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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
CC icon
926
Chemours
CC
$2.29B
$242 ﹤0.01%
11
– –
XYZ
927
Block Inc
XYZ
$47B
$241 ﹤0.01%
4
– –
COCO icon
928
Vita Coco
COCO
$3.85B
$240 ﹤0.01%
5
– –
KRMN
929
Karman Holdings
KRMN
$8.21B
$240 ﹤0.01%
3
-17
-85% -$1.64K
XYL icon
930
Xylem
XYL
$28.5B
$239 ﹤0.01%
2
– –
DB icon
931
Deutsche Bank
DB
$72.4B
$238 ﹤0.01%
8
+1
+14% +$35
DDOG icon
932
Datadog
DDOG
$86.5B
$236 ﹤0.01%
+2
New +$247
TS icon
933
Tenaris
TS
$26.8B
$233 ﹤0.01%
+4
New +$197
A icon
934
Agilent Technologies
A
$41.9B
$228 ﹤0.01%
2
– –
BWMN icon
935
Bowman Consulting
BWMN
$732M
$228 ﹤0.01%
8
– –
RBLX icon
936
Roblox
RBLX
$25.4B
$226 ﹤0.01%
+4
New +$269
BCAX
937
Bicara Therapeutics
BCAX
$1.62B
$219 ﹤0.01%
11
+1
+10% +$17
LNC icon
938
Lincoln National
LNC
$8.44B
$213 ﹤0.01%
6
– –
DOCS icon
939
Doximity
DOCS
$4.45B
$210 ﹤0.01%
9
-66
-88% -$2.06K
NTB icon
940
Bank of N.T. Butterfield & Son
NTB
$2.5B
$210 ﹤0.01%
+4
New +$205
PVH icon
941
PVH
PVH
$3.76B
$209 ﹤0.01%
3
– –
APTV icon
942
Aptiv
APTV
$10.1B
$208 ﹤0.01%
3
– –
FMC icon
943
FMC
FMC
$1.28B
$207 ﹤0.01%
+12
New +$179
CPRT icon
944
Copart
CPRT
$26.8B
$199 ﹤0.01%
+6
New +$225
ACMR icon
945
ACM Research
ACMR
$5.66B
$197 ﹤0.01%
5
+1
+25% +$53
WSFS icon
946
WSFS Financial
WSFS
$4.15B
$196 ﹤0.01%
+3
New +$189
BUR icon
947
Burford Capital
BUR
$962M
$194 ﹤0.01%
+43
New +$376
KMB icon
948
Kimberly-Clark
KMB
$36.2B
$193 ﹤0.01%
2
– –
JAZZ icon
949
Jazz Pharmaceuticals
JAZZ
$16.2B
$189 ﹤0.01%
+1
New +$175
RERE
950
ATRenew
RERE
$988M
$188 ﹤0.01%
+40
New +$225
36 37
38
39 40

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MGM
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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.