Stone House Investment Management, LLC
Top Portfolio Positions
930 positions ·
$59,546,028 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
208,162 | $30,066,919 | 50.49% | |
| IAU |
Ishares Gold Trust
|
45,818 | $4,039,314 | 6.78% | |
| AAPL |
Apple Inc.
Technology
|
8,050 | $2,043,009 | 3.43% | |
| NVDA |
Nvidia Corp
Technology
|
7,508 | $1,309,395 | 2.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,148 | $1,280,443 | 2.15% | |
| CZNC |
Citizens & Northern Corp
Financial Services
|
56,373 | $1,259,372 | 2.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,454 | $993,232 | 1.67% | |
| MSFT |
Microsoft Corp
Technology
|
1,920 | $710,726 | 1.19% | |
| WMS |
Advanced Drainage Systems, Inc.
Industrials
|
5,075 | $695,934 | 1.17% | |
| PFIS |
Peoples Financial Services Corp.
Financial Services
|
10,180 | $542,899 | 0.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CZFS
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,330 | 496 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $28,281 | 496 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $39,302 | 652 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $69,054 | 1,176 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37,500 | 646 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $37,952 | 646 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $29,076 | 647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,224 | 641 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||