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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 37 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DTE DTE ENERGY CO Utilities 4.0 $516.0 NEW $129.00 +8.4%
722 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2.0 $512.0 NEW $256.00 -5.3%
723 FOXA FOX CORP Communication Services 7.0 $511.0 NEW $73.00 -11.2%
724 GRUPO CIBEST SA 8.0 $509.0 NEW $63.62
725 XTIA XTI AEROSPACE INC Industrials 400.0 $496.0 NEW $1.24 +32.3%
726 CMS CMS ENERGY CORP Utilities 7.0 $490.0 NEW $70.00 +3.0%
727 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1.0 $487.0 NEW $487.00 +16.8%
728 SWK STANLEY BLACK & DECKER INC Industrials 7.0 $483.0 NEW $69.00 +8.9%
729 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4.0 $470.0 NEW $117.50 +11.0%
730 KHC KRAFT HEINZ CO Consumer Defensive 19.0 $461.0 NEW $24.26 -5.5%
731 WTRG ESSENTIAL UTILS INC Utilities 12.0 $460.0 NEW $38.33 -3.5%
732 SRE SEMPRA Utilities 5.0 $441.0 NEW $88.20 +2.5%
733 PLSE PULSE BIOSCIENCES INC Healthcare 32.0 $439.0 NEW $13.72 +79.0%
734 VBR VANGUARD INDEX FDS 2.0 $426.0 NEW $213.00 +7.2%
735 LIN LINDE PLC Basic Materials 1.0 $426.0 NEW $426.00 +18.8%
736 LUNR INTUITIVE MACHINES INC Industrials 26.0 $422.0 NEW $16.23 +108.8%
737 TKO TKO GROUP HOLDINGS INC Communication Services 2.0 $418.0 NEW $209.00 -9.1%
738 QIAGEN NV 9.0 $405.0 NEW $45.00
739 TT TRANE TECHNOLOGIES PLC Industrials 1.0 $389.0 NEW $389.00 +19.9%
740 BDX BECTON DICKINSON & CO Healthcare 2.0 $388.0 NEW $194.00 -26.6%
Page 37 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%