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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
MAR icon
101
Marriott International
MAR
$96.6B
$139K 0.03%
426
– –
IWV icon
102
iShares Russell 3000 ETF
IWV
$19.7B
$136K 0.02%
368
-9
-2% -$3.48K
SPXL icon
103
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.72B
$135K 0.02%
728
-4,847
-87% -$1.04M
FIX icon
104
Comfort Systems
FIX
$60.4B
$132K 0.02%
96
– –
KO icon
105
Coca-Cola
KO
$351B
$130K 0.02%
1,703
+141
+9% +$10.7K
IBDV icon
106
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$126K 0.02%
5,734
– –
STIP icon
107
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$119K 0.02%
1,147
-15
-1% -$1.54K
JD icon
108
JD.com
JD
$41.3B
$118K 0.02%
+4,000
New +$113K
ABBV icon
109
AbbVie
ABBV
$447B
$115K 0.02%
530
+39
+8% +$8.65K
FE icon
110
FirstEnergy
FE
$28B
$114K 0.02%
2,250
+18
+0.8% +$873
MA icon
111
Mastercard
MA
$482B
$113K 0.02%
227
-10
-4% -$5.27K
NSC icon
112
Norfolk Southern
NSC
$75.3B
$113K 0.02%
393
– –
GNR icon
113
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.58B
$112K 0.02%
1,502
-58
-4% -$4.1K
PLTR icon
114
Palantir
PLTR
$326B
$111K 0.02%
760
-105
-12% -$16.1K
DFEM icon
115
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.79B
$109K 0.02%
3,150
+28
+0.9% +$994
PM icon
116
Philip Morris
PM
$300B
$108K 0.02%
652
+163
+33% +$28.3K
SO icon
117
Southern Company
SO
$107B
$106K 0.02%
1,101
-6
-0.5% -$555
MRVL icon
118
Marvell Technology
MRVL
$177B
$104K 0.02%
1,055
+65
+7% +$5.46K
IJR icon
119
iShares Core S&P Small-Cap ETF
IJR
$109B
$103K 0.02%
825
+32
+4% +$4.07K
IEFA icon
120
iShares Core MSCI EAFE ETF
IEFA
$185B
$102K 0.02%
1,127
+30
+3% +$2.8K
VLO icon
121
Valero Energy
VLO
$93.5B
$102K 0.02%
412
– –
FTRB icon
122
Federated Hermes Total Return Bond ETF
FTRB
$595M
$101K 0.02%
+4,020
New +$102K
RDDT icon
123
Reddit
RDDT
$35.3B
$101K 0.02%
750
+500
+200% +$85.1K
AUPH icon
124
Aurinia Pharmaceuticals
AUPH
$1.98B
$98.1K 0.02%
+6,620
New +$96.8K
PJAN icon
125
Innovator US Equity Power Buffer ETF January
PJAN
$1.46B
$97K 0.02%
+2,102
New +$98.8K
3 4
5
6 7

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QL
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CFP
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DIM
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CAM
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MSA
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TAWM
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NCA
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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 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.