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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 21 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VSNT VERSANT MEDIA GROUP INC Industrials 334.0 $12K 0.00% NEW $36.01 +8.4%
402 KINIKSA PHARMACEUTICALS INTL 188.0 $12K 0.00% +65.0 +52.9% $63.95
403 ASML ASML HLDG NV Technology 6.0 $12K 0.00% $1989.50 -11.7%
404 CME CME GROUP INC Financial Services 54.0 $12K 0.00% -60.0 -52.6% $220.83 +24.4%
405 COLB COLUMBIA BKG SYS INC Financial Services 372.0 $12K 0.00% +11.0 +3.0% $32.05 -4.2%
406 VET VERMILION ENERGY INC Energy 1,252.0 $12K 0.00% +1K +10000.0% $9.37 +36.2%
407 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 182.0 $12K 0.00% +8.0 +4.6% $64.13 +16.8%
408 POET POET TECHNOLOGIES INC Technology 1,125.0 $12K 0.00% NEW $10.28 -19.3%
409 PWR QUANTA SVCS INC Industrials 16.0 $12K 0.00% $720.06 -11.2%
410 BOH BANK HAWAII CORP Financial Services 141.0 $11K 0.00% $81.49 -5.2%
411 GWX SPDR INDEX SHS FDS 263.0 $11K 0.00% +4.0 +1.5% $43.68 +6.0%
412 SKM SK TELECOM CO LTD Communication Services 355.0 $11K 0.00% NEW $32.16 +26.3%
413 NVMI NOVA LTD Technology 21.0 $11K 0.00% +19.0 +950.0% $542.95 -31.1%
414 LHX L3HARRIS TECHNOLOGIES INC Industrials 39.0 $11K 0.00% $290.59 -7.7%
415 ERIE ERIE INDTY CO Financial Services 47.0 $11K 0.00% NEW $239.74 +10.9%
416 DHR DANAHER CORP DEL Healthcare 59.0 $11K 0.00% +32.0 +118.5% $190.47 +14.8%
417 FINV FINVOLUTION GROUP Financial Services 2,319.0 $11K 0.00% +2K +2911.7% $4.79 -8.6%
418 UEC URANIUM ENERGY CORP Energy 1,040.0 $11K 0.00% -983.0 -48.6% $10.65 +16.0%
419 NEWAMSTERDAM PHARMA COMPANY 325.0 $11K 0.00% $33.89
420 MYRG MYR GROUP INC Industrials 22.0 $11K 0.00% $500.41 -37.9%
Page 21 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 46.5%
Financial Services 16.8%
Technology 14.4%
Consumer Cyclical 5.8%
Industrials 5.0%
Healthcare 3.0%
Communication Services 2.5%
Energy 2.4%
Utilities 1.8%
Basic Materials 1.4%