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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 38 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SNPS SYNOPSYS INC Technology 2.0 $793.0 $396.50 +20.9%
742 CRS CARPENTER TECHNOLOGY CORP Industrials 2.0 $788.0 NEW $394.00 +4.2%
743 PBI PITNEY BOWES INC Industrials 71.0 $785.0 NEW $11.06 +41.1%
744 SOLV SOLVENTUM CORP Healthcare 12.0 $784.0 $65.33 +13.7%
745 BETTER HOME & FINANCE HOLDIN 22.0 $784.0 NEW $35.64
746 FTS FORTIS INC Utilities 14.0 $781.0 $55.79 +0.7%
747 SLVP ISHARES INC 22.0 $780.0 NEW $35.45 -2.6%
748 EGBN EAGLE BANCORPORATION INC Financial Services 31.0 $771.0 NEW $24.87 +2.1%
749 AVA AVISTA CORP Utilities 19.0 $763.0 NEW $40.16 +2.0%
750 AAON AAON INC Industrials 9.0 $745.0 +6.0 +200.0% $82.78 +57.6%
751 GM GENERAL MTRS CO Consumer Cyclical 10.0 $745.0 $74.50 -1.3%
752 DPRO DRAGANFLY INC. Industrials 150.0 $737.0 NEW $4.91 +6.9%
753 KEP KOREA ELEC PWR CORP Utilities 51.0 $727.0 -36.0 -41.4% $14.25 -13.0%
754 MECHANICS BANCORP 49.0 $723.0 NEW $14.76
755 DLR DIGITAL RLTY TR INC Real Estate 4.0 $721.0 NEW $180.25 +4.0%
756 BHF BRIGHTHOUSE FINL INC Financial Services 12.0 $719.0 $59.92 +4.3%
757 DSGX DESCARTES SYS GROUP INC Technology 10.0 $716.0 NEW $71.60 -2.5%
758 PERIMETER SOLUTIONS INC 29.0 $708.0 NEW $24.41
759 LUNR INTUITIVE MACHINES INC Industrials 38.0 $705.0 +12.0 +46.1% $18.55 +72.8%
760 ROIV ROIVANT SCIENCES LTD Healthcare 25.0 $693.0 $27.72 +11.0%
Page 38 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%