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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
EPI icon
126
WisdomTree India Earnings Fund ETF
EPI
$2.02B
$96.5K 0.02%
+2,364
New +$105K
FLIN icon
127
Franklin FTSE India ETF
FLIN
$2.71B
$96.2K 0.02%
+2,897
New +$106K
UNH icon
128
UnitedHealth
UNH
$379B
$95.9K 0.02%
354
-37
-9% -$11K
XLU icon
129
State Street Utilities Select Sector SPDR ETF
XLU
$23.7B
$93.6K 0.02%
2,040
+114
+6% +$5.12K
PBR icon
130
Petrobras
PBR
$118B
$93.4K 0.02%
+4,500
New +$72K
AMGN icon
131
Amgen
AMGN
$205B
$90.5K 0.02%
257
+13
+5% +$4.63K
IBIT icon
132
iShares Bitcoin Trust
IBIT
$47.9B
$88.6K 0.02%
2,307
-1,841
-44% -$79.7K
SLV icon
133
iShares Silver Trust
SLV
$28.2B
$88.1K 0.02%
1,293
-100
-7% -$7.6K
SCHG icon
134
Schwab US Large-Cap Growth ETF
SCHG
$58.7B
$83.6K 0.02%
2,871
+990
+53% +$30.8K
LLY icon
135
Eli Lilly
LLY
$1.07T
$82K 0.01%
89
+8
+10% +$8.11K
SPMO icon
136
Invesco S&P 500 Momentum ETF
SPMO
$20.7B
$82K 0.01%
731
+135
+23% +$16K
GWW icon
137
W.W. Grainger
GWW
$65.5B
$81.8K 0.01%
75
– –
ADI icon
138
Analog Devices
ADI
$179B
$81.1K 0.01%
255
– –
LEU icon
139
Centrus Energy
LEU
$3.36B
$79.7K 0.01%
459
+1
+0.2% +$241
SHV icon
140
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$77.7K 0.01%
704
+41
+6% +$4.52K
IWM icon
141
iShares Russell 2000 ETF
IWM
$80.2B
$76.9K 0.01%
310
-18
-5% -$4.64K
ETN icon
142
Eaton
ETN
$152B
$74.8K 0.01%
209
– –
SJM icon
143
J.M. Smucker
SJM
$12.8B
$74.1K 0.01%
768
+5
+0.7% +$524
NVO
144
Novo Nordisk
NVO
$220B
$73.6K 0.01%
+2,003
New +$94.9K
XOP icon
145
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.49B
$72.7K 0.01%
+400
New +$60.3K
POCT icon
146
Innovator US Equity Power Buffer ETF October
POCT
$957M
$70K 0.01%
1,623
– –
NKE icon
147
Nike
NKE
$62.2B
$69.2K 0.01%
1,311
+1,000
+322% +$60.6K
HEFA icon
148
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$67.1K 0.01%
1,580
-145
-8% -$6.25K
CRWD icon
149
CrowdStrike
CRWD
$187B
$66.4K 0.01%
680
-444
-40% -$47K
ABT icon
150
Abbott
ABT
$183B
$65.5K 0.01%
638
– –
4 5
6
7 8

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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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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.