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Latest Stone House Investment Management, LLC Stock Portfolio

$768Million | No. of Holdings #214

Stone House Investment Management, LLC Performance

2026 Q3-0.95%
YTD+5.81%
2025+11.48%

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 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stone House Investment Management, LLC reported an equity portfolio of $768.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Stone House Investment Management, LLC are IJR, ACWF, BIL. The fund has invested 14.7% of it's portfolio in ISHARES TR and 9.5% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HOME DEPOT INC (HD) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (AAXJ) and VANGUARD SCOTTSDALE FDS (BNDW). Stone House Investment Management, LLC opened new stock positions in ISHARES TR (AAXJ), ISHARES TR and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to TRANSOCEAN LTD (RIG), NOAH HLDGS LTD (NOAH) and CUSHMAN AND WAKEFIELD LTD.
Stone House Investment Management, LLC Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$768Million
  as of Oct 23, 2026

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 -0.95% in the last quarter. In trailing 12 months, it's portfolio return was 6.82%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr18,597,500
ishares tr564,550
exxonmobil holdings corp518,738
vanguard world fd127,681
innovator etfs trust106,607
nextpower inc77,930
ul solutions inc65,620
gitlab inc47,250
New stocks bought by Stone House Investment Management, LLC

Additions

Ticker% Inc.
transocean ltd4,373
noah hldgs ltd2,943
cushman and wakefield ltd2,284
rigetti computing inc1,320
blackberry ltd1,119
corning inc786
ford mtr co710
metlife inc705
Additions to existing portfolio by Stone House Investment Management, LLC

Reductions

Ticker% Reduced
ishares tr-98.23
ishares tr-93.07
vanguard scottsdale fds-52.5
fidelity wise origin bitcoin-44.48
ishares inc-38.4
ishares tr-32.73
vanguard whitehall fds-32.57
vanguard index fds-31.58
Stone House Investment Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
uranium rty corp-4,637
uber technologies inc-90,849
burford capital limited-4,490
wendys co-7,826
lithium argentina ag-6,633
viking therapeutics inc-31,208
volatility shs tr-4,523
herbalife ltd-10,060
Stone House Investment Management, LLC got rid off the above stocks

Sector Distribution

Stone House Investment Management, LLC has about 91.1% of it's holdings in Others sector.

  • Others
  • Consumer Defensive
  • Utilities
  • Technology
Sector%
Others91.1
Consumer Defensive3.8
Utilities2.1
Technology1.3

Market Cap. Distribution

Stone House Investment Management, LLC has about 7.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED91.1
MEGA-CAP7.9

Stocks belong to which Index?

About 8.7% of the stocks held by Stone House Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others91.3
S&P 5006.3
RUSSELL 20002.4
Top 5 Winners (%)%
ABCL
abcellera biologics inc
68.2 %
GPRO
gopro inc
65.8 %
bitwise solana staking etf
61.3 %
TRX
trx gold corporation
39.7 %
BTG
b2gold corp
39.6 %
Top 5 Winners ($)$
IJR
ishares tr
2.4 M
IJR
ishares tr
1.5 M
BIL
spdr series trust
1.3 M
BECO
blackrock etf trust
0.8 M
BECO
blackrock etf trust
0.7 M
Top 5 Losers (%)%
GLASF
glass house brands inc
-56.9 %
ENVX
enovix corporation
-52.2 %
t1 energy inc
-51.1 %
MNST
monster beverage corp new
-49.5 %
TTI
tetra technologies inc del
-48.2 %
Top 5 Losers ($)$
ACWF
ishares tr
-3.0 M
BECO
blackrock etf trust
-2.1 M
AAXJ
ishares tr
-2.0 M
FBND
fidelity merrimack str tr
-1.7 M
AAXJ
ishares tr
-1.2 M

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 214 stocks in it's portfolio. About 63.8% of the portfolio is in top 10 stocks. ACWF proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Stone House Investment Management, LLC last quarter.

$768.17MTotal Value
500Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Stone House Investment Management, LLC, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
2.42%245,933
$18.60M
2.42%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
2.26%144,889
$17.36M
2.26%
decreased 13.02 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
1.86%155,163
$14.30M
1.86%
increased 3.53 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
1.86%180,158
$14.26M
1.86%
increased 3.2 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
1.49%55,291
$11.46M
1.49%
decreased 0.65 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
1.33%101,238
$10.24M
1.33%
increased 34.99 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
0.12%10,439
$935.5K
0.12%
decreased 93.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
0.01%2,205
$45.7K
0.01%
increased 0.05 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Stone House Investment Management, LLC's holding in Ishares Tr over time
9.49%1,652,910
$72.88M
9.49%
increased 26.86 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Stone House Investment Management, LLC's holding in Ishares Tr over time
0.03%2,599
$195.9K
0.03%
increased 0.46 percentadded
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
Stone House Investment Management, LLC's holding in Aercap Holdings Nv over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Stone House Investment Management, LLC's holding in Vaneck Etf Trust over time
0.03%2,150
$188.8K
0.03%
unchanged 0 percentunchanged
AFYA
Afya Ltd

Afya Ltd

AFYA
Stone House Investment Management, LLC's holding in Afya Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGI
Alamos Gold Inc

Alamos Gold Inc

AGI
Stone House Investment Management, LLC's holding in Alamos Gold Inc over time
0%1,285
$41.6K
0%
increased 6.91 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Stone House Investment Management, LLC's holding in Global X Fds over time
0.05%5,880
$383.1K
0.05%
increased 14.31 percentadded