Latest Stone House Investment Management, LLC Stock Portfolio
Stone House Investment Management, LLC Performance:
2025 Q4: 0.92%YTD: 11.43%2024: 9.77%
Performance for 2025 Q4 is 0.92%, and YTD is 11.43%, and 2024 is 9.77%.
About Stone House Investment Management, LLC and 13F Hedge Fund Stock Holdings
Stone House Investment Management, LLC is a hedge fund based in TUNKHANNOCK, PA. On 22-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $401.5 Millions. In it's latest 13F Holdings report, Stone House Investment Management, LLC reported an equity portfolio of $644.2 Millions as of 31 Dec, 2025.
The top stock holdings of Stone House Investment Management, LLC are BIL, ACWF, IJR. The fund has invested 9.9% of it's portfolio in SPDR SERIES TRUST and 6.8% of portfolio in ISHARES TR.
The fund managers got completely rid off EXPAND ENERGY CORPORATION (CHK), INNOVATOR ETFS TRUST (BAPR) and FIDELITY ETHEREUM FD stocks. They significantly reduced their stock positions in BROOKFIELD ASSET MANAGMT LTD, SPDR S&P 500 ETF TR (SPY) and ARISTA NETWORKS INC (ANET). Stone House Investment Management, LLC opened new stock positions in SPDR SERIES TRUST (BIL), FIDELITY COVINGTON TRUST and WISDOMTREE TR (AGZD). The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN SACHS GROUP INC (GS), GLOBAL X FDS (AGNG) and KENVUE INC.
The top stock holdings of Stone House Investment Management, LLC are BIL, ACWF, IJR. The fund has invested 9.9% of it's portfolio in SPDR SERIES TRUST and 6.8% of portfolio in ISHARES TR.
The fund managers got completely rid off EXPAND ENERGY CORPORATION (CHK), INNOVATOR ETFS TRUST (BAPR) and FIDELITY ETHEREUM FD stocks. They significantly reduced their stock positions in BROOKFIELD ASSET MANAGMT LTD, SPDR S&P 500 ETF TR (SPY) and ARISTA NETWORKS INC (ANET). Stone House Investment Management, LLC opened new stock positions in SPDR SERIES TRUST (BIL), FIDELITY COVINGTON TRUST and WISDOMTREE TR (AGZD). The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN SACHS GROUP INC (GS), GLOBAL X FDS (AGNG) and KENVUE INC.
Stone House Investment Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Stone House Investment Management, LLC made a return of 0.92% in the last quarter. In trailing 12 months, it's portfolio return was 11.43%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series trust | 63,992,300 |
| fidelity covington trust | 12,034,400 |
| wisdomtree tr | 223,723 |
| innovator etfs trust | 71,282 |
| schwab strategic tr | 69,124 |
| schwab strategic tr | 61,358 |
| ishares tr | 46,351 |
| j p morgan exchange traded f | 44,873 |
New stocks bought by Stone House Investment Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| goldman sachs group inc | 10,100 |
| global x fds | 6,416 |
| kenvue inc | 3,685 |
| fastenal co | 3,650 |
| newmont corp | 2,612 |
| crh plc | 1,500 |
| netflix inc | 1,209 |
| avino silver & gold mines lt | 1,137 |
Additions to existing portfolio by Stone House Investment Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr s&p 500 etf tr | -99.53 |
| ishares tr | -97.58 |
| ishares tr | -97.52 |
| invesco exch traded fd tr ii | -89.36 |
| ishares tr | -86.3 |
| fidelity covington trust | -82.07 |
| abrdn silver etf trust | -74.57 |
| cdw corp | -63.38 |
Stone House Investment Management, LLC reduced stake in above stock
Sold off
Sector Distribution
Stone House Investment Management, LLC has about 91.7% of it's holdings in Others sector.
- Others
- Consumer Defensive
| Sector | % |
|---|---|
| Others | 91.7 |
| Consumer Defensive | 5 |
Market Cap. Distribution
Stone House Investment Management, LLC has about 6.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 91.7 |
| MEGA-CAP | 6.6 |
Stocks belong to which Index?
About 7.4% of the stocks held by Stone House Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 92 |
| S&P 500 | 7.4 |
Stone House Investment Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Stone House Investment Management, LLC
Stone House Investment Management, LLC has 848 stocks in it's portfolio. About 61.7% of the portfolio is in top 10 stocks. PG proved to be the most loss making stock for the portfolio. AAXJ was the most profitable stock for Stone House Investment Management, LLC last quarter.
Last Reported on: 21 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AA | alcoa corp | 0.00 | 70.00 | 3,720 | added | 483 | ||
| AAL | american airls group inc | 0.00 | 320 | 4,898 | added | 244 | ||
| AAPL | apple inc | 0.30 | 7,117 | 1,934,880 | added | 1.27 | ||
| AAXJ | ishares tr | 4.32 | 389,941 | 27,845,700 | reduced | -14.32 | ||
| AAXJ | ishares tr | 2.75 | 174,016 | 17,692,200 | added | 2.56 | ||
| AAXJ | ishares tr | 2.00 | 135,337 | 12,886,800 | added | 4.76 | ||
| AAXJ | ishares tr | 0.94 | 28,174 | 6,048,600 | added | 11.7 | ||
| AAXJ | ishares tr | 0.89 | 53,771 | 5,759,440 | reduced | -3.12 | ||
| AAXJ | ishares tr | 0.51 | 34,308 | 3,303,200 | added | 7.81 | ||
| AAXJ | ishares tr | 0.27 | 15,337 | 1,747,130 | reduced | -49.03 | ||
| AAXJ | ishares tr | 0.01 | 688 | 73,410 | added | 324 | ||
| AAXJ | ishares tr | 0.01 | 663 | 73,083 | added | 4.25 | ||
| AAXJ | ishares tr | 0.01 | 2,125 | 49,068 | added | 0.33 | ||
| AAXJ | ishares tr | 0.00 | 780 | 30,771 | new | |||
| AAXJ | ishares tr | 0.00 | 527 | 27,283 | new | |||
| AAXJ | ishares tr | 0.00 | 55.00 | 7,782 | new | |||
| ABBV | abbvie inc | 0.02 | 491 | 112,255 | added | 0.61 | ||
| ABC | cencora inc | 0.01 | 191 | 64,555 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.01 | 638 | 79,935 | reduced | -0.62 | ||
| ACN | accenture plc ireland | 0.00 | 42.00 | 11,269 | added | 7.69 | ||