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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 22 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PUK PRUDENTIAL PLC Financial Services 219.0 $6K 0.00% +82.0 +59.9% $28.43 +7.6%
422 MYRG MYR GROUP INC Industrials 22.0 $6K 0.00% $282.32 +60.1%
423 DAL DELTA AIR LINES INC Industrials 93.0 $6K 0.00% $66.48 +2.9%
424 CMC COMMERCIAL METALS CO Basic Materials 100.0 $6K 0.00% $61.43 +14.1%
425 SWKS SKYWORKS SOLUTIONS INC Technology 114.0 $6K 0.00% NEW $53.55 +33.0%
426 UROY URANIUM RTY CORP Energy 1,668.0 $6K 0.00% $3.65 -6.6%
427 FETH FIDELITY ETHEREUM FD Financial Services 290.0 $6K 0.00% NEW $20.88 +1.2%
428 MDU MDU RES GROUP INC Industrials 292.0 $6K 0.00% $20.72 +8.0%
429 RIO RIO TINTO PLC Basic Materials 64.0 $6K 0.00% +17.0 +36.2% $93.30 +9.0%
430 KINIKSA PHARMACEUTICALS INTL 123.0 $6K 0.00% +82.0 +200.0% $48.15
431 THNQ EXCHANGE TRADED CONCEPTS TRU 100.0 $6K 0.00% $59.01 +33.1%
432 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12.0 $6K 0.00% $491.50 -10.2%
433 BCH BANCO DE CHILE Financial Services 158.0 $6K 0.00% +24.0 +17.9% $37.04 -1.1%
434 CF CF INDUSTRIES HOLD Basic Materials 45.0 $6K 0.00% $129.84 -2.0%
435 IONQ IONQ INC Technology 200.0 $6K 0.00% +150.0 +300.0% $28.83 +70.2%
436 MPT MEDICAL PROPERTIES TRUST INC Financial Services 1,238.0 $6K 0.00% +663.0 +115.3% $4.63 +8.1%
437 ITW ILLINOIS TOOL WKS INC Industrials 22.0 $6K 0.00% $260.27 -5.8%
438 CRH PLC 54.0 $6K 0.00% +6.0 +12.5% $105.11
439 XLP SELECT SECTOR SPDR TR 69.0 $6K 0.00% NEW $81.99 +4.2%
440 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 19.0 $6K 0.00% +1.0 +5.6% $292.74 +38.5%
Page 22 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%