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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
IUSG icon
176
iShares Core S&P US Growth ETF
IUSG
$33.7B
$46.4K 0.01%
+276
New +$46K
JMHI icon
177
JPMorgan High Yield Municipal ETF
JMHI
$293M
$44.9K 0.01%
+893
New +$45.1K
TIP icon
178
iShares TIPS Bond ETF
TIP
$14.7B
$43.5K 0.01%
396
+8
+2% +$887
DGRW icon
179
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$43.2K 0.01%
+483
New +$43.1K
JMIA
180
Jumia Technologies
JMIA
$793M
$41.8K 0.01%
3,350
– –
CMG icon
181
Chipotle Mexican Grill
CMG
$41.3B
$41.2K 0.01%
1,114
+14
+1% +$506
AVGO icon
182
Broadcom
AVGO
$1.98T
$41.2K 0.01%
119
-21
-15% -$7.51K
JNJ icon
183
Johnson & Johnson
JNJ
$629B
$40.8K 0.01%
197
+73
+59% +$14.4K
AMT icon
184
American Tower
AMT
$79.4B
$40.6K 0.01%
231
-2
-0.9% -$364
INTF icon
185
iShares International Equity Factor ETF
INTF
$3.75B
$40.4K 0.01%
1,069
– –
TTI icon
186
TETRA Technologies
TTI
$1.29B
$39.3K 0.01%
+4,190
New +$32.3K
SPEM icon
187
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$38.9K 0.01%
831
-16
-2% -$753
VTI icon
188
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$38.9K 0.01%
116
– –
DVN icon
189
Devon Energy
DVN
$49.3B
$38.4K 0.01%
1,049
– –
SE icon
190
Sea Limited
SE
$78.5B
$38.3K 0.01%
300
– –
VZ icon
191
Verizon
VZ
$195B
$38.2K 0.01%
939
+136
+17% +$5.52K
FSOL
192
Fidelity Solana Fund
FSOL
$98.3M
$37.5K 0.01%
+2,570
New +$39.5K
MDLZ icon
193
Mondelez International
MDLZ
$79.4B
$37.4K 0.01%
695
-87
-11% -$5.01K
SLI
194
Standard Lithium
SLI
$594M
$37.3K 0.01%
8,343
+7,343
+734% +$31.1K
PINK icon
195
Simplify Health Care ETF
PINK
$390M
$36.6K 0.01%
+1,000
New +$35K
SHOP icon
196
Shopify
SHOP
$194B
$36.5K 0.01%
227
+2
+0.9% +$321
NNE
197
Nano Nuclear Energy
NNE
$1.02B
$36.4K 0.01%
1,518
– –
UAL icon
198
United Airlines
UAL
$40.6B
$36.2K 0.01%
324
– –
INSM icon
199
Insmed
INSM
$28.9B
$35.2K 0.01%
202
+2
+1% +$365
MRSH
200
Marsh
MRSH
$90.1B
$35.2K 0.01%
190
-10
-5% -$1.87K
6 7
8
9 10

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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.