What does Stone House Investment Management, LLC hold?

Stone House Investment Management, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1696497.

What is Stone House Investment Management, LLC's AUM?

Stone House Investment Management, LLC reported approximately $768.2M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $841.7M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Stone House Investment Management, LLC's holdings?

All Stone House Investment Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1696497. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Stone House Investment Management, LLC's 13F data updated on 13F Pro?

Stone House Investment Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Stone House Investment Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1696497

Institutional-grade research for retail investors

Sector Allocation

Other91.9%$706.3M
Consumer Staples3.8%$29.1M
Technology1.7%$13.1M
Financials1.5%$11.8M
Consumer Discretionary0.3%$2.5M
Healthcare0.2%$1.4M
Materials0.2%$1.4M
Energy0.2%$1.2M
Utilities0.1%$720,058
Industrials0.1%$401,457

AUM History

13fpro.ai/research/fund/stone-house-investment-management-llc-1696497

Conviction and streaks

Concentrating · top 10 = 63.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold14.7% weight · held 11 quarters

$Conviction hold9.5% weight · held 11 quarters

$Conviction hold8.0% weight · held 4 quarters

$Conviction hold5.8% weight · held 11 quarters

$Conviction hold5.5% weight · held 11 quarters

$FEAccumulating+10% shares · 9 quarters running

$Accumulating+48% shares · 7 quarters running

$MSFTAccumulating+82% shares · 7 quarters running

$WMBAccumulating+2074% shares · 7 quarters running

$FAccumulating+2637% shares · 7 quarters running

$Trimming-99% shares · 8 quarters running

$CZNCTrimming-59% shares · 5 quarters running

$PGTrimming-15% shares · 4 quarters running

$Trimming-21% shares · 3 quarters running

$Trimming-63% shares · 3 quarters running

Largest positions — Q3 2026

ISHARES
$112.6M
ISHARES
$72.9M
SPDR
$61.6M
ISHARES
$44.8M
BLACKROCK
$42.6M
ISHARES
$35.8M
FIDELITY
$33.7M
ISHARES
$32.2M
PG
$28.2M
BLACKROCK
$26.0M
BLACKROCK
$20.0M
FIDELITY
$19.1M
ISHARES
$18.6M
BLACKROCK
$18.2M
ISHARES
$17.4M
ISHARES
$16.3M
ISHARES
$14.6M
ISHARES
$14.3M
ISHARES
$14.3M
ISHARES
$14.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/stone-house-investment-management-llc-1696497

Stone House Investment Management, LLC 13F holdings — Q3 2026

$768.2M portfolio (+2.1% QoQ) · 215 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio

1
ISHARES TR - CORE S&P500 ETF
$112.6M
14.7% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - CORE UNIVRSL USD
$72.9M
9.5% of stocks
+27%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SPDR SERIES TRUST - ST STR P500ETF
$61.6M
8.0% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - S&P 500 GRWT ETF
$44.8M
5.8% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
5
BLACKROCK ETF TRUST - ISHARES US EQUIT
$42.6M
5.5% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - S&P 500 VAL ETF
$35.8M
4.7% of stocks
-0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
7
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$33.7M
4.4% of stocks
-0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - CORE MSCI TOTAL
$32.2M
4.2% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
9
PROCTER & GAMBLE Co
$PG
$28.2M
3.7% of stocks
-6%This quarter-0.7%Since filed11+ qtrsHeld
AIQuality64.6#524Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
10
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$26.0M
3.4% of stocks
+103%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE S&P500 ETF	$112.6M	14.7%	+6%	—	—	—	—
2	ISHARES TR - CORE UNIVRSL USD	$72.9M	9.5%	+27%	—	—	—	—
3	SPDR SERIES TRUST - ST STR P500ETF	$61.6M	8.0%	+3%	—	—	—	—
4	ISHARES TR - S&P 500 GRWT ETF	$44.8M	5.8%	+4%	—	—	—	—
5	BLACKROCK ETF TRUST - ISHARES US EQUIT	$42.6M	5.5%	+4%	—	—	—	—
6	ISHARES TR - S&P 500 VAL ETF	$35.8M	4.7%	-0.6%	—	—	—	—
7	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$33.7M	4.4%	-0.2%	—	—	—	—
8	ISHARES TR - CORE MSCI TOTAL	$32.2M	4.2%	+4%	—	—	—	—
9	PROCTER & GAMBLE Co$PG	$28.2M	3.7%	-6%	-0.7%	11+ qtrsTrimmed 4 qtrs in a row	64.6#524	Estimated buy price is Pro: unlock with a free trial
10	BLACKROCK ETF TRUST - ISHA IN CTRY ETF	$26.0M	3.4%	+103%	—	—	—	—

