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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 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVE ISHARES TR 157,787.0 $35.8M 4.76% -19K -11.0% $227.06 +4.2%
2 PG PROCTER & GAMBLE CO Consumer Defensive 205,993.0 $30.2M 4.02% -2K -1.0% $146.64 -2.2%
3 IEMG ISHARES INC 292,408.0 $24.2M 3.22% -156K -34.8% $82.84 -3.9%
4 BAI BLACKROCK ETF TRUST 386,933.0 $20.4M 2.71% -83K -17.7% $52.72 -14.3%
5 MTUM ISHARES TR 45,709.0 $15.7M 2.08% -17K -27.2% $342.83 -9.0%
6 TLH ISHARES TR 149,866.0 $15.0M 2.00% -32K -17.4% $100.35 -4.0%
7 EFV ISHARES TR 174,577.0 $13.4M 1.78% -209K -54.5% $76.55 +6.1%
8 THRO BLACKROCK ETF TRUST 280,833.0 $12.1M 1.61% -135K -32.4% $43.11 +2.0%
9 QUAL ISHARES TR 6,891.0 $1.5M 0.20% -79K -92.0% $219.44 +2.1%
10 CZNC CITIZENS & NORTHN CORP Financial Services 49,090.0 $1.1M 0.15% -7K -12.9% $23.31 +11.9%
11 BINC BLACKROCK ETF TRUST II 21,261.0 $1.1M 0.15% -105K -83.2% $52.34 -0.7%
12 GOOGL ALPHABET INC Communication Services 3,093.0 $1.1M 0.15% -361.0 -10.4% $357.37 -3.7%
13 AGG ISHARES TR 6,346.0 $628K 0.08% -3K -29.4% $98.97 -1.6%
14 MU MICRON TECHNOLOGY INC Technology 395.0 $456K 0.06% -234.0 -37.2% $1154.29 -18.5%
15 RSP INVESCO EXCHANGE TRADED FD T 1,912.0 $407K 0.05% -188.0 -8.9% $212.80 +3.3%
16 JPIE J P MORGAN EXCHANGE TRADED F 8,538.0 $393K 0.05% -5K -38.8% $46.05 -0.4%
17 VGSH VANGUARD SCOTTSDALE FDS 6,689.0 $389K 0.05% -2K -21.1% $58.20 -0.1%
18 AIQ GLOBAL X FDS 5,144.0 $337K 0.04% -82.0 -1.6% $65.61 -4.7%
19 GE GE AEROSPACE Industrials 632.0 $236K 0.03% -216.0 -25.5% $373.78 +0.4%
20 BNDX VANGUARD CHARLOTTE FDS 4,749.0 $230K 0.03% -3K -34.7% $48.43 -1.7%
Page 1 of 8  ·  149 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%