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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 2 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 63,275.0 $6.7M 1.20% +10K +17.7% $106.15 -0.0%
22 BINC BLACKROCK ETF TRUST II 126,143.0 $6.6M 1.17% -29K -18.6% $51.93 +0.3%
23 IAU ISHARES GOLD TR Financial Services 45,818.0 $4.0M 0.72% -82K -64.2% $88.16 -3.0%
24 ISTB ISHARES TR 48,739.0 $2.4M 0.42% +2K +3.4% $48.46 -0.7%
25 AAPL APPLE INC Technology 8,050.0 $2.0M 0.37% +933.0 +13.1% $253.79 +18.3%
26 NVDA NVIDIA CORPORATION Technology 7,508.0 $1.3M 0.23% +329.0 +4.6% $174.39 +35.2%
27 AMZN AMAZON COM INC Consumer Cyclical 6,148.0 $1.3M 0.23% +74.0 +1.2% $208.27 +26.8%
28 CZNC CITIZENS & NORTHN CORP Financial Services 56,373.0 $1.3M 0.23% -7K -11.5% $22.34 -7.1%
29 GOOGL ALPHABET INC Communication Services 3,454.0 $993K 0.18% +681.0 +24.6% $287.52 +39.5%
30 AGG ISHARES TR 8,986.0 $892K 0.16% +65.0 +0.7% $99.27 -1.3%
31 GOOG ALPHABET INC Communication Services 2,728.0 $783K 0.14% $286.88 +38.4%
32 MSFT MICROSOFT CORP Technology 1,920.0 $711K 0.13% +50.0 +2.7% $370.08 +10.6%
33 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,075.0 $696K 0.12% NEW $137.13 +2.2%
34 JPIE J P MORGAN EXCHANGE TRADED F 13,960.0 $643K 0.12% +7K +101.6% $46.07 -0.5%
35 VONG VANGUARD SCOTTSDALE FDS 5,363.0 $588K 0.10% -88.0 -1.6% $109.69 +16.7%
36 IJH ISHARES TR 8,453.0 $571K 0.10% $67.53 +6.9%
37 VO VANGUARD INDEX FDS 1,974.0 $567K 0.10% $287.16 -73.3%
38 PFIS PEOPLES FINL SVCS CORP Financial Services 10,180.0 $543K 0.10% $53.33 +8.2%
39 OEF ISHARES TR 1,629.0 $518K 0.09% -82K -98.0% $318.03 +16.1%
40 FQAL FIDELITY COVINGTON TRUST 7,111.0 $516K 0.09% +378.0 +5.6% $72.60 +9.6%
Page 2 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%