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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 15 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ANGLOGOLD ASHANTI PLC 173.0 $15K 0.00% NEW $85.28
282 ED CONSOLIDATED EDISON INC Utilities 149.0 $15K 0.00% NEW $98.99 +8.8%
283 NOC NORTHROP GRUMMAN CORP Industrials 25.0 $14K 0.00% NEW $577.80 -4.4%
284 ONEQ FIDELITY COMWLTH TR 156.0 $14K 0.00% NEW $91.40 +12.1%
285 MS MORGAN STANLEY Financial Services 80.0 $14K 0.00% NEW $177.53 +7.0%
286 DLO DLOCAL LTD Technology 1,000.0 $14K 0.00% NEW $14.14 -16.3%
287 IGE ISHARES TR 279.0 $14K 0.00% NEW $50.20 +23.5%
288 STRL STERLING INFRASTRUCTURE INC Industrials 45.0 $14K 0.00% NEW $306.22 +177.2%
289 TFC TRUIST FINL CORP Financial Services 280.0 $14K 0.00% NEW $49.21 -5.6%
290 KVUE KENVUE INC Consumer Defensive 795.0 $14K 0.00% NEW $17.25 -1.0%
291 LEIDOS HOLDINGS INC 76.0 $14K 0.00% NEW $180.39
292 NFLX NETFLIX INC Communication Services 144.0 $14K 0.00% NEW $93.76 -3.1%
293 NEE NEXTERA ENERGY INC Utilities 167.0 $13K 0.00% NEW $80.28 +10.2%
294 MIND MEDICINE MINDMED INC 1,000.0 $13K 0.00% NEW $13.39
295 MU MICRON TECHNOLOGY INC Technology 46.0 $13K 0.00% NEW $285.41 +141.4%
296 AARD AARDVARK THERAPEUTICS INC Healthcare 1,000.0 $13K 0.00% NEW $13.12 -65.5%
297 DIS DISNEY WALT CO Communication Services 114.0 $13K 0.00% NEW $113.77 -9.5%
298 SIVR ABRDN SILVER ETF TRUST Financial Services 191.0 $13K 0.00% NEW $67.64 +3.0%
299 PCT PURECYCLE TECHNOLOGIES INC Industrials 1,500.0 $13K 0.00% NEW $8.59 +43.8%
300 OKE ONEOK INC NEW Energy 167.0 $12K 0.00% NEW $73.47 +27.8%
Page 15 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%