Stone House Investment Management, LLC

CIK

1696497

Location

TUNKHANNOCK, PA

Portfolio Value

Micro $92,669,936

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,289 / 8,700 ▼ 2975

Top Industry

Household & Personal Products 45.8%

Period ended 2 months ago

Filed Aug 5, 2026 · 39d

26 quarters · since Mar 2020

Portfolio Concentration

1,196 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.6%

−33.9 pts

Top 5

64.3%

−27.5 pts

Top 10

72.0%

−22.7 pts

HHI

1,601

Moderately concentrated−3,023

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	34.3%	$31,740,176	60
Unclassified	28.8%	$26,687,961	24
Technology	10.7%	$9,897,096	155
Financial Services	7.1%	$6,616,319	196
Industrials	4.5%	$4,190,381	140
Consumer Cyclical	4.3%	$3,978,034	116
Communication Services	3.3%	$3,015,632	50
Healthcare	2.4%	$2,193,167	165
Energy	2.0%	$1,861,170	99
Basic Materials	1.3%	$1,209,868	101
Utilities	1.1%	$1,021,275	41
Real Estate	0.3%	$258,857	49

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+8,558	54,376	$4,105,931
NVDA	Nvidia Corp	+4,279	11,787	$2,358,460
FINV	FinVolution Group	+2,242	2,319	$11,108
FAST	Fastenal Co	+2,237	2,532	$121,611
TE	T1 Energy Inc.	+2,082	2,110	$20,002
MS	Morgan Stanley	+1,929	2,009	$419,961
BAM	Brookfield Asset Management Ltd.	+1,675	1,676	$75,168
PFIS	Peoples Financial Services Corp.	+1,652	11,832	$785,289
MNST	Monster Beverage Corp	+1,504	1,520	$146,102
UBER	Uber Technologies, Inc	+1,254	1,259	$90,849
VET	Vermilion Energy Inc.	+1,245	1,252	$11,731
SSL	Sasol Ltd	+1,084	1,366	$13,414
WMB	Williams Companies, Inc.	+1,075	1,494	$111,063
BUR	Burford Capital Ltd	+1,052	1,095	$4,489
CBU	Community Financial System, Inc.	+1,029	4,837	$324,659
EQPT	EquipmentShare.com Inc	+1,000	2,000	$39,320
AMZN	Amazon Com Inc	+984	7,132	$1,699,840
IBIT	iShares Bitcoin Trust ETF	+794	3,101	$103,232
GTBP	GT Biopharma, Inc.	+792	2,043	$1,001
PNC	Pnc Financial Services Group, Inc.	+791	2,802	$689,908
HLF	Herbalife Ltd.	+754	765	$10,059
BIDU	Baidu, Inc.	+696	700	$80,003
GIS	General Mills Inc	+678	715	$24,882
AU	AngloGold Ashanti PLC	+646	1,182	$95,611
CMBT	Cmb.Tech NV	+627	663	$9,275
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	−1,072,577	386,933	$20,399,107
CZNC	Citizens & Northern Corp	−7,283	49,090	$1,144,287
PBR	Petrobras - Petroleo Brasileiro SA	−4,493	7	$113
BNDX	Vanguard Total International Bond ETF	−2,524	4,749	$229,994
PG	PROCTER & GAMBLE Co	−2,169	205,993	$30,206,813
NVO	Novo Nordisk A S	−1,900	103	$4,937
PFE	Pfizer Inc	−1,409	112	$2,696
NKE	NIKE, Inc.	−1,077	234	$9,605
UEC	Uranium Energy Corp	−983	1,040	$11,086
XRP	Bitwise XRP ETF	−956	60	$699
KO	Coca Cola Co	−915	788	$64,040
ASM	Avino Silver & Gold Mines Ltd	−790	218	$1,382
PACB	Pacific Biosciences Of California, Inc.	−700	797	$1,338
T	At&T Inc.	−671	728	$15,069
RIG	Transocean Ltd.	−625	23	$112
TAK	Takeda Pharmaceutical Co Ltd	−620	457	$7,325
HON	Honeywell International Inc	−440	436	$97,620
EQT	EQT Corp	−360	2	$106
