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
UGI icon
76
UGI
UGI
$7.85B
$203K 0.04%
5,586
+28
+0.5% +$1.05K
META icon
77
Meta Platforms (Facebook)
META
$1.64T
$202K 0.04%
353
-121
-26% -$77.5K
HON icon
78
Honeywell
HON
$71.3B
$198K 0.04%
876
+700
+398% +$160K
GDX icon
79
VanEck Gold Miners ETF
GDX
$21.8B
$197K 0.04%
2,150
+164
+8% +$16.2K
IYW icon
80
iShares US Technology ETF
IYW
$24B
$194K 0.03%
1,070
-4,551
-81% -$879K
QQQ icon
81
Invesco QQQ Trust
QQQ
$462B
$192K 0.03%
333
-51
-13% -$31K
LOW icon
82
Lowe's Companies
LOW
$117B
$188K 0.03%
794
-102
-11% -$26.6K
CVX icon
83
Chevron
CVX
$373B
$183K 0.03%
886
-179
-17% -$32.6K
DGRO icon
84
iShares Core Dividend Growth ETF
DGRO
$42.2B
$181K 0.03%
2,577
+11
+0.4% +$789
BRK.B icon
85
Berkshire Hathaway Class B
BRK.B
$1.06T
$178K 0.03%
371
+124
+50% +$60.9K
GVAL icon
86
Cambria Global Value ETF
GVAL
$529M
$174K 0.03%
5,250
– –
FTEC icon
87
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
$172K 0.03%
829
– –
GEV icon
88
GE Vernova
GEV
$284B
$172K 0.03%
197
+1
+0.5% +$780
XLV icon
89
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$170K 0.03%
1,163
+67
+6% +$10.3K
EXE
90
Expand Energy Corp
EXE
$21.1B
$170K 0.03%
1,551
+111
+8% +$11.9K
MRK icon
91
Merck
MRK
$315B
$168K 0.03%
1,400
+161
+13% +$18.6K
BA icon
92
Boeing
BA
$169B
$168K 0.03%
845
+280
+50% +$63.8K
MCD icon
93
McDonald's
MCD
$190B
$167K 0.03%
539
+5
+0.9% +$1.59K
PEP icon
94
PepsiCo
PEP
$187B
$163K 0.03%
1,051
+66
+7% +$10.3K
SCHD icon
95
Schwab US Dividend Equity ETF
SCHD
$101B
$163K 0.03%
5,309
+2,789
+111% +$84.6K
VYMI icon
96
Vanguard International High Dividend Yield ETF
VYMI
$20.1B
$153K 0.03%
1,623
+18
+1% +$1.72K
GD icon
97
General Dynamics
GD
$99.7B
$152K 0.03%
444
+37
+9% +$13.1K
IBM icon
98
IBM
IBM
$200B
$148K 0.03%
612
-125
-17% -$33.8K
JEPI icon
99
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
$144K 0.03%
2,532
– –
FMUN
100
Fidelity Systematic Municipal Bond Index ETF
FMUN
$181M
$140K 0.03%
+2,821
New +$142K
2 3
4
5 6

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
MSA
Marino Stram & Associates Braintree, Massachusetts $557M AUM 16.94% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 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.