Stone House Investment Management, LLC Portfolio Holdings

Stone House Investment Management, LLC

  • $543 Million
  • Q3 2025

Stone House Investment Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $543 Million distributed in 723 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $58.9M, Ishares Core Total Usd Bond Ma with a value of $46.6M, Ishares Core S&P 500 ETF with a value of $41.3M, Blackrock ETF Tr U S Equity Fa with a value of $37.8M, and Procter & Gamble CO with a value of $35.3M.

Examining the 13F form we can see an increase of $26.3M in the current position value, from $517M to 543M.

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

Portfolio value $543 Million
ETFs: $487 Million
Consumer Defensive: $36.1 Million
Technology: $5.63 Million
Financial Services: $4.02 Million
Consumer Cyclical: $3.06 Million
Communication Services: $1.84 Million
Industrials: $1.5 Million
Energy: $1.15 Million
Other: $1.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$58.9 Million 10.86% of portfolio
88,454
Q3 2025 Added 1.25%
$0
$46.6 Million 8.58% of portfolio
997,268
Q3 2025 Reduced 10.57%
$0
$41.3 Million 7.6% of portfolio
61,656
Q3 2025 Added 9.61%
$0
$37.8 Million 6.97% of portfolio
638,866
Q3 2025 Added 15.47%
$346B
$35.3 Million 6.5% of portfolio
229,467
Q3 2025 Added 7.76%
$0
$33.8 Million 6.23% of portfolio
279,896
Q3 2025 Reduced 4.52%
$0
$30.9 Million 5.69% of portfolio
455,087
Q3 2025 Reduced 11.4%
$0
$29.5 Million 5.44% of portfolio
151,841
Q3 2025 Reduced 17.03%
$0
$28.5 Million 5.26% of portfolio
138,231
Q3 2025 Added 7.33%
$0
$24.2 Million 4.46% of portfolio
293,428
Q3 2025 Added 2.75%
$0
$21.7 Million 4.0% of portfolio
81,563
Q3 2025 Added 87.38%
$0
$20.7 Million 3.8% of portfolio
385,015
Q3 2025 Added 12.81%
$0
$17.5 Million 3.22% of portfolio
169,677
Q3 2025 Added 37.04%
$0
$12.3 Million 2.26% of portfolio
129,190
Q3 2025 Added 6.47%
$0
$11.3 Million 2.08% of portfolio
244,568
Q3 2025 Added 2.78%
$0
$9.9 Million 1.82% of portfolio
38,591
Q3 2025 Added 3.22%
$0
$9.36 Million 1.72% of portfolio
182,662
Q3 2025 Added 4.97%
$0
$5.9 Million 1.09% of portfolio
15,557
Q3 2025 Reduced 1.23%
$0
$5.91 Million 1.09% of portfolio
55,503
Q3 2025 Reduced 9.09%
$0
$5.28 Million 0.97% of portfolio
25,224
Q3 2025 New
$0
$3.43 Million 0.63% of portfolio
30,089
Q3 2025 Reduced 75.43%
$0
$3.03 Million 0.56% of portfolio
31,822
Q3 2025 Added 14.41%
$0
$2.39 Million 0.44% of portfolio
25,618
Q3 2025 Added 0.36%
$0
$2.16 Million 0.4% of portfolio
44,172
Q3 2025 Added 3.7%
$4.3T
$1.79 Million 0.33% of portfolio
7,028
Q3 2025 Added 0.93%
$304M
$1.52 Million 0.28% of portfolio
76,595
Q3 2025 Reduced 22.99%
$0
$1.34 Million 0.25% of portfolio
6,867
Q3 2025 Reduced 91.3%
$0
$1.29 Million 0.24% of portfolio
6,111
Q2 2025 Reduced 6.9%
$2.39T
$1.33 Million 0.24% of portfolio
6,052
Q3 2025 Added 0.07%
$465B
$1.29 Million 0.24% of portfolio
6,903
Q3 2025 Added 5.87%
$3.78T
$957,000 0.18% of portfolio
1,849
Q3 2025 Added 1.15%
$0
$876,000 0.16% of portfolio
8,480
Q3 2025 Added 9.38%
$0
$886,000 0.16% of portfolio
8,845
Q3 2025 Reduced 4.48%
$1.74T
$714,000 0.13% of portfolio
2,935
Q3 2025 Reduced 1.28%
$1.65T
$707,000 0.13% of portfolio
2,912
Q3 2025 Reduced 1.49%
$0
$678,000 0.12% of portfolio
5,604
Q3 2025 Added 9.18%
$0
$633,000 0.12% of portfolio
2,156
Q3 2025 Added 0.37%
$0
$618,000 0.11% of portfolio
5,134
Q2 2025 Reduced 35.46%
$0
$550,000 0.1% of portfolio
8,428
Q3 2025 Reduced 7.86%
$340M
$567,000 0.1% of portfolio
11,683
Q3 2025 Added 0.11%
$0
$502,000 0.09% of portfolio
6,726
Q2 2025 Added 469.04%
$0
$512,000 0.09% of portfolio
22,152
Q3 2025 Added 6.22%
$0
$416,000 0.08% of portfolio
6,947
Q3 2025 Added 8.5%
$0
$424,000 0.08% of portfolio
4,248
Q3 2025 Added 0.02%
$0
$458,000 0.08% of portfolio
2,459
Q3 2025 Added 10.42%
$0
$425,000 0.08% of portfolio
4,249
Q3 2025 Added 6.09%
$0
$378,000 0.07% of portfolio
3,974
Q3 2025 Added 0.66%
$0
$359,000 0.07% of portfolio
5,321
Q3 2025 Reduced 58.73%
$0
$403,000 0.07% of portfolio
2,127
Q3 2025 Added 0.38%

Summary

  • Portfolio
  • No. of Stocks 723
  • Current Value $543 Million
  • Prior Value $517 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 253 stocks
  • Additional Purchases 203 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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