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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 7 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CIGI COLLIERS INTL GROUP INC Real Estate 8.0 $855.0 NEW $106.88 -13.9%
122 GRPN GROUPON INC Communication Services 71.0 $845.0 NEW $11.90 +46.7%
123 CRK COMSTOCK RES INC Energy 39.0 $822.0 NEW $21.08 -29.7%
124 SILJ AMPLIFY ETF TR 27.0 $802.0 NEW $29.70 -0.4%
125 TCOM TRIP COM GROUP LTD Consumer Cyclical 16.0 $797.0 NEW $49.81 -0.4%
126 CRS CARPENTER TECHNOLOGY CORP Industrials 2.0 $788.0 NEW $394.00 +3.8%
127 PBI PITNEY BOWES INC Industrials 71.0 $785.0 NEW $11.06 +42.5%
128 BETTER HOME & FINANCE HOLDIN 22.0 $784.0 NEW $35.64
129 SLVP ISHARES INC 22.0 $780.0 NEW $35.45 +1.8%
130 EGBN EAGLE BANCORPORATION INC Financial Services 31.0 $771.0 NEW $24.87 -1.6%
131 AVA AVISTA CORP Utilities 19.0 $763.0 NEW $40.16 +2.6%
132 DPRO DRAGANFLY INC. Industrials 150.0 $737.0 NEW $4.91 +7.3%
133 MECHANICS BANCORP 49.0 $723.0 NEW $14.76
134 DLR DIGITAL RLTY TR INC Real Estate 4.0 $721.0 NEW $180.25 +4.6%
135 DSGX DESCARTES SYS GROUP INC Technology 10.0 $716.0 NEW $71.60 -5.4%
136 PERIMETER SOLUTIONS INC 29.0 $708.0 NEW $24.41
137 AMER SPORTS INC 21.0 $691.0 NEW $32.90
138 OTEX OPEN TEXT CORP Technology 31.0 $689.0 NEW $22.23 +2.0%
139 WVE WAVE LIFE SCIENCES LTD Healthcare 93.0 $674.0 NEW $7.25 -6.6%
140 CRTO CRITEO S A Communication Services 37.0 $663.0 NEW $17.92 -10.4%
Page 7 of 17  ·  336 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%