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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 6 of 54  ·  1,069 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 $139K 0.03% $327.07 +10.2%
102 IWV ISHARES TR 368.0 $136K 0.02% -9.0 -2.4% $370.26 +12.5%
103 SPXL DIREXION SHARES ETF TRUST 728.0 $135K 0.02% -5K -86.9% $184.97 +42.8%
104 FIX COMFORT SYS USA INC Industrials 96.0 $132K 0.02% $1379.83 +34.9%
105 KO COCA COLA CO Consumer Defensive 1,703.0 $130K 0.02% +141.0 +9.0% $76.06 +6.3%
106 IBDV ISHARES TR 5,734.0 $126K 0.02% $21.89 -0.8%
107 STIP ISHARES TR 1,147.0 $119K 0.02% -15.0 -1.3% $103.40 +0.2%
108 JD JD.COM INC Consumer Cyclical 4,000.0 $118K 0.02% NEW $29.57 +7.2%
109 ABBV ABBVIE INC Healthcare 530.0 $115K 0.02% +39.0 +7.9% $217.42 -3.9%
110 FE FIRSTENERGY CORP Utilities 2,250.0 $114K 0.02% +18.0 +0.8% $50.67 -12.6%
111 MA MASTERCARD INCORPORATED Financial Services 227.0 $113K 0.02% -10.0 -4.2% $499.66 +0.1%
112 NSC NORFOLK SOUTHN CORP Industrials 393.0 $113K 0.02% $286.65 +11.8%
113 GNR SPDR INDEX SHS FDS 1,502.0 $112K 0.02% -58.0 -3.7% $74.66 -0.1%
114 PLTR PALANTIR TECHNOLOGIES INC Technology 760.0 $111K 0.02% -105.0 -12.1% $146.28 -8.6%
115 DFEM DIMENSIONAL ETF TRUST 3,150.0 $109K 0.02% +28.0 +0.9% $34.55 +13.0%
116 PM PHILIP MORRIS INTL INC Consumer Defensive 652.0 $108K 0.02% +163.0 +33.3% $165.26 +15.6%
117 SO SOUTHERN CO Utilities 1,101.0 $106K 0.02% -6.0 -0.5% $96.52 -3.6%
118 MRVL MARVELL TECHNOLOGY INC Technology 1,055.0 $104K 0.02% +65.0 +6.6% $99.03 +69.9%
119 IJR ISHARES TR 825.0 $103K 0.02% +32.0 +4.0% $124.29 +8.2%
120 IEFA ISHARES TR 1,127.0 $102K 0.02% +30.0 +2.7% $90.53 +5.7%
Page 6 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%