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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
TERN
826
DELISTED
Terns Pharmaceuticals
TERN
$121 ﹤0.01%
+3
New +$69
AMRC icon
827
Ameresco
AMRC
$1.47B
$117 ﹤0.01%
+4
New +$140
GEO icon
828
The GEO Group
GEO
$4.14B
$113 ﹤0.01%
7
-93
-93% -$1.55K
UFCS icon
829
United Fire Group
UFCS
$1.37B
$109 ﹤0.01%
+3
New +$103
SMMT icon
830
Summit Therapeutics
SMMT
$12B
$105 ﹤0.01%
+6
New +$113
HBNC icon
831
Horizon Bancorp
HBNC
$1.05B
$102 ﹤0.01%
6
-122
-95% -$2.02K
CLSK icon
832
CleanSpark
CLSK
$3.13B
$91 ﹤0.01%
+9
New +$135
LX
833
LexinFintech Holdings
LX
$237M
$88 ﹤0.01%
27
-111
-80% -$456
HOG icon
834
Harley-Davidson
HOG
$2.7B
$82 ﹤0.01%
4
-143
-97% -$3.52K
LENZ
835
LENZ Therapeutics
LENZ
$158M
$80 ﹤0.01%
+5
New +$146
QFIN icon
836
Qfin Holdings
QFIN
$1.53B
$77 ﹤0.01%
4
-116
-97% -$2.6K
CRI icon
837
Carter's
CRI
$1.43B
$65 ﹤0.01%
2
+1
+100% +$31
DCOM icon
838
Dime Commercial Bancshares
DCOM
$1.81B
$60 ﹤0.01%
+2
New +$58
VISN
839
Vistance Networks Inc
VISN
$2.67B
$54 ﹤0.01%
+3
New +$52
SLNO
840
DELISTED
Soleno Therapeutics
SLNO
$46 ﹤0.01%
1
-26
-96% -$1.43K
BAM icon
841
Brookfield Asset Management
BAM
$87.1B
$39 ﹤0.01%
1
-284
-100% -$15.3K
SLM icon
842
SLM Corp
SLM
$5.26B
$27 ﹤0.01%
+1
New +$27
PK icon
843
Park Hotels & Resorts
PK
$2.99B
$21 ﹤0.01%
+2
New +$21
RKT icon
844
Rocket Companies
RKT
$39.8B
$19 ﹤0.01%
+1
New +$18
UA icon
845
Under Armour Class C
UA
$2.2B
$19 ﹤0.01%
4
– –
CGC
846
Canopy Growth
CGC
$431M
$13 ﹤0.01%
11
– –
TGLS icon
847
Tecnoglass Holdings Inc.
TGLS
$1.86B
– –
-40
Closed -$2.18K
OVV icon
848
Ovintiv
OVV
$17.5B
– –
-67
Closed -$2.6K
UAA icon
849
Under Armour
UAA
$2.26B
$10 ﹤0.01%
2
– –
TWAV
850
TaoWeave Inc
TWAV
$4.77M
$2 ﹤0.01%
1
– –
32 33
34
35 36

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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.