Stone House Investment Management, LLC
Top Portfolio Positions
930 positions ·
$59,595,805 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 | 50.45% | |
| 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 PFIS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $542,899 | 10,180 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $495,185 | 10,166 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $567,910 | 11,683 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $576,147 | 11,670 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $519,098 | 11,673 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $598,908 | 11,702 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $548,027 | 11,690 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $530,404 | 11,647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $501,584 | 11,635 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $574,221 | 11,791 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $472,458 | 11,782 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $534,982 | 12,217 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $529,173 | 12,207 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $642,712 | 12,398 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $617,866 | 13,191 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $736,138 | 13,183 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $665,074 | 13,175 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $953,267 | 18,092 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $845,961 | 18,564 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $790,826 | 18,564 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $991,626 | 23,476 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $862,977 | 23,476 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $986,940 | 28,393 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,083,946 | 28,383 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,127,543 | 28,373 | Shares | Sole | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||