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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 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NU NU HLDGS LTD Financial Services 13.0 $187.0 -23.0 -63.9% $14.38 -10.1%
122 EVER EVERQUOTE INC Communication Services 12.0 $185.0 -30.0 -71.4% $15.42 +12.7%
123 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 5.0 $182.0 -76.0 -93.8% $36.40 +0.1%
124 TE T1 ENERGY INC Industrials 28.0 $123.0 -2K -98.9% $4.39 +30.4%
125 NOW SERVICENOW INC Technology 1.0 $105.0 -60.0 -98.4% $105.00 -13.8%
126 GAMESTOP CORP 4.0 $92.0 -35.0 -89.7% $23.00
127 Z ZILLOW GROUP INC Communication Services 2.0 $83.0 -15.0 -88.2% $41.50 -10.0%
128 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 6.0 $68.0 -40.0 -87.0% $11.33 +0.3%
129 ICICI BANK LIMITED 2.0 $52.0 -10.0 -83.3% $26.00
Page 7 of 7  ·  129 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%