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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 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFV ISHARES TR 174,577.0 $13.4M 1.78% -209K -54.5% $76.55 +6.1%
22 BLACKROCK ETF TRUST 353,362.0 $12.9M 1.72% NEW $36.60
23 THRO BLACKROCK ETF TRUST 280,833.0 $12.1M 1.61% -135K -32.4% $43.11 +2.0%
24 IALT BLACKROCK ETF TRUST 403,107.0 $11.3M 1.50% NEW $28.05 +3.2%
25 MUB ISHARES TR 74,997.0 $8.1M 1.07% +12K +18.5% $107.62 -2.1%
26 GGOV BLACKROCK ETF TRUST II 159,892.0 $8.0M 1.07% NEW $50.29 -0.5%
27 IAU ISHARES GOLD TR Financial Services 54,376.0 $4.1M 0.55% +9K +18.7% $75.51 +8.2%
28 AAPL APPLE INC Technology 8,606.0 $2.5M 0.33% +556.0 +6.9% $289.36 +7.1%
29 ISTB ISHARES TR 49,861.0 $2.4M 0.32% +1K +2.3% $48.25 -0.4%
30 NVDA NVIDIA CORPORATION Technology 11,787.0 $2.4M 0.31% +4K +57.0% $200.10 +9.8%
31 AMZN AMAZON COM INC Consumer Cyclical 7,132.0 $1.7M 0.23% +984.0 +16.0% $238.34 +8.9%
32 QUAL ISHARES TR 6,891.0 $1.5M 0.20% -79K -92.0% $219.44 +2.1%
33 GOOG ALPHABET INC Communication Services 3,642.0 $1.3M 0.17% +914.0 +33.5% $353.34 -3.4%
34 CZNC CITIZENS & NORTHN CORP Financial Services 49,090.0 $1.1M 0.15% -7K -12.9% $23.31 +11.9%
35 BINC BLACKROCK ETF TRUST II 21,261.0 $1.1M 0.15% -105K -83.2% $52.34 -0.7%
36 GOOGL ALPHABET INC Communication Services 3,093.0 $1.1M 0.15% -361.0 -10.4% $357.37 -3.7%
37 AMD ADVANCED MICRO DEVICES INC Technology 1,879.0 $1.1M 0.14% +85.0 +4.7% $580.91 -16.6%
38 SPXL DIREXION SHARES ETF TRUST 3,591.0 $972K 0.13% +3K +393.3% $270.64 +6.7%
39 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,375.0 $844K 0.11% +300.0 +5.9% $156.96 -8.2%
40 MSFT MICROSOFT CORP Technology 2,181.0 $814K 0.11% +261.0 +13.6% $373.08 +29.1%
Page 2 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%