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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
CRTO icon
876
Criteo S.A. Ordinary Shares
CRTO
$872M
– –
-48
Closed -$1.08K
CTAS icon
877
Cintas
CTAS
$81.4B
– –
-203
Closed -$41.7K
DAN icon
878
Dana Inc
DAN
$3.2B
– –
-156
Closed -$3.13K
DPZ icon
879
Domino's
DPZ
$11.7B
– –
-6
Closed -$2.59K
DRS icon
880
Leonardo DRS
DRS
$12.1B
– –
-52
Closed -$2.36K
EMX
881
DELISTED
EMX Royalty
EMX
– –
-340
Closed -$1.75K
EU
882
enCore Energy
EU
$268M
– –
-300
Closed -$963
FITB
883
Fifth Third Bancorp
FITB
$52.6B
– –
-10
Closed -$446
FMC icon
884
FMC
FMC
$1.28B
– –
-39
Closed -$1.31K
FRME icon
885
First Merchants
FRME
$2.72B
– –
-56
Closed -$2.11K
GLDD
886
DELISTED
Great Lakes Dredge & Dock
GLDD
– –
-200
Closed -$2.4K
GTES icon
887
Gates Industrial Corporation Ltd.
GTES
$7.05B
– –
-7
Closed -$174
GTLB icon
888
GitLab
GTLB
$6.89B
– –
-40
Closed -$1.8K
HBI
889
DELISTED
Hanesbrands
HBI
– –
-299
Closed -$1.97K
HIMS icon
890
Hims & Hers Health
HIMS
$6.99B
– –
-20
Closed -$1.13K
HLT icon
891
Hilton Worldwide
HLT
$72.6B
– –
-2
Closed -$519
HSAI
892
Hesai Group
HSAI
$2.99B
– –
-41
Closed -$1.15K
HYDB icon
893
iShares High Yield Systematic Bond ETF
HYDB
$1.6B
– –
-233
Closed -$11.1K
PPLI
894
People Inc
PPLI
$3.02B
– –
-13
Closed -$443
IBHE
895
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
– –
-1,975
Closed -$45.9K
IP icon
896
International Paper
IP
$21.8B
– –
-7
Closed -$325
JD icon
897
JD.com
JD
$42.7B
– –
-1,000
Closed -$35K
KMPR icon
898
Kemper
KMPR
$1.56B
– –
-69
Closed -$3.56K
KNF icon
899
Knife River
KNF
$3.83B
– –
-73
Closed -$5.61K
LINK icon
900
Interlink Electronics
LINK
$89.6M
– –
-150
Closed -$1.27K
34 35
36
37 38

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BEC
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RMC
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FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
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.