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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $558M 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 13 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SPMD SPDR SERIES TRUST 478.0 $28K 0.01% -57.0 -10.7% $59.21 +5.8%
242 EEM ISHARES TR 498.0 $28K 0.01% +52.0 +11.7% $56.79 +13.2%
243 SCHW SCHWAB CHARLES CORP Financial Services 298.0 $28K 0.01% +31.0 +11.6% $93.84 -1.5%
244 MAS MASCO CORP Industrials 455.0 $27K 0.01% -84.0 -15.6% $60.34 +8.6%
245 UEC URANIUM ENERGY CORP Energy 2,023.0 $27K 0.01% +16.0 +0.8% $13.50 -2.2%
246 AGI ALAMOS GOLD INC Basic Materials 611.0 $27K 0.01% +511.0 +511.0% $44.43 -13.2%
247 HAL HALLIBURTON CO Energy 693.0 $27K 0.01% +5.0 +0.7% $38.99 +9.7%
248 BTU PEABODY ENGR CORP Energy 818.0 $27K 0.01% +202.0 +32.8% $32.95 -28.0%
249 XCEM COLUMBIA ETF TR II 660.0 $27K 0.01% $40.81 +16.8%
250 SBAC SBA COMMUNICATIONS CORP Real Estate 154.0 $26K 0.01% +1.0 +0.7% $171.74 +18.4%
251 SLYG SPDR SERIES TRUST 272.0 $26K 0.01% $96.62 +8.7%
252 CAT CATERPILLAR INC Industrials 37.0 $26K 0.01% $708.46 +21.4%
253 UMH UMH PPTYS INC Real Estate 1,816.0 $26K 0.01% $14.43 +5.3%
254 VKTX VIKING THERAPEUTICS INC Healthcare 800.0 $26K 0.01% $32.54 -11.8%
255 NEM NEWMONT CORP Basic Materials 237.0 $26K 0.01% +20.0 +9.2% $108.25 +1.5%
256 XAR SPDR SERIES TRUST 100.0 $25K 0.01% $253.98 +2.2%
257 EPD ENTERPRISE PRODS PARTNERS L Energy 646.0 $24K 0.00% $37.84 +4.3%
258 NFLX NETFLIX INC. Communication Services 253.0 $24K 0.00% +109.0 +75.7% $96.15 -6.8%
259 B BARRICK MNG CORP Basic Materials 580.0 $24K 0.00% +27.0 +4.9% $40.79 -3.2%
260 AMAT APPLIED MATLS INC Technology 69.0 $23K 0.00% +35.0 +102.9% $339.32 +19.9%
Page 13 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%