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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 37 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 OUTFRONT MEDIA INC 33.0 $875.0 NEW $26.52
722 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 36.0 $872.0 NEW $24.22 +3.5%
723 NMRK NEWMARK GROUP INC Real Estate 58.0 $869.0 NEW $14.98 -4.3%
724 NVMI NOVA LTD Technology 2.0 $869.0 $434.50 +11.5%
725 MPB MID PENN BANCORP INC Financial Services 27.0 $868.0 NEW $32.15 -0.0%
726 CIGI COLLIERS INTL GROUP INC Real Estate 8.0 $855.0 NEW $106.88 -9.7%
727 NUTX NUTEX HEALTH INC Healthcare 9.0 $855.0 +3.0 +50.0% $95.00 +25.8%
728 WFRD WEATHERFORD INTL PLC Energy 9.0 $851.0 $94.56 +18.2%
729 AHR AMERICAN HEALTHCARE REIT INC Real Estate 18.0 $849.0 $47.17 +8.9%
730 GRPN GROUPON INC Communication Services 71.0 $845.0 NEW $11.90 +42.6%
731 STRA STRATEGIC ED INC Consumer Defensive 10.0 $830.0 $83.00 -5.0%
732 HBNC HORIZON BANCORP IND Financial Services 50.0 $829.0 +44.0 +733.3% $16.58 +9.8%
733 ZTS ZOETIS INC Healthcare 7.0 $827.0 +2.0 +40.0% $118.14 -32.7%
734 JOBY JOBY AVIATION INC Industrials 100.0 $826.0 -83.0 -45.4% $8.26 +24.9%
735 CRK COMSTOCK RES INC Energy 39.0 $822.0 NEW $21.08 -30.6%
736 TK TEEKAY CORPORATION LTD Energy 67.0 $818.0 +40.0 +148.2% $12.21 +15.4%
737 EXPI EXP WORLD HLDGS INC Real Estate 136.0 $815.0 -772.0 -85.0% $5.99 -20.5%
738 SILJ AMPLIFY ETF TR 27.0 $802.0 NEW $29.70 -1.4%
739 JBL JABIL INC Technology 3.0 $797.0 $265.67 +29.1%
740 TCOM TRIP COM GROUP LTD Consumer Cyclical 16.0 $797.0 NEW $49.81 -3.5%
Page 37 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%