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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 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTEC FIDELITY COVINGTON TRUST 801.0 $229K 0.03% -28.0 -3.4% $285.58 -0.7%
22 SPTI SPDR SERIES TRUST 6,936.0 $197K 0.03% -5K -39.5% $28.39 -0.7%
23 BND VANGUARD BD INDEX FDS 2,640.0 $194K 0.03% -2K -39.5% $73.41 -1.2%
24 OEF ISHARES TR 464.0 $170K 0.02% -1K -71.5% $365.93 +3.9%
25 IAGG ISHARES TR 2,991.0 $151K 0.02% -202K -98.5% $50.61 -1.5%
26 IUSV ISHARES TR 1,325.0 $146K 0.02% -4K -72.6% $110.19 +4.8%
27 EMXC ISHARES INC 1,424.0 $146K 0.02% -1K -45.2% $102.27 -6.0%
28 XLV SELECT SECTOR SPDR TR 916.0 $145K 0.02% -247.0 -21.2% $158.73 +10.7%
29 DFEM DIMENSIONAL ETF TRUST 3,001.0 $122K 0.02% -149.0 -4.7% $40.64 -2.7%
30 IYW ISHARES TR 462.0 $116K 0.01% -608.0 -56.8% $251.98 -1.7%
31 IJR ISHARES TR 756.0 $112K 0.01% -69.0 -8.4% $148.30 -0.3%
32 MCD MCDONALDS CORP Consumer Cyclical 360.0 $97K 0.01% -179.0 -33.2% $270.31 -1.1%
33 SPMO INVESCO EXCH TRADED FD TR II 550.0 $89K 0.01% -181.0 -24.8% $161.54 -8.2%
34 ORKA ORUKA THERAPEUTICS INC Healthcare 902.0 $86K 0.01% -100.0 -10.0% $95.17 +15.3%
35 SPHQ INVESCO EXCHANGE TRADED FD T 927.0 $84K 0.01% -2K -67.0% $90.10 -4.5%
36 IWV ISHARES TR 192.0 $82K 0.01% -176.0 -47.8% $426.44 +2.8%
37 RDDT REDDIT INC Communication Services 407.0 $71K 0.01% -343.0 -45.7% $173.58 -12.6%
38 SJM SMUCKER J M CO Consumer Defensive 618.0 $70K 0.01% -150.0 -19.5% $112.58 +9.1%
39 KO COCA COLA CO Consumer Defensive 788.0 $64K 0.01% -915.0 -53.7% $81.31 +11.1%
40 FREL FIDELITY COVINGTON TRUST 1,966.0 $58K 0.01% -307.0 -13.5% $29.30 +2.2%
Page 2 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%