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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
PVH icon
801
PVH
PVH
$3.76B
$201 ﹤0.01%
+3
New +$235
BILI icon
802
Bilibili
BILI
$7.37B
$197 ﹤0.01%
+8
New +$215
RDY icon
803
Dr. Reddy's Laboratories
RDY
$10.3B
$197 ﹤0.01%
+14
New +$196
KDP icon
804
Keurig Dr Pepper
KDP
$40.2B
$196 ﹤0.01%
7
-14
-67% -$384
SHC icon
805
Sotera Health
SHC
$5.39B
$194 ﹤0.01%
+11
New +$182
SVV icon
806
Savers
SVV
$1.65B
$187 ﹤0.01%
+20
New +$206
SBSW icon
807
Sibanye-Stillwater
SBSW
$7.58B
$185 ﹤0.01%
+13
New +$157
SPG icon
808
Simon Property Group
SPG
$71.4B
$185 ﹤0.01%
+1
New +$182
PRAA icon
809
PRA Group
PRAA
$737M
$177 ﹤0.01%
+10
New +$156
PYPL icon
810
PayPal
PYPL
$50.6B
$175 ﹤0.01%
3
-4
-57% -$260
CAG icon
811
Conagra Brands
CAG
$7.18B
$173 ﹤0.01%
10
-3
-23% -$53
CNQ icon
812
Canadian Natural Resources
CNQ
$98.1B
$169 ﹤0.01%
+5
New +$162
BCAX
813
Bicara Therapeutics
BCAX
$1.63B
$168 ﹤0.01%
+10
New +$171
BVN icon
814
Compañía de Minas Buenaventura
BVN
$8.79B
$167 ﹤0.01%
+6
New +$150
CDE icon
815
Coeur Mining
CDE
$19.3B
$160 ﹤0.01%
+9
New +$157
MKSI icon
816
MKS Inc
MKSI
$20.7B
$160 ﹤0.01%
+1
New +$148
ACMR icon
817
ACM Research
ACMR
$5.66B
$158 ﹤0.01%
+4
New +$149
NIO icon
818
NIO
NIO
$11.4B
$148 ﹤0.01%
+29
New +$179
NOV icon
819
NOV
NOV
$7.45B
$141 ﹤0.01%
9
– –
ALHC icon
820
Alignment Healthcare
ALHC
$2.8B
$138 ﹤0.01%
+7
New +$126
YALA
821
Yalla Group
YALA
$821M
$132 ﹤0.01%
19
-76
-80% -$544
CC icon
822
Chemours
CC
$2.29B
$130 ﹤0.01%
11
-128
-92% -$1.64K
EMN icon
823
Eastman Chemical
EMN
$8.29B
$128 ﹤0.01%
+2
New +$123
WBS icon
824
Webster Financial
WBS
$12.8B
$126 ﹤0.01%
2
– –
NFE icon
825
New Fortress Energy
NFE
$94M
$125 ﹤0.01%
110
– –
31 32
33
34 35

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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
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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.