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Portfolio (Quarterly) Guide ↗

Stonehearth Capital Management, LLC

· CIK 0001550191
13F Portfolio $293M AUM 94 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 15 Added 51 Reduced 13 Exited
Page 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PGR PROGRESSIVE CORP Financial Services 1,433.0 $313K 0.11% $218.45 +0.2%
62 NEM NEWMONT CORP Basic Materials 3,304.0 $309K 0.10% -440.0 -11.8% $93.40 +37.1%
63 L LOEWS CORP Financial Services 2,700.0 $306K 0.10% $113.21 -3.5%
64 LLY ELI LILLY & CO Healthcare 250.0 $300K 0.10% $1199.43 -4.3%
65 SLV ISHARES SILVER TR Financial Services 5,512.0 $295K 0.10% $53.47 +11.9%
66 LOW LOWES COS INC Consumer Cyclical 1,200.0 $265K 0.09% $220.49 -7.3%
67 DE DEERE & CO Industrials 401.0 $255K 0.09% -120.0 -23.0% $634.74 +9.3%
68 PFE PFIZER INC Healthcare 10,448.0 $252K 0.09% -1K -8.8% $24.08 +18.1%
69 EXEL EXELIXIS INC Healthcare 4,619.0 $251K 0.09% NEW $54.41 +8.5%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 5,799.0 $246K 0.08% -5K -47.3% $42.34 +18.4%
71 MRK MERCK & CO INC Healthcare 1,896.0 $244K 0.08% -932.0 -33.0% $128.50 +17.0%
72 VUG VANGUARD INDEX FDS 2,826.0 $243K 0.08% +2K +500.0% $86.14 +2.7%
73 GIS GENERAL MILLS INC Consumer Defensive 6,991.0 $243K 0.08% NEW $34.80 +10.0%
74 LMT LOCKHEED MARTIN CORP Industrials 478.0 $243K 0.08% $508.93 +3.2%
75 GS GOLDMAN SACHS GROUP INC Financial Services 239.0 $242K 0.08% -37.0 -13.4% $1011.37 +2.7%
76 EOG EOG RES INC Energy 1,832.0 $238K 0.08% -325.0 -15.1% $129.73 +11.9%
77 JPIB J P MORGAN EXCHANGE TRADED F 4,910.0 $237K 0.08% +288.0 +6.2% $48.35 -1.5%
78 GOOGL ALPHABET INC Communication Services 662.0 $237K 0.08% -200.0 -23.2% $357.37 -5.3%
79 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,079.0 $232K 0.08% -2K -10.8% $17.73 -3.9%
80 MUB ISHARES TR 2,146.0 $231K 0.08% -55.0 -2.5% $107.62 -3.3%
Page 4 of 5  ·  94 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 16.2%
Industrials 15.1%
Consumer Cyclical 12.4%
Healthcare 9.8%
Energy 6.8%
Utilities 4.1%
Basic Materials 3.6%
Consumer Defensive 2.9%
Communication Services 2.4%