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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 15 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 3,040.0 $19K 0.00% NEW $6.13 +2.9%
282 NUE NUCOR CORP Basic Materials 109.0 $18K 0.00% $169.10 +33.9%
283 GLW CORNING INC Technology 135.0 $18K 0.00% -4.0 -2.9% $135.82 +31.5%
284 STRL STERLING INFRASTRUCTURE INC Industrials 45.0 $18K 0.00% $407.27 +89.3%
285 KEY KEYCORP Financial Services 878.0 $18K 0.00% +363.0 +70.5% $20.05 +5.1%
286 PSA PUBLIC STORAGE OPER CO Real Estate 64.0 $17K 0.00% NEW $270.88 +9.3%
287 NOC NORTHROP GRUMMAN CORP Industrials 25.0 $17K 0.00% $691.32 -20.4%
288 GILD GILEAD SCIENCES INC Healthcare 124.0 $17K 0.00% +111.0 +853.9% $139.06 -6.8%
289 NBBK NB BANCORP INC Financial Services 818.0 $17K 0.00% NEW $21.07 -7.6%
290 ED CONSOLIDATED EDISON INC Utilities 152.0 $17K 0.00% +3.0 +2.0% $112.81 -5.6%
291 HWM HOWMET AEROSPACE INC Industrials 74.0 $17K 0.00% $230.46 +11.5%
292 HSY HERSHEY CO Consumer Defensive 82.0 $17K 0.00% +25.0 +43.9% $207.89 -7.8%
293 KVUE KENVUE INC Consumer Defensive 986.0 $17K 0.00% +191.0 +24.0% $17.24 -0.4%
294 DTM DT MIDSTREAM INC Energy 126.0 $17K 0.00% +85.0 +207.3% $134.67 +10.5%
295 CLS CELESTICA INC Technology 60.0 $17K 0.00% NEW $281.68 +20.4%
296 VST VISTRA CORP Utilities 112.0 $17K 0.00% -2.0 -1.8% $150.33 -9.0%
297 NNE NANO NUCLEAR ENERGY INC Industrials 800.0 $16K 0.00% -718.0 -47.3% $20.48 +17.9%
298 STOK STOKE THERAPEUTICS INC Healthcare 500.0 $16K 0.00% $32.56 -10.8%
299 BAC BANK AMERICA CORP Financial Services 327.0 $16K 0.00% +2.0 +0.6% $48.81 +3.9%
300 GTLS CHART INDS INC Industrials 77.0 $16K 0.00% $206.75 +0.2%
Page 15 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%