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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 4 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPACE EXPLORATION TECHN CORP 2,250.0 $384K 0.05% NEW $170.83
62 LLY ELI LILLY & CO Healthcare 294.0 $352K 0.05% +205.0 +230.3% $1198.66 +2.3%
63 AIQ GLOBAL X FDS 5,144.0 $337K 0.04% -82.0 -1.6% $65.61 -4.7%
64 MRVL MARVELL TECHNOLOGY INC Technology 1,126.0 $335K 0.04% +71.0 +6.7% $297.85 -27.5%
65 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 4,837.0 $325K 0.04% +1K +27.0% $67.12 -3.7%
66 HD HOME DEPOT INC Consumer Cyclical 864.0 $305K 0.04% +171.0 +24.7% $352.66 -4.3%
67 WMT WALMART INC Consumer Defensive 2,661.0 $301K 0.04% $113.27 +1.7%
68 JEPI J P MORGAN EXCHANGE TRADED F 5,315.0 $300K 0.04% +3K +109.9% $56.48 +2.4%
69 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 313.0 $293K 0.04% +101.0 +47.6% $935.77 +2.7%
70 JMEE J P MORGAN EXCHANGE TRADED F 3,729.0 $291K 0.04% +134.0 +3.7% $78.03 +0.4%
71 TLT ISHARES TR 3,321.0 $287K 0.04% NEW $86.42 -5.5%
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 384.0 $287K 0.04% $746.81 +2.8%
73 VUG VANGUARD INDEX FDS 3,262.0 $281K 0.04% +3K +555.0% $86.14 +2.0%
74 VYM VANGUARD WHITEHALL FDS 1,769.0 $280K 0.04% +56.0 +3.3% $158.03 +4.8%
75 NBTB NBT BANCORP INC Financial Services 5,631.0 $278K 0.04% +466.0 +9.0% $49.37 +7.2%
76 GLD SPDR GOLD TR Financial Services 733.0 $270K 0.04% +18.0 +2.5% $368.38 +8.2%
77 QQQ INVESCO QQQ TR Financial Services 333.0 $245K 0.03% $736.92 -2.6%
78 DLN WISDOMTREE TR 2,540.0 $245K 0.03% $96.32 +4.9%
79 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,750.0 $242K 0.03% +87.0 +1.9% $51.05 +10.1%
80 GE GE AEROSPACE Industrials 632.0 $236K 0.03% -216.0 -25.5% $373.78 +0.4%
Page 4 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%