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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 58 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PBA PEMBINA PIPELINE CORP Energy 6.0 $278.0 NEW $46.33 +4.7%
1142 TRMK TRUSTMARK CORP Financial Services 6.0 $276.0 $46.00 +1.1%
1143 VESTA REAL ESTATE CORP 8.0 $274.0 $34.25
1144 NICE NICE LTD Technology 3.0 $273.0 -6.0 -66.7% $91.00 +10.9%
1145 QUBT QUANTUM COMPUTING INC Technology 28.0 $272.0 NEW $9.71 -13.3%
1146 GDS GDS HLDGS LTD Technology 9.0 $270.0 -53.0 -85.5% $30.00 +11.1%
1147 SUPV GRUPO SUPERVIELLE S.A. Financial Services 28.0 $270.0 NEW $9.64 -20.7%
1148 SU SUNCOR ENERGY INC NEW Energy 5.0 $268.0 NEW $53.60 +25.9%
1149 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 6.0 $267.0 $44.50 +9.1%
1150 IP INTERNATIONAL PAPER CO Consumer Cyclical 7.0 $267.0 NEW $38.14 +7.6%
1151 MOD MODINE MFG CO Consumer Cyclical 1.0 $267.0 NEW $267.00 -26.9%
1152 A AGILENT TECHNOLOGIES INC Healthcare 2.0 $266.0 $133.00 +16.8%
1153 ZD ZIFF DAVIS INC Communication Services 5.0 $262.0 NEW $52.40 +5.9%
1154 BP BP PLC Energy 7.0 $259.0 NEW $37.00 +18.2%
1155 USAR USA RARE EARTH INC Basic Materials 12.0 $259.0 -180.0 -93.8% $21.58 -16.2%
1156 GIB CGI INC Technology 4.0 $258.0 NEW $64.50 +16.2%
1157 MXL MAXLINEAR INC Technology 2.0 $256.0 NEW $128.00 -48.1%
1158 RERE ATRENEW INC Consumer Cyclical 66.0 $255.0 +26.0 +65.0% $3.86 +18.8%
1159 SNOW SNOWFLAKE INC Technology 1.0 $255.0 $255.00 +27.5%
1160 KEP KOREA ELEC PWR CORP Utilities 21.0 $254.0 -30.0 -58.8% $12.10 -7.6%
Page 58 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%