Stone House Investment Management, LLC
CIK
1696497
Location
TUNKHANNOCK, PA
Portfolio Value
Micro
$59,595,805
Diversification
Highly concentrated
Filing Date
Global Rank
#6,248
/ 8,232
▲ 143
Top Industry
Household & Personal Products
55.5%
3Y Alpha vs SPY
-9.5%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+37.8%
SPY
+76.3%
Annualised alpha
-9.5%
Max drawdown
−15.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
930 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
50.5%
+1.9 pts
Top 5
65.0%
−6.9 pts
Top 10
72.1%
−5.9 pts
HHI
2,630
Highly concentrated−17
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 52.4% | $31,244,412 |
| Technology | 9.8% | $5,859,787 |
| Unclassified | 9.1% | $5,398,545 |
| Financial Services | 7.6% | $4,534,967 |
| Consumer Cyclical | 5.4% | $3,232,635 |
| Industrials | 4.8% | $2,872,862 |
| Energy | 3.2% | $1,915,419 |
| Healthcare | 2.5% | $1,511,769 |
| Communication Services | 2.5% | $1,487,919 |
| Utilities | 1.2% | $744,380 |
| Basic Materials | 1.0% | $610,569 |
| Real Estate | 0.3% | $182,541 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PNC | Pnc Financial Services Group, Inc. | +2,010 | 2,011 | $418,468 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +1,851 | 4,663 | $275,256 | |
| PFE | Pfizer Inc | +1,332 | 1,521 | $42,709 | |
| NKE | NIKE, Inc. | +1,000 | 1,311 | $69,247 | |
| XTIA | XTI Aerospace, Inc. | +973 | 1,373 | $2,842 | |
| AAPL | Apple Inc. | +933 | 8,050 | $2,043,009 | |
| TFPM | Triple Flag Precious Metals Corp. | +821 | 1,106 | $38,389 | |
| XOM | Exxon Mobil Corp | +718 | 2,956 | $501,514 | |
| HON | Honeywell International Inc | +700 | 876 | $198,002 | |
| GOOGL | Alphabet Inc. | +681 | 3,454 | $993,232 | |
| MPT | Medical Properties Trust Inc | +663 | 1,238 | $5,731 | |
| T | At&T Inc. | +635 | 1,399 | $40,557 | |
| MU | Micron Technology Inc | +583 | 629 | $212,501 | |
| D | Dominion Energy, Inc | +561 | 593 | $36,659 | |
| SSRM | Ssr Mining Inc. | +533 | 783 | $23,020 | |
| AGI | Alamos Gold Inc | +511 | 611 | $27,146 | |
| RDDT | Reddit, Inc. | +500 | 750 | $100,987 | |
| CDE | Coeur Mining, Inc. | +498 | 507 | $9,516 | |
| RDY | Dr Reddys Laboratories Ltd | +448 | 462 | $6,398 | |
| QBTS | D-Wave Quantum Inc. | +412 | 2,440 | $35,209 | |
| KEY | Keycorp /New/ | +363 | 878 | $17,603 | |
| AU | AngloGold Ashanti PLC | +363 | 536 | $52,184 | |
| NEE | Nextera Energy Inc | +334 | 501 | $46,532 | |
| KMI | Kinder Morgan, Inc. | +331 | 1,286 | $43,119 | |
| NVDA | Nvidia Corp | +329 | 7,508 | $1,309,395 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −82,308 | 45,818 | $4,039,314 | |
| PG | PROCTER & GAMBLE Co | −10,791 | 208,162 | $30,066,919 | |
| CZNC | Citizens & Northern Corp | −7,343 | 56,373 | $1,259,372 | |
| SLI | Standard Lithium Ltd. | −7,343 | 1,000 | $3,410 | |
| ASM | Avino Silver & Gold Mines Ltd | −3,200 | 1,008 | $6,370 | |
| SMR | NUSCALE POWER Corp | −2,550 | 1,062 | $11,512 | |
| TE | T1 Energy Inc. | −2,472 | 28 | $122 | |
| IBIT | iShares Bitcoin Trust ETF | −1,841 | 2,307 | $88,634 | |
| OKLO | Oklo Inc. | −1,450 | 1,028 | $50,978 | |
| AGNT | eXp World Holdings, Inc. | −772 | 136 | $814 | |
| NNE | Nano Nuclear Energy Inc. | −718 | 800 | $16,384 | |
| TMC | TMC the metals Co Inc. | −500 | 230 | $1,074 | |
| WEN | Wendy's Co | −276 | 505 | $3,509 | |
| PANW | Palo Alto Networks Inc | −218 | 367 | $58,837 | |
| CVX | Chevron Corp | −179 | 886 | $183,313 | |
| GRFS | Grifols SA | −150 | 36 | $288 | |
| NET | Cloudflare, Inc. | −147 | 13 | $2,682 | |
| MPC | Marathon Petroleum Corp | −137 | 226 | $55,184 | |
