We are live on ! Find out more
SHIM

Stone House Investment Management Portfolio holdings

AUM $752M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
-1.34%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
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
330
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
MGA icon
876
Magna International
MGA
$18.6B
$335 ﹤0.01%
6
-90
-94% -$5.14K
SRAD icon
877
Sportradar
SRAD
$3.84B
$335 ﹤0.01%
+20
New +$372
MCB icon
878
Metropolitan Bank Holding Corp
MCB
$1.17B
$333 ﹤0.01%
+4
New +$343
ALNY icon
879
Alnylam Pharmaceuticals
ALNY
$30B
$331 ﹤0.01%
+1
New +$340
ADPT icon
880
Adaptive Biotechnologies
ADPT
$4.02B
$327 ﹤0.01%
+24
New +$382
GDOT icon
881
Green Dot
GDOT
$766M
$325 ﹤0.01%
+29
New +$343
ALVO icon
882
Alvotech
ALVO
$1.36B
$322 ﹤0.01%
+94
New +$413
QGEN icon
883
Qiagen
QGEN
$8.88B
$320 ﹤0.01%
8
-1
-11% -$47
SN icon
884
SharkNinja
SN
$26.2B
$318 ﹤0.01%
+3
New +$351
JXN icon
885
Jackson Financial
JXN
$8.85B
$317 ﹤0.01%
3
+1
+50% +$112
NLY icon
886
Annaly Capital Management
NLY
$17.4B
$317 ﹤0.01%
15
– –
NOAH
887
Noah Holdings
NOAH
$588M
$317 ﹤0.01%
+32
New +$367
KDP icon
888
Keurig Dr Pepper
KDP
$40.2B
$316 ﹤0.01%
12
+5
+71% +$140
STVN icon
889
Stevanato
STVN
$5.8B
$316 ﹤0.01%
+23
New +$381
BDX icon
890
Becton Dickinson
BDX
$50B
$314 ﹤0.01%
2
– –
HBM icon
891
Hudbay
HBM
$12.4B
$314 ﹤0.01%
15
– –
LMB icon
892
Limbach Holdings
LMB
$536M
$312 ﹤0.01%
+4
New +$337
INSP icon
893
Inspire Medical Systems
INSP
$1.68B
$309 ﹤0.01%
6
-9
-60% -$630
FLUT icon
894
Flutter Entertainment
FLUT
$17B
$306 ﹤0.01%
+3
New +$432
AXS icon
895
AXIS Capital
AXS
$7.26B
$304 ﹤0.01%
+3
New +$308
LI icon
896
Li Auto
LI
$12.2B
$303 ﹤0.01%
+17
New +$297
BFH icon
897
Bread Financial
BFH
$4.46B
$300 ﹤0.01%
4
-10
-71% -$737
P
898
Everpure Inc
P
$37B
$295 ﹤0.01%
5
+1
+25% +$68
NVRI icon
899
Enviri
NVRI
$583M
$294 ﹤0.01%
+15
New +$279
JOYY
900
JOYY Inc
JOYY
$3.74B
$292 ﹤0.01%
+5
New +$316
34 35
36
37 38

Similar funds

TPW
Talon Private Wealth The Villages, Florida $753M AUM
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 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 330 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.