Stone House Investment Management, LLC Portfolio Holdings

Stone House Investment Management, LLC

  • $574 Million
  • Q4 2025

Stone House Investment Management, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $574 Million distributed in 850 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $63.1M, Ishares Core Total Usd Bond Ma with a value of $43.9M, Ishares Core S&P 500 ETF with a value of $42.3M, Ishares S&P 500 Value ETF with a value of $41.7M, and Blackrock ETF Tr U S Equity Fa with a value of $39.5M.

Examining the 13F form we can see an increase of $31.4M in the current position value, from $543M to 574M. Also it can be appreciated an additional of 230 stocks purchases and 2 closed positions.

Below you can find more details about Stone House Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $574 Million
ETFs: $521 Million
Consumer Defensive: $32.9 Million
Technology: $5.97 Million
Financial Services: $3.82 Million
Consumer Cyclical: $3.2 Million
Communication Services: $1.96 Million
Industrials: $1.5 Million
Energy: $1.3 Million
Other: $2.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.1 Million 10.98% of portfolio
797,710
Q4 2025 New
$0
$43.9 Million 7.65% of portfolio
943,025
Q4 2025 Reduced 5.44%
$0
$42.3 Million 7.37% of portfolio
62,657
Q4 2025 Added 1.62%
$0
$41.7 Million 7.27% of portfolio
199,030
Q4 2025 Added 43.98%
$0
$39.5 Million 6.88% of portfolio
658,126
Q4 2025 Added 3.01%
$0
$37 Million 6.45% of portfolio
801,076
Q4 2025 Added 227.55%
$0
$34.1 Million 5.94% of portfolio
281,643
Q4 2025 Added 0.62%
$346B
$31.9 Million 5.56% of portfolio
218,953
Q4 2025 Reduced 4.58%
$0
$27.7 Million 4.82% of portfolio
328,212
Q4 2025 Added 11.85%
$0
$27.4 Million 4.77% of portfolio
389,941
Q4 2025 Reduced 14.32%
$0
$26 Million 4.52% of portfolio
484,094
Q4 2025 Added 25.73%
$0
$22.2 Million 3.87% of portfolio
83,442
Q4 2025 Added 2.3%
$0
$17.9 Million 3.11% of portfolio
174,016
Q4 2025 Added 2.56%
$0
$16.4 Million 2.85% of portfolio
84,248
Q4 2025 Reduced 44.52%
$0
$14.5 Million 2.53% of portfolio
59,042
Q4 2025 Added 52.99%
$0
$12.9 Million 2.24% of portfolio
135,337
Q4 2025 Added 4.76%
$65.3B
$9.86 Million 1.72% of portfolio
128,126
Q4 2025 Reduced 2.85%
$0
$5.8 Million 1.01% of portfolio
28,174
Q4 2025 Added 11.7%
$0
$5.75 Million 1.0% of portfolio
53,771
Q4 2025 Reduced 3.12%
$0
$3.29 Million 0.57% of portfolio
34,308
Q4 2025 Added 7.81%
$0
$2.3 Million 0.4% of portfolio
47,161
Q4 2025 Added 6.77%
$4.3T
$1.9 Million 0.33% of portfolio
7,117
Q4 2025 Added 1.27%
$0
$1.76 Million 0.31% of portfolio
15,337
Q4 2025 Reduced 49.03%
$2.39T
$1.43 Million 0.25% of portfolio
6,074
Q4 2025 Added 0.36%
$465B
$1.34 Million 0.23% of portfolio
7,179
Q4 2025 Added 4.0%
$304M
$1.25 Million 0.22% of portfolio
63,716
Q4 2025 Reduced 16.81%
$0
$1.19 Million 0.21% of portfolio
5,575
Q4 2025 Reduced 8.77%
$0
$1.12 Million 0.19% of portfolio
5,621
Q4 2025 Reduced 18.14%
$3.78T
$949,000 0.17% of portfolio
1,870
Q4 2025 Added 1.14%
$0
$892,000 0.16% of portfolio
8,921
Q4 2025 Added 0.86%
$1.74T
$779,000 0.14% of portfolio
2,728
Q4 2025 Reduced 7.05%
$1.65T
$766,000 0.13% of portfolio
2,773
Q4 2025 Reduced 4.77%
$0
$660,000 0.11% of portfolio
5,451
Q4 2025 Added 6.17%
$0
$564,000 0.1% of portfolio
1,966
Q4 2025 Reduced 8.81%
$0
$561,000 0.1% of portfolio
24,311
Q4 2025 Added 9.75%
$0
$501,000 0.09% of portfolio
6,733
Q4 2025 Added 0.1%
$0
$492,000 0.09% of portfolio
5,019
Q4 2025 Added 18.12%
$0
$540,000 0.09% of portfolio
8,422
Q4 2025 Reduced 0.07%
$0
$454,000 0.08% of portfolio
7,406
Q4 2025 Added 6.61%
$388B
$433,000 0.08% of portfolio
1,802
Q4 2025 Reduced 1.58%
$0
$486,000 0.08% of portfolio
4,803
Q4 2025 Added 13.06%
$340M
$481,000 0.08% of portfolio
10,166
Q4 2025 Reduced 12.98%
$0
$461,000 0.08% of portfolio
2,467
Q4 2025 Added 0.33%
$0
$399,000 0.07% of portfolio
2,134
Q4 2025 Added 0.33%
$0
$378,000 0.07% of portfolio
4,022
Q4 2025 Added 1.21%
$123B
$335,000 0.06% of portfolio
1,136
Q4 2025 Added 0.35%
$0
$320,000 0.06% of portfolio
6,925
Q4 2025 Added 9.31%
$881B
$365,000 0.06% of portfolio
1,217
Q4 2025 Added 7.6%
$0
$326,000 0.06% of portfolio
6,516
Q4 2025 Added 6,416.0%

Summary

  • Portfolio
  • No. of Stocks 850
  • Current Value $574 Million
  • Prior Value $543 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 230 stocks
  • Additional Purchases 294 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 130 stocks
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