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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $752M AUM 1,339 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 377 New 419 Added 149 Reduced 105 Exited
Page 42 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ASC ARDMORE SHIPPING CORP Industrials 97.0 $1K NEW $14.01 +31.3%
822 GPRO GOPRO INC Technology 1,725.0 $1K $0.78 -19.0%
823 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 797.0 $1K -700.0 -46.8% $1.68 -19.6%
824 DHF BNY MELLON HIGH YIELD STRATE Financial Services 552.0 $1K $2.42 -2.9%
825 USB US BANCORP Financial Services 22.0 $1K +5.0 +29.4% $60.41 +2.7%
826 SATS ECHOSTAR CORP Technology 13.0 $1K $101.54 -14.3%
827 EQNR EQUINOR ASA Energy 42.0 $1K NEW $31.40 +36.5%
828 LCID LUCID GROUP INC Consumer Cyclical 196.0 $1K NEW $6.69 -17.6%
829 LNC LINCOLN NATL CORP IND Financial Services 37.0 $1K +31.0 +516.7% $35.35 +19.2%
830 VAL VALARIS LTD Energy 18.0 $1K NEW $72.61 +20.9%
831 NIO NIO INC Consumer Cyclical 258.0 $1K +52.0 +25.2% $5.06 -8.5%
832 SFBS SERVISFIRST BANCSHARES INC Financial Services 15.0 $1K $86.73 -50.0%
833 SAFEHOLD INC 82.0 $1K +71.0 +645.5% $15.70
834 GAU GALIANO GOLD INC Basic Materials 675.0 $1K $1.87 +25.2%
835 LIBERTY GLOBAL LTD 111.0 $1K NEW $11.37
836 J JACOBS SOLUTIONS INC Industrials 10.0 $1K NEW $126.00 +19.1%
837 UPBOUND GROUP INC 59.0 $1K -82.0 -58.2% $21.22
838 PBI PITNEY BOWES INC Industrials 71.0 $1K $17.52 -5.9%
839 OTIS OTIS WORLDWIDE CORP Industrials 17.0 $1K $72.12 -0.9%
840 IRSA INVERSIONES Y REP S A 77.0 $1K +75.0 +3750.0% $15.44
Page 42 of 67  ·  1,339 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 46.5%
Financial Services 16.8%
Technology 14.4%
Consumer Cyclical 5.8%
Industrials 5.0%
Healthcare 3.0%
Communication Services 2.5%
Energy 2.4%
Utilities 1.8%
Basic Materials 1.4%