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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 22 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 UBS UBS GROUP AG Financial Services 111.0 $5K 0.00% NEW $46.31 -0.0%
422 MGA MAGNA INTL INC Consumer Cyclical 96.0 $5K 0.00% NEW $53.30 +11.8%
423 BCH BANCO DE CHILE Financial Services 134.0 $5K 0.00% NEW $38.00 -4.4%
424 KEYS KEYSIGHT TECHNOLOGIES INC Technology 25.0 $5K 0.00% NEW $203.20 +67.6%
425 PWR QUANTA SVCS INC Industrials 12.0 $5K 0.00% NEW $422.08 +71.3%
426 EMR EMERSON ELEC CO Industrials 38.0 $5K 0.00% NEW $132.71 -0.4%
427 SPHY SPDR SERIES TRUST 209.0 $5K 0.00% NEW $23.67 -1.8%
428 ING ING GROEP N.V. Financial Services 176.0 $5K 0.00% NEW $28.00 +5.5%
429 DTM DT MIDSTREAM INC Energy 41.0 $5K 0.00% NEW $119.68 +24.4%
430 CMCSA COMCAST CORP NEW Communication Services 164.0 $5K 0.00% NEW $29.89 -17.0%
431 CL COLGATE PALMOLIVE CO Consumer Defensive 62.0 $5K 0.00% NEW $79.02 +13.9%
432 AAL AMERICAN AIRLS GROUP INC Industrials 320.0 $5K 0.00% NEW $15.31 -21.2%
433 GROY GOLD ROYALTY CORP Basic Materials 1,200.0 $5K 0.00% NEW $4.04 -19.3%
434 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 169.0 $5K 0.00% NEW $28.54 +0.7%
435 MYRG MYR GROUP INC DEL Industrials 22.0 $5K 0.00% NEW $218.50 +105.9%
436 CFG CITIZENS FINL GROUP INC Financial Services 82.0 $5K 0.00% NEW $58.41 +5.0%
437 TY TRI CONTL CORP Financial Services 146.0 $5K 0.00% NEW $32.62 +5.7%
438 TM TOYOTA MOTOR CORP Consumer Cyclical 22.0 $5K 0.00% NEW $215.36 -13.0%
439 APH AMPHENOL CORP NEW Technology 35.0 $5K 0.00% NEW $135.14 -11.8%
440 PRIM PRIMORIS SVCS CORP Industrials 38.0 $5K 0.00% NEW $124.13 -8.7%
Page 22 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%