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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
TILE icon
801
Interface
TILE
$1.96B
$548 ﹤0.01%
+22
New +$658
CMS icon
802
CMS Energy
CMS
$22.9B
$543 ﹤0.01%
7
– –
POWL icon
803
Powell Industries
POWL
$7.99B
$541 ﹤0.01%
+3
New +$490
TALO icon
804
Talos Energy
TALO
$2.36B
$536 ﹤0.01%
+34
New +$436
MANH icon
805
Manhattan Associates
MANH
$9.42B
$532 ﹤0.01%
+4
New +$599
PRCH icon
806
Porch Group
PRCH
$1.39B
$531 ﹤0.01%
+74
New +$591
ALC icon
807
Alcon
ALC
$32.8B
$527 ﹤0.01%
+7
New +$559
MTH icon
808
Meritage Homes
MTH
$4.89B
$526 ﹤0.01%
9
-3
-25% -$212
LYG icon
809
Lloyds Banking Group
LYG
$89B
$518 ﹤0.01%
+103
New +$565
SBSW icon
810
Sibanye-Stillwater
SBSW
$6.05B
$517 ﹤0.01%
42
+29
+223% +$452
PSNY icon
811
Polestar Automotive Holding UK
PSNY
$2.04B
$516 ﹤0.01%
28
-18
-39% -$326
ELPC icon
812
Copel
ELPC
$8.57B
$513 ﹤0.01%
+43
New +$457
GTBP icon
813
GT Biopharma
GTBP
$12M
$510 ﹤0.01%
+1,251
New +$683
RGLD icon
814
Royal Gold
RGLD
$17.1B
$509 ﹤0.01%
+2
New +$531
SILA
815
DELISTED
Sila Realty Trust
SILA
$497 ﹤0.01%
+21
New +$515
BRZE icon
816
Braze
BRZE
$2.65B
$496 ﹤0.01%
+21
New +$454
CLBT icon
817
Cellebrite
CLBT
$3.65B
$496 ﹤0.01%
+36
New +$543
LIN icon
818
Linde
LIN
$234B
$496 ﹤0.01%
1
– –
SRE icon
819
Sempra
SRE
$59.7B
$486 ﹤0.01%
5
– –
MOMO
820
Hello Group
MOMO
$869M
$484 ﹤0.01%
+84
New +$544
WTRG icon
821
Essential Utilities
WTRG
$11.2B
$483 ﹤0.01%
12
– –
TIMB icon
822
TIM SA
TIMB
$9.98B
$477 ﹤0.01%
18
+5
+38% +$122
TRIP icon
823
TripAdvisor
TRIP
$1.66B
$469 ﹤0.01%
+44
New +$512
HFWA icon
824
Heritage Financial
HFWA
$1.22B
$468 ﹤0.01%
+18
New +$468
SWK icon
825
Stanley Black & Decker
SWK
$14.6B
$462 ﹤0.01%
7
– –
31 32
33
34 35

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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.