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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 67 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 2.0 $44.0 -76.0 -97.4% $22.00 -10.0%
1322 VERSIGENT PLC 1.0 $42.0 NEW $42.00
1323 FVRR FIVERR INTL LTD Communication Services 4.0 $41.0 $10.25 -12.7%
1324 NFE NEW FORTRESS ENERGY INC Utilities 110.0 $40.0 $0.36 -19.3%
1325 OPRA OPERA LTD Communication Services 2.0 $40.0 $20.00 -2.8%
1326 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 1.0 $32.0 -75.0 -98.7% $32.00 +9.8%
1327 BKV BKV CORP Energy 1.0 $27.0 $27.00 -1.4%
1328 AMTB AMERANT BANCORP INC Financial Services 1.0 $26.0 $26.00 +11.5%
1329 MD PEDIATRIX MEDICAL GROUP INC Healthcare 1.0 $25.0 $25.00 +6.5%
1330 WULF TERAWULF INC Financial Services 1.0 $25.0 $25.00 -36.4%
1331 UA UNDER ARMOUR INC Consumer Cyclical 4.0 $25.0 $6.25 -19.7%
1332 IHS IHS HOLDING LIMITED Communication Services 3.0 $25.0 $8.33 +0.0%
1333 OVV OVINTIV INC Energy $15.0 NEW
1334 UAA UNDER ARMOUR INC Consumer Cyclical 2.0 $13.0 $6.50 -21.2%
1335 TGLS TECNOGLASS INC Basic Materials $11.0 NEW
1336 CANOPY GROWTH CORPORATION 11.0 $10.0 $0.91
1337 EGY VAALCO ENERGY INC Energy 1.0 $5.0 NEW $5.00 +15.2%
1338 TWAV TAOWEAVE INC Financial Services 1.0 $1.0 $1.00 +27.0%
1339 DIGITAL BRANDS GROUP INC 1.0 $1.0 $1.00
Page 67 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%