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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
SN icon
926
SharkNinja
SN
$26.2B
– –
-10
Closed -$1.03K
SNV
927
DELISTED
Synovus
SNV
– –
-17
Closed -$834
SNX icon
928
TD Synnex
SNX
$20.4B
– –
-20
Closed -$3.27K
SOUN icon
929
SoundHound AI
SOUN
$3.29B
– –
-1,000
Closed -$16.1K
SPR
930
DELISTED
Spirit AeroSystems
SPR
– –
-9
Closed -$347
STBA icon
931
S&T Bancorp
STBA
$1.82B
– –
-11
Closed -$413
TOST icon
932
Toast
TOST
$19.7B
– –
-66
Closed -$2.41K
TRI icon
933
Thomson Reuters
TRI
$44.5B
– –
-5
Closed -$777
TRMB icon
934
Trimble
TRMB
$13.1B
– –
-40
Closed -$3.27K
TRS icon
935
TriMas Corp
TRS
$1.41B
– –
-12
Closed -$464
TTMI icon
936
TTM Technologies
TTMI
$14.5B
– –
-75
Closed -$4.32K
UL icon
937
Unilever
UL
$133B
– –
-9
Closed -$593
USLM icon
938
United States Lime & Minerals
USLM
$3.42B
– –
-30
Closed -$3.95K
UTI icon
939
Universal Technical Institute
UTI
$1.41B
– –
-650
Closed -$21.2K
VGZ icon
940
Vista Gold
VGZ
$339M
– –
-2,220
Closed -$4.73K
VICI icon
941
VICI Properties
VICI
$28.7B
– –
-11
Closed -$342
VTMX icon
942
Vesta Real Estate
VTMX
$3.21B
– –
-20
Closed -$566
XMTR icon
943
Xometry
XMTR
$5.34B
– –
-50
Closed -$2.72K
XYF
944
X Financial
XYF
$202M
– –
-42
Closed -$578
ZBRA icon
945
Zebra Technologies
ZBRA
$17.9B
– –
-17
Closed -$5.05K
CNH
946
CNH Industrial
CNH
$17.3B
– –
-46
Closed -$499
TEM
947
Tempus AI
TEM
$9.85B
– –
-50
Closed -$4.04K
FETH
948
Fidelity Ethereum Fund
FETH
$1.01B
– –
-1,219
Closed -$50.6K
EXEEL
949
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
– –
-696
Closed -$67.3K
NEXM
950
NexMetals Mining Corp
NEXM
$78.1M
– –
-176
Closed -$972
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 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.