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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 32 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 31.0 $2K $54.81 -0.2%
622 GAU GALIANO GOLD INC Basic Materials 675.0 $2K $2.51 -10.3%
623 LRN STRIDE INC Consumer Defensive 19.0 $2K NEW $88.16 +2.3%
624 CENTRAIS ELET BRAS SA 148.0 $2K NEW $11.28
625 SONY SONY GROUP CORP Technology 80.0 $2K $20.70 +10.0%
626 KALV KALVISTA PHARMACEUTICALS INC Healthcare 81.0 $2K +67.0 +478.6% $20.14 +32.9%
627 WDC WESTERN DIGITAL CORP Technology 6.0 $2K +4.0 +200.0% $270.50 +68.5%
628 ALT ALTIMMUNE INC Healthcare 526.0 $2K +26.0 +5.2% $3.08 -8.4%
629 PACS PACS GROUP INC Financial Services 50.0 $2K NEW $32.12 +14.3%
630 VISN VISTANCE NETWORKS INC Technology 88.0 $2K +85.0 +2833.3% $18.20 -38.6%
631 C CITIGROUP INC Financial Services 14.0 $2K $113.43 +10.0%
632 FNDF SCHWAB STRATEGIC TR 32.0 $2K NEW $48.94 +8.8%
633 BEKE KE HLDGS INC Real Estate 104.0 $2K NEW $14.97 +20.7%
634 MFC MANULIFE FINL CORP Financial Services 45.0 $2K +6.0 +15.4% $34.44 +9.8%
635 CAG CONAGRA BRANDS INC Consumer Defensive 98.0 $2K +88.0 +880.0% $15.72 -12.5%
636 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 21.0 $2K NEW $73.10 +6.1%
637 SATS ECHOSTAR CORP Technology 13.0 $2K NEW $117.08 +16.6%
638 CARR CARRIER GLOBAL CORPORATION Industrials 27.0 $2K NEW $55.85 +10.0%
639 CTRA COTERRA ENERGY INC Energy 43.0 $2K $35.05 -7.1%
640 TOL TOLL BROTHERS INC Consumer Cyclical 11.0 $2K $136.45 -9.0%
Page 32 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%