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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 26 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SBUX STARBUCKS CORP Consumer Cyclical 39.0 $3K 0.00% NEW $83.13 +28.4%
502 NFG NATIONAL FUEL GAS CO Energy 40.0 $3K NEW $80.05 +4.3%
503 YORW YORK WTR CO Utilities 100.0 $3K NEW $31.84 -8.3%
504 SOFI SOFI TECHNOLOGIES INC Financial Services 121.0 $3K NEW $26.18 -40.3%
505 DOLE DOLE PLC Consumer Defensive 211.0 $3K NEW $14.99 -2.4%
506 SAP SAP SE Technology 13.0 $3K NEW $242.92 -26.8%
507 HII HUNTINGTON INGALLS INDS INC Industrials 9.0 $3K NEW $340.11 -5.3%
508 DELL DELL TECHNOLOGIES INC Technology 24.0 $3K NEW $125.88 +94.4%
509 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 122.0 $3K NEW $24.37 -29.1%
510 XEL XCEL ENERGY INC Utilities 40.0 $3K NEW $73.85 +8.1%
511 SPOT SPOTIFY TECHNOLOGY S A Communication Services 5.0 $3K NEW $580.80 -25.6%
512 ARKX ARK ETF TR 100.0 $3K NEW $28.98 +16.6%
513 MPT MEDICAL PPTYS TRUST INC Financial Services 575.0 $3K NEW $5.00 +0.6%
514 GAP GAP INC Consumer Cyclical 111.0 $3K NEW $25.60 -14.6%
515 APA APA CORPORATION Energy 116.0 $3K NEW $24.46 +62.3%
516 HOOD ROBINHOOD MKTS INC Financial Services 25.0 $3K NEW $113.12 -33.0%
517 PATK PATRICK INDS INC Consumer Cyclical 26.0 $3K NEW $108.42 -18.1%
518 XME SPDR SERIES TRUST 27.0 $3K NEW $103.59 +9.0%
519 ES EVERSOURCE ENERGY Utilities 41.0 $3K NEW $67.34 +2.5%
520 M MACYS INC Consumer Cyclical 125.0 $3K NEW $22.05 -10.7%
Page 26 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%