All holdings — Stone House Investment Management, LLC (Q3 2026)

Sort

215 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund	—	$20.0M	2.6%	408K	+35%	—	—	13F
12	—	FIDELITY COVINGTON TRUST - ENHANCED INTL	—	$19.1M	2.5%	479K	+8%	—	—	13F
13	—	ISHARES TR - MSCI ACWI EX USetf/fund	—	$18.6M	2.4%	246K	New	—	—	13F
14	—	BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund	—	$18.2M	2.4%	386K	-0.1%	—	—	13F
15	—	ISHARES TR - EAFE GRWTH ETFetf/fund	—	$17.4M	2.3%	145K	-13%	—	—	13F
16	—	ISHARES TR - CORE S&P MCP ETFetf/fund	—	$16.3M	2.1%	226K	+5%	—	—	13F
17	—	ISHARES INC - CORE MSCI EMKTetf/fund	—	$14.6M	1.9%	180K	-38%	—	—	13F
18	—	ISHARES TR - US TREAS BD ETFetf/fund	—	$14.3M	1.9%	654K	+8%	—	—	13F
19	—	ISHARES TR - 10-20 YR TRS ETFetf/fund	—	$14.3M	1.9%	155K	+4%	—	—	13F
20	—	ISHARES TR - EAFE VALUE ETFetf/fund	—	$14.3M	1.9%	180K	+3%	—	—	13F
21	—	BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund	—	$12.8M	1.7%	291K	+4%	—	—	13F
22	—	BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund	—	$12.6M	1.6%	422K	+5%	—	—	13F
23	—	ISHARES TR - US AER DEF ETFetf/fund	—	$11.5M	1.5%	55K	-0.6%	—	—	13F
24	—	BLACKROCK ETF TRUST II - ISHA GLO USD ETFetf/fund	—	$10.8M	1.4%	216K	+35%	—	—	13F
25	—	ISHARES TR - NATIONAL MUN ETFetf/fund	—	$10.2M	1.3%	101K	+35%	—	—	13F
26	$IAU	ISHARES GOLD TRUST	Financials	$4.5M	0.6%	58K	+7%
27	$AAPL	Apple Inc.	Technology	$2.9M	0.4%	8,596	-0.1%
28	$NVDA	NVIDIA CORP	Technology	$2.8M	0.4%	12K	+4%
29	—	ISHARES TR - CORE 1 5 YR USD	—	$2.4M	0.3%	52K	+4%
30	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.9M	0.2%	7,465	+5%
31	—	ISHARES TR - MSCI USA QLT FCT	—	$1.4M	0.2%	6,428	-7%
32	$GOOGL	Alphabet Inc.	Technology	$1.3M	0.2%	3,833	+24%
33	$GOOG	Alphabet Inc.	Technology	$1.2M	0.2%	3,557	-2%
34	$MSFT	MICROSOFT CORP	Technology	$1.2M	0.2%	2,338	+7%
35	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.2M	0.2%	1,948	+4%
36	—	DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF	—	$1.1M	0.1%	4,056	+13%
37	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$1.1M	0.1%	22K	+2%
38	$CZNC	CITIZENS & NORTHERN CORP	Financials	$1.0M	0.1%	41K	-17%
39	—	ISHARES TR - MBS ETF	—	$936K	0.1%	10K	-93%
40	—	ISHARES TR - 0-5 YR TIPS ETF	—	$809K	0.1%	8,119	+31%
41	$MU	MICRON TECHNOLOGY INC	Technology	$803K	0.1%	754	+91%
42	$PFIS	PEOPLES FINANCIAL SERVICES CORP.	Financials	$764K	0.1%	11K	-4%
43	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$743K	0.1%	1,493	+70%
44	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	—	$695K	0.1%	5,387	+0.4%
45	$WMS	ADVANCED DRAINAGE SYSTEMS, INC.	Materials	$682K	0.1%	5,380	+0.1%
46	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$654K	0.1%	933	+11%
47	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$623K	0.1%	7,950	+0.4%
48	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$617K	0.1%	2,775	-1.0%
49	—	ISHARES TR - CORE US AGGBD ET	—	$600K	0.1%	6,346	—
50	—	ISHARES TR - LONG TERM MUNI	—	$565K	0.1%	12K	New
51	$JPM	JPMORGAN CHASE & CO	Financials	$556K	0.1%	1,680	+24%
52	$XOM.R34088	EXXON MOBIL CORP	Energy	$519K	0.1%	3,187	+8%
53	—	ISHARES TR - MSCI USA MIN ETF	—	$443K	0.1%	4,544	-2%
54	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$414K	0.1%	5,867	-17%
