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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
+1.44%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$644M
AUM Growth
+$50.6M
Cap. Flow
+$42.9M
Cap. Flow %
6.66%
Top 10 Hldgs %
61.65%
Holding
950
New
229
Increased
293
Reduced
131
Closed
102

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.4M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$25.8M
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.7M
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$11.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$59.5M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$13.3M
3
IWV icon
iShares Russell 3000 ETF
IWV
+$5.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.53M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.54M

Sector Composition

Rank Sector Weight
1 Consumer Staples 5.03%
2 Technology 0.92%
3 Financials 0.64%
4 Consumer Discretionary 0.51%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAR icon
101
Marriott International
MAR
$92.5B
$132K 0.02%
426
+1
+0.2% +$286
CRWD icon
102
CrowdStrike
CRWD
$226B
$132K 0.02%
1,124
+12
+1% +$1.53K
MRK icon
103
Merck
MRK
$328B
$130K 0.02%
1,239
+71
+6% +$6.67K
UNH icon
104
UnitedHealth
UNH
$364B
$129K 0.02%
391
+32
+9% +$10.8K
GEV icon
105
GE Vernova
GEV
$277B
$128K 0.02%
196
+117
+148% +$71.3K
IBDV icon
106
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$127K 0.02%
5,734
– –
BRK.B icon
107
Berkshire Hathaway Class B
BRK.B
$1.09T
$124K 0.02%
247
+109
+79% +$54.2K
BA icon
108
Boeing
BA
$183B
$123K 0.02%
565
-107
-16% -$22K
SPHQ icon
109
Invesco S&P 500 Quality ETF
SPHQ
$19.9B
$121K 0.02%
1,611
– –
STIP icon
110
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$119K 0.02%
1,162
-7,318
-86% -$753K
NSC icon
111
Norfolk Southern
NSC
$75.3B
$113K 0.02%
393
+1
+0.3% +$289
ABBV icon
112
AbbVie
ABBV
$440B
$112K 0.02%
491
+3
+0.6% +$683
LEU icon
113
Centrus Energy
LEU
$3.69B
$111K 0.02%
458
– –
KO icon
114
Coca-Cola
KO
$373B
$109K 0.02%
1,562
+64
+4% +$4.46K
PANW icon
115
Palo Alto Networks
PANW
$315B
$108K 0.02%
585
+13
+2% +$2.62K
DFEM icon
116
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.36B
$103K 0.02%
3,122
– –
FE icon
117
FirstEnergy
FE
$27.2B
$99.9K 0.02%
2,232
+20
+0.9% +$918
IEFA icon
118
iShares Core MSCI EAFE ETF
IEFA
$196B
$98.1K 0.02%
1,097
-24
-2% -$2.12K
GNR icon
119
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
$96.9K 0.02%
1,560
-37
-2% -$2.22K
SO icon
120
Southern Company
SO
$106B
$96.5K 0.02%
1,107
+4
+0.4% +$365
IJR icon
121
iShares Core S&P Small-Cap ETF
IJR
$112B
$95.3K 0.01%
793
-28
-3% -$3.35K
SLV icon
122
iShares Silver Trust
SLV
$31.8B
$89.7K 0.01%
1,393
+1,100
+375% +$55.1K
GS icon
123
Goldman Sachs
GS
$302B
$89.7K 0.01%
102
+101
+10,100% +$82.4K
FIX icon
124
Comfort Systems
FIX
$61.2B
$89.7K 0.01%
96
– –
LLY icon
125
Eli Lilly
LLY
$1.09T
$87.1K 0.01%
81
-16
-16% -$15.3K
3 4
5
6 7

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FSCM
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Stone House Investment Management held 950 positions worth $644M, up 8.5% from $594M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Stone House Investment Management deployed $42.9M of net new capital in Q4 2025, opening 229 new positions and adding to 293 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 797,710 shares worth $64M.

By sector, the portfolio is most concentrated in Consumer Staples at 5% of assets, down from 6.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $59.5M trimmed.

  • Stone House Investment Management's largest Q4 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 797,710 shares worth $64M.
  • Stone House Investment Management added most to Fidelity Total Bond ETF in Q4 2025, an estimated $25.8M increase.
  • Stone House Investment Management's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $59.5M.
  • Stone House Investment Management fully exited Expand Energy Corp Class C Warrants in Q4 2025, selling an estimated $67.3K.
  • Stone House Investment Management's ten largest holdings make up 62% of its $644M portfolio in Q4 2025.
  • Stone House Investment Management opened 229 new positions and closed 102 in Q4 2025.
  • Stone House Investment Management's portfolio value rose 8.5% quarter-over-quarter to $644M.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.