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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 30 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SMG SCOTTS MIRACLE-GRO CO Basic Materials 27.0 $2K NEW $58.33 -1.4%
582 BNS BANK NOVA SCOTIA HALIFAX Financial Services 21.0 $2K NEW $73.67 +4.9%
583 MCO MOODYS CORP Financial Services 3.0 $2K NEW $511.00 -13.2%
584 LYFT LYFT INC Technology 78.0 $2K NEW $19.37 -31.0%
585 IREN IREN LIMITED Financial Services 40.0 $2K NEW $37.77 +33.6%
586 TOL TOLL BROTHERS INC Consumer Cyclical 11.0 $1K NEW $135.18 -6.1%
587 SPTL SPDR SERIES TRUST 56.0 $1K NEW $26.46 -4.5%
588 VIZSLA SILVER CORP 270.0 $1K NEW $5.47
589 ENS ENERSYS Industrials 10.0 $1K NEW $146.80 +52.9%
590 KRMN KARMAN HLDGS INC Industrials 20.0 $1K NEW $73.15 -9.5%
591 PPC PILGRIMS PRIDE CORP Consumer Defensive 37.0 $1K NEW $39.00 -27.3%
592 CGAU CENTERRA GOLD INC Basic Materials 100.0 $1K NEW $14.37 +13.5%
593 KEP KOREA ELEC PWR CORP Utilities 87.0 $1K NEW $16.51 -21.8%
594 DOLLY VARDEN SILVER CORP 325.0 $1K NEW $4.41
595 PTEN PATTERSON-UTI ENERGY INC Energy 234.0 $1K NEW $6.11 +110.3%
596 VNOM VIPER ENERGY INC Energy 37.0 $1K NEW $38.62 +27.2%
597 MFC MANULIFE FINL CORP Financial Services 39.0 $1K NEW $36.28 +5.4%
598 SBCF SEACOAST BKG CORP FLA Financial Services 45.0 $1K NEW $31.42 -3.9%
599 INDB INDEPENDENT BK CORP MASS Financial Services 19.0 $1K NEW $73.11 +6.2%
600 INSP INSPIRE MED SYS INC Healthcare 15.0 $1K NEW $92.20 -54.6%
Page 30 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%