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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
XYZ
776
Block Inc
XYZ
$48.4B
$260 ﹤0.01%
4
-41
-91% -$2.83K
GRAL
777
GRAIL Inc
GRAL
$3.1B
$257 ﹤0.01%
+3
New +$259
KKR icon
778
KKR & Co
KKR
$102B
$255 ﹤0.01%
2
-1
-33% -$124
PLD icon
779
Prologis
PLD
$135B
$255 ﹤0.01%
+2
New +$249
TIMB icon
780
TIM SA
TIMB
$8.45B
$253 ﹤0.01%
+13
New +$286
WAL icon
781
Western Alliance Bancorporation
WAL
$9.09B
$252 ﹤0.01%
3
+1
+50% +$81
CNXC icon
782
Concentrix
CNXC
$1.53B
$249 ﹤0.01%
6
+1
+20% +$41
APD icon
783
Air Products & Chemicals
APD
$68.1B
$247 ﹤0.01%
1
-4
-80% -$1.01K
TK icon
784
Teekay
TK
$1.06B
$244 ﹤0.01%
+27
New +$248
COF icon
785
Capital One
COF
$137B
$242 ﹤0.01%
1
-2
-67% -$445
PSKY
786
Paramount Skydance Corp
PSKY
$11.2B
$241 ﹤0.01%
18
– –
IONS icon
787
Ionis Pharmaceuticals
IONS
$9.36B
$237 ﹤0.01%
+3
New +$226
AAON icon
788
Aaon
AAON
$7.36B
$229 ﹤0.01%
+3
New +$277
APTV icon
789
Aptiv
APTV
$10.1B
$228 ﹤0.01%
+3
New +$241
PGR icon
790
Progressive
PGR
$122B
$228 ﹤0.01%
1
-1
-50% -$226
PDD icon
791
Pinduoduo
PDD
$123B
$227 ﹤0.01%
2
-8
-80% -$993
KALV
792
DELISTED
KalVista Pharmaceuticals
KALV
$226 ﹤0.01%
+14
New +$185
VRSK icon
793
Verisk Analytics
VRSK
$23.7B
$224 ﹤0.01%
+1
New +$226
VEEV icon
794
Veeva Systems
VEEV
$39.7B
$223 ﹤0.01%
+1
New +$265
ASAN icon
795
Asana
ASAN
$2.06B
$219 ﹤0.01%
+16
New +$220
PRA
796
DELISTED
ProAssurance
PRA
$217 ﹤0.01%
+9
New +$216
BWIN
797
Baldwin Insurance Group
BWIN
$3.01B
$216 ﹤0.01%
+9
New +$229
JXN icon
798
Jackson Financial
JXN
$8.99B
$213 ﹤0.01%
+2
New +$199
PNC icon
799
PNC Financial Services
PNC
$103B
$209 ﹤0.01%
1
-19
-95% -$3.67K
KMB icon
800
Kimberly-Clark
KMB
$36.8B
$202 ﹤0.01%
2
– –
30 31
32
33 34

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TPW
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BEC
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RMC
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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.