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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $558.1B AUM 1,069 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 336 New 294 Added 129 Reduced 115 Exited
Page 1 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 100,845.0 $65.9M 11.80% +38K +61.0% $653.21 +13.7%
2 IUSB ISHARES TR 977,212.0 $45.1M 8.09% +34K +3.6% $46.19 -1.1%
3 IVW ISHARES TR 296,836.0 $33.6M 6.02% +15K +5.4% $113.11 +20.9%
4 TLH ISHARES TR 181,522.0 $18.3M 3.28% +8K +4.3% $100.72 -2.9%
5 EFG ISHARES TR 159,096.0 $17.7M 3.17% +144K +937.3% $111.37 +6.1%
6 QUAL ISHARES TR 86,137.0 $16.5M 2.96% +2K +2.2% $191.81 +9.7%
7 FENI FIDELITY COVINGTON TRUST 443,277.0 $16.5M 2.96% +114K +34.7% $37.20 +5.1%
8 BAI BLACKROCK ETF TRUST 469,968.0 $15.5M 2.77% +45K +10.7% $32.95 +42.0%
9 MTUM ISHARES TR 62,787.0 $15.1M 2.70% +4K +6.3% $239.99 +24.3%
10 THRO BLACKROCK ETF TRUST 415,525.0 $15.1M 2.70% +20K +5.2% $36.22 +16.9%
11 MBB ISHARES TR 140,897.0 $13.4M 2.40% +6K +4.1% $94.95 -1.5%
12 GOVT ISHARES TR 565,800.0 $13.0M 2.32% +541K +2227.3% $22.91 -1.5%
13 ITA ISHARES TR 49,138.0 $10.7M 1.93% +21K +74.4% $218.75 -0.8%
14 IAGG ISHARES TR 204,757.0 $10.2M 1.84% +13K +6.6% $50.04 -0.7%
15 MUB ISHARES TR 63,275.0 $6.7M 1.20% +10K +17.7% $106.15 -0.0%
16 ISTB ISHARES TR 48,739.0 $2.4M 0.42% +2K +3.4% $48.46 -0.7%
17 AAPL APPLE INC Technology 8,050.0 $2.0M 0.37% +933.0 +13.1% $253.79 +18.3%
18 NVDA NVIDIA CORPORATION Technology 7,508.0 $1.3M 0.23% +329.0 +4.6% $174.39 +35.2%
19 AMZN AMAZON COM INC Consumer Cyclical 6,148.0 $1.3M 0.23% +74.0 +1.2% $208.27 +26.8%
20 GOOGL ALPHABET INC Communication Services 3,454.0 $993K 0.18% +681.0 +24.6% $287.52 +39.5%
Page 1 of 15  ·  294 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
Consumer Defensive 52.4%
Financial Services 16.3%
Technology 9.8%
Consumer Cyclical 5.4%
Industrials 4.4%
Communication Services 3.8%
Energy 2.9%
Healthcare 2.4%
Utilities 1.5%
Basic Materials 0.8%