Stone House Investment Management, LLC Portfolio Holdings by Sector

Stone House Investment Management, LLC

$517 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY IUSB IVV QUAL EFV IVW DYNF IVE 95 stocks	$463,985 89.91% of portfolio	49	38	13	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$33,926 6.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CZNC PFIS NBTB CBU MTB CZFS TFC FNB 12 stocks	$3,051 0.59% of portfolio	7	2	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD MRVL ADI TSM AVGO MU QCOM 11 stocks	$1,517 0.29% of portfolio	5	4	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN SE MELI CPNG JMIA TDUP BABA 7 stocks	$1,467 0.28% of portfolio	2	2	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,428 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META TWLO PINS DASH 6 stocks	$1,326 0.26% of portfolio	2	3	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD PANW PLTR ORCL DLO CYBR TOST 12 stocks	$1,295 0.25% of portfolio	4	6	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA GD LMT BWXT CW HWM NOC RTX 17 stocks	$457 0.09% of portfolio	11	2	5	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$422 0.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT DG 3 stocks	$413 0.08% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK ABBV LLY AMGN PFE JNJ NVS BIIB 9 stocks	$360 0.07% of portfolio	4	4	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$353 0.07% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE SMR GTLS CMI ITW PSIX AME EMR 9 stocks	$331 0.06% of portfolio	5	-	3	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$326 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM TTE E 4 stocks	$325 0.06% of portfolio	3	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG BROS YUM YUMC DPZ WEN SBUX 8 stocks	$314 0.06% of portfolio	5	1	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI CVS ELV 4 stocks	$298 0.06% of portfolio	2	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO FE ED WEC EXC DUK XEL AEP 13 stocks	$240 0.05% of portfolio	8	1	4	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM CDW ACN LDOS FISV KD 6 stocks	$239 0.05% of portfolio	1	4	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHK EOG DVN COP WDS CHRD EQT TPL 16 stocks	$222 0.04% of portfolio	9	2	5	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F TM GM 4 stocks	$206 0.04% of portfolio	3	1	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX CRI 2 stocks	$194 0.04% of portfolio	1	1	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$181 0.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM CLSK SHOP NOW BSY GWRE QTWO APP 12 stocks	$169 0.03% of portfolio	4	4	4	-	0 Calls 0 Puts
Credit Services \| Financial Services MA AXP V SOFI 4 stocks	$149 0.03% of portfolio	1	1	1	-	0 Calls 0 Puts
Uranium \| Energy LEU CCJ UEC UUUU DNN 5 stocks	$124 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET KMI EPD WMB OKE INSW DTM ENB 9 stocks	$119 0.02% of portfolio	6	1	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT SBAC CCI 3 stocks	$117 0.02% of portfolio	3	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$115 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO MPC PSX 3 stocks	$115 0.02% of portfolio	3	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T TMUS 3 stocks	$113 0.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT EW MDT SYK BSX NNOX 6 stocks	$111 0.02% of portfolio	2	1	2	-	0 Calls 0 Puts
Railroads \| Industrials NSC WAB CNI 3 stocks	$105 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$102 0.02% of portfolio	2	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FIX MTZ AGX STRL GLDD 5 stocks	$93 0.02% of portfolio	2	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX USA STK TY DHF 5 stocks	$87 0.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE CME 2 stocks	$79 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW FAST 2 stocks	$78 0.02% of portfolio	1	1	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive SJM GIS 2 stocks	$76 0.01% of portfolio	2	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX SCCO 2 stocks	$66 0.01% of portfolio	2	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX VKTX RXRX STOK EDIT ALT ROIV 7 stocks	$66 0.01% of portfolio	2	2	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B AIG 2 stocks	$65 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$64 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO TSCO BBWI 3 stocks	$60 0.01% of portfolio	1	1	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$60 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$60 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU MET BHF LNC 4 stocks	$57 0.01% of portfolio	3	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENVX VRT HAYW ENS 4 stocks	$56 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT CCL RCL NCLH 4 stocks	$54 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB HAL FTI BKR NOV 5 stocks	$50 0.01% of portfolio	3	2	3	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM MDU 3 stocks	$47 0.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$45 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$44 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW MS MC 3 stocks	$39 0.01% of portfolio	1	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare A MYGN DHR SHC 4 stocks	$39 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS BLDR LPX 3 stocks	$37 0.01% of portfolio	2	1	2	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$35 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$35 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO ZBRA MSI 3 stocks	$32 0.01% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST NRG 2 stocks	$31 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials UAL DAL AAL ALK 4 stocks	$31 0.01% of portfolio	4	-	3	-	0 Calls 0 Puts
REIT—Residential \| Real Estate UMH 1 stocks	$30 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology STX QBTS IONQ RGTIW 4 stocks	$29 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$25 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS PARA WBD 4 stocks	$24 0.0% of portfolio	3	1	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE CNHI 3 stocks	$24 0.0% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities UGI NFE 2 stocks	$24 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE STLD RS CLF 4 stocks	$22 0.0% of portfolio	4	-	3	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$21 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD SHW APD OLN ALB CC RPM 7 stocks	$17 0.0% of portfolio	5	1	5	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA CF FMC SMG 4 stocks	$17 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$16 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials AEM KGC NGD BTG HL GORO IDR 7 stocks	$15 0.0% of portfolio	6	-	6	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT TER 2 stocks	$12 0.0% of portfolio	-	2	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$10 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$8 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV DOCS 2 stocks	$8 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MHK LEG TPX 3 stocks	$8 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare BTMD MODV 2 stocks	$8 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$8 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials MEG WM 2 stocks	$8 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$7 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials RIO MP TMC SLI 4 stocks	$6 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Metal Fabrication \| Industrials ESAB ATI 2 stocks	$5 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Thermal Coal \| Energy BTU 1 stocks	$4 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$4 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMCR SEE 2 stocks	$4 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate MPW 1 stocks	$3 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical VAC 1 stocks	$3 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities YORW WTRG 2 stocks	$3 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials ASM PPTA 2 stocks	$2 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE EXPI 2 stocks	$2 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical MTH TOL 2 stocks	$2 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MPAA ALSN 2 stocks	$1 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical HBI UAA UA 3 stocks	$1 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS 2 stocks	$1 0.0% of portfolio	1	1	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive FDP 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LOPE STRA 2 stocks	$0 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Tools & Accessories \| Industrials ROLL SWK 2 stocks	$0 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate VICI 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Silver \| Basic Materials AG 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare KMDA 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials TGLS 1 stocks	$0 0.0% of portfolio	-	1	-	1	0 Calls 0 Puts
Paper & Paper Products \| Basic Materials SLVM 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone House Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone House Investment Management, LLC with notifications on news.

Account

Stone House Investment Management, LLC Portfolio Holdings by Sector

Stone House Investment Management, LLC

Track Stone House Investment Management, LLC Portfolio

Portfolio Update

News