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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
BNO icon
176
United States Brent Oil Fund
BNO
$765M
$52K 0.01%
+1,000
New +$37.1K
LTBR icon
177
Lightbridge
LTBR
$257M
$51.9K 0.01%
4,872
– –
OKLO
178
Oklo
OKLO
$7.09B
$51K 0.01%
1,028
-1,450
-59% -$104K
VZ icon
179
Verizon
VZ
$198B
$50.8K 0.01%
1,012
+73
+8% +$3.38K
SPDW icon
180
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$50.2K 0.01%
1,100
+13
+1% +$610
ORKA
181
Oruka Therapeutics
ORKA
$5.46B
$49.1K 0.01%
1,002
+2
+0.2% +$70
IFGL icon
182
iShares International Developed Real Estate ETF
IFGL
$82.4M
$48.9K 0.01%
2,188
+63
+3% +$1.51K
USAS
183
Americas Gold and Silver
USAS
$1.36B
$48.3K 0.01%
9,256
– –
TIP icon
184
iShares TIPS Bond ETF
TIP
$14.5B
$47.8K 0.01%
433
+37
+9% +$4.09K
LMND icon
185
Lemonade
LMND
$4.77B
$47K 0.01%
+750
New +$51.9K
NEE icon
186
NextEra Energy
NEE
$185B
$46.5K 0.01%
501
+334
+200% +$29.7K
STX icon
187
Seagate
STX
$181B
$46.2K 0.01%
118
– –
AVGO icon
188
Broadcom
AVGO
$1.81T
$45.5K 0.01%
147
+28
+24% +$9.21K
PRU icon
189
Prudential Financial
PRU
$42.3B
$44.7K 0.01%
457
+29
+7% +$3K
XLK icon
190
State Street Technology Select Sector SPDR ETF
XLK
$113B
$44.7K 0.01%
336
+158
+89% +$22.3K
PSX icon
191
Phillips 66
PSX
$82.7B
$44.5K 0.01%
245
+38
+18% +$5.96K
BROS icon
192
Dutch Bros
BROS
$8.95B
$44.3K 0.01%
874
+1
+0.1% +$55
KMI icon
193
Kinder Morgan
KMI
$71B
$43.1K 0.01%
1,286
+331
+35% +$10.3K
PFE icon
194
Pfizer
PFE
$141B
$42.7K 0.01%
1,521
+1,332
+705% +$35.5K
DGRW icon
195
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$42.4K 0.01%
483
– –
EOG icon
196
EOG Resources
EOG
$75.9B
$41.7K 0.01%
289
+9
+3% +$1.09K
INTF icon
197
iShares International Equity Factor ETF
INTF
$3.56B
$41.6K 0.01%
1,069
– –
CRM icon
198
Salesforce
CRM
$142B
$41.1K 0.01%
220
-45
-17% -$9.32K
AMT icon
199
American Tower
AMT
$77.8B
$40.7K 0.01%
236
+5
+2% +$900
T icon
200
AT&T
T
$167B
$40.5K 0.01%
1,399
+635
+83% +$17K
6 7
8
9 10

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QL
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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.