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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
NLY icon
751
Annaly Capital Management
NLY
$17.4B
$335 ﹤0.01%
15
-6
-29% -$131
COO icon
752
Cooper Companies
COO
$15B
$328 ﹤0.01%
+4
New +$299
NTAP icon
753
NetApp
NTAP
$39.6B
$321 ﹤0.01%
+3
New +$343
TXG icon
754
10x Genomics
TXG
$7.52B
$310 ﹤0.01%
+19
New +$287
AGNC icon
755
AGNC Investment
AGNC
$12.9B
$300 ﹤0.01%
+28
New +$288
HBM icon
756
Hudbay
HBM
$12.4B
$298 ﹤0.01%
+15
New +$254
PHG icon
757
Philips
PHG
$26.2B
$298 ﹤0.01%
+11
New +$293
NVAX icon
758
Novavax
NVAX
$1.31B
$296 ﹤0.01%
+44
New +$332
APO icon
759
Apollo Global Management
APO
$81.9B
$290 ﹤0.01%
+2
New +$266
FDX icon
760
FedEx
FDX
$77.3B
$289 ﹤0.01%
+1
New +$263
CRDO icon
761
Credo Technology Group
CRDO
$50B
$288 ﹤0.01%
+2
New +$308
HPE icon
762
Hewlett Packard
HPE
$77.8B
$288 ﹤0.01%
+12
New +$283
BIRK icon
763
Birkenstock
BIRK
$6.76B
$286 ﹤0.01%
+7
New +$296
TRGP icon
764
Targa Resources
TRGP
$57.6B
$277 ﹤0.01%
2
– –
A icon
765
Agilent Technologies
A
$41.9B
$272 ﹤0.01%
+2
New +$287
XYL icon
766
Xylem
XYL
$28.5B
$272 ﹤0.01%
2
-28
-93% -$4.03K
DB icon
767
Deutsche Bank
DB
$72.4B
$270 ﹤0.01%
+7
New +$253
P
768
Everpure Inc
P
$37B
$268 ﹤0.01%
+4
New +$334
LNC icon
769
Lincoln National
LNC
$8.44B
$267 ﹤0.01%
6
– –
COCO icon
770
Vita Coco
COCO
$3.85B
$265 ﹤0.01%
+5
New +$235
BWMN icon
771
Bowman Consulting
BWMN
$732M
$264 ﹤0.01%
+8
New +$303
ANET icon
772
Arista Networks
ANET
$265B
$262 ﹤0.01%
2
-130
-98% -$17.9K
OTIS icon
773
Otis Worldwide
OTIS
$28.2B
$262 ﹤0.01%
+3
New +$268
VNET
774
VNET Group
VNET
$2.11B
$262 ﹤0.01%
31
-24
-44% -$222
FSLR icon
775
First Solar
FSLR
$24.4B
$261 ﹤0.01%
+1
New +$252
29 30
31
32 33

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RMC
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FSCM
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HCM
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MGM
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MWA
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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.