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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
MRVL icon
126
Marvell Technology
MRVL
$195B
$84.1K 0.01%
990
-22
-2% -$1.93K
XLU icon
127
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$82.2K 0.01%
1,926
– –
IWM icon
128
iShares Russell 2000 ETF
IWM
$82.2B
$80.8K 0.01%
328
+21
+7% +$5.16K
AMGN icon
129
Amgen
AMGN
$225B
$80K 0.01%
244
+11
+5% +$3.49K
ABT icon
130
Abbott
ABT
$192B
$79.9K 0.01%
638
-4
-0.6% -$510
PM icon
131
Philip Morris
PM
$290B
$78.4K 0.01%
489
-71
-13% -$11K
GWW icon
132
W.W. Grainger
GWW
$61.5B
$75.7K 0.01%
75
– –
SJM icon
133
J.M. Smucker
SJM
$12.7B
$74.6K 0.01%
763
+7
+0.9% +$724
SUB icon
134
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$73.4K 0.01%
688
+526
+325% +$56.1K
SHV icon
135
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$73.1K 0.01%
663
+27
+4% +$2.98K
HEFA icon
136
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.79B
$71.3K 0.01%
1,725
-1,714
-50% -$70.2K
POCT icon
137
Innovator US Equity Power Buffer ETF October
POCT
$974M
$71.3K 0.01%
+1,623
New +$70.5K
SPMO icon
138
Invesco S&P 500 Momentum ETF
SPMO
$22B
$71.1K 0.01%
596
-5,008
-89% -$600K
CRM icon
139
Salesforce
CRM
$158B
$70.1K 0.01%
265
-8
-3% -$1.99K
ADI icon
140
Analog Devices
ADI
$187B
$69.2K 0.01%
255
-1
-0.4% -$251
SCHD icon
141
Schwab US Dividend Equity ETF
SCHD
$107B
$69.1K 0.01%
+2,520
New +$68.5K
CEG icon
142
Constellation Energy
CEG
$98.7B
$67.1K 0.01%
190
+1
+0.5% +$363
VLO icon
143
Valero Energy
VLO
$95.1B
$67.1K 0.01%
412
+2
+0.5% +$339
ETN icon
144
Eaton
ETN
$179B
$66.6K 0.01%
209
+187
+850% +$66.3K
MTB icon
145
M&T Bank
MTB
$36.6B
$66.3K 0.01%
329
– –
COR icon
146
Cencora
COR
$60B
$64.6K 0.01%
191
– –
MELI icon
147
Mercado Libre
MELI
$92.7B
$62.4K 0.01%
31
+16
+107% +$33.6K
YUM icon
148
Yum! Brands
YUM
$41B
$61.7K 0.01%
408
+246
+152% +$36.4K
LTBR icon
149
Lightbridge
LTBR
$333M
$61.6K 0.01%
4,872
– –
SCHG icon
150
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$61.4K 0.01%
+1,881
New +$61.2K
4 5
6
7 8

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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.