Stone House Investment Management, LLC
CIK
1696497
Location
TUNKHANNOCK, PA
Portfolio Value
Micro
$31,244,412
Diversification
Highly concentrated
Filing Date
Global Rank
#6,597
/ 8,588
▲ 24
Top Industry
Household & Personal Products
55.5%
3Y Alpha vs SPY
-10.4%
Period ended 3 months ago
Filed Apr 22, 2026 · 56d
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
+37.6%
SPY
+76.8%
Annualised alpha
-9.7%
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 | |
| 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 | 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 | |
| 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 | 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. | ||||
46 positions ·
$31,244,412 total
· Consumer Defensive 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 208,162 | $30,066,919 | 96.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,662 | $330,833 | 1.06% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 212 | $211,243 | 0.68% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,051 | $163,209 | 0.52% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 1,703 | $129,513 | 0.41% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 652 | $107,801 | 0.35% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Added | 768 | $74,065 | 0.24% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 558 | $32,163 | 0.10% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 353 | $23,294 | 0.07% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 82 | $17,046 | 0.05% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Added | 986 | $16,998 | 0.05% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Held | 180 | $12,486 | 0.04% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 89 | $7,585 | 0.02% | |
| TBBB |
Bbb Foods Inc
Consumer Defensive
|
Added | 201 | $7,109 | 0.02% | |
| AFYA |
Afya Ltd
Consumer Defensive
|
NEW | 468 | $6,959 | 0.02% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Held | 86 | $6,402 | 0.02% | |
| ODD |
Oddity Tech Ltd
Consumer Defensive
|
Added | 320 | $4,281 | 0.01% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Held | 26 | $3,086 | 0.01% | |
| DOLE |
Dole plc
Consumer Defensive
|
Held | 211 | $3,015 | 0.01% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 46 | $2,689 | 0.01% | |
| TGT |
Target Corp
Consumer Defensive
|
NEW | 16 | $1,939 | 0.01% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
NEW | 19 | $1,675 | 0.01% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Added | 98 | $1,540 | 0.00% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
NEW | 21 | $1,526 | 0.00% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 37 | $1,377 | 0.00% | |
| FDP |
Fresh Del Monte Produce Inc
Consumer Defensive
|
Added | 33 | $1,328 | 0.00% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Added | 16 | $1,159 | 0.00% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
NEW | 5 | $958 | 0.00% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Held | 10 | $922 | 0.00% | |
| STRA |
Strategic Education, Inc.
Consumer Defensive
|
Held | 10 | $829 | 0.00% | |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
Held | 6 | $666 | 0.00% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Reduced | 7 | $634 | 0.00% | |
| COUR |
Coursera, Inc.
Consumer Defensive
|
NEW | 98 | $570 | 0.00% | |
| DAO |
Youdao, Inc.
Consumer Defensive
|
NEW | 42 | $412 | 0.00% | |
| TAL |
TAL Education Group
Consumer Defensive
|
NEW | 31 | $352 | 0.00% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Added | 12 | $315 | 0.00% | |
| UDMY |
Udemy, Inc.
Consumer Defensive
|
NEW | 57 | $263 | 0.00% | |
| COCO |
Vita Coco Company, Inc.
Consumer Defensive
|
Held | 5 | $239 | 0.00% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Held | 2 | $192 | 0.00% | |
| FRPT |
Freshpet, Inc.
Consumer Defensive
|
NEW | 3 | $176 | 0.00% | |
| HLF |
Herbalife Ltd.
Consumer Defensive
|
NEW | 11 | $161 | 0.00% | |
| NGVC |
Natural Grocers by Vitamin Cottage, Inc.
Consumer Defensive
|
NEW | 5 | $129 | 0.00% | |
| TR |
Tootsie Roll Industries Inc
Consumer Defensive
|
NEW | 3 | $128 | 0.00% | |
| EDU |
New Oriental Education & Technology Group Inc.
Consumer Defensive
|
NEW | 2 | $113 | 0.00% | |
| CCU |
United Breweries Co Inc
Consumer Defensive
|
Reduced | 6 | $68 | 0.00% | |
| UNFI |
United Natural Foods Inc
Consumer Defensive
|
NEW | 1 | $45 | 0.00% |