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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 1 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 876 $198K 0.04% SOLD
2 XOP SPDR SERIES TRUST 400 $73K 0.01% SOLD
3 BNO UNITED STS BRENT OIL FD LP Financial Services 1,000 $52K 0.01% SOLD
4 INTF ISHARES TR 1,069 $42K 0.01% SOLD
5 STLA STELLANTIS N.V Consumer Cyclical 4,000 $28K 0.01% SOLD
6 BTU PEABODY ENGR CORP Energy 818 $27K 0.01% SOLD
7 XCEM COLUMBIA ETF TR II 660 $27K 0.01% SOLD
8 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 700 $21K 0.00% SOLD
9 CPNG COUPANG INC Consumer Cyclical 1,000 $19K 0.00% SOLD
10 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 3,040 $19K 0.00% SOLD
11 IGE ISHARES TR 228 $14K 0.00% SOLD
12 BBWI BATH & BODY WORKS INC Consumer Cyclical 491 $9K 0.00% SOLD
13 CCL CARNIVAL CORP Consumer Cyclical 350 $9K 0.00% SOLD
14 CORZ CORE SCIENTIFIC INC NEW Technology 600 $9K 0.00% SOLD
15 SA SEABRIDGE GOLD INC Basic Materials 294 $8K 0.00% SOLD
16 NE NOBLE CORP PLC Energy 164 $8K 0.00% SOLD
17 CQP CHENIERE ENERGY PARTNERS L P Energy 115 $7K 0.00% SOLD
18 FETH FIDELITY ETHEREUM FD Financial Services 290 $6K 0.00% SOLD
19 PRIM PRIMORIS SVCS CORP Industrials 38 $5K 0.00% SOLD
20 WSM WILLIAMS SONOMA INC Consumer Cyclical 29 $5K 0.00% SOLD
Page 1 of 6  ·  105 positions
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%