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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 6 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LOW LOWES COS INC Consumer Cyclical 798.0 $176K 0.02% +4.0 +0.5% $220.58 -2.2%
102 OEF ISHARES TR 464.0 $170K 0.02% -1K -71.5% $365.93 +3.5%
103 SCHD SCHWAB STRATEGIC TR 5,331.0 $169K 0.02% $31.71 +8.8%
104 VYMI VANGUARD WHITEHALL FDS 1,655.0 $163K 0.02% +32.0 +2.0% $98.20 +5.9%
105 GDX VANECK ETF TRUST 2,150.0 $162K 0.02% $75.45 +17.9%
106 MAR MARRIOTT INTL INC NEW Consumer Cyclical 426.0 $158K 0.02% $370.59 -3.6%
107 GD GENERAL DYNAMICS CORP Industrials 445.0 $158K 0.02% $354.40 +11.0%
108 DE DEERE & CO Industrials 239.0 $152K 0.02% +216.0 +939.1% $634.33 -7.2%
109 IAGG ISHARES TR 2,991.0 $151K 0.02% -202K -98.5% $50.61 -1.6%
110 UNH UNITEDHEALTH GROUP INC Healthcare 361.0 $150K 0.02% +7.0 +2.0% $416.01 -5.3%
111 CVX CHEVRON CORPORATION Energy 894.0 $148K 0.02% +8.0 +0.9% $165.85 +24.1%
112 TPL TEXAS PACIFIC LAND CORPORATI Energy 337.0 $147K 0.02% +304.0 +921.2% $437.64 -16.5%
113 MKL MARKEL GROUP INC Financial Services 75.0 $146K 0.02% NEW $1953.01 -7.1%
114 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,520.0 $146K 0.02% +2K +9400.0% $96.12 -50.7%
115 IUSV ISHARES TR 1,325.0 $146K 0.02% -4K -72.6% $110.19 +4.1%
116 EMXC ISHARES INC 1,424.0 $146K 0.02% -1K -45.2% $102.27 -7.3%
117 XLV SELECT SECTOR SPDR TR 916.0 $145K 0.02% -247.0 -21.2% $158.73 +6.9%
118 EXPAND ENERGY CORPORATION 1,570.0 $143K 0.02% +19.0 +1.2% $91.19
119 FMUN FIDELITY MERRIMACK STR TR 2,821.0 $142K 0.02% $50.41 -1.6%
120 PM PHILIP MORRIS INTL INC Consumer Defensive 784.0 $142K 0.02% +132.0 +20.2% $180.84 +3.8%
Page 6 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%