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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 9 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MTB M & T BK CORP Financial Services 282.0 $58K 0.01% -47.0 -14.3% $206.72 -0.9%
162 CMDY ISHARES U S ETF TR 979.0 $58K 0.01% +23.0 +2.4% $59.45 +5.6%
163 XLSR SSGA ACTIVE TR 995.0 $57K 0.01% +44.0 +4.6% $57.74 +12.9%
164 SUB ISHARES TR 528.0 $56K 0.01% -160.0 -23.3% $106.50 -0.3%
165 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 357.0 $56K 0.01% $157.28 -1.9%
166 FMDE FIDELITY COVINGTON TRUST 1,536.0 $55K 0.01% $35.96 +6.7%
167 MPC MARATHON PETE CORP Energy 226.0 $55K 0.01% -137.0 -37.7% $244.18 +4.4%
168 TSCO TRACTOR SUPPLY CO Consumer Cyclical 1,194.0 $54K 0.01% $45.30 -32.5%
169 INNOVATOR ETFS TRUST 2,880.0 $54K 0.01% NEW $18.77
170 XME SPDR SERIES TRUST 500.0 $54K 0.01% +473.0 +1751.8% $108.01 +4.8%
171 MELI MERCADOLIBRE INC Consumer Cyclical 31.0 $54K 0.01% $1729.03 -10.5%
172 HL HECLA MINING COMPANY Basic Materials 2,855.0 $53K 0.01% +44.0 +1.6% $18.63 -5.3%
173 DVN DEVON ENERGY CORP NEW Energy 1,055.0 $53K 0.01% +6.0 +0.6% $50.32 -1.7%
174 CEG CONSTELLATION ENERGY CORP Utilities 188.0 $52K 0.01% -2.0 -1.1% $279.25 -6.2%
175 ANGLOGOLD ASHANTI PLC 536.0 $52K 0.01% +363.0 +209.8% $97.36
176 BNO UNITED STS BRENT OIL FD LP Financial Services 1,000.0 $52K 0.01% NEW $52.01 +10.8%
177 LTBR LIGHTBRIDGE CORP Industrials 4,872.0 $52K 0.01% $10.66 +7.3%
178 OKLO OKLO INC Utilities 1,028.0 $51K 0.01% -1K -58.5% $49.59 +25.5%
179 VZ VERIZON COMMUNICATIONS INC Communication Services 1,012.0 $51K 0.01% +73.0 +7.8% $50.18 -7.6%
180 SPDW SPDR INDEX SHS FDS 1,100.0 $50K 0.01% +13.0 +1.2% $45.65 +8.5%
Page 9 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%