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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $752M AUM 1,339 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 377 New 419 Added 149 Reduced 105 Exited
Page 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AA ALCOA CORP Basic Materials 98.0 $5K 0.00% -27.0 -21.6% $52.14 -0.2%
82 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10.0 $5K 0.00% -2.0 -16.7% $501.40 +24.7%
83 NVO NOVO-NORDISK A S Healthcare 103.0 $5K 0.00% -2K -94.9% $47.94 -1.8%
84 HE HAWAIIAN ELEC INDS INC MTN B Utilities 330.0 $4K 0.00% -104.0 -24.0% $13.53 -14.8%
85 IFRA ISHARES TR 69.0 $4K 0.00% -1.0 -1.4% $62.67 -4.5%
86 ETN EATON CORP PLC Industrials 10.0 $4K 0.00% -199.0 -95.2% $426.10 -1.5%
87 HLN HALEON PLC Healthcare 450.0 $4K 0.00% -213.0 -32.1% $9.33 +7.1%
88 MCHI ISHARES TR 78.0 $4K 0.00% -4.0 -4.9% $51.03 +9.3%
89 EEM ISHARES TR 52.0 $4K -446.0 -89.6% $68.40 -1.8%
90 NIOCORP DEVS LTD 631.0 $3K -70.0 -10.0% $4.82
91 PFE PFIZER INC Healthcare 112.0 $3K -1K -92.6% $24.08 +17.0%
92 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 72.0 $2K -51.0 -41.5% $29.29 +20.2%
93 SAP SAP SE Technology 13.0 $2K -7.0 -35.0% $154.08 +42.7%
94 PACS PACS GROUP INC Financial Services 45.0 $2K -5.0 -10.0% $42.64 +3.1%
95 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4.0 $2K -2.0 -33.3% $459.25 +17.0%
96 TM TOYOTA MOTOR CORP Consumer Cyclical 10.0 $2K -12.0 -54.5% $168.40 +17.3%
97 PUK PRUDENTIAL PLC Financial Services 53.0 $1K -166.0 -75.8% $26.81 +4.8%
98 NVS NOVARTIS AG Healthcare 9.0 $1K -18.0 -66.7% $156.67 +1.5%
99 ASM AVINO SILVER & GOLD MINES LT Basic Materials 218.0 $1K -790.0 -78.4% $6.34 +18.9%
100 PDD PDD HOLDINGS INC Consumer Cyclical 18.0 $1K -12.0 -40.0% $76.28 +17.1%
Page 5 of 8  ·  149 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 46.5%
Financial Services 16.8%
Technology 14.4%
Consumer Cyclical 5.8%
Industrials 5.0%
Healthcare 3.0%
Communication Services 2.5%
Energy 2.4%
Utilities 1.8%
Basic Materials 1.4%