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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $752M AUM 1,339 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 377 New 419 Added 149 Reduced 105 Exited
Page 12 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BBB FOODS INC 214.0 $9K 0.00% +13.0 +6.5% $41.67
222 HSAI HESAI GROUP Consumer Cyclical 476.0 $9K 0.00% +430.0 +934.8% $18.22 +1.1%
223 HAMILTON INSURANCE GROUP LTD 255.0 $9K 0.00% +223.0 +696.9% $33.94
224 WST WEST PHARMACEUTICAL SVSC INC Healthcare 24.0 $9K 0.00% +13.0 +118.2% $359.00 -0.9%
225 GLNG GOLAR LNG LTD Energy 170.0 $8K 0.00% +159.0 +1445.5% $49.84 +5.9%
226 PPL PPL CORP Utilities 232.0 $8K 0.00% +206.0 +792.3% $36.35 -2.8%
227 CDE COEUR MNG INC Basic Materials 516.0 $8K 0.00% +9.0 +1.8% $16.32 +29.9%
228 MPT MEDICAL PROPERTIES TRUST INC Financial Services 1,777.0 $8K 0.00% +539.0 +43.5% $4.62 -10.4%
229 DB DEUTSCHE BK AG Financial Services 241.0 $8K 0.00% +233.0 +2912.5% $33.76 +11.4%
230 ETHA ISHARES ETHEREUM TR Financial Services 677.0 $8K 0.00% +382.0 +129.5% $11.89 +48.8%
231 VALE VALE S A Basic Materials 526.0 $8K 0.00% +278.0 +112.1% $15.04 -5.6%
232 WEN WENDYS CO Consumer Cyclical 944.0 $8K 0.00% +439.0 +86.9% $8.29 +4.6%
233 FHN FIRST HORIZON CORPORATION Financial Services 297.0 $8K 0.00% +8.0 +2.8% $25.64 -3.1%
234 AZN ASTRAZENECA PLC Healthcare 39.0 $7K 0.00% +1.0 +2.6% $189.62 -12.8%
235 LRCX LAM RESEARCH CORP Technology 17.0 $7K 0.00% +4.0 +30.8% $433.35 -29.3%
236 DEO DIAGEO PLC Consumer Defensive 90.0 $7K 0.00% +4.0 +4.7% $80.38 +16.9%
237 DUK DUKE ENERGY CORP NEW Utilities 57.0 $7K 0.00% +2.0 +3.6% $126.58 -2.5%
238 LASR NLIGHT INC Technology 102.0 $7K 0.00% +66.0 +183.3% $69.43 -32.1%
239 BKU BANKUNITED INC Financial Services 144.0 $7K 0.00% +2.0 +1.4% $48.45 -3.8%
240 ALB ALBEMARLE CORP Basic Materials 51.0 $7K 0.00% +35.0 +218.8% $135.04 +0.0%
Page 12 of 21  ·  419 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 45.6%
Financial Services 16.4%
Technology 14.2%
Consumer Cyclical 5.7%
Industrials 4.9%
Communication Services 4.3%
Healthcare 3.0%
Energy 2.4%
Utilities 1.8%
Basic Materials 1.4%