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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
-1.34%
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
APD icon
901
Air Products & Chemicals
APD
$67.7B
$290 ﹤0.01%
1
– –
GRFS
902
Grifois
GRFS
$5.4B
$289 ﹤0.01%
36
-150
-81% -$1.32K
BIRK icon
903
Birkenstock
BIRK
$6.76B
$287 ﹤0.01%
8
+1
+14% +$39
COO icon
904
Cooper Companies
COO
$15B
$286 ﹤0.01%
4
– –
TCBI icon
905
Texas Capital Bancshares
TCBI
$4.38B
$285 ﹤0.01%
+3
New +$293
AGNC icon
906
AGNC Investment
AGNC
$12.9B
$281 ﹤0.01%
28
– –
CPS icon
907
Cooper-Standard Automotive
CPS
$490M
$279 ﹤0.01%
+10
New +$335
CDNS icon
908
Cadence Design Systems
CDNS
$89B
$278 ﹤0.01%
1
-1
-50% -$298
HOOD icon
909
Robinhood
HOOD
$85.3B
$277 ﹤0.01%
4
-21
-84% -$1.84K
PR
910
Permian Resources
PR
$18B
$277 ﹤0.01%
+13
New +$224
FUTU icon
911
Futu Holdings
FUTU
$14.7B
$274 ﹤0.01%
+2
New +$311
IVT icon
912
InvenTrust Properties
IVT
$2.59B
$274 ﹤0.01%
+9
New +$271
UVSP icon
913
Univest Financial
UVSP
$1.18B
$274 ﹤0.01%
+8
New +$271
TEAM icon
914
Atlassian
TEAM
$39.4B
$273 ﹤0.01%
4
-22
-85% -$2.17K
VTMX icon
915
Vesta Real Estate
VTMX
$3.21B
$267 ﹤0.01%
+8
New +$262
DRD
916
DRDGold
DRD
$2.1B
$264 ﹤0.01%
+9
New +$299
PLD icon
917
Prologis
PLD
$134B
$264 ﹤0.01%
2
– –
SOC icon
918
Sable Offshore Corp
SOC
$840M
$264 ﹤0.01%
+16
New +$187
GBX icon
919
The Greenbrier Companies
GBX
$1.41B
$263 ﹤0.01%
+5
New +$264
UDMY
920
DELISTED
Udemy
UDMY
$263 ﹤0.01%
+57
New +$281
SEDG icon
921
SolarEdge
SEDG
$1.97B
$255 ﹤0.01%
+5
New +$188
TRMK icon
922
Trustmark
TRMK
$2.79B
$253 ﹤0.01%
+6
New +$253
BSX icon
923
Boston Scientific
BSX
$74.5B
$251 ﹤0.01%
4
– –
FCBC icon
924
First Community Bankshares
FCBC
$927M
$249 ﹤0.01%
+6
New +$229
FTNT icon
925
Fortinet
FTNT
$118B
$245 ﹤0.01%
+3
New +$242
35 36
37
38 39

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MWA
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PCOC
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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.