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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 21 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TRX GOLD CORPORATION 6,240.0 $6K 0.00% NEW $0.92
402 MDU MDU RES GROUP INC Industrials 292.0 $6K 0.00% NEW $19.52 +14.1%
403 CERY SPDR SERIES TRUST 198.0 $6K 0.00% NEW $28.59 +31.7%
404 MP MP MATERIALS CORP Basic Materials 112.0 $6K 0.00% NEW $50.52 +10.5%
405 Q QNITY ELECTRONICS INC Technology 69.0 $6K 0.00% NEW $81.65 +86.8%
406 TROW PRICE T ROWE GROUP INC Financial Services 55.0 $6K 0.00% NEW $101.45 +0.8%
407 RIGETTI COMPUTING INC 500.0 $6K 0.00% NEW $11.11
408 AG FIRST MAJESTIC SILVER CORP Basic Materials 333.0 $6K 0.00% NEW $16.66 +19.1%
409 MC MOELIS & CO Financial Services 81.0 $6K 0.00% NEW $68.32 -6.4%
410 COPY RBB FUND TRUST 426.0 $5K 0.00% NEW $12.90 +14.0%
411 URNM SPROTT FDS TR 100.0 $5K 0.00% NEW $54.89 +5.1%
412 SSRM SSR MINING IN Basic Materials 250.0 $5K 0.00% NEW $21.92 +39.8%
413 ITW ILLINOIS TOOL WKS INC Industrials 22.0 $5K 0.00% NEW $246.32 +0.9%
414 PINS PINTEREST INC Communication Services 208.0 $5K 0.00% NEW $25.89 -27.2%
415 EQT EQT CORP Energy 100.0 $5K 0.00% NEW $53.60 +8.6%
416 STK COLUMBIA SELIGM PREM TECH GR Financial Services 144.0 $5K 0.00% NEW $36.79 +37.7%
417 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 225.0 $5K 0.00% NEW $23.31 -2.8%
418 GFS GLOBALFOUNDRIES INC Technology 150.0 $5K 0.00% NEW $34.92 +96.2%
419 ROAD CONSTRUCTION PARTNERS INC Industrials 48.0 $5K 0.00% NEW $108.54 +4.6%
420 IDR IDAHO STRATEGIC RESOURCES Basic Materials 128.0 $5K 0.00% NEW $40.30 -10.9%
Page 21 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%