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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
GM icon
751
General Motors
GM
$78.7B
$745 ﹤0.01%
10
– –
DPRO
752
Draganfly
DPRO
$162M
$737 ﹤0.01%
+150
New +$1.11K
KEP icon
753
Korea Electric Power
KEP
$15.7B
$727 ﹤0.01%
51
-36
-41% -$681
MCHB
754
Mechanics Bancorp
MCHB
$3.46B
$723 ﹤0.01%
+49
New +$726
DLR icon
755
Digital Realty Trust
DLR
$72.4B
$721 ﹤0.01%
+4
New +$684
BHF icon
756
Brighthouse Financial
BHF
$3.63B
$719 ﹤0.01%
12
– –
DSGX icon
757
Descartes Systems
DSGX
$6.09B
$716 ﹤0.01%
+10
New +$738
PRM icon
758
Perimeter Solutions
PRM
$5.44B
$708 ﹤0.01%
+29
New +$740
LUNR icon
759
Intuitive Machines
LUNR
$2.14B
$705 ﹤0.01%
38
+12
+46% +$221
ROIV icon
760
Roivant Sciences
ROIV
$25B
$693 ﹤0.01%
25
– –
PLSE icon
761
Pulse Biosciences
PLSE
$2.27B
$691 ﹤0.01%
32
– –
AS icon
762
Amer Sports
AS
$20.5B
$691 ﹤0.01%
+21
New +$767
OTEX icon
763
Open Text
OTEX
$5.73B
$689 ﹤0.01%
+31
New +$805
SMCI icon
764
Super Micro Computer
SMCI
$19.3B
$683 ﹤0.01%
30
– –
HOLX
765
DELISTED
Hologic
HOLX
$680 ﹤0.01%
9
– –
WVE icon
766
Wave Life Sciences
WVE
$1.14B
$674 ﹤0.01%
+93
New +$1.21K
ANAB icon
767
AnaptysBio
ANAB
$1.59B
$666 ﹤0.01%
12
-1
-8% -$54
FMX icon
768
Fomento Económico Mexicano
FMX
$45B
$666 ﹤0.01%
6
– –
CRTO icon
769
Criteo
CRTO
$1.05B
$663 ﹤0.01%
+37
New +$696
FLNC icon
770
Fluence Energy
FLNC
$1.79B
$647 ﹤0.01%
47
-3
-6% -$60
CRI icon
771
Carter's
CRI
$1.43B
$644 ﹤0.01%
18
+16
+800% +$582
CCEP icon
772
Coca-Cola Europacific Partners
CCEP
$48.1B
$635 ﹤0.01%
7
-41
-85% -$3.94K
CVNA icon
773
Carvana
CVNA
$45.9B
$629 ﹤0.01%
10
– –
ATHM icon
774
Autohome
ATHM
$2.46B
$625 ﹤0.01%
+36
New +$740
YMM icon
775
Full Truck Alliance
YMM
$9.66B
$623 ﹤0.01%
+75
New +$713
29 30
31
32 33

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QL
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CFP
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DIM
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CAM
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TAWM
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NCA
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HA
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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.