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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 2 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPXL DIREXION SHARES ETF TRUST 3,591.0 $972K 0.13% +3K +393.3% $270.64 +6.7%
22 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,375.0 $844K 0.11% +300.0 +5.9% $156.96 -8.2%
23 MSFT MICROSOFT CORP Technology 2,181.0 $814K 0.11% +261.0 +13.6% $373.08 +29.1%
24 PFIS PEOPLES FINL SVCS CORP Financial Services 11,832.0 $785K 0.10% +2K +16.2% $66.37 +7.4%
25 PNC PNC FINL SVCS GROUP INC Financial Services 2,802.0 $690K 0.09% +791.0 +39.3% $246.24 +3.3%
26 VO VANGUARD INDEX FDS 7,921.0 $638K 0.09% +6K +301.3% $80.57 +3.2%
27 STIP ISHARES TR 6,180.0 $631K 0.08% +5K +438.8% $102.15 -1.3%
28 VTV VANGUARD INDEX FDS 2,696.0 $588K 0.08% +204.0 +8.2% $217.93 +3.8%
29 VOO VANGUARD INDEX FDS 841.0 $578K 0.08% +279.0 +49.6% $687.08 +2.7%
30 VEA VANGUARD TAX-MANAGED FDS 7,089.0 $505K 0.07% +563.0 +8.6% $71.25 +1.6%
31 USMV ISHARES TR 4,641.0 $448K 0.06% +566.0 +13.9% $96.45 +4.2%
32 JPM JPMORGAN CHASE & CO Financial Services 1,354.0 $443K 0.06% +176.0 +14.9% $327.37 +11.0%
33 BERKSHIRE HATHAWAY INC DEL 876.0 $438K 0.06% +505.0 +136.1% $500.39
34 MS MORGAN STANLEY Financial Services 2,009.0 $420K 0.06% +2K +2411.2% $209.08 +4.1%
35 TSLA TESLA INC Consumer Cyclical 960.0 $404K 0.05% +211.0 +28.2% $420.38 -19.9%
36 CB CHUBB LIMITED Financial Services 1,152.0 $392K 0.05% +12.0 +1.1% $340.68 +1.4%
37 LLY ELI LILLY & CO Healthcare 294.0 $352K 0.05% +205.0 +230.3% $1198.66 +2.3%
38 MRVL MARVELL TECHNOLOGY INC Technology 1,126.0 $335K 0.04% +71.0 +6.7% $297.85 -27.5%
39 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 4,837.0 $325K 0.04% +1K +27.0% $67.12 -3.7%
40 HD HOME DEPOT INC Consumer Cyclical 864.0 $305K 0.04% +171.0 +24.7% $352.66 -4.3%
Page 2 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%