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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $558.1B 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 4 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VYM VANGUARD WHITEHALL FDS 1,713.0 $254K 0.04% +76.0 +4.6% $148.12 +5.1%
62 SPY STATE STR SPDR S&P 500 ETF T Financial Services 385.0 $251K 0.04% -31.0 -7.5% $651.16 +13.4%
63 AIQ GLOBAL X FDS 5,226.0 $244K 0.04% -1K -19.8% $46.67 +31.5%
64 GE GE AEROSPACE Industrials 848.0 $241K 0.04% $283.90 -0.1%
65 JMEE J P MORGAN EXCHANGE TRADED F 3,595.0 $240K 0.04% +37.0 +1.0% $66.77 +7.9%
66 HD HOME DEPOT INC Consumer Cyclical 693.0 $228K 0.04% +101.0 +17.1% $328.69 -9.1%
67 DLN WISDOMTREE TR 2,540.0 $227K 0.04% $89.33 +6.0%
68 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 3,808.0 $223K 0.04% $58.65 +6.4%
69 TJX TJX COS INC NEW Consumer Cyclical 1,394.0 $223K 0.04% +33.0 +2.4% $159.74 -6.9%
70 NBTB NBT BANCORP INC Financial Services 5,165.0 $220K 0.04% $42.58 +4.7%
71 VUG VANGUARD INDEX FDS 498.0 $218K 0.04% +22.0 +4.6% $436.79 -80.0%
72 MU MICRON TECHNOLOGY INC Technology 629.0 $213K 0.04% +583.0 +1267.4% $337.84 +122.4%
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 212.0 $211K 0.04% $996.91 +5.6%
74 SPHQ INVESCO EXCHANGE TRADED FD T 2,805.0 $211K 0.04% +1K +74.1% $75.19 +9.7%
75 EMXC ISHARES INC 2,601.0 $205K 0.04% -648.0 -19.9% $78.66 +20.2%
76 UGI UGI CORP NEW Utilities 5,586.0 $203K 0.04% +28.0 +0.5% $36.42 -6.2%
77 META META PLATFORMS INC Communication Services 353.0 $202K 0.04% -121.0 -25.5% $571.65 +6.1%
78 HON HONEYWELL INTL INC Industrials 876.0 $198K 0.04% +700.0 +397.7% $226.03 -5.3%
79 GDX VANECK ETF TRUST 2,150.0 $197K 0.04% +164.0 +8.3% $91.77 -3.4%
80 IYW ISHARES TR 1,070.0 $194K 0.04% -5K -81.0% $181.44 +32.0%
Page 4 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%