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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 2 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 8,986.0 $892K 0.16% +65.0 +0.7% $99.27 -1.2%
22 MSFT MICROSOFT CORP Technology 1,920.0 $711K 0.13% +50.0 +2.7% $370.08 +13.6%
23 JPIE J P MORGAN EXCHANGE TRADED F 13,960.0 $643K 0.12% +7K +101.6% $46.07 -0.5%
24 FQAL FIDELITY COVINGTON TRUST 7,111.0 $516K 0.09% +378.0 +5.6% $72.60 +9.6%
25 XOM EXXON MOBIL CORP Energy 2,956.0 $502K 0.09% +718.0 +32.1% $169.67 -5.3%
26 VGSH VANGUARD SCOTTSDALE FDS 8,476.0 $496K 0.09% +2K +40.8% $58.54 -0.6%
27 IUSV ISHARES TR 4,841.0 $495K 0.09% +38.0 +0.8% $102.25 +6.0%
28 VTV VANGUARD INDEX FDS 2,492.0 $489K 0.09% +25.0 +1.0% $196.20 +5.4%
29 PNC PNC FINL SVCS GROUP INC Financial Services 2,011.0 $418K 0.07% +2K +10000.0% $208.10 +3.0%
30 USMV ISHARES TR 4,075.0 $378K 0.07% +53.0 +1.3% $92.74 +3.0%
31 BNDX VANGUARD CHARLOTTE FDS 7,273.0 $349K 0.06% +3K +78.4% $48.05 -0.8%
32 VOO VANGUARD INDEX FDS 562.0 $336K 0.06% +317.0 +129.4% $597.55 +13.3%
33 SPTI SPDR SERIES TRUST 11,459.0 $328K 0.06% +6K +98.9% $28.66 -1.5%
34 BND VANGUARD BD INDEX FDS 4,362.0 $321K 0.06% +2K +94.0% $73.64 -1.3%
35 GLD SPDR GOLD TR Financial Services 715.0 $308K 0.06% +50.0 +7.5% $430.29 -2.9%
36 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,663.0 $275K 0.05% +2K +65.8% $59.03 +12.7%
37 VYM VANGUARD WHITEHALL FDS 1,713.0 $254K 0.04% +76.0 +4.6% $148.12 +5.4%
38 JMEE J P MORGAN EXCHANGE TRADED F 3,595.0 $240K 0.04% +37.0 +1.0% $66.77 +7.8%
39 HD HOME DEPOT INC Consumer Cyclical 693.0 $228K 0.04% +101.0 +17.1% $328.69 -9.1%
40 TJX TJX COS INC NEW Consumer Cyclical 1,394.0 $223K 0.04% +33.0 +2.4% $159.74 -6.1%
Page 2 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%