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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
EFA icon
151
iShares MSCI EAFE ETF
EFA
$80.2B
$61K 0.01%
635
-24,983
-98% -$2.37M
TSCO icon
152
Tractor Supply
TSCO
$19B
$59.7K 0.01%
1,194
+814
+214% +$43.8K
FREL icon
153
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$59.6K 0.01%
2,217
+550
+33% +$15K
XLSR icon
154
State Street US Sector Rotation ETF
XLSR
$1.05B
$59.2K 0.01%
951
-8
-0.8% -$491
MPC icon
155
Marathon Petroleum
MPC
$97.8B
$59K 0.01%
363
+138
+61% +$25.8K
ICE icon
156
Intercontinental Exchange
ICE
$85B
$57.8K 0.01%
357
-2
-0.6% -$313
RDDT icon
157
Reddit
RDDT
$29.5B
$57.5K 0.01%
250
+100
+67% +$21K
CI icon
158
Cigna
CI
$73.3B
$57K 0.01%
207
+7
+4% +$1.96K
FMDE icon
159
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.17B
$55.7K 0.01%
1,531
-7,006
-82% -$252K
ENVX icon
160
Enovix
ENVX
$1.03B
$54.7K 0.01%
7,481
-441
-6% -$4.27K
HL icon
161
Hecla Mining
HL
$12.2B
$53.9K 0.01%
2,811
+2,299
+449% +$35.1K
BCSF icon
162
Bain Capital Specialty
BCSF
$821M
$53.6K 0.01%
3,856
– –
BWXT icon
163
BWX Technologies
BWXT
$15.8B
$53.6K 0.01%
310
– –
BLK icon
164
Blackrock
BLK
$180B
$53.5K 0.01%
50
+5
+11% +$5.47K
BROS icon
165
Dutch Bros
BROS
$8.91B
$53.4K 0.01%
873
– –
QBTS icon
166
D-Wave Quantum Inc. Common Stock
QBTS
$7.72B
$53K 0.01%
2,028
+1,428
+238% +$41.6K
SMR icon
167
NuScale Power
SMR
$3.94B
$51.2K 0.01%
3,612
– –
BX icon
168
Blackstone
BX
$110B
$50.9K 0.01%
330
-7
-2% -$1.06K
MMYT icon
169
MakeMyTrip
MMYT
$5.67B
$49.3K 0.01%
600
+200
+50% +$16.4K
IFGL icon
170
iShares International Developed Real Estate ETF
IFGL
$82.2M
$49.1K 0.01%
2,125
+7
+0.3% +$161
PRU icon
171
Prudential Financial
PRU
$42.3B
$48.3K 0.01%
428
+2
+0.5% +$214
SPDW icon
172
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.9B
$48.3K 0.01%
1,087
+157
+17% +$6.86K
USAS
173
Americas Gold and Silver
USAS
$1.75B
$47.3K 0.01%
9,256
+5,236
+130% +$23.6K
WFC icon
174
Wells Fargo
WFC
$269B
$46.9K 0.01%
503
+7
+1% +$608
CMDY icon
175
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$580M
$46.6K 0.01%
956
+142
+17% +$7.55K
5 6
7
8 9

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RMC
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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.