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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 10 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ORKA ORUKA THERAPEUTICS INC Healthcare 1,002.0 $49K 0.01% $49.05 +26.3%
182 IFGL ISHARES TR 2,188.0 $49K 0.01% +63.0 +3.0% $22.36 +2.6%
183 AMERICAS GOLD AND SILVER COR 9,256.0 $48K 0.01% $5.22
184 TIP ISHARES TR 433.0 $48K 0.01% +37.0 +9.3% $110.30 +0.2%
185 LMND LEMONADE INC Financial Services 750.0 $47K 0.01% NEW $62.68 -18.1%
186 NEE NEXTERA ENERGY INC Utilities 501.0 $47K 0.01% +334.0 +200.0% $92.90 +0.5%
187 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 118.0 $46K 0.01% $391.76 +103.0%
188 AVGO BROADCOM INC Technology 147.0 $45K 0.01% +28.0 +23.5% $309.51 +35.9%
189 PRU PRUDENTIAL FINL INC Financial Services 457.0 $45K 0.01% +29.0 +6.8% $97.72 +4.3%
190 XLK SELECT SECTOR SPDR TR 336.0 $45K 0.01% +158.0 +88.8% $132.90 +31.2%
191 PSX PHILLIPS 66 Energy 245.0 $45K 0.01% +38.0 +18.4% $181.84 -3.1%
192 BROS DUTCH BROS INC Consumer Cyclical 874.0 $44K 0.01% $50.66 +4.1%
193 KMI KINDER MORGAN INC DEL Energy 1,286.0 $43K 0.01% +331.0 +34.7% $33.53 +0.3%
194 PFE PFIZER INC Healthcare 1,521.0 $43K 0.01% +1K +704.8% $28.08 -9.8%
195 DGRW WISDOMTREE TR 483.0 $42K 0.01% $87.84 +9.0%
196 EOG EOG RES INC Energy 289.0 $42K 0.01% +9.0 +3.2% $144.32 -2.8%
197 INTF ISHARES TR 1,069.0 $42K 0.01% $38.96 +5.2%
198 CRM SALESFORCE INC Technology 220.0 $41K 0.01% -45.0 -17.0% $186.86 -7.1%
199 AMT AMERICAN TOWER CORP Real Estate 236.0 $41K 0.01% +5.0 +2.2% $172.56 +2.7%
200 T AT&T INC Communication Services 1,399.0 $41K 0.01% +635.0 +83.1% $28.98 -17.1%
Page 10 of 54  ·  1,069 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%