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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 12 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 COP CONOCOPHILLIPS Energy 298.0 $28K 0.00% NEW $93.77 +30.5%
222 USIG ISHARES TR 527.0 $27K 0.00% NEW $51.77 -2.0%
223 LMT LOCKHEED MARTIN CORP Industrials 56.0 $27K 0.00% NEW $479.82 +7.5%
224 SCHW SCHWAB CHARLES CORP Financial Services 267.0 $27K 0.00% NEW $99.91 -9.0%
225 PSX PHILLIPS 66 Energy 207.0 $27K 0.00% NEW $128.75 +36.9%
226 KMI KINDER MORGAN INC DEL Energy 955.0 $26K 0.00% NEW $27.49 +22.3%
227 ASM AVINO SILVER & GOLD MINES LT Basic Materials 4,208.0 $26K 0.00% NEW $6.21 +11.8%
228 XLK SELECT SECTOR SPDR TR 178.0 $26K 0.00% NEW $143.97 +21.1%
229 SLYG SPDR SERIES TRUST 272.0 $26K 0.00% NEW $94.19 +12.5%
230 XCEM COLUMBIA ETF TR II 660.0 $25K 0.00% NEW $38.36 +26.2%
231 BURL BURLINGTON STORES INC Consumer Cyclical 87.0 $25K 0.00% NEW $288.85 +0.5%
232 CSCO CISCO SYS INC Technology 322.0 $25K 0.00% NEW $77.03 +53.5%
233 MTZ MASTEC INC Industrials 113.0 $25K 0.00% NEW $217.37 +90.9%
234 EEM ISHARES TR 446.0 $24K 0.00% NEW $54.71 +18.8%
235 XAR SPDR SERIES TRUST 100.0 $24K 0.00% NEW $241.24 +9.1%
236 B BARRICK MNG CORP Basic Materials 553.0 $24K 0.00% NEW $43.55 -6.8%
237 CCI CROWN CASTLE INC Real Estate 267.0 $24K 0.00% NEW $88.89 +1.2%
238 CPNG COUPANG INC Consumer Cyclical 1,000.0 $24K 0.00% NEW $23.59 -31.7%
239 UEC URANIUM ENERGY CORP Energy 2,007.0 $23K 0.00% NEW $11.68 +16.9%
240 WDS WOODSIDE ENERGY GROUP LTD Energy 1,500.0 $23K 0.00% NEW $15.59 +43.2%
Page 12 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%