We are live on ! Find out more
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
CMS icon
726
CMS Energy
CMS
$22B
$490 ﹤0.01%
7
– –
UTHR icon
727
United Therapeutics
UTHR
$21.9B
$487 ﹤0.01%
+1
New +$466
SWK icon
728
Stanley Black & Decker
SWK
$15.5B
$483 ﹤0.01%
7
– –
WPM icon
729
Wheaton Precious Metals
WPM
$61.3B
$470 ﹤0.01%
+4
New +$428
KHC icon
730
Kraft Heinz
KHC
$29.1B
$461 ﹤0.01%
+19
New +$473
WTRG icon
731
Essential Utilities
WTRG
$11.3B
$460 ﹤0.01%
12
– –
SRE icon
732
Sempra
SRE
$56.2B
$441 ﹤0.01%
+5
New +$455
PLSE icon
733
Pulse Biosciences
PLSE
$3.09B
$439 ﹤0.01%
+32
New +$499
LIN icon
734
Linde
LIN
$221B
$426 ﹤0.01%
1
– –
VBR icon
735
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$426 ﹤0.01%
+2
New +$419
LUNR icon
736
Intuitive Machines
LUNR
$2.72B
$422 ﹤0.01%
+26
New +$301
TKO icon
737
TKO Group
TKO
$14.3B
$418 ﹤0.01%
+2
New +$389
QGEN icon
738
Qiagen
QGEN
$8.88B
$405 ﹤0.01%
9
-8
-47% -$370
TT icon
739
Trane Technologies
TT
$105B
$389 ﹤0.01%
1
– –
BDX icon
740
Becton Dickinson
BDX
$50B
$388 ﹤0.01%
2
-2
-50% -$381
NOMD icon
741
Nomad Foods
NOMD
$1.59B
$388 ﹤0.01%
+31
New +$378
BSX icon
742
Boston Scientific
BSX
$74.5B
$381 ﹤0.01%
4
-3
-43% -$294
LTM
743
LATAM Airlines Group S.A.
LTM
$15.1B
$378 ﹤0.01%
+7
New +$331
DOC icon
744
Healthpeak Properties
DOC
$14.2B
$370 ﹤0.01%
23
-2
-8% -$35
XPEV icon
745
XPeng
XPEV
$11.2B
$365 ﹤0.01%
18
-73
-80% -$1.58K
ODD icon
746
ODDITY Tech
ODD
$595M
$362 ﹤0.01%
+9
New +$407
IBN icon
747
ICICI Bank
IBN
$107B
$358 ﹤0.01%
+12
New +$368
FSM icon
748
Fortuna Silver Mines
FSM
$3.21B
$353 ﹤0.01%
36
+22
+157% +$198
EBAY icon
749
eBay
EBAY
$45.5B
$348 ﹤0.01%
4
-3
-43% -$260
WDC icon
750
Western Digital
WDC
$157B
$345 ﹤0.01%
+2
New +$303
28 29
30
31 32

Similar funds

TPW
Talon Private Wealth The Villages, Florida $753M AUM
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

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.