Latest Stone House Investment Management, LLC Stock Portfolio
Stone House Investment Management, LLC Performance:
2025 Q3: 2.66%YTD: 14.45%2024: 8.56%
Performance for 2025 Q3 is 2.66%, and YTD is 14.45%, and 2024 is 8.56%.
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 $593.6 Millions as of 30 Sep, 2025.
The top stock holdings of Stone House Investment Management, LLC are SPY, ACWF, IJR. The fund has invested 9.9% of it's portfolio in SPDR S&P 500 ETF TR and 7.8% of portfolio in ISHARES TR.
The fund managers got completely rid off FIDELITY COVINGTON TRUST (FBCG), GLOBAL X FDS (BITS) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in BECTON DICKINSON & CO (BDX), PFIZER INC (PFE) and BENTLEY SYS INC (BSY). Stone House Investment Management, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (AAXJ) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to COTERRA ENERGY INC (CTRA), FIRST HORIZON CORPORATION (FHN) and IONQ INC (IONQ).
The top stock holdings of Stone House Investment Management, LLC are SPY, ACWF, IJR. The fund has invested 9.9% of it's portfolio in SPDR S&P 500 ETF TR and 7.8% of portfolio in ISHARES TR.
The fund managers got completely rid off FIDELITY COVINGTON TRUST (FBCG), GLOBAL X FDS (BITS) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in BECTON DICKINSON & CO (BDX), PFIZER INC (PFE) and BENTLEY SYS INC (BSY). Stone House Investment Management, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (AAXJ) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to COTERRA ENERGY INC (CTRA), FIRST HORIZON CORPORATION (FHN) and IONQ INC (IONQ).
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 2.66% in the last quarter. In trailing 12 months, it's portfolio return was 14.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust | 14,361,200 |
| ishares tr | 5,278,370 |
| vaneck etf trust | 231,874 |
| j p morgan exchange traded f | 126,248 |
| ssga active tr | 57,138 |
| bain cap specialty fin inc | 54,948 |
| fidelity ethereum fd | 50,649 |
| spdr index shs fds | 39,795 |
New stocks bought by Stone House Investment Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| first horizon corporation | 3,566 |
| ionq inc | 700 |
| cloudflare inc | 700 |
| broadcom inc | 600 |
| spdr gold tr | 555 |
| spdr series trust | 482 |
| columbia bkg sys inc | 475 |
| coreweave inc | 350 |
Additions to existing portfolio by Stone House Investment Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -91.3 |
| barrick mng corp | -87.34 |
| freeport-mcmoran inc | -79.9 |
| ishares tr | -75.43 |
| lockheed martin corp | -68.00 |
| ishares tr | -66.84 |
| steel dynamics inc | -62.5 |
| ishares tr | -61.43 |
Stone House Investment Management, LLC reduced stake in above stock
Sold off
Sector Distribution
Stone House Investment Management, LLC has about 90.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 90.5 |
| Consumer Defensive | 6.1 |
Market Cap. Distribution
Stone House Investment Management, LLC has about 7.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 90.5 |
| MEGA-CAP | 7.6 |
Stocks belong to which Index?
About 8.4% of the stocks held by Stone House Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 90.7 |
| S&P 500 | 8.4 |
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 723 stocks in it's portfolio. About 62.3% of the portfolio is in top 10 stocks. PG proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Stone House Investment Management, LLC last quarter.
Last Reported on: 27 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.30 | 7,028 | 1,789,610 | added | 0.93 | ||
| AAXJ | ishares tr | 5.20 | 455,087 | 30,868,600 | reduced | -11.4 | ||
| AAXJ | ishares tr | 2.94 | 169,677 | 17,475,000 | added | 37.04 | ||
| AAXJ | ishares tr | 2.07 | 129,190 | 12,292,400 | added | 6.47 | ||
| AAXJ | ishares tr | 1.00 | 55,503 | 5,910,540 | reduced | -9.09 | ||
| AAXJ | ishares tr | 0.89 | 25,224 | 5,278,370 | new | |||
| AAXJ | ishares tr | 0.58 | 30,089 | 3,426,480 | reduced | -75.43 | ||
| AAXJ | ishares tr | 0.51 | 31,822 | 3,029,100 | added | 14.41 | ||
| AAXJ | ishares tr | 0.01 | 636 | 70,278 | added | 3.08 | ||
| AAXJ | ishares tr | 0.01 | 2,118 | 48,758 | reduced | -1.17 | ||
| AAXJ | ishares tr | 0.00 | 162 | 17,301 | reduced | -61.43 | ||
| ABBV | abbvie inc | 0.02 | 488 | 113,059 | added | 1.04 | ||
| ABC | cencora inc | 0.01 | 191 | 59,735 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.01 | 642 | 85,989 | added | 1.42 | ||
| ACIO | etf ser solutions | 0.00 | 200 | 20,982 | new | |||
| ACLS | axcelis technologies inc | 0.00 | 44.00 | 4,296 | new | |||
| ACN | accenture plc ireland | 0.00 | 39.00 | 9,617 | reduced | -25.00 | ||
| ACWF | ishares tr | 7.85 | 997,268 | 46,582,400 | reduced | -10.57 | ||
| ACWF | ishares tr | 0.03 | 2,340 | 159,340 | added | 0.52 | ||
| ACWF | ishares tr | 0.02 | 3,439 | 136,219 | reduced | -66.84 | ||