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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 7 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VLO VALERO ENERGY CORP Energy 412.0 $102K 0.02% $247.08 +4.9%
122 FTRB FEDERATED HERMES ETF TRUST 4,020.0 $101K 0.02% NEW $25.15 -0.9%
123 RDDT REDDIT INC Communication Services 750.0 $101K 0.02% +500.0 +200.0% $134.65 +17.2%
124 AUPH AURINIA PHARMACEUTICALS INC Healthcare 6,620.0 $98K 0.02% NEW $14.82 +5.1%
125 PJAN INNOVATOR ETFS TRUST 2,102.0 $97K 0.02% NEW $46.13 +6.2%
126 EPI WISDOMTREE TR 2,364.0 $96K 0.02% NEW $40.80 +2.3%
127 FLIN FRANKLIN TEMPLETON ETF TR 2,897.0 $96K 0.02% NEW $33.22 +2.9%
128 UNH UNITEDHEALTH GROUP INC Healthcare 354.0 $96K 0.02% -37.0 -9.5% $270.92 +43.0%
129 XLU SELECT SECTOR SPDR TR 2,040.0 $94K 0.02% +114.0 +5.9% $45.88 -4.9%
130 PBR PETROLEO BRASILEIRO S A Energy 4,500.0 $93K 0.02% NEW $20.75 -1.5%
131 AMGN AMGEN INC Healthcare 257.0 $90K 0.02% +13.0 +5.3% $352.07 -8.1%
132 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,307.0 $89K 0.02% -2K -44.4% $38.42 +12.6%
133 SLV ISHARES SILVER TR Financial Services 1,293.0 $88K 0.02% -100.0 -7.2% $68.14 +2.1%
134 SCHG SCHWAB STRATEGIC TR 2,871.0 $84K 0.01% +990.0 +52.6% $29.13 +17.0%
135 LLY ELI LILLY & CO Healthcare 89.0 $82K 0.01% +8.0 +9.9% $920.83 +7.5%
136 SPMO INVESCO EXCH TRADED FD TR II 731.0 $82K 0.01% +135.0 +22.6% $112.11 +26.0%
137 GWW WW GRAINGER INC Industrials 75.0 $82K 0.01% $1091.33 +16.1%
138 ADI ANALOG DEVICES INC Technology 255.0 $81K 0.01% $318.14 +32.2%
139 LEU CENTRUS ENERGY CORP Energy 459.0 $80K 0.01% $173.59 -0.5%
140 SHV ISHARES TR 704.0 $78K 0.01% +41.0 +6.2% $110.34 -0.1%
Page 7 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%