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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 10 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BROOKFIELD ASSET MANAGMT LTD 1,676.0 $75K 0.01% +2K +10000.0% $44.84
182 TNA DIREXION SHARES ETF TRUST 965.0 $72K 0.01% NEW $75.12 -4.7%
183 RDDT REDDIT INC Communication Services 407.0 $71K 0.01% -343.0 -45.7% $173.58 -13.4%
184 CNI CANADIAN NATL RY CO Industrials 590.0 $70K 0.01% +553.0 +1494.6% $119.24 +7.5%
185 SJM SMUCKER J M CO Consumer Defensive 618.0 $70K 0.01% -150.0 -19.5% $112.58 +9.3%
186 BLK BLACKROCK INC Financial Services 72.0 $69K 0.01% +9.0 +14.3% $961.56 +18.5%
187 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 179.0 $69K 0.01% +160.0 +842.1% $386.73 +2.5%
188 MTB M & T BK CORP Financial Services 282.0 $67K 0.01% $238.01 +0.1%
189 CI THE CIGNA GROUP Healthcare 241.0 $66K 0.01% +10.0 +4.3% $275.68 -0.5%
190 YUM YUM BRANDS INC Consumer Cyclical 409.0 $65K 0.01% $159.86 -4.7%
191 XLSR SSGA ACTIVE TR 1,000.0 $65K 0.01% +5.0 +0.5% $64.85 +1.4%
192 KO COCA COLA CO Consumer Defensive 788.0 $64K 0.01% -915.0 -53.7% $81.31 +11.3%
193 XLK SELECT SECTOR SPDR TR 336.0 $64K 0.01% $190.52 -3.9%
194 BROS DUTCH BROS INC Consumer Cyclical 877.0 $63K 0.01% $71.81 -31.2%
195 FMDE FIDELITY COVINGTON TRUST 1,540.0 $62K 0.01% $40.58 +3.7%
196 QBTS D-WAVE QUANTUM INC Technology 2,534.0 $61K 0.01% +94.0 +3.9% $23.99 -21.5%
197 SCCO SOUTHERN COPPER CORP Basic Materials 347.0 $60K 0.01% +134.0 +62.9% $174.26 +14.0%
198 BWXT BWX TECHNOLOGIES INC Industrials 310.0 $60K 0.01% $194.65 -19.6%
199 CSCO CISCO SYS INC Technology 513.0 $60K 0.01% +123.0 +31.5% $117.46 -6.7%
200 ABT ABBOTT LABORATORIES Healthcare 638.0 $58K 0.01% $90.74 +25.9%
Page 10 of 67  ·  1,339 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%