Stone House Investment Management, LLC

CIK

1696497

Location

TUNKHANNOCK, PA

Portfolio Value

Micro $59,599,641

Diversification

Highly concentrated

Filing Date

Global Rank

#6,619 / 8,623 ▲ 10 · as of Mar 2026

Top Industry

Household & Personal Products 55.5%

3Y Alpha vs SPY

-9.5%

Period ended 4 months ago

Filed Apr 22, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+28.8%

SPY

+65.3%

Annualised alpha

-9.4%

Max drawdown

−15.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

930 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

50.4%

+1.9 pts

Top 5

65.0%

−6.9 pts

Top 10

72.0%

−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	Positions
Consumer Defensive	52.4%	$31,244,412	46
Technology	9.8%	$5,859,787	122
Unclassified	9.1%	$5,398,545	18
Financial Services	7.6%	$4,534,967	161
Consumer Cyclical	5.4%	$3,232,635	82
Industrials	4.8%	$2,876,948	107
Energy	3.2%	$1,915,419	84
Healthcare	2.5%	$1,511,519	128
Communication Services	2.5%	$1,487,919	39
Utilities	1.2%	$744,380	34
Basic Materials	1.0%	$610,569	72
Real Estate	0.3%	$182,541	37

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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	ExxonMobil Holdings 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
AU	AngloGold Ashanti PLC	+363	536	$52,184
KEY	Keycorp /New/	+363	878	$17,603
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
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	AGNT, 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
PSIX	Power Solutions International, Inc.	−125	65	$3,957
IBM	International Business Machines Corp	−125	612	$148,342
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
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 Ltd.	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
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.

Portfolio Positions

Compact Export CSV View 13F filing

930 tracked positions · $59,599,641 total · filing declares 1,069 positions · $558,054,249 · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	208,162	-10,791	$30,066,919	−4.2%	50.45%
IAU	Ishares Gold Trust	Reduced	45,818	-82,308	$4,039,314	−61.2%	6.78%
AAPL	Apple Inc. Technology	Added	8,050	+933	$2,043,009	+5.6%	3.43%
NVDA	Nvidia Corp Technology	Added	7,508	+329	$1,309,395	−2.2%	2.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,148	+74	$1,280,443	−8.7%	2.15%
CZNC	Citizens & Northern Corp Financial Services	Reduced	56,373	-7,343	$1,259,372	−2.0%	2.11%
GOOGL	Alphabet Inc. Communication Services	Added	3,454	+681	$993,232	+14.4%	1.67%
MSFT	Microsoft Corp Technology	Added	1,920	+50	$710,726	−21.4%	1.19%
WMS	Advanced Drainage Systems, Inc. Industrials	NEW	5,075	NEW	$695,934	NEW	1.17%
PFIS	Peoples Financial Services Corp. Financial Services	Added	10,180	+14	$542,899	+9.6%	0.91%
XOM	ExxonMobil Holdings Corp Energy	Added	2,956	+718	$501,514	+86.2%	0.84%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	2,011	+2,010	$418,468	+201086.5%	0.70%
CB	Chubb Ltd Financial Services	Added	1,140	+4	$371,560	+4.8%	0.62%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,794	-8	$364,953	−5.4%	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,178	-39	$346,520	−11.6%	0.58%
WMT	Walmart Inc. Consumer Defensive	Added	2,662	+1	$330,833	+11.6%	0.56%
GLD	Spdr Gold Trust	Added	715	+50	$307,657	+16.7%	0.52%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	749	-12	$278,440	−18.6%	0.47%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	4,663	+1,851	$275,256	+28.4%	0.46%
SPY	Spdr S&P 500 ETF Trust	Reduced	385	-31	$250,380	−11.7%	0.42%
GE	General Electric Co Industrials	Held	848	0	$240,636	−7.9%	0.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	693	+101	$227,920	+11.9%	0.38%
CBU	Community Financial System, Inc. Financial Services	Held	3,808	0	$223,339	+2.1%	0.37%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,394	+33	$222,621	+6.5%	0.37%
NBTB	Nbt Bancorp Inc Financial Services	Added	5,165	+1	$219,925	+2.6%	0.37%
MU	Micron Technology Inc Technology	Added	629	+583	$212,501	+1518.7%	0.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	212	+1	$211,243	+16.1%	0.35%
UGI	Ugi Corp /Pa/ Utilities	Added	5,586	+28	$203,442	−2.2%	0.34%
META	Meta Platforms, Inc. Communication Services	Reduced	353	-121	$201,961	−35.5%	0.34%
HON	Honeywell International Inc Industrials	Added	876	+700	$198,002	+476.7%	0.33%
QQQ	Invesco Qqq Trust, Series 1	Reduced	333	-51	$192,200	−18.5%	0.32%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	794	-102	$187,606	−13.2%	0.31%
CVX	Chevron Corp Energy	Reduced	886	-179	$183,313	+12.9%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	371	+124	$177,783	+43.2%	0.30%
GEV	GE Vernova Inc. Industrials	Added	197	+1	$171,961	+34.2%	0.29%
EXE	EXPAND ENERGY Corp Energy	Added	1,551	+111	$170,268	+7.1%	0.29%
MRK	Merck & Co., Inc. Healthcare	Added	1,400	+161	$168,406	+29.1%	0.28%
BA	Boeing Co Industrials	Added	845	+280	$168,180	+37.1%	0.28%
MCD	Mcdonalds Corp Consumer Cyclical	Added	539	+5	$167,515	+2.6%	0.28%
PEP	Pepsico Inc Consumer Defensive	Added	1,051	+66	$163,209	+15.5%	0.27%
GD	General Dynamics Corp Industrials	Added	444	+37	$152,389	+11.2%	0.26%
IBM	International Business Machines Corp Technology	Reduced	612	-125	$148,342	−32.0%	0.25%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	426	0	$139,331	+5.4%	0.23%
FIX	Comfort Systems USA Inc Industrials	Held	96	0	$132,383	+47.8%	0.22%
KO	Coca Cola Co Consumer Defensive	Added	1,703	+141	$129,513	+18.6%	0.22%
JD	JD.com, Inc. Consumer Cyclical	NEW	4,000	NEW	$118,280	NEW	0.20%
ABBV	AbbVie Inc. Healthcare	Added	530	+39	$115,269	+2.7%	0.19%
FE	Firstenergy Corp Utilities	Added	2,250	+18	$113,985	+14.1%	0.19%
MA	Mastercard Inc Financial Services	Reduced	227	-10	$113,422	−16.2%	0.19%
NSC	Norfolk Southern Corp Industrials	Held	393	0	$112,791	−0.6%	0.19%

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.