RDDT	Reddit, Inc.	−343	407	$70,647
HOS	Hornbeck Offshore Services, Inc.	−276	9	$78
MU	Micron Technology Inc	−234	395	$455,944
YUMC	Yum China Holdings, Inc.	−230	530	$21,661
FSM	Fortuna Mining Corp.	−230	20	$169
GE	General Electric Co	−216	632	$236,197
HLN	Haleon plc	−213	450	$4,198
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,250	$384,435
AEE	Ameren Corp	1,834	$207,315
MKL	Markel Group Inc.	75	$146,475
AZO	Autozone Inc	40	$127,837
AKRE	Akre Focus ETF	2,392	$127,230
MLM	Martin Marietta Materials Inc	175	$100,922
AON	Aon plc	302	$100,170
NAK	Northern Dynasty Minerals Ltd	51,575	$99,024
HONA	Honeywell Aerospace Inc.	436	$96,390
TDG	TransDigm Group INC	61	$81,254
RACE	Ferrari N.V.	135	$50,259
SIMO	Silicon Motion Technology CORP	98	$32,666
GLAS	Glass House Brands Inc.	2,500	$32,500
FDS	Factset Research Systems Inc	137	$31,520
AYA	Aya Gold & Silver Inc.	1,500	$28,410
TSEM	Tower Semiconductor Ltd	85	$22,154
CGGR	Capital Group Growth ETF	445	$21,004
CHTR	Charter Communications, Inc. /Mo/	145	$20,620
PAYX	Paychex Inc	207	$20,354
CWEN	Clearway Energy, Inc.	585	$19,995
BSOL	Bitwise Solana Staking ETF	1,682	$16,836
TBN	Tamboran Resources Corp	486	$15,799
FLR	Fluor Corp	300	$15,717
DRI	Darden Restaurants Inc	74	$15,244
ABCL	AbCellera Biologics Inc.	1,703	$13,368
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,998,725	$370,332,958
FAAA	Fidelity AAA CLO ETF	655,706	$29,924,630
FBCG	Fidelity Blue Chip Growth ETF	455,026	$17,295,035
BCLO	iShares BBB-B CLO Active ETF	126,164	$6,551,612
BNDW	Vanguard Total World Bond ETF	13,839	$1,084,452
VB	Vanguard Morningstar Small-Cap ETF	5,642	$1,039,942
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	13,960	$643,137
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	13,158	$490,995
BKF	iShares MSCI BIC ETF	4,313	$442,880
VIGI	Vanguard International Dividend Appreciation ETF	3,336	$406,646
ABI	VictoryShares Pioneer Asset-Based Income ETF	2,100	$403,032
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	5,387	$365,775
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	4,103	$352,365
BIV	Vanguard Intermediate-Term Bond ETF	4,362	$321,217
FNDA	Schwab Fundamental U.S. Small Company ETF	8,212	$248,077
AGNG	Global X Funds Global X Aging Population ETF	5,276	$245,708
CWI	State Street SPDR MSCI ACWI ex-US ETF	3,692	$212,288
CVY	Invesco Zacks Multi-Asset Income ETF	2,805	$210,907
AFK	VanEck Africa Index ETF	2,150	$197,305
BLDG	Cambria Global Real Estate ETF	5,250	$174,142
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	728	$134,599
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	4,503	$124,024
DCOR	Dimensional US Core Equity 1 ETF	3,150	$108,832
—		1,099	$102,727
FCSH	Federated Hermes Short Duration Corporate ETF	4,020	$101,082
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,196 tracked positions · $92,669,936 total · filing declares 1,339 positions · $752,244,757 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,196 positions by value · page 1 of 24

