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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
IRS
1051
IRSA Inversiones y Representaciones
IRS
$1.24B
$32 ﹤0.01%
+2
New +$32
OPRA
1052
Opera Ltd
OPRA
$1.78B
$29 ﹤0.01%
+2
New +$28
BKV
1053
BKV Corp
BKV
$2.86B
$29 ﹤0.01%
+1
New +$29
HRTG icon
1054
Heritage Insurance Holdings
HRTG
$980M
$26 ﹤0.01%
+1
New +$26
CRESY
1055
Cresud
CRESY
$759M
$25 ﹤0.01%
+2
New +$24
IHS icon
1056
IHS Holding
IHS
$2.82B
$25 ﹤0.01%
+3
New +$24
UA icon
1057
Under Armour Class C
UA
$2.2B
$23 ﹤0.01%
4
– –
AMTB icon
1058
Amerant Bancorp
AMTB
$1.15B
$22 ﹤0.01%
+1
New +$21
MD icon
1059
Pediatrix Medical
MD
$2.15B
$21 ﹤0.01%
+1
New +$21
OVV icon
1060
Ovintiv
OVV
$17.5B
– –
0
– –
VIPS icon
1061
Vipshop
VIPS
$6.94B
$16 ﹤0.01%
+1
New +$17
WULF icon
1062
TeraWulf
WULF
$8.58B
$14 ﹤0.01%
+1
New +$15
TEO icon
1063
Telecom Argentina
TEO
$5.81B
$12 ﹤0.01%
+1
New +$12
TRVI icon
1064
Trevi Therapeutics
TRVI
$2.53B
$12 ﹤0.01%
+1
New +$11
UAA icon
1065
Under Armour
UAA
$2.26B
$12 ﹤0.01%
2
– –
CGC
1066
Canopy Growth
CGC
$431M
$10 ﹤0.01%
11
– –
TGLS icon
1067
Tecnoglass Holdings Inc.
TGLS
$1.86B
– –
0
– –
TWAV
1068
TaoWeave Inc
TWAV
$4.77M
$2 ﹤0.01%
1
– –
DBGI
1069
Digital Brands Group
DBGI
$9.56M
– –
0
– –
AAL icon
1070
American Airlines Group
AAL
$9.88B
– –
-320
Closed -$4.9K
ACHR icon
1071
Archer Aviation
ACHR
$4.84B
– –
-100
Closed -$752
ACWI icon
1072
iShares MSCI ACWI ETF
ACWI
$33.4B
– –
-55
Closed -$7.78K
ADBE icon
1073
Adobe
ADBE
$103B
– –
-2
Closed -$700
AESI icon
1074
Atlas Energy Solutions
AESI
$1.47B
– –
-100
Closed -$942
AFG icon
1075
American Financial Group
AFG
$12B
– –
-77
Closed -$10.5K
41 42
43
44 45

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HCM
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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.