Stone House Investment Management, LLC Portfolio Holdings

Stone House Investment Management, LLC

  • $517 Million
  • Q2 2025

Stone House Investment Management, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $517 Million distributed in 520 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 $54M, Ishares Core Total Usd Bond Ma with a value of $51.6M, Ishares Core S&P 500 ETF with a value of $34.9M, Procter & Gamble CO with a value of $33.9M, and Ishares Msci Usa Quality Facto with a value of $33.5M.

Examining the 13F form we can see an increase of $33.1M in the current position value, from $483M to 517M. Also it can be appreciated an additional of 150 stocks purchases and 1 closed positions.

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

Portfolio value $517 Million
ETFs: $464 Million
Consumer Defensive: $34.8 Million
Technology: $4.74 Million
Financial Services: $4.25 Million
Consumer Cyclical: $2.88 Million
Communication Services: $1.46 Million
Industrials: $1.34 Million
Healthcare: $985,000
Other: $1.62 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$301M
$1.88 Million 0.36% of portfolio
99,467
Q2 2025 Added 0.84%
$364M
$576,000 0.11% of portfolio
11,670
Q2 2025 Reduced 0.03%
$1.84B
$214,000 0.04% of portfolio
5,164
Q2 2025 Added 151.78%
$1.58B
$140,000 0.03% of portfolio
3,550
Q1 2025 New
$1.68B
$52,000 0.01% of portfolio
5,065
Q1 2025 New
$893M
$30,000 0.01% of portfolio
1,816
Q1 2025 New
$467M
$28,000 0.01% of portfolio
2,560
Q1 2025 New
$1.19B
$61,000 0.01% of portfolio
1,100
Q2 2025 Reduced 35.29%
$486M
$5,000 0.0% of portfolio
1,000
Q1 2025 New
$949M
$0 0.0% of portfolio
2
Q1 2025 New
$1.2B
$0 0.0% of portfolio
4
Q1 2025 New
$454M
$3,000 0.0% of portfolio
100
Q1 2025 New
$810M
$6,000 0.0% of portfolio
300
Q2 2025 New
$1.41B
$1,000 0.0% of portfolio
230
Q2 2025 New
$976M
$5,000 0.0% of portfolio
1,000
Q2 2025 Reduced 16.67%
$461M
$0 0.0% of portfolio
500
Q2 2025 New
$509M
$0 0.0% of portfolio
110
Q1 2025 New
$1.92B
$0 0.0% of portfolio
10
Q2 2025 New
$1.09B
$1,000 0.0% of portfolio
100
Q2 2025 New
$533M
$5,000 0.0% of portfolio
500
Q1 2025 New
$1.95B
$0 0.0% of portfolio
17
Q2 2025 New
$675M
$8,000 0.0% of portfolio
1,100
Q2 2025 New
$1.88B
$0 0.0% of portfolio
83
Q1 2025 New
$949M
$0 0.0% of portfolio
2
Q2 2025 New
$1.99B
$1,000 0.0% of portfolio
62
Q2 2025 Added 3,000.0%
$1.77B
$4,000 0.0% of portfolio
2,678
Q1 2025 New
$1.78B
$11,000 0.0% of portfolio
1,000
Q1 2025 New
$451M
$0 0.0% of portfolio
100
Q2 2025 New
$1.79B
$2,000 0.0% of portfolio
190
Q2 2025 New
$842M
$1,000 0.0% of portfolio
32
Q2 2025 New
$459M
$1,000 0.0% of portfolio
340
Q2 2025 New
$304M
$0 0.0% of portfolio
72
Q2 2025 New
$753M
$2,000 0.0% of portfolio
200
Q2 2025 New
$1.19B
$0 0.0% of portfolio
54
Q2 2025 New
$724M
$12,000 0.0% of portfolio
3,000
Q1 2025 New
$335M
$0 0.0% of portfolio
120
Q2 2025 New
$1.59B
$0 0.0% of portfolio
141
Q2 2025 New
$1.53B
$1,000 0.0% of portfolio
114
Q2 2025 New
$2B
$8,000 0.0% of portfolio
600
Q1 2025 New
$1.51B
$5,000 0.0% of portfolio
981
Q1 2025 New
$1.78B
$0 0.0% of portfolio
16
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 520
  • Current Value $517 Million
  • Prior Value $483 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 150 stocks
  • Additional Purchases 124 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 110 stocks
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