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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
SNOW icon
976
Snowflake
SNOW
$94.6B
$151 ﹤0.01%
+1
New +$185
SPNT icon
977
SiriusPoint
SPNT
$3.01B
$151 ﹤0.01%
+7
New +$144
SAFE
978
Safehold
SAFE
$1.19B
$149 ﹤0.01%
+11
New +$163
SVV icon
979
Savers
SVV
$1.48B
$149 ﹤0.01%
20
– –
BBAR icon
980
BBVA Argentina
BBAR
$3.92B
$145 ﹤0.01%
+9
New +$149
CLMT icon
981
Calumet Specialty Products
CLMT
$3.6B
$144 ﹤0.01%
+4
New +$104
TCBK icon
982
TriCo Bancshares
TCBK
$1.84B
$143 ﹤0.01%
+3
New +$147
OII icon
983
Oceaneering
OII
$5.19B
$142 ﹤0.01%
+4
New +$129
ALHC icon
984
Alignment Healthcare
ALHC
$3.86B
$141 ﹤0.01%
8
+1
+14% +$20
WBS icon
985
Webster Financial
WBS
$12.5B
$139 ﹤0.01%
2
– –
UVE icon
986
Universal Insurance Holdings
UVE
$1.21B
$137 ﹤0.01%
+4
New +$129
MUFG icon
987
Mitsubishi UFJ Financial
MUFG
$260B
$136 ﹤0.01%
+8
New +$142
WRLD icon
988
World Acceptance Corp
WRLD
$909M
$135 ﹤0.01%
+1
New +$134
KC
989
Kingsoft Cloud Holdings
KC
$2.97B
$134 ﹤0.01%
+10
New +$131
MLCO icon
990
Melco Resorts & Entertainment
MLCO
$2.18B
$131 ﹤0.01%
+23
New +$139
WDAY icon
991
Workday
WDAY
$36.4B
$130 ﹤0.01%
+1
New +$159
NGVC icon
992
Vitamin Cottage Natural Grocers
NGVC
$729M
$129 ﹤0.01%
+5
New +$129
AMRC icon
993
Ameresco
AMRC
$1.12B
$128 ﹤0.01%
5
+1
+25% +$30
TR icon
994
Tootsie Roll Industries
TR
$2.9B
$128 ﹤0.01%
+3
New +$118
SEZL
995
Sezzle
SEZL
$5.27B
$127 ﹤0.01%
+2
New +$136
TE
996
T1 Energy
TE
$1.37B
$123 ﹤0.01%
28
-2,472
-99% -$18.1K
MARA icon
997
Marathon Digital Holdings
MARA
$4.49B
$122 ﹤0.01%
+15
New +$136
LFST icon
998
Lifestance Health
LFST
$4.15B
$121 ﹤0.01%
+19
New +$132
PLMR icon
999
Palomar
PLMR
$3.73B
$120 ﹤0.01%
+1
New +$125
CELC icon
1000
Celcuity
CELC
$4.01B
$114 ﹤0.01%
+1
New +$109
38 39
40
41 42

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TCM
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QL
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CFP
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DIM
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CAM
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TAWM
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NCA
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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.