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	205,993	-2,169	$30,206,813	+0.5%	32.60%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	386,933	-1,072,577	$20,399,107	−68.1%	22.01%
IAU	Ishares Gold Trust	Added	54,376	+8,558	$4,105,931	+1.6%	4.43%
AAPL	Apple Inc. Technology	Added	8,606	+556	$2,490,232	+21.9%	2.69%
GOOGL	Alphabet Inc. Communication Services	Added	6,735	+553	$2,392,172	+34.7%	2.58%
NVDA	Nvidia Corp Technology	Added	11,787	+4,279	$2,358,460	+80.1%	2.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,132	+984	$1,699,840	+32.8%	1.83%
CZNC	Citizens & Northern Corp Financial Services	Reduced	49,090	-7,283	$1,144,287	−9.1%	1.23%
AMD	Advanced Micro Devices Inc Technology	Added	1,879	+85	$1,091,529	+199.1%	1.18%
WMS	Advanced Drainage Systems, Inc. Industrials	Added	5,375	+300	$843,660	+21.2%	0.91%
MSFT	Microsoft Corp Technology	Added	2,181	+261	$813,556	+14.5%	0.88%
PFIS	Peoples Financial Services Corp. Financial Services	Added	11,832	+1,652	$785,289	+44.6%	0.85%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	2,802	+791	$689,908	+64.9%	0.74%
VEA	Vanguard FTSE Developed Markets ETF	Added	7,089	+563	$505,091	+20.8%	0.55%
MU	Micron Technology Inc Technology	Reduced	395	-234	$455,944	+114.6%	0.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,354	+176	$443,204	+27.9%	0.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	876	+505	$438,341	+146.6%	0.47%
MS	Morgan Stanley Financial Services	Added	2,009	+1,929	$419,961	+3090.0%	0.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	960	+211	$403,776	+45.0%	0.44%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,949	-7	$403,187	−19.6%	0.44%
CB	Chubb Ltd Financial Services	Added	1,152	+12	$392,532	+5.6%	0.42%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,250	NEW	$384,435	NEW	0.41%
LLY	ELI LILLY & Co Healthcare	Added	294	+205	$352,632	+330.8%	0.38%
MRVL	Marvell Technology, Inc. Technology	Added	1,126	+71	$335,424	+221.0%	0.36%
CBU	Community Financial System, Inc. Financial Services	Added	4,837	+1,029	$324,659	+45.4%	0.35%
HD	Home Depot, Inc. Consumer Cyclical	Added	864	+171	$304,715	+33.7%	0.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,661	-1	$301,384	−8.9%	0.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	313	+101	$292,802	+38.6%	0.32%
SPY	Spdr S&P 500 ETF Trust	Reduced	384	-1	$286,759	+14.5%	0.31%
NBTB	Nbt Bancorp Inc Financial Services	Added	5,631	+466	$278,002	+26.4%	0.30%
GLD	Spdr Gold Trust	Added	733	+18	$270,022	−12.2%	0.29%
QQQ	Invesco Qqq Trust, Series 1	Held	333	0	$245,221	+27.6%	0.26%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	4,750	+87	$242,487	−11.9%	0.26%
GE	General Electric Co Industrials	Reduced	632	-216	$236,197	−1.8%	0.25%
GEV	GE Vernova Inc. Industrials	Added	200	+3	$234,972	+36.6%	0.25%
BNDX	Vanguard Total International Bond ETF	Reduced	4,749	-2,524	$229,994	−34.2%	0.25%
META	Meta Platforms, Inc. Communication Services	Added	393	+40	$221,372	+9.6%	0.24%
BA	Boeing Co Industrials	Added	1,022	+177	$221,232	+31.5%	0.24%
MA	Mastercard Inc Financial Services	Added	429	+202	$220,334	+94.3%	0.24%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,396	+2	$211,494	−5.0%	0.23%
MRK	Merck & Co., Inc. Healthcare	Added	1,638	+238	$210,483	+25.0%	0.23%
AEE	Ameren Corp Utilities	NEW	1,834	NEW	$207,315	NEW	0.22%
UGI	Ugi Corp /Pa/ Utilities	Added	5,983	+397	$206,652	+1.6%	0.22%
PEP	Pepsico Inc Consumer Defensive	Added	1,410	+359	$190,914	+17.0%	0.21%
FIX	Comfort Systems USA Inc Industrials	Held	96	0	$190,267	+43.7%	0.21%
IBM	International Business Machines Corp Technology	Added	643	+31	$180,818	+21.9%	0.20%
SNDK	Sandisk Corp Technology	Added	79	+63	$179,624	+1667.1%	0.19%
LOW	Lowes Companies Inc Consumer Cyclical	Added	798	+4	$175,951	−6.2%	0.19%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	426	0	$157,871	+13.3%	0.17%
GD	General Dynamics Corp Industrials	Added	445	+1	$157,636	+3.4%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.