55	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$413K	0.1%	1,913	-29%
56	$IVZ	Invesco Ltd.	Financials	$399K	0.1%	1,919	+0.4%
57	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$391K	0.1%	2,589	+15%
58	—	GLOBAL X FDS - ARTIFICIAL ETF	—	$383K	0.1%	5,880	+14%
59	$MS	MORGAN STANLEY	Financials	$378K	0.1%	2,009	—
60	$CB	Chubb Ltd	Financials	$378K	0.1%	1,161	+0.8%
61	$LLY	ELI LILLY & Co	Healthcare	$369K	0.1%	319	+9%
62	$TSLA	Tesla, Inc.	Consumer Discretionary	$345K	0.0%	974	+1%
63	$META	Meta Platforms, Inc.	Technology	$335K	0.0%	462	+18%
64	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$331K	0.0%	447	+34%
65	$SPY	SPDR S&P 500 ETF TRUST	—	$324K	0.0%	425	+11%
66	—	J P MORGAN EXCHANGE TRADED F - INCOME ETF	—	$306K	0.0%	6,806	-20%
67	$MRVL	Marvell Technology, Inc.	Technology	$300K	0.0%	1,134	+0.7%
68	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$299K	0.0%	5,315	—
69	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$290K	0.0%	319	+2%
70	$CBU	COMMUNITY FINANCIAL SYSTEM, INC.	Financials	$288K	0.0%	4,837	—
71	$GLD	SPDR GOLD TRUST	Financials	$288K	0.0%	755	+3%
72	$NBTB	NBT BANCORP INC	Financials	$282K	0.0%	5,631	—
73	—	ISHARES TR - MSCI USA MMENTM	—	$257K	0.0%	809	-98%
74	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$250K	0.0%	1,137	+77%
75	$MRK	Merck & Co., Inc.	Healthcare	$248K	0.0%	1,707	+4%
76	$WMT	Walmart Inc.	Consumer Staples	$248K	0.0%	2,383	-10%
77	$WT	WisdomTree, Inc.	Financials	$247K	0.0%	2,540	—
78	$MA	Mastercard Inc	Financials	$242K	0.0%	439	+2%
79	$JNJ	JOHNSON & JOHNSON	Healthcare	$241K	0.0%	912	+132%
80	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	—	$240K	0.0%	801	—
81	$IBIT	iShares Bitcoin Trust ETF	Financials	$235K	0.0%	4,971	+60%
82	$CVX	CHEVRON CORP	Energy	$227K	0.0%	1,111	+24%
83	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$220K	0.0%	1,415	-20%
84	—	DIREXION SHARES ETF TRUST - DAI MAR BUL ETF	—	$217K	0.0%	2,835	+25%
85	$UGI	UGI CORP /PA/	Utilities	$214K	0.0%	5,988	+0.1%
86	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$201K	0.0%	2,232	-32%
87	$MET	METLIFE INC	Financials	$201K	0.0%	2,134	+705%
88	—	CAMBRIA ETF TR - GLOBAL VALUE ETF	—	$199K	0.0%	5,250	—
89	—	ISHARES TR - CORE DIV GRWTH	—	$196K	0.0%	2,599	+0.5%
90	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$192K	0.0%	2,637	-44%
91	$PEP	PEPSICO INC	Consumer Staples	$191K	0.0%	1,511	+7%
92	—	J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP	—	$191K	0.0%	2,590	-31%
93	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$190K	0.0%	1,127	+23%
94	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$189K	0.0%	2,150	—
95	$BA	BOEING CO	Industrials	$187K	0.0%	1,007	-1%
96	—	DIREXION SHARES ETF TRUST - DAIL MID CAP ETF	—	$185K	0.0%	3,124	+20%
97	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$184K	0.0%	1,392	-0.3%
98	$GLW	CORNING INC /NY	Materials	$184K	0.0%	1,197	+787%
99	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$183K	0.0%	3,177	-53%
100	$AEE	AMEREN CORP	Utilities	$182K	0.0%	1,834	—
101	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$174K	0.0%	5,354	+0.4%
102	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$173K	0.0%	3,682	-22%
