We are live on ! Find out more
SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
-1.34%
1 Year Est. Return
+14.72%
3 Year Est. Return
+40.1%
5 Year Est. Return
+42.17%
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
331
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
NU icon
951
Nu Holdings
NU
$70.2B
$187 ﹤0.01%
13
-23
-64% -$373
SHBI icon
952
Shore Bancshares
SHBI
$800M
$187 ﹤0.01%
+10
New +$186
SPG icon
953
Simon Property Group
SPG
$75.1B
$187 ﹤0.01%
1
– –
BF.B icon
954
Brown-Forman Class B
BF.B
$12.6B
$185 ﹤0.01%
+7
New +$188
EVER icon
955
EverQuote
EVER
$929M
$185 ﹤0.01%
12
-30
-71% -$567
RES icon
956
RPC Inc
RES
$1.21B
$184 ﹤0.01%
+26
New +$162
APAM icon
957
Artisan Partners
APAM
$2.86B
$182 ﹤0.01%
5
-76
-94% -$3.11K
COF icon
958
Capital One
COF
$127B
$182 ﹤0.01%
1
– –
YALA
959
Yalla Group
YALA
$809M
$181 ﹤0.01%
29
+10
+53% +$69
BILI icon
960
Bilibili
BILI
$7.47B
$180 ﹤0.01%
8
– –
CGNT icon
961
Cognyte Software
CGNT
$642M
$178 ﹤0.01%
+22
New +$182
HNRG icon
962
Hallador Energy
HNRG
$717M
$178 ﹤0.01%
+11
New +$205
FRPT icon
963
Freshpet
FRPT
$2.92B
$177 ﹤0.01%
+3
New +$211
VEEV icon
964
Veeva Systems
VEEV
$31.6B
$176 ﹤0.01%
1
– –
VRDN icon
965
Viridian Therapeutics
VRDN
$2.18B
$176 ﹤0.01%
+9
New +$267
HAFN icon
966
Hafnia
HAFN
$3.73B
$175 ﹤0.01%
+23
New +$153
PRGO icon
967
Perrigo
PRGO
$1.4B
$172 ﹤0.01%
+16
New +$207
TREE icon
968
LendingTree
TREE
$564M
$172 ﹤0.01%
+4
New +$191
HPP
969
Hudson Pacific Properties
HPP
$794M
$171 ﹤0.01%
+29
New +$223
SEI
970
Solaris Energy Infrastructure
SEI
$3.22B
$170 ﹤0.01%
+3
New +$162
NOV icon
971
NOV
NOV
$7.35B
$169 ﹤0.01%
9
– –
FWRD icon
972
Forward Air
FWRD
$466M
$167 ﹤0.01%
+10
New +$243
MFG icon
973
Mizuho Financial
MFG
$129B
$167 ﹤0.01%
+21
New +$178
HLF icon
974
Herbalife
HLF
$1.26B
$162 ﹤0.01%
+11
New +$180
EMN icon
975
Eastman Chemical
EMN
$7.74B
$153 ﹤0.01%
2
– –
37 38
39
40 41

Similar funds

TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 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 331 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.