B
$209K 0.03%
1,361
+10
+0.7% +$1.48K
1 2
3
4 5

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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.