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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
TRUP icon
826
Trupanion
TRUP
$1.08B
$461 ﹤0.01%
+18
New +$538
CAMT icon
827
Camtek
CAMT
$7.07B
$455 ﹤0.01%
+3
New +$455
CMBT
828
CMB.TECH NV
CMBT
$4.46B
$455 ﹤0.01%
+36
New +$451
AMKR icon
829
Amkor Technology
AMKR
$15B
$450 ﹤0.01%
+10
New +$479
IBTA icon
830
Ibotta
IBTA
$638M
$450 ﹤0.01%
+15
New +$351
NTES icon
831
NetEase
NTES
$79.2B
$448 ﹤0.01%
+4
New +$496
BIDU icon
832
Baidu
BIDU
$35.8B
$446 ﹤0.01%
+4
New +$542
BN icon
833
Brookfield
BN
$103B
$445 ﹤0.01%
11
-19
-63% -$842
TDAY
834
USA Today Co
TDAY
$1.22B
$444 ﹤0.01%
+63
New +$386
MCO icon
835
Moody's
MCO
$84.2B
$436 ﹤0.01%
1
-2
-67% -$946
TEN
836
Tsakos Energy Navigation Ltd
TEN
$1.18B
$434 ﹤0.01%
+11
New +$337
INTU icon
837
Intuit
INTU
$83.1B
$432 ﹤0.01%
1
-2
-67% -$954
AAOI icon
838
Applied Optoelectronics
AAOI
$7.85B
$423 ﹤0.01%
+5
New +$319
CHA
839
Chagee Holdings Ltd
CHA
$2.24B
$419 ﹤0.01%
+45
New +$504
CSIQ icon
840
Canadian Solar
CSIQ
$936M
$416 ﹤0.01%
+30
New +$571
DAO
841
Youdao
DAO
$1.91B
$413 ﹤0.01%
+42
New +$440
OMER icon
842
Omeros
OMER
$821M
$412 ﹤0.01%
+39
New +$460
TKO icon
843
TKO Group
TKO
$13.7B
$403 ﹤0.01%
2
– –
TXG icon
844
10x Genomics
TXG
$5.83B
$403 ﹤0.01%
19
– –
EE icon
845
Excelerate Energy
EE
$1.2B
$401 ﹤0.01%
+12
New +$430
IBCP icon
846
Independent Bank Corp
IBCP
$774M
$400 ﹤0.01%
+12
New +$413
CIEN icon
847
Ciena
CIEN
$53.4B
$388 ﹤0.01%
+1
New +$306
VNET
848
VNET Group
VNET
$2.04B
$386 ﹤0.01%
46
+15
+48% +$159
DOC icon
849
Healthpeak Properties
DOC
$15.5B
$378 ﹤0.01%
23
– –
IAG icon
850
IAMGOLD
IAG
$8.5B
$376 ﹤0.01%
+20
New +$396
32 33
34
35 36

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TCM
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QL
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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
TAWM
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return

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.