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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
ABNB icon
851
Airbnb
ABNB
$108B
– –
-5
Closed -$607
ACLS icon
852
Axcelis
ACLS
$4.39B
– –
-44
Closed -$4.3K
ADSK icon
853
Autodesk
ADSK
$52.7B
– –
-2
Closed -$635
AJG icon
854
Arthur J. Gallagher & Co
AJG
$65.5B
– –
-1
Closed -$310
ALC icon
855
Alcon
ALC
$35.6B
– –
-7
Closed -$522
ALK icon
856
Alaska Air
ALK
$5.29B
– –
-10
Closed -$498
AMCR icon
857
Amcor
AMCR
$21.5B
– –
-47
Closed -$1.94K
AR icon
858
Antero Resources
AR
$11.5B
– –
-80
Closed -$2.69K
ATEN icon
859
A10 Networks
ATEN
$2B
– –
-100
Closed -$1.81K
AUR icon
860
Aurora
AUR
$13.5B
– –
-200
Closed -$1.08K
AVAV icon
861
AeroVironment
AVAV
$9.81B
– –
-26
Closed -$8.19K
AXON
862
Axon Enterprise
AXON
$48.7B
– –
-40
Closed -$28.7K
BCE icon
863
BCE
BCE
$21.6B
– –
-21
Closed -$491
BEKE icon
864
KE Holdings
BEKE
$19.2B
– –
-46
Closed -$874
BEN icon
865
Franklin Resources
BEN
$17.1B
– –
-16
Closed -$370
BLDR icon
866
Builders FirstSource
BLDR
$7.79B
– –
-7
Closed -$849
BSY icon
867
Bentley Systems
BSY
$10.8B
– –
-10
Closed -$515
BTMD icon
868
Biote Corp
BTMD
$43.1M
– –
-1,000
Closed -$3K
CARR icon
869
Carrier Global
CARR
$52B
– –
-6
Closed -$358
CCK icon
870
Crown Holdings
CCK
$13.1B
– –
-4
Closed -$386
CERT icon
871
Certara
CERT
$1.22B
– –
-72
Closed -$880
CHRD icon
872
Chord Energy
CHRD
$7.53B
– –
-202
Closed -$20.1K
COIN icon
873
Coinbase
COIN
$39.3B
– –
-1
Closed -$337
CPB icon
874
Campbell Soup
CPB
$6.74B
– –
-4
Closed -$126
CRGY icon
875
Crescent Energy
CRGY
$3.98B
– –
-100
Closed -$892
33 34
35
36 37

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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.