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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
SMFG icon
851
Sumitomo Mitsui Financial
SMFG
$167B
$375 ﹤0.01%
+19
New +$399
GGAL icon
852
Galicia Financial Group
GGAL
$8.03B
$374 ﹤0.01%
+8
New +$389
STNG icon
853
Scorpio Tankers
STNG
$3.9B
$373 ﹤0.01%
+5
New +$335
DCOM icon
854
Dime Commercial Bancshares
DCOM
$1.77B
$372 ﹤0.01%
11
+9
+450% +$296
LYFT icon
855
Lyft
LYFT
$5.73B
$372 ﹤0.01%
28
-50
-64% -$774
YPF icon
856
YPF
YPF
$20B
$370 ﹤0.01%
+8
New +$303
CLB icon
857
Core Laboratories
CLB
$518M
$369 ﹤0.01%
+22
New +$394
FINV
858
FinVolution Group
FINV
$1.15B
$369 ﹤0.01%
+77
New +$408
RSKD icon
859
Riskified
RSKD
$702M
$368 ﹤0.01%
+94
New +$417
TCMD icon
860
Tactile Systems Technology
TCMD
$626M
$366 ﹤0.01%
+14
New +$400
PAYC icon
861
Paycom
PAYC
$7.05B
$365 ﹤0.01%
+3
New +$401
SOFI icon
862
SoFi Technologies
SOFI
$21.7B
$365 ﹤0.01%
23
-98
-81% -$2.07K
AXGN icon
863
Axogen
AXGN
$2.19B
$364 ﹤0.01%
+11
New +$358
EBAY icon
864
eBay
EBAY
$50.3B
$364 ﹤0.01%
4
– –
RELY icon
865
Remitly
RELY
$4.77B
$360 ﹤0.01%
+23
New +$340
UBER icon
866
Uber
UBER
$139B
$360 ﹤0.01%
5
-10
-67% -$770
NVAX icon
867
Novavax
NVAX
$1.23B
$358 ﹤0.01%
44
– –
FDX icon
868
FedEx
FDX
$73.5B
$356 ﹤0.01%
1
– –
THR
869
DELISTED
Thermon Group Holdings
THR
$353 ﹤0.01%
+7
New +$326
TAL icon
870
TAL Education Group
TAL
$5.86B
$352 ﹤0.01%
+31
New +$349
VLRS
871
Controladora Vuela Compania de Aviacion
VLRS
$898M
$348 ﹤0.01%
+48
New +$420
LTM
872
LATAM Airlines Group S.A.
LTM
$15B
$346 ﹤0.01%
7
– –
ACLX
873
DELISTED
Arcellx
ACLX
$344 ﹤0.01%
+3
New +$265
SMMT icon
874
Summit Therapeutics
SMMT
$10.5B
$341 ﹤0.01%
18
+12
+200% +$194
VYGR icon
875
Voyager Therapeutics
VYGR
$187M
$336 ﹤0.01%
+87
New +$343
33 34
35
36 37

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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
Three Arch Wealth Management Irvine, California $556M AUM
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.