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Latest Stone House Investment Management, LLC Stock Portfolio

$752Million | No. of Holdings #1336

Stone House Investment Management, LLC Performance

2026 Q2+8.35%
YTD+6.82%
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 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stone House Investment Management, LLC reported an equity portfolio of $752.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Stone House Investment Management, LLC are IJR, ACWF, BIL. The fund has invested 13.9% of it's portfolio in ISHARES TR and 8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), SPDR SERIES TRUST (BIL) and UNITED STS BRENT OIL FD LP (BNO) stocks. They significantly reduced their stock positions in PETROLEO BRASILEIRO S A (PBR), EQT CORP (EQT) and ATOUR LIFESTYLE HLDGS LTD (ATAT). Stone House Investment Management, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), BLACKROCK ETF TRUST II (HYMU) and SPACE EXPLORATION TECHN CORP. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), SPDR SERIES TRUST (BIL) and BROOKFIELD ASSET MANAGMT LTD (BAM).
Stone House Investment Management, LLC Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$752Million
  as of Aug 05, 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 8.35% in the last quarter. In trailing 12 months, it's portfolio return was 13.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust15,247,500
blackrock etf trust12,933,000
blackrock etf trust11,307,200
blackrock etf trust ii8,040,970
space exploration techn corp384,357
ishares tr287,001
ameren corp207,315
direxion shares etf trust201,113
New stocks bought by Stone House Investment Management, LLC

Additions

Ticker% Inc.
ishares tr601,789
spdr series trust460,217
brookfield asset managmt ltd167,500
liberty broadband corp42,400
uber technologies inc25,080
linde plc20,100
vermilion energy inc17,785
baidu inc17,400
Additions to existing portfolio by Stone House Investment Management, LLC

Reductions

Ticker% Reduced
ishares tr-98.54
fidelity covington trust-93.49
ishares tr-92.00
ishares tr-90.98
blackrock etf trust ii-83.15
nike inc-82.15
ishares tr-80.6
ishares tr-72.63
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 89.8% of it's holdings in Others sector.

  • Others
  • Consumer Defensive
  • Utilities
  • Technology
Sector%
Others89.8
Consumer Defensive4.2
Utilities2.1
Technology1.2

Market Cap. Distribution

Stone House Investment Management, LLC has about 9.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.8
MEGA-CAP8.3
LARGE-CAP1.3

Stocks belong to which Index?

About 9.7% 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%
Others90.2
S&P 5007.2
RUSSELL 20002.5
Top 5 Winners (%)%
astera labs inc
340.7 %
MU
micron technology inc
196.7 %
MRVL
marvell technology inc
182.9 %
AMD
advanced micro devices inc
174.1 %
HPP
hudson pacific properties in
157.9 %
Top 5 Winners ($)$
IJR
ishares tr
11.5 M
BECO
blackrock etf trust
8.5 M
IJR
ishares tr
7.3 M
BECO
blackrock etf trust
5.7 M
IBCE
ishares tr
5.6 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-86.5 %
sable offshore corp
-71.3 %
VB
vanguard index fds
-70.1 %
CVNA
carvana co
-68.4 %
VB
vanguard index fds
-61.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.0 M
VB
vanguard index fds
-0.7 M
IAU
ishares gold tr
-0.6 M
XOM
exxon mobil corp
-0.1 M
FBND
fidelity merrimack str tr
-0.1 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 1336 stocks in it's portfolio. About 61.4% of the portfolio is in top 10 stocks. VB 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.

$750.94MTotal Value
500Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Stone House Investment Management, LLC, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
2.76%166,577
$20.73M
2.76%
increased 4.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
2%149,866
$15.04M
2%
decreased 17.44 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
1.89%150,699
$14.24M
1.89%
increased 6.96 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
1.79%55,650
$13.49M
1.79%
increased 13.25 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
1.78%174,577
$13.36M
1.78%
decreased 54.5 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
1.07%74,997
$8.07M
1.07%
increased 18.53 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
0.01%718
$79.2K
0.01%
increased 1.99 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
0.01%528
$56.2K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
0.01%2,204
$49.2K
0.01%
increased 0.73 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
0%780
$32.3K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone House Investment Management, LLC's holding in Ishares Tr over time
0%135
$13.0K
0%
decreased 80.6 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Stone House Investment Management, LLC's holding in Ishares Tr over time
7.99%1,302,980
$60.13M
7.99%
increased 33.34 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Stone House Investment Management, LLC's holding in Ishares Tr over time
0.03%2,587
$196.1K
0.03%
increased 0.39 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Stone House Investment Management, LLC's holding in Ishares Tr over time
0%467
$21.9K
0%
decreased 70.44 percentreduced