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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
EMB icon
151
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$65.4K 0.01%
696
-33,612
-98% -$3.23M
YUM icon
152
Yum! Brands
YUM
$41B
$63.5K 0.01%
408
– –
BWXT icon
153
BWX Technologies
BWXT
$16B
$63.4K 0.01%
310
– –
JNJ icon
154
Johnson & Johnson
JNJ
$635B
$62K 0.01%
254
+57
+29% +$13.3K
CI icon
155
Cigna
CI
$76.6B
$61.6K 0.01%
231
+24
+12% +$6.64K
FREL icon
156
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$61.2K 0.01%
2,273
+56
+3% +$1.56K
BLK icon
157
Blackrock
BLK
$164B
$60.6K 0.01%
63
+13
+26% +$13.7K
COR icon
158
Cencora
COR
$60.3B
$60K 0.01%
191
– –
EFA icon
159
iShares MSCI EAFE ETF
EFA
$76.4B
$60K 0.01%
618
-17
-3% -$1.7K
PANW icon
160
Palo Alto Networks
PANW
$264B
$58.8K 0.01%
367
-218
-37% -$36.6K
MTB icon
161
M&T Bank
MTB
$36.2B
$58.3K 0.01%
282
-47
-14% -$10.1K
CMDY icon
162
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$565M
$58.2K 0.01%
979
+23
+2% +$1.25K
XLSR icon
163
State Street US Sector Rotation ETF
XLSR
$996M
$57.5K 0.01%
995
+44
+5% +$2.68K
SUB icon
164
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$56.2K 0.01%
528
-160
-23% -$17.1K
ICE icon
165
Intercontinental Exchange
ICE
$82.4B
$56.1K 0.01%
357
– –
FMDE icon
166
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.61B
$55.2K 0.01%
1,536
+5
+0.3% +$185
MPC icon
167
Marathon Petroleum
MPC
$90.3B
$55.2K 0.01%
226
-137
-38% -$27.7K
TSCO icon
168
Tractor Supply
TSCO
$16.3B
$54.1K 0.01%
1,194
– –
DDFM
169
Innovator Equity Dual Directional 15 Buffer ETF - March
DDFM
$47M
$54.1K 0.01%
+2,880
New +$54.4K
XME icon
170
State Street SPDR S&P Metals & Mining ETF
XME
$3.91B
$54K 0.01%
500
+473
+1,752% +$55.3K
MELI icon
171
Mercado Libre
MELI
$91.3B
$53.6K 0.01%
31
– –
HL icon
172
Hecla Mining
HL
$10.2B
$53.2K 0.01%
2,855
+44
+2% +$990
DVN icon
173
Devon Energy
DVN
$51.9B
$53.1K 0.01%
1,055
+6
+0.6% +$257
CEG icon
174
Constellation Energy
CEG
$98B
$52.5K 0.01%
188
-2
-1% -$608
AU icon
175
AngloGold Ashanti
AU
$40.3B
$52.2K 0.01%
536
+363
+210% +$37.2K
5 6
7
8 9

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CFP
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DIM
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CAM
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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.