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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 23 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CAMT CAMTEK LTD Technology 58.0 $9K 0.00% +55.0 +1833.3% $163.12 -8.7%
442 XLF SELECT SECTOR SPDR TR 175.0 $9K 0.00% $53.61 +7.2%
443 UAMY UNITED STATES ANTIMONY CORP Basic Materials 1,280.0 $9K 0.00% $7.26 -24.0%
444 CMB.TECH NV 663.0 $9K 0.00% +627.0 +1741.7% $13.99
445 ENLIGHT RENEWABLE ENERGY LTD 104.0 $9K 0.00% +103.0 +10000.0% $89.02
446 KNSL KINSALE CAP GROUP INC Financial Services 28.0 $9K 0.00% NEW $330.04 +16.7%
447 XP XP INC Financial Services 564.0 $9K 0.00% +232.0 +69.9% $16.26 +4.0%
448 THNQ EXCHANGE TRADED CONCEPTS TRU 100.0 $9K 0.00% $91.21 -1.1%
449 FTRE FORTREA HLDGS INC Healthcare 521.0 $9K 0.00% NEW $17.40 +5.7%
450 EQX EQUINOX GOLD CORP Basic Materials 927.0 $9K 0.00% -166.0 -15.2% $9.72 +38.2%
451 AFYA AFYA LTD Consumer Defensive 601.0 $9K 0.00% +133.0 +28.4% $14.84 -4.7%
452 BBB FOODS INC 214.0 $9K 0.00% +13.0 +6.5% $41.67
453 RAPP RAPPORT THERAPEUTICS INC Healthcare 211.0 $9K 0.00% NEW $41.67 +15.4%
454 MZTI MARZETTI COMPANY Consumer Defensive 77.0 $9K 0.00% NEW $114.16 -0.9%
455 KEYS KEYSIGHT TECHNOLOGIES INC Technology 25.0 $9K 0.00% $350.08 -9.6%
456 DAL DELTA AIR LINES INC Industrials 93.0 $9K 0.00% $93.66 -12.0%
457 ALGM ALLEGRO MICROSYSTEMS INC Technology 125.0 $9K 0.00% NEW $69.62 -46.6%
458 HSAI HESAI GROUP Consumer Cyclical 476.0 $9K 0.00% +430.0 +934.8% $18.22 +4.8%
459 HAMILTON INSURANCE GROUP LTD 255.0 $9K 0.00% +223.0 +696.9% $33.94
460 AEP AMERICAN ELEC PWR CO INC Utilities 63.0 $9K 0.00% $136.81 -11.0%
Page 23 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%