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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 9 of 67  ·  1,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMGN AMGEN INC Healthcare 258.0 $93K 0.01% $362.27 +17.4%
162 IWM ISHARES TR 311.0 $93K 0.01% $300.10 +0.0%
163 XLU SELECT SECTOR SPDR TR 2,040.0 $92K 0.01% $45.33 -2.9%
164 PLTR PALANTIR TECHNOLOGIES INC Technology 788.0 $92K 0.01% +28.0 +3.7% $116.67 +47.0%
165 UBER UBER TECHNOLOGIES INC Technology 1,259.0 $91K 0.01% +1K +10000.0% $72.16 +3.5%
166 JCPB J P MORGAN EXCHANGE TRADED F 1,931.0 $91K 0.01% NEW $46.94 -1.7%
167 SHW SHERWIN WILLIAMS CO Basic Materials 261.0 $90K 0.01% +249.0 +2075.0% $344.32 +0.3%
168 SPMO INVESCO EXCH TRADED FD TR II 550.0 $89K 0.01% -181.0 -24.8% $161.54 -6.6%
169 AVGO BROADCOM INC Technology 232.0 $88K 0.01% +85.0 +57.8% $377.75 +0.6%
170 ORKA ORUKA THERAPEUTICS INC Healthcare 902.0 $86K 0.01% -100.0 -10.0% $95.17 +18.8%
171 SPHQ INVESCO EXCHANGE TRADED FD T 927.0 $84K 0.01% -2K -67.0% $90.10 -3.8%
172 AMT AMERICAN TOWER CORP Real Estate 507.0 $83K 0.01% +271.0 +114.8% $163.51 +5.4%
173 INNOVATOR ETFS TRUST 4,185.0 $83K 0.01% +1K +45.3% $19.75
174 IWV ISHARES TR 192.0 $82K 0.01% -176.0 -47.8% $426.44 +2.5%
175 TDG TRANSDIGM GROUP INC Industrials 61.0 $81K 0.01% NEW $1332.03 -7.4%
176 BIDU BAIDU INC Communication Services 700.0 $80K 0.01% +696.0 +10000.0% $114.29 -20.5%
177 SHV ISHARES TR 718.0 $79K 0.01% +14.0 +2.0% $110.35 -0.1%
178 LEU CENTRUS ENERGY CORP Energy 458.0 $77K 0.01% $167.87 +4.7%
179 POCT INNOVATOR ETFS TRUST 1,623.0 $75K 0.01% $46.41 +1.8%
180 SLV ISHARES SILVER TR Financial Services 1,408.0 $75K 0.01% +115.0 +8.9% $53.47 +7.4%
Page 9 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%