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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
VRTX icon
201
Vertex Pharmaceuticals
VRTX
$133B
$34.9K 0.01%
77
+2
+3% +$862
HON icon
202
Honeywell
HON
$74.6B
$34.3K 0.01%
176
-12
-6% -$2.35K
MAS icon
203
Masco
MAS
$14.7B
$34.2K 0.01%
539
-47
-8% -$3.05K
TLT icon
204
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$33.5K 0.01%
385
+352
+1,067% +$31.5K
CVS icon
205
CVS Health
CVS
$121B
$32.8K 0.01%
413
-31
-7% -$2.44K
CCJ icon
206
Cameco
CCJ
$43.1B
$32.7K 0.01%
357
– –
STX icon
207
Seagate
STX
$199B
$32.5K 0.01%
118
– –
NET icon
208
Cloudflare
NET
$111B
$31.5K ﹤0.01%
160
– –
SPMD icon
209
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19B
$31K ﹤0.01%
535
+197
+58% +$11.3K
IDV icon
210
iShares International Select Dividend ETF
IDV
$8.51B
$30.8K ﹤0.01%
+780
New +$29.6K
ORKA
211
Oruka Therapeutics
ORKA
$7.11B
$30.3K ﹤0.01%
1,000
– –
YUMC icon
212
Yum China
YUMC
$16.4B
$30.1K ﹤0.01%
629
+324
+106% +$14.8K
TGTX icon
213
TG Therapeutics
TGTX
$7.58B
$29.9K ﹤0.01%
1,003
– –
SCCO icon
214
Southern Copper
SCCO
$165B
$29.6K ﹤0.01%
212
+16
+8% +$2.09K
SBAC icon
215
SBA Communications
SBAC
$19.4B
$29.5K ﹤0.01%
153
+1
+0.7% +$193
EOG icon
216
EOG Resources
EOG
$75.1B
$29.4K ﹤0.01%
280
– –
TSM icon
217
TSMC
TSM
$2.23T
$28.9K ﹤0.01%
95
+28
+42% +$8.22K
UMH
218
UMH Properties
UMH
$1.39B
$28.9K ﹤0.01%
1,816
– –
CZFS icon
219
Citizens Financial Services
CZFS
$399M
$28.3K ﹤0.01%
496
-156
-24% -$8.88K
VKTX icon
220
Viking Therapeutics
VKTX
$3.97B
$28.1K ﹤0.01%
800
– –
COP icon
221
ConocoPhillips
COP
$153B
$27.9K ﹤0.01%
298
-41
-12% -$3.71K
USIG icon
222
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$27.3K ﹤0.01%
+527
New +$27.4K
LMT icon
223
Lockheed Martin
LMT
$140B
$26.9K ﹤0.01%
56
– –
SCHW
224
Charles Schwab
SCHW
$189B
$26.7K ﹤0.01%
267
+3
+1% +$285
PSX icon
225
Phillips 66
PSX
$90B
$26.7K ﹤0.01%
207
+3
+1% +$404
7 8
9
10 11

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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.