103	—	ISHARES TR - CORE S&P US VLU	—	$146K	0.0%	1,327	+0.2%
104	$INSM	INSMED Inc	Healthcare	$143K	0.0%	1,250	+150%
105	$FAST	FASTENAL CO	Industrials	$142K	0.0%	2,857	+13%
106	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$140K	0.0%	2,000	-24%
107	—	SPDR SERIES TRUST - ST INTER ETF	—	$140K	0.0%	5,130	-26%
108	—	ISHARES INC - MSCI EMRG CHN	—	$139K	0.0%	1,402	-2%
109	$EXE	EXPAND ENERGY Corp	Energy	$136K	0.0%	1,617	+3%
110	—	VANGUARD WORLD FD - INF TECH ETF	—	$128K	0.0%	1,016	New
111	$MNST	Monster Beverage Corp	Consumer Staples	$127K	0.0%	3,040	+100%
112	—	PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF	—	$126K	0.0%	2,392	—
113	—	ISHARES TR - IBONDS DEC 2030	—	$121K	0.0%	5,734	—
114	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$118K	0.0%	2,562	+108%
115	$ORKA	Oruka Therapeutics, Inc.	Healthcare	$117K	0.0%	1,402	+55%
116	$WMB	WILLIAMS COMPANIES, INC.	Energy	$114K	0.0%	1,674	+12%
117	$NAK	NORTHERN DYNASTY MINERALS LTD	Materials	$113K	0.0%	83K	+60%
118	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	—	$113K	0.0%	1,116	-33%
119	—	SPDR INDEX SHS FDS - ST STR NAT ETF	—	$111K	0.0%	1,501	-0.8%
120	—	ISHARES TR - CORE MSCI EAFE	—	$108K	0.0%	1,112	-1%
121	$AUPH	Aurinia Pharmaceuticals Inc.	Healthcare	$107K	0.0%	6,618	-1%
122	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$107K	0.0%	2,982	+4%
123	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$107K	0.0%	2,275	+40%
124	$WFC	WELLS FARGO & COMPANY/MN	Financials	$105K	0.0%	1,314	+147%
125	—	FEDERATED HERMES ETF TRUST - TOTA RETU BD ETF	—	$104K	0.0%	4,340	+8%
126	$AU	AngloGold Ashanti PLC	Materials	$101K	0.0%	1,073	-9%
127	$FE	FIRSTENERGY CORP	Utilities	$99K	0.0%	2,294	+1.0%
128	—	ISHARES TR - CORE INTL AGGR	—	$99K	0.0%	2,012	-33%
129	—	FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA	—	$97K	0.0%	2,896	-0.0%
130	$WT	WisdomTree, Inc.	Financials	$96K	0.0%	2,364	—
131	$SO	SOUTHERN CO	Utilities	$92K	0.0%	1,104	—
132	$NEE	NEXTERA ENERGY INC	Utilities	$87K	0.0%	1,151	+97%
133	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	—	$85K	0.0%	2,142	-29%
134	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$80K	0.0%	2,040	—
135	$NXT	Nextpower Inc.	Technology	$78K	0.0%	1,000	New
136	$SLV	iShares Silver Trust	Financials	$77K	0.0%	1,406	-0.1%
137	$BAM	Brookfield Asset Management Ltd.	Financials	$75K	0.0%	1,676	—
138	—	SSGA ACTIVE TR - STATE STREET US	—	$67K	0.0%	1,008	+0.8%
139	$ULS	UL Solutions Inc.	Technology	$66K	0.0%	1,000	New
140	—	DIREXION SHARES ETF TRUST - DAILY SMALL CAP	—	$64K	0.0%	1,116	+16%
141	—	FIDELITY COVINGTON TRUST - ENH MID COR ETF	—	$62K	0.0%	1,544	+0.3%
142	$HL	HECLA MINING CO/DE/	Materials	$59K	0.0%	3,459	+11%
143	$DVN	DEVON ENERGY CORP/DE	Energy	$58K	0.0%	1,262	+16%
144	—	INNOVATOR ETFS TRUST - EQUI DUA 15 MARC	—	$58K	0.0%	2,880	-31%
145	$KMI	KINDER MORGAN, INC.	Energy	$56K	0.0%	1,866	+27%
146	$TGTX	TG THERAPEUTICS, INC.	Healthcare	$56K	0.0%	1,008	—
147	—	FIDELITY COVINGTON TRUST - MSCI RL EST ETF	—	$53K	0.0%	1,967	+0.1%
148	$USAS	Americas Gold & Silver Corp	Materials	$51K	0.0%	12K	+21%
149	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$51K	0.0%	1,015	+5%
150	$UMC	UNITED MICROELECTRONICS CORP	Technology	$49K	0.0%	2,011	+189%