| MDLZ | Mondelez International, Inc. | −137 | 558 | $32,163 | |
| IBM | International Business Machines Corp | −125 | 612 | $148,342 | |
| PSIX | Power Solutions International, Inc. | −125 | 65 | $3,957 | |
| META | Meta Platforms, Inc. | −121 | 353 | $201,961 | |
| NB | Niocorp Developments Ltd | −119 | 701 | $3,126 | |
| CRWD | CrowdStrike Holdings, Inc. | −111 | 170 | $66,369 | |
| PLTR | Palantir Technologies Inc. | −105 | 760 | $111,172 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WMS | Advanced Drainage Systems, Inc. | 5,075 | $695,934 | |
| JD | JD.com, Inc. | 4,000 | $118,280 | |
| AUPH | Aurinia Pharmaceuticals Inc. | 6,620 | $98,108 | |
| PBR | Petrobras - Petroleo Brasileiro SA | 4,500 | $93,375 | |
| NVO | Novo Nordisk A S | 2,003 | $73,610 | |
| BNO | United States Brent Oil Fund, LP | 1,000 | $52,010 | |
| LMND | Lemonade, Inc. | 750 | $47,010 | |
| HCA | HCA Healthcare, Inc. | 68 | $32,180 | |
| STLA | Stellantis N.V. | 4,000 | $28,360 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | 700 | $20,993 | |
| EQPT | EquipmentShare.com Inc | 1,000 | $20,370 | |
| TAK | Takeda Pharmaceutical Co Ltd | 1,077 | $19,946 | |
| DFTX | Definium Therapeutics, Inc. | 1,000 | $18,900 | |
| GSOL | Grayscale Solana Staking ETF | 3,040 | $18,635 | |
| PSA | Public Storage | 64 | $17,336 | |
| NBBK | NB Bancorp, Inc. | 818 | $17,235 | |
| CLS | Celestica Inc | 60 | $16,900 | |
| XRP | Bitwise XRP ETF | 1,016 | $15,270 | |
| JHG | Janus Henderson Group PLC | 248 | $12,739 | |
| KTB | Kontoor Brands, Inc. | 131 | $9,207 | |
| BBWI | Bath & Body Works, Inc. | 491 | $9,166 | |
| REXR | Rexford Industrial Realty, Inc. | 255 | $8,346 | |
| BLCO | Bausch & Lomb Corp | 508 | $8,077 | |
| NE | Noble Corp plc | 164 | $8,047 | |
| AZN | Astrazeneca PLC | 38 | $7,494 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BCSF | Bain Capital Specialty Finance, Inc. | 3,856 | $53,636 | |
| MMYT | MakeMyTrip Ltd | 600 | $49,272 | |
| SE | Sea Ltd | 300 | $38,271 | |
| FSOL | Fidelity Solana Fund | 2,570 | $37,496 | |
| NGD | New Gold Inc. /FI | 1,912 | $16,653 | |
| PCT | PureCycle Technologies, Inc. | 1,500 | $12,885 | |
| AFG | American Financial Group Inc | 77 | $10,524 | |
| OGN | Organon & Co. | 1,274 | $9,134 | |
| KR | Kroger Co | 121 | $7,560 | |
| TLN | Talen Energy Corp | 20 | $7,496 | |
| ONT | Onterris, Inc. | 300 | $7,449 | |
| TROW | Price T Rowe Group Inc | 55 | $5,630 | |
| MC | Moelis & Co | 81 | $5,567 | |
| AAL | American Airlines Group Inc. | 320 | $4,905 | |
| DC | Dakota Gold Corp. | 820 | $4,657 | |
| SLVM | Sylvamo Corp | 96 | $4,622 | |
| TII | Titan Mining Corp | 1,500 | $4,440 | |
| CDW | CDW Corp | 26 | $3,541 | |
| WCN | Waste Connections, Inc. | 20 | $3,507 | |
| MAA | Mid America Apartment Communities Inc. | 25 | $3,472 | |
| DELL | Dell Technologies Inc. | 24 | $3,021 | |
| GAP | Gap Inc | 111 | $2,841 | |
| LAC | Lithium Americas Corp. | 619 | $2,698 | |
| ILMN | Illumina, Inc. | 20 | $2,623 | |
| GRAB | Grab Holdings Ltd | 484 | $2,415 | |
| No positions match the current search. | ||||
930 positions ·
$59,595,805 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 930 positions by value
· page 1 of 19
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 208,162 | $30,066,919 | 50.45% | |
| IAU |
Ishares Gold Trust
|
Reduced | 45,818 | $4,039,314 | 6.78% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,050 | $2,043,009 | 3.43% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,508 | $1,309,395 | 2.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,148 | $1,280,443 | 2.15% | |
