Stone House Investment Management, LLC

CIK

1696497

Location

TUNKHANNOCK, PA

Portfolio Value

Micro $1,487,919

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 3 months ago

Filed Apr 22, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.0%

SPY

+74.2%

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, 2025

Top 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	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%	$2,872,862	107
Energy	3.2%	$1,915,419	84
Healthcare	2.5%	$1,511,769	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	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
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
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
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

39 positions · $1,487,919 total · Communication Services only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	3,454	+681	$993,232	+14.4%	66.75%
META	Meta Platforms, Inc. Communication Services	Reduced	353	-121	$201,961	−35.5%	13.57%
RDDT	Reddit, Inc. Communication Services	Added	750	+500	$100,987	+75.7%	6.79%
VZ	Verizon Communications Inc Communication Services	Added	1,012	+73	$50,802	+32.8%	3.41%
T	At&T Inc. Communication Services	Added	1,399	+635	$40,557	+113.7%	2.73%
NFLX	Netflix Inc Communication Services	Added	253	+109	$24,325	+80.2%	1.63%
TMUS	T-Mobile US, Inc. Communication Services	Added	111	+1	$23,313	+4.4%	1.57%
CMCSA	Comcast Corp Communication Services	Added	402	+238	$11,541	+151.2%	0.78%
DIS	Walt Disney Co Communication Services	Held	114	0	$10,987	−15.3%	0.74%
TIGO	Millicom International Cellular SA Communication Services	Held	60	0	$4,496	+35.2%	0.30%
PINS	Pinterest, Inc. Communication Services	Held	208	0	$3,814	−29.2%	0.26%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	112	+45	$3,075	+59.3%	0.21%
SPOT	Spotify Technology S.A. Communication Services	Added	6	+1	$2,909	+0.2%	0.20%
DJT	Trump Media & Technology Group Corp. Communication Services	Held	286	0	$2,654	−29.9%	0.18%
IMAX	Imax Corp Communication Services	Added	50	+1	$1,900	+4.9%	0.13%
SATS	EchoStar CORP Communication Services	NEW	13	NEW	$1,521	NEW	0.10%
LUMN	Lumen Technologies, Inc. Communication Services	NEW	211	NEW	$1,466	NEW	0.10%
GRPN	Groupon, Inc. Communication Services	NEW	71	NEW	$844	NEW	0.06%
CRTO	Criteo S.A. Communication Services	NEW	37	NEW	$663	NEW	0.04%
ATHM	Autohome Inc. Communication Services	NEW	36	NEW	$625	NEW	0.04%
RCI	Rogers Communications Inc Communication Services	Held	16	0	$615	+2.0%	0.04%
VOD	Vodafone Group Public Ltd Co Communication Services	Held	41	0	$615	+13.7%	0.04%
MANU	Manchester United plc Communication Services	Held	36	0	$605	+5.6%	0.04%
WB	WEIBO Corp Communication Services	NEW	68	NEW	$595	NEW	0.04%
MOMO	Hello Group Inc. Communication Services	NEW	84	NEW	$483	NEW	0.03%
TIMB	Tim S.A. Communication Services	Added	18	+5	$476	+88.9%	0.03%
NTES	NetEase, Inc. Communication Services	NEW	4	NEW	$447	NEW	0.03%
BIDU	Baidu, Inc. Communication Services	NEW	4	NEW	$445	NEW	0.03%
TDAY	USA TODAY Co., Inc. Communication Services	NEW	63	NEW	$444	NEW	0.03%
TKO	TKO Group Holdings, Inc. Communication Services	Held	2	0	$403	−3.6%	0.03%
JOYY	JOYY Inc. Communication Services	NEW	5	NEW	$291	NEW	0.02%
RBLX	Roblox Corp Communication Services	NEW	4	NEW	$226	NEW	0.02%
EVER	EverQuote, Inc. Communication Services	Reduced	12	-30	$185	−83.7%	0.01%
BILI	Bilibili Inc. Communication Services	Held	8	0	$180	−8.2%	0.01%
VEON	VEON Ltd. Communication Services	NEW	2	NEW	$92	NEW	0.01%
GSAT	Globalstar, Inc. Communication Services	NEW	1	NEW	$66	NEW	0.00%
FVRR	Fiverr International Ltd. Communication Services	NEW	4	NEW	$40	NEW	0.00%
OPRA	Opera Ltd Communication Services	NEW	2	NEW	$28	NEW	0.00%
TEO	Telecom Argentina SA Communication Services	NEW	1	NEW	$11	NEW	0.00%