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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 5 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XME SPDR SERIES TRUST 500.0 $54K 0.01% +473.0 +1751.8% $108.01 +5.8%
82 HL HECLA MINING COMPANY Basic Materials 2,855.0 $53K 0.01% +44.0 +1.6% $18.63 -3.8%
83 DVN DEVON ENERGY CORP NEW Energy 1,055.0 $53K 0.01% +6.0 +0.6% $50.32 -3.7%
84 ANGLOGOLD ASHANTI PLC 536.0 $52K 0.01% +363.0 +209.8% $97.36
85 VZ VERIZON COMMUNICATIONS INC Communication Services 1,012.0 $51K 0.01% +73.0 +7.8% $50.18 -7.7%
86 SPDW SPDR INDEX SHS FDS 1,100.0 $50K 0.01% +13.0 +1.2% $45.65 +8.5%
87 IFGL ISHARES TR 2,188.0 $49K 0.01% +63.0 +3.0% $22.36 +2.4%
88 TIP ISHARES TR 433.0 $48K 0.01% +37.0 +9.3% $110.30 +0.2%
89 NEE NEXTERA ENERGY INC Utilities 501.0 $47K 0.01% +334.0 +200.0% $92.90 -3.7%
90 AVGO BROADCOM INC Technology 147.0 $45K 0.01% +28.0 +23.5% $309.51 +35.8%
91 PRU PRUDENTIAL FINL INC Financial Services 457.0 $45K 0.01% +29.0 +6.8% $97.72 +4.4%
92 XLK SELECT SECTOR SPDR TR 336.0 $45K 0.01% +158.0 +88.8% $132.90 +33.1%
93 PSX PHILLIPS 66 Energy 245.0 $45K 0.01% +38.0 +18.4% $181.84 -4.8%
94 KMI KINDER MORGAN INC DEL Energy 1,286.0 $43K 0.01% +331.0 +34.7% $33.53 -0.4%
95 PFE PFIZER INC Healthcare 1,521.0 $43K 0.01% +1K +704.8% $28.08 -10.2%
96 EOG EOG RES INC Energy 289.0 $42K 0.01% +9.0 +3.2% $144.32 -4.1%
97 AMT AMERICAN TOWER CORP Real Estate 236.0 $41K 0.01% +5.0 +2.2% $172.56 -0.7%
98 T AT&T INC Communication Services 1,399.0 $41K 0.01% +635.0 +83.1% $28.98 -17.0%
99 CCJ CAMECO CORP Energy 362.0 $39K 0.01% +5.0 +1.4% $108.47 -0.6%
100 RTX RTX CORPORATION Industrials 200.0 $39K 0.01% +113.0 +129.9% $192.97 -11.0%
Page 5 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%