| CZNC |
Citizens & Northern Corp
Financial Services
|
Reduced | 56,373 | $1,259,372 | 2.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,454 | $993,232 | 1.67% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,920 | $710,726 | 1.19% | |
| WMS |
Advanced Drainage Systems, Inc.
Industrials
|
NEW | 5,075 | $695,934 | 1.17% | |
| PFIS |
Peoples Financial Services Corp.
Financial Services
|
Added | 10,180 | $542,899 | 0.91% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,956 | $501,514 | 0.84% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 2,011 | $418,468 | 0.70% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 1,140 | $371,560 | 0.62% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 1,794 | $364,953 | 0.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,178 | $346,520 | 0.58% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,662 | $330,833 | 0.56% | |
| GLD |
Spdr Gold Trust
|
Added | 715 | $307,657 | 0.52% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 749 | $278,440 | 0.47% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 4,663 | $275,256 | 0.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 385 | $250,380 | 0.42% | |
| GE |
General Electric Co
Industrials
|
Held | 848 | $240,636 | 0.40% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 693 | $227,920 | 0.38% | |
| CBU |
Community Financial System, Inc.
Financial Services
|
Held | 3,808 | $223,339 | 0.37% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,394 | $222,621 | 0.37% | |
| NBTB |
Nbt Bancorp Inc
Financial Services
|
Added | 5,165 | $219,925 | 0.37% | |
| MU |
Micron Technology Inc
Technology
|
Added | 629 | $212,501 | 0.36% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 212 | $211,243 | 0.35% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
Added | 5,586 | $203,442 | 0.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 353 | $201,961 | 0.34% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 876 | $198,002 | 0.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 333 | $192,200 | 0.32% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 794 | $187,606 | 0.31% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 886 | $183,313 | 0.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 371 | $177,783 | 0.30% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 197 | $171,961 | 0.29% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
Added | 1,551 | $170,268 | 0.29% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 1,400 | $168,406 | 0.28% | |
| BA |
Boeing Co
Industrials
|
Added | 845 | $168,180 | 0.28% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 539 | $167,515 | 0.28% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,051 | $163,209 | 0.27% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 444 | $152,389 | 0.26% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 612 | $148,342 | 0.25% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 426 | $139,331 | 0.23% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Held | 96 | $132,383 | 0.22% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 1,703 | $129,513 | 0.22% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
NEW | 4,000 | $118,280 | 0.20% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 530 | $115,269 | 0.19% | |
| FE |
Firstenergy Corp
Utilities
|
Added | 2,250 | $113,985 | 0.19% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 227 | $113,422 | 0.19% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 393 | $112,791 | 0.19% |