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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 47 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 EDN EMPRESA DIST Y COMERCIAL NOR Utilities 33.0 $824.0 NEW $24.97 -10.7%
922 NAVN NAVAN INC Technology 36.0 $823.0 NEW $22.86 +27.6%
923 TEO TELECOM ARGENTINA SA Communication Services 63.0 $819.0 +62.0 +6200.0% $13.00 +1.1%
924 LUNR INTUITIVE MACHINES INC Industrials 38.0 $813.0 $21.39 -14.4%
925 ANAB ANAPTYSBIO INC Healthcare 12.0 $810.0 $67.50 -14.5%
926 GRND GRINDR INC Technology 55.0 $790.0 +9.0 +19.6% $14.36 +8.1%
927 TILE INTERFACE INC Consumer Cyclical 22.0 $788.0 $35.82 +8.7%
928 AVA AVISTA CORP Utilities 19.0 $777.0 $40.89 -8.1%
929 LSPD LIGHTSPEED COMMERCE INC Technology 74.0 $776.0 NEW $10.49 +1.2%
930 LYG LLOYDS BANKING GROUP PLC Financial Services 133.0 $775.0 +30.0 +29.1% $5.83 +3.3%
931 GM GENERAL MTRS CO Consumer Cyclical 10.0 $771.0 $77.10 +14.0%
932 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 6.0 $767.0 $127.83 -5.6%
933 STRA STRATEGIC ED INC Consumer Defensive 10.0 $766.0 $76.60 +8.9%
934 KRNT KORNIT DIGITAL LTD Industrials 47.0 $764.0 NEW $16.26 +3.2%
935 KOPN KOPIN CORP Technology 170.0 $763.0 NEW $4.49 +12.3%
936 RBLX ROBLOX CORP Technology 14.0 $761.0 +10.0 +250.0% $54.36 -29.4%
937 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 3.0 $759.0 NEW $253.00 -16.1%
938 CDNS CADENCE DESIGN SYSTEM INC Technology 2.0 $751.0 +1.0 +100.0% $375.50 -15.0%
939 MMI MARCUS & MILLICHAP INC Real Estate 24.0 $748.0 NEW $31.17 +3.7%
940 CRI CARTERS INC Consumer Cyclical 18.0 $741.0 $41.17 -13.1%
Page 47 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%