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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $644M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 850 New
Page 2 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAGG ISHARES TR 192,063.0 $9.6M 1.49% NEW $50.01 -0.5%
22 BINC BLACKROCK ETF TRUST II 154,963.0 $8.2M 1.27% NEW $52.77 -1.4%
23 ITA ISHARES TR 28,174.0 $6.0M 0.94% NEW $214.69 +2.1%
24 MUB ISHARES TR 53,771.0 $5.8M 0.89% NEW $107.11 -1.0%
25 EMB ISHARES TR 34,308.0 $3.3M 0.51% NEW $96.28 -1.7%
26 ISTB ISHARES TR 47,161.0 $2.3M 0.36% NEW $48.75 -1.3%
27 AAPL APPLE INC Technology 7,117.0 $1.9M 0.30% NEW $271.87 +8.8%
28 EFG ISHARES TR 15,337.0 $1.7M 0.27% NEW $113.92 +4.2%
29 AMZN AMAZON COM INC Consumer Cyclical 6,074.0 $1.4M 0.22% NEW $230.82 +14.6%
30 NVDA NVIDIA CORPORATION Technology 7,179.0 $1.3M 0.21% NEW $186.49 +19.1%
31 CZNC CITIZENS & NORTHN CORP Financial Services 63,716.0 $1.3M 0.20% NEW $20.17 +1.5%
32 SPXL DIREXION SHS ETF TR 5,575.0 $1.2M 0.19% NEW $220.59 +19.7%
33 IYW ISHARES TR 5,621.0 $1.1M 0.17% NEW $199.67 +18.1%
34 BLACKROCK ETF TRUST II 20,251.0 $986K 0.15% NEW $48.68
35 MSFT MICROSOFT CORP Technology 1,870.0 $904K 0.14% NEW $483.63 -13.1%
36 AGG ISHARES TR 8,921.0 $891K 0.14% NEW $99.88 -1.8%
37 GOOGL ALPHABET INC Communication Services 2,773.0 $868K 0.14% NEW $312.96 +28.3%
38 GOOG ALPHABET INC Communication Services 2,728.0 $856K 0.13% NEW $313.78 +26.9%
39 VONG VANGUARD SCOTTSDALE FDS 5,451.0 $664K 0.10% NEW $121.75 +4.6%
40 VO VANGUARD INDEX FDS 1,966.0 $571K 0.09% NEW $290.27 -73.7%
Page 2 of 43  ·  850 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 49.9%
Financial Services 24.2%
Technology 9.1%
Consumer Cyclical 5.1%
Communication Services 3.4%
Industrials 2.5%
Energy 1.8%
Healthcare 1.6%
Utilities 1.5%
Basic Materials 0.6%