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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 8 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWM ISHARES TR 310.0 $77K 0.01% -18.0 -5.5% $247.93 +11.2%
142 ETN EATON CORP PLC Industrials 209.0 $75K 0.01% $357.67 +6.0%
143 SJM SMUCKER J M CO Consumer Defensive 768.0 $74K 0.01% +5.0 +0.7% $96.49 +6.4%
144 NVO NOVO-NORDISK A S Healthcare 2,003.0 $74K 0.01% NEW $36.75 +20.6%
145 XOP SPDR SERIES TRUST 400.0 $73K 0.01% NEW $181.83 -2.7%
146 POCT INNOVATOR ETFS TRUST 1,623.0 $70K 0.01% $43.11 +6.4%
147 NKE NIKE INC Consumer Cyclical 1,311.0 $69K 0.01% +1K +321.5% $52.82 -19.7%
148 HEFA ISHARES TR 1,580.0 $67K 0.01% -145.0 -8.4% $42.49 +4.8%
149 CRWD CROWDSTRIKE HLDGS INC Technology 170.0 $66K 0.01% -111.0 -39.5% $390.41 +56.9%
150 ABT ABBOTT LABORATORIES Healthcare 638.0 $66K 0.01% $102.67 -15.5%
151 EMB ISHARES TR 696.0 $65K 0.01% -34K -98.0% $93.90 +0.8%
152 YUM YUM BRANDS INC Consumer Cyclical 408.0 $64K 0.01% $155.64 -2.5%
153 BWXT BWX TECHNOLOGIES INC Industrials 310.0 $63K 0.01% $204.49 -1.1%
154 JNJ JOHNSON & JOHNSON Healthcare 254.0 $62K 0.01% +57.0 +28.9% $243.98 -6.7%
155 CI THE CIGNA GROUP Healthcare 231.0 $62K 0.01% +24.0 +11.6% $266.75 +7.3%
156 FREL FIDELITY COVINGTON TRUST 2,273.0 $61K 0.01% +56.0 +2.5% $26.91 +6.9%
157 BLK BLACKROCK INC Financial Services 63.0 $61K 0.01% +13.0 +26.0% $961.71 +12.9%
158 CENCORA INC 191.0 $60K 0.01% $314.36
159 EFA ISHARES TR 618.0 $60K 0.01% -17.0 -2.7% $97.14 +5.3%
160 PANW PALO ALTO NETWORKS INC Technology 367.0 $59K 0.01% -218.0 -37.3% $160.32 +54.6%
Page 8 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%