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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
VOD icon
776
Vodafone
VOD
$36.4B
$616 ﹤0.01%
41
– –
XPEV icon
777
XPeng
XPEV
$12.2B
$616 ﹤0.01%
36
+18
+100% +$334
RCI icon
778
Rogers Communications
RCI
$17.7B
$615 ﹤0.01%
16
– –
ANET icon
779
Arista Networks
ANET
$215B
$614 ﹤0.01%
5
+3
+150% +$401
MANU icon
780
Manchester United
MANU
$3.96B
$606 ﹤0.01%
36
– –
AIG icon
781
American International
AIG
$42B
$602 ﹤0.01%
8
– –
GWRE icon
782
Guidewire Software
GWRE
$12.4B
$598 ﹤0.01%
+4
New +$609
GLNG icon
783
Golar LNG
GLNG
$4.99B
$595 ﹤0.01%
+11
New +$485
WB icon
784
Weibo
WB
$1.92B
$595 ﹤0.01%
+68
New +$682
AR icon
785
Antero Resources
AR
$10.5B
$594 ﹤0.01%
+14
New +$511
UTHR icon
786
United Therapeutics
UTHR
$26.3B
$593 ﹤0.01%
1
– –
RBRK icon
787
Rubrik
RBRK
$15.4B
$588 ﹤0.01%
+12
New +$689
TRV icon
788
Travelers Companies
TRV
$81.4B
$583 ﹤0.01%
2
– –
CIB icon
789
Grupo Cibest SA
CIB
$20.9B
$582 ﹤0.01%
8
– –
AVAL icon
790
Grupo Aval
AVAL
$5.72B
$576 ﹤0.01%
+131
New +$568
CNXC icon
791
Concentrix
CNXC
$1.5B
$575 ﹤0.01%
21
+15
+250% +$532
EXPD icon
792
Expeditors International
EXPD
$22.4B
$573 ﹤0.01%
4
– –
EAT icon
793
Brinker International
EAT
$8.38B
$571 ﹤0.01%
+4
New +$609
COUR icon
794
Coursera
COUR
$1.61B
$570 ﹤0.01%
+98
New +$612
NNOX icon
795
Nano X Imaging
NNOX
$61.7M
$568 ﹤0.01%
250
– –
PEG icon
796
Public Service Enterprise Group
PEG
$39.5B
$567 ﹤0.01%
7
– –
GRDN
797
Guardian Pharmacy Services
GRDN
$2.63B
$565 ﹤0.01%
+15
New +$490
FMS icon
798
Fresenius Medical Care
FMS
$13.4B
$564 ﹤0.01%
+25
New +$574
GRND icon
799
Grindr
GRND
$2.75B
$556 ﹤0.01%
+46
New +$542
CWK icon
800
Cushman & Wakefield Ltd
CWK
$3.07B
$552 ﹤0.01%
+45
New +$645
30 31
32
33 34

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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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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.