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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 5 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UBER UBER TECHNOLOGIES INC Technology 1,259.0 $91K 0.01% +1K +10000.0% $72.16 +8.1%
82 SHW SHERWIN WILLIAMS CO Basic Materials 261.0 $90K 0.01% +249.0 +2075.0% $344.32 +2.7%
83 AVGO BROADCOM INC Technology 232.0 $88K 0.01% +85.0 +57.8% $377.75 -4.0%
84 AMT AMERICAN TOWER CORP Real Estate 507.0 $83K 0.01% +271.0 +114.8% $163.51 +6.7%
85 INNOVATOR ETFS TRUST 4,185.0 $83K 0.01% +1K +45.3% $19.75
86 BIDU BAIDU INC Communication Services 700.0 $80K 0.01% +696.0 +10000.0% $114.29 -18.7%
87 SHV ISHARES TR 718.0 $79K 0.01% +14.0 +2.0% $110.35 -0.1%
88 SLV ISHARES SILVER TR Financial Services 1,408.0 $75K 0.01% +115.0 +8.9% $53.47 +12.2%
89 BROOKFIELD ASSET MANAGMT LTD 1,676.0 $75K 0.01% +2K +10000.0% $44.84
90 CNI CANADIAN NATL RY CO Industrials 590.0 $70K 0.01% +553.0 +1494.6% $119.24 +7.0%
91 BLK BLACKROCK INC Financial Services 72.0 $69K 0.01% +9.0 +14.3% $961.56 +20.5%
92 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 179.0 $69K 0.01% +160.0 +842.1% $386.73 +3.0%
93 CI THE CIGNA GROUP Healthcare 241.0 $66K 0.01% +10.0 +4.3% $275.68 +0.6%
94 XLSR SSGA ACTIVE TR 1,000.0 $65K 0.01% +5.0 +0.5% $64.85 +2.3%
95 QBTS D-WAVE QUANTUM INC Technology 2,534.0 $61K 0.01% +94.0 +3.9% $23.99 -19.4%
96 SCCO SOUTHERN COPPER CORP Basic Materials 347.0 $60K 0.01% +134.0 +62.9% $174.26 +11.7%
97 CSCO CISCO SYS INC Technology 513.0 $60K 0.01% +123.0 +31.5% $117.46 -5.9%
98 CEG CONSTELLATION ENERGY CORP Utilities 225.0 $56K 0.01% +37.0 +19.7% $248.42 +10.4%
99 TGTX TG THERAPEUTICS INC Healthcare 1,008.0 $55K 0.01% +8.0 +0.8% $54.94 -5.9%
100 CENCORA INC 193.0 $55K 0.01% +2.0 +1.1% $283.18
Page 5 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%