Latest Stone House Investment Management, LLC Stock Portfolio
$558Million | No. of Holdings #1067
Stone House Investment Management, LLC Performance
2026 Q1-1.41%
YTD-1.41%
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 2026-04-22, 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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 22 Apr, 2026
$558Million
as of Apr 22, 2026Stone 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.
- Others
- Consumer Defensive
- Utilities
| 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.
- UNALLOCATED
- MEGA-CAP
- MID-CAP
- LARGE-CAP
| 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.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 88.5 |
| S&P 500 | 8.5 |
| RUSSELL 2000 | 3 |
| 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 ($) | $ | |
|---|---|---|
| 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.
$557.50MTotal Value
500Positions
22 Apr, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Alcoa Corp Stone House Investment Management, LLC's holding in Alcoa Corp over time | 0% | 125 | $8.3K 0% | 78.57%increased 78.57 percentadded | |
| 0.37% | 8,050 | $2.04M 0.37% | 13.11%increased 13.11 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 5.11% | 383,650 | $28.52M 5.11% | 1.61%decreased 1.61 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 3.28% | 181,522 | $18.28M 3.28% | 4.31%increased 4.31 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 3.17% | 159,096 | $17.72M 3.17% | 937.33%increased 937.33 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 2.4% | 140,897 | $13.38M 2.4% | 4.11%increased 4.11 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 1.93% | 49,138 | $10.75M 1.93% | 74.41%increased 74.41 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 1.2% | 63,275 | $6.72M 1.2% | 17.67%increased 17.67 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 704 | $77.7K 0.01% | 6.18%increased 6.18 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 696 | $65.4K 0.01% | 97.97%decreased 97.97 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 528 | $56.2K 0.01% | 23.26%decreased 23.26 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 2,188 | $48.9K 0.01% | 2.96%increased 2.96 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 780 | $33.2K 0.01% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Abbvie IncABBV Stone House Investment Management, LLC's holding in Abbvie Inc over time | 0.02% | 530 | $115.2K 0.02% | 7.94%increased 7.94 percentadded | |
 Cencora Inc Cencora IncABC Stone House Investment Management, LLC's holding in Cencora Inc over time | 0.01% | 191 | $60.0K 0.01% | 0%unchanged 0 percentunchanged | |
 Abbott Laboratories Stone House Investment Management, LLC's holding in Abbott Laboratories over time | 0.01% | 638 | $65.5K 0.01% | 0%unchanged 0 percentunchanged | |
 Accenture Plc Ireland Stone House Investment Management, LLC's holding in Accenture Plc Ireland over time | 0% | 38.00 | $7.5K 0% | 9.52%decreased 9.52 percentreduced | |
 ACWF Ishares TrIshares TrACWF | 8.09% | 977,212 | $45.14M 8.09% | 3.63%increased 3.63 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.03% | 2,577 | $180.8K 0.03% | 0.43%increased 0.43 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.01% | 1,580 | $67.1K 0.01% | 8.41%decreased 8.41 percentreduced | |
