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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $644M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 850 New
Page 6 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MAR MARRIOTT INTL INC NEW Consumer Cyclical 426.0 $132K 0.02% NEW $310.24 +16.2%
102 CRWD CROWDSTRIKE HLDGS INC Technology 281.0 $132K 0.02% NEW $468.76 +30.7%
103 MRK MERCK & CO INC Healthcare 1,239.0 $130K 0.02% NEW $105.26 +6.3%
104 UNH UNITEDHEALTH GROUP INC Healthcare 391.0 $129K 0.02% NEW $330.02 +17.4%
105 GEV GE VERNOVA INC Utilities 196.0 $128K 0.02% NEW $653.57 +52.1%
106 IBDV ISHARES TR 5,734.0 $127K 0.02% NEW $22.07 -1.7%
107 BERKSHIRE HATHAWAY INC DEL 247.0 $124K 0.02% NEW $502.65
108 BA BOEING CO Industrials 565.0 $123K 0.02% NEW $217.12 +0.4%
109 SPHQ INVESCO EXCHANGE TRADED FD T 1,611.0 $121K 0.02% NEW $75.05 +9.5%
110 STIP ISHARES TR 1,162.0 $119K 0.02% NEW $102.36 +1.2%
111 NSC NORFOLK SOUTHN CORP Industrials 393.0 $113K 0.02% NEW $288.37 +11.1%
112 ABBV ABBVIE INC Healthcare 491.0 $112K 0.02% NEW $228.63 -8.6%
113 LEU CENTRUS ENERGY CORP Energy 458.0 $111K 0.02% NEW $242.76 -28.8%
114 KO COCA COLA CO Consumer Defensive 1,562.0 $109K 0.02% NEW $69.93 +15.6%
115 PANW PALO ALTO NETWORKS INC Technology 585.0 $108K 0.02% NEW $184.20 +34.6%
116 DFEM DIMENSIONAL ETF TRUST 3,122.0 $103K 0.02% NEW $33.08 +18.0%
117 FE FIRSTENERGY CORP Utilities 2,232.0 $100K 0.02% NEW $44.76 -1.1%
118 IEFA ISHARES TR 1,097.0 $98K 0.01% NEW $89.46 +7.0%
119 GNR SPDR INDEX SHS FDS 1,560.0 $97K 0.01% NEW $62.13 +20.0%
120 SO SOUTHERN CO Utilities 1,107.0 $97K 0.01% NEW $87.20 +6.7%
Page 6 of 43  ·  850 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 49.9%
Financial Services 24.2%
Technology 9.1%
Consumer Cyclical 5.1%
Communication Services 3.4%
Industrials 2.5%
Energy 1.8%
Healthcare 1.6%
Utilities 1.5%
Basic Materials 0.6%