What changed in Q3 2026

Against the previous quarter's 13F: 20 new, 112 added to, 46 trimmed, 1,138 sold out. Share-count changes; largest moves by dollar size first.

New positions (20)

ISHARES TR - MSCI ACWI EX US$18.6M
first bought this quarter
ISHARES TR - LONG TERM MUNI$565K
first bought this quarter
VANGUARD WORLD FD - INF TECH ETF$128K
first bought this quarter
$NXTNextpower Inc.$78K
first bought this quarter
$ULSUL Solutions Inc.$66K
first bought this quarter
$GTLBGitlab Inc.$47K
first bought this quarter

+14 more in the Excel export

Added to (112)

ISHARES TR - CORE UNIVRSL USD+27%
now $72.9M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF+103%
now $26.0M
ISHARES TR - CORE S&P500 ETF+6%
now $112.6M
BLACKROCK ETF TRUST - ISHA LA CORE ETF+35%
now $20.0M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF+35%
now $10.8M
ISHARES TR - NATIONAL MUN ETF+35%
now $10.2M

+106 more in the Excel export

Trimmed (46)

ISHARES TR - MSCI USA MMENTM-98%
now $257K
ISHARES TR - MBS ETF-93%
now $936K
ISHARES INC - CORE MSCI EMKT-38%
now $14.6M
ISHARES TR - EAFE GRWTH ETF-13%
now $17.4M
$PGPROCTER & GAMBLE Co-6%
now $28.2M · held 11+ qtrs, 4 trims in a row
$CZNCCITIZENS & NORTHERN CORP-17%
now $1.0M · held 11+ qtrs, 5 trims in a row

+40 more in the Excel export

Sold out (1,138)

$HDHOME DEPOT, INC.was $305K
held 10+ qtrs
ISHARES TR - 20 YR TR BD ETFwas $287K
$GEGENERAL ELECTRIC COwas $236K
held 6 qtrs
$GEVGE Vernova Inc.was $235K
held 6 qtrs
$FIXCOMFORT SYSTEMS USA INCwas $190K
$SNDKSandisk Corpwas $180K

+1,132 more in the Excel export

Firm AUM (Form ADV): $841.7M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Stone House Investment Management, LLC has filed, 39 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Stone House Investment Management's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-0.2%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 50% over the last 4

Top 10 weight

64%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Stone House Investment Management, LLC disclosed 215 positions worth $768.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 20 new positions and exited 1138 and a full exit from $HD. The portfolio is most concentrated in Other (91.9% of disclosed assets). All figures are sourced directly from Stone House Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1696497.

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AI-Powered Hedge Fund Analysis: Stone House Investment Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Stone House Investment Management, LLC (SEC CIK: 1696497), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Stone House Investment Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.