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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 3 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 498.0 $218K 0.04% +22.0 +4.6% $436.79 -80.0%
42 MU MICRON TECHNOLOGY INC Technology 629.0 $213K 0.04% +583.0 +1267.4% $337.84 +122.4%
43 SPHQ INVESCO EXCHANGE TRADED FD T 2,805.0 $211K 0.04% +1K +74.1% $75.19 +9.7%
44 UGI UGI CORP NEW Utilities 5,586.0 $203K 0.04% +28.0 +0.5% $36.42 -6.2%
45 HON HONEYWELL INTL INC Industrials 876.0 $198K 0.04% +700.0 +397.7% $226.03 -5.3%
46 GDX VANECK ETF TRUST 2,150.0 $197K 0.04% +164.0 +8.3% $91.77 -3.4%
47 BERKSHIRE HATHAWAY INC DEL 371.0 $178K 0.03% +124.0 +50.2% $479.20
48 GEV GE VERNOVA INC Utilities 197.0 $172K 0.03% +1.0 +0.5% $873.21 +18.2%
49 XLV SELECT SECTOR SPDR TR 1,163.0 $170K 0.03% +67.0 +6.1% $146.57 -1.5%
50 EXPAND ENERGY CORPORATION 1,551.0 $170K 0.03% +111.0 +7.7% $109.81
51 MRK MERCK & CO INC Healthcare 1,400.0 $168K 0.03% +161.0 +13.0% $120.26 -7.4%
52 BA BOEING CO Industrials 845.0 $168K 0.03% +280.0 +49.6% $199.03 +10.5%
53 MCD MCDONALDS CORP Consumer Cyclical 539.0 $167K 0.03% +5.0 +0.9% $310.65 -11.0%
54 PEP PEPSICO INC Consumer Defensive 1,051.0 $163K 0.03% +66.0 +6.7% $155.25 -4.3%
55 SCHD SCHWAB STRATEGIC TR 5,309.0 $163K 0.03% +3K +110.7% $30.68 +3.3%
56 VYMI VANGUARD WHITEHALL FDS 1,623.0 $153K 0.03% +18.0 +1.1% $94.24 +4.9%
57 GD GENERAL DYNAMICS CORP Industrials 444.0 $152K 0.03% +37.0 +9.1% $343.37 -2.2%
58 KO COCA COLA CO Consumer Defensive 1,703.0 $130K 0.02% +141.0 +9.0% $76.06 +5.8%
59 ABBV ABBVIE INC Healthcare 530.0 $115K 0.02% +39.0 +7.9% $217.42 -3.8%
60 FE FIRSTENERGY CORP Utilities 2,250.0 $114K 0.02% +18.0 +0.8% $50.67 -12.7%
Page 3 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%