Latest Stone House Investment Management, LLC Stock Portfolio

Stone House Investment Management, LLC Performance:

2026 Q1: -1.41%YTD: -1.41%2025: 11.48%

Performance for 2026 Q1 is -1.41%, and YTD is -1.41%, and 2025 is 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 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stone House Investment Management, LLC reported an equity portfolio of $558.1 Millions as of 31 Mar, 2026.

The top stock holdings of Stone House Investment Management, LLC are IJR, ACWF, IJR. The fund has invested 11.8% of it's portfolio in ISHARES TR and 8.1% of portfolio in ISHARES TR.

The fund managers got completely rid off DIREXION SHS ETF TR (DRN), BAIN CAP SPECIALTY FIN INC (BCSF) and MAKEMYTRIP LIMITED MAURITIUS (MMYT) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (IBCE) and BLACKROCK ETF TRUST II (HYMU). Stone House Investment Management, LLC opened new stock positions in ADVANCED DRAIN SYS INC DEL (WMS), FIDELITY MERRIMACK STR TR (FBND) and JD.COM INC (JD). The fund showed a lot of confidence in some stocks as they added substantially to PNC FINL SVCS GROUP INC (PNC), COEUR MNG INC (CDE) and SOLENO THERAPEUTICS INC (SLNO).

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 -1.41% in the last quarter. In trailing 12 months, it's portfolio return was 11.16%.

Performance
S&P 500

New Buys

Ticker	$ Bought
advanced drain sys inc del	695,935
fidelity merrimack str tr	140,016
jd.com inc	118,280
federated hermes etf trust	101,083
aurinia pharmaceuticals inc	98,108
innovator etfs trust	96,965
wisdomtree tr	96,451
franklin templeton etf tr	96,238

New stocks bought by Stone House Investment Management, LLC

Additions

Ticker	% Inc.
pnc finl svcs group inc	201,000
coeur mng inc	5,533
oddity tech ltd	3,455
dr reddys labs ltd	3,200
ishares tr	2,227
trane technologies plc	2,200
compania de minas buenaventu	1,950
dominion energy inc	1,753

Additions to existing portfolio by Stone House Investment Management, LLC

Reductions

Ticker	% Reduced
spdr series trust	-99.98
ishares tr	-99.98
ishares tr	-98.05
ishares tr	-97.97
direxion shares etf trust	-86.94
ishares tr	-80.96
avino silver & gold mines lt	-76.05
nuscale pwr corp	-70.6

Stone House Investment Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Stone House Investment Management, LLC

Sector Distribution

Stone House Investment Management, LLC has about 88.1% of it's holdings in Others sector.

Sector	%
Others	88.1
Consumer Defensive	5.6
Utilities	2.5

Market Cap. Distribution

Stone House Investment Management, LLC has about 8.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	88.1
MEGA-CAP	7.6
MID-CAP	2.7
LARGE-CAP	1.2

Stocks belong to which Index?

About 11.5% of the stocks held by Stone House Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	88.5
S&P 500	8.5
RUSSELL 2000	3

Top 5 Winners (%)		%
TROX	tronox holdings plc	134.3 %
	sandisk corp	112.1 %
LITE	lumentum hldgs inc	86.6 %
CC	chemours co	86.2 %
DOW	dow hldgs inc	78.2 %

Top 5 Winners ($)		$
EMGF	ishares inc	1.2 M
AAXJ	ishares tr	1.1 M
IAU	ishares gold tr	0.6 M
IBCE	ishares tr	0.4 M
PG	procter & gamble co	0.2 M

Top 5 Losers (%)		%
	aardvark therapeutics inc	-71.3 %
	oddity tech ltd	-50.8 %
RGTI	rigetti computing inc	-50.6 %
NFE	new fortress energy inc	-48.0 %
GPRO	gopro inc	-45.4 %

Top 5 Losers ($)		$
IJR	ishares tr	-2.9 M
IJR	ishares tr	-2.6 M
BECO	blackrock etf trust	-1.6 M
BIL	spdr series trust	-1.5 M
IJR	ishares tr	-1.1 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 1067 stocks in it's portfolio. About 63.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for Stone House Investment Management, LLC last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.00	125	8,291	added	78.57

AAPL	apple inc	0.37	8,050	2,042,980	added	13.11

AAXJ	ishares tr	5.11	383,650	28,524,400	reduced	-1.61

AAXJ	ishares tr	3.28	181,522	18,282,900	added	4.31

AAXJ	ishares tr	3.17	159,096	17,718,600	added	937

AAXJ	ishares tr	2.40	140,897	13,378,200	added	4.11

AAXJ	ishares tr	1.93	49,138	10,749,000	added	74.41

AAXJ	ishares tr	1.20	63,275	6,716,650	added	17.67

AAXJ	ishares tr	0.01	704	77,678	added	6.18

AAXJ	ishares tr	0.01	696	65,351	reduced	-97.97

AAXJ	ishares tr	0.01	528	56,232	reduced	-23.26

AAXJ	ishares tr	0.01	2,188	48,916	added	2.96

AAXJ	ishares tr	0.01	780	33,197	unchanged	0.00

ABBV	abbvie inc	0.02	530	115,231	added	7.94

ABC	cencora inc	0.01	191	60,043	unchanged	0.00

ABT	abbott laboratories	0.01	638	65,503	unchanged	0.00

ACN	accenture plc ireland	0.00	38.00	7,535	reduced	-9.52

ACWF	ishares tr	8.09	977,212	45,137,400	added	3.63

ACWF	ishares tr	0.03	2,577	180,839	added	0.43

ACWF	ishares tr	0.01	1,580	67,128	reduced	-8.41