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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 24 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WST WEST PHARMACEUTICAL SVSC INC Healthcare 24.0 $9K 0.00% +13.0 +118.2% $359.00 -1.6%
462 ENERFLEX LTD 351.0 $9K 0.00% NEW $24.51
463 BTG B2GOLD CORP Basic Materials 2,273.0 $9K 0.00% $3.74 +47.6%
464 GLNG GOLAR LNG LTD Energy 170.0 $8K 0.00% +159.0 +1445.5% $49.84 +4.3%
465 PPL PPL CORP Utilities 232.0 $8K 0.00% +206.0 +792.3% $36.35 -5.4%
466 CDE COEUR MNG INC Basic Materials 516.0 $8K 0.00% +9.0 +1.8% $16.32 +28.5%
467 CERY SPDR SERIES TRUST 246.0 $8K 0.00% -43.0 -14.9% $33.47 +15.0%
468 MPT MEDICAL PROPERTIES TRUST INC Financial Services 1,777.0 $8K 0.00% +539.0 +43.5% $4.62 -10.8%
469 DB DEUTSCHE BK AG Financial Services 241.0 $8K 0.00% +233.0 +2912.5% $33.76 +12.0%
470 ETHA ISHARES ETHEREUM TR Financial Services 677.0 $8K 0.00% +382.0 +129.5% $11.89 +53.4%
471 ENTERGY CORP NEW 70.0 $8K 0.00% $114.86
472 TOTALENERGIES SE 102.0 $8K 0.00% $77.76
473 VALE VALE S A Basic Materials 526.0 $8K 0.00% +278.0 +112.1% $15.04 -3.0%
474 URTH ISHARES INC 39.0 $8K 0.00% $202.64 +3.2%
475 LXU LSB INDS INC Basic Materials 726.0 $8K 0.00% NEW $10.81 +2.9%
476 WEN WENDYS CO Consumer Cyclical 944.0 $8K 0.00% +439.0 +86.9% $8.29 +8.7%
477 STK COLUMBIA SELIGM PREM TECH GR Financial Services 144.0 $8K 0.00% $53.87 -5.3%
478 NRG NRG ENERGY INC Utilities 53.0 $8K 0.00% $146.06 -22.6%
479 STZ CONSTELLATION BRANDS INC Consumer Defensive 55.0 $8K 0.00% NEW $139.09 -2.5%
480 AUGO AURA MINERALS INC Basic Materials 121.0 $8K 0.00% NEW $62.95 +38.6%
Page 24 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%