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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 15 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WDS WOODSIDE ENERGY GROUP LTD Energy 1,503.0 $29K 0.00% $19.32 +24.8%
282 AYA GOLD & SILVER INC 1,500.0 $28K 0.00% NEW $18.94
283 XAR SPDR SERIES TRUST 100.0 $28K 0.00% $283.79 -4.2%
284 PSA PUBLIC STORAGE Real Estate 89.0 $28K 0.00% +25.0 +39.1% $318.31 +1.4%
285 ICVT ISHARES TR 232.0 $28K 0.00% -2K -91.0% $121.77 -5.1%
286 BURL BURLINGTON STORES INC Consumer Cyclical 89.0 $28K 0.00% +2.0 +2.3% $316.80 +5.2%
287 FIW FIRST TR EXCHANGE-TRADED FD 253.0 $28K 0.00% NEW $109.53 +0.8%
288 SCHW SCHWAB CHARLES CORP Financial Services 300.0 $28K 0.00% +2.0 +0.7% $92.17 +19.1%
289 SLB SLB LIMITED Energy 593.0 $28K 0.00% $46.49 +15.2%
290 UMH UMH PPTYS INC Real Estate 1,816.0 $27K 0.00% $15.14 +9.6%
291 HSY HERSHEY CO Consumer Defensive 155.0 $27K 0.00% +73.0 +89.0% $174.95 +7.6%
292 BE BLOOM ENERGY CORP Industrials 88.0 $27K 0.00% +36.0 +69.2% $302.70 -33.1%
293 D DOMINION ENERGY INC Utilities 385.0 $26K 0.00% -208.0 -35.1% $68.25 -1.1%
294 COP CONOCOPHILLIPS Energy 252.0 $26K 0.00% -47.0 -15.7% $104.16 +29.5%
295 ADP AUTOMATIC DATA PROCESSING IN Industrials 115.0 $26K 0.00% +88.0 +325.9% $223.95 +24.7%
296 INNOVATOR ETFS TRUST 1,300.0 $25K 0.00% NEW $19.39
297 TER TERADYNE INC Technology 52.0 $25K 0.00% $483.85 -20.8%
298 GIS GENERAL MILLS INC Consumer Defensive 715.0 $25K 0.00% +678.0 +1832.4% $34.80 +13.8%
299 NUE NUCOR CORP Basic Materials 109.0 $24K 0.00% $222.75 +8.0%
300 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 3,378.0 $24K 0.00% +28.0 +0.8% $7.05 -5.8%
Page 15 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%