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
$5.91B
$1,000 0.0% of portfolio
143
Q3 2025 New
Grupo Cibest Sa
-
$0 0.0% of portfolio
-
Q3 2025 New
$2.95B
$3,000 0.0% of portfolio
119
Q3 2025 New
$6.04B
$0 0.0% of portfolio
7
Q2 2025 New
$37.2B
$20,000 0.0% of portfolio
82
Q3 2025 Added 2.5%
$7.33B
$1,000 0.0% of portfolio
61
Q3 2025 New
$449M
$2,000 0.0% of portfolio
81
Q3 2025 New
$11B
$4,000 0.0% of portfolio
220
Q3 2025 Added 3,566.67%
$3.16B
$1,000 0.0% of portfolio
100
Q2 2025 New
$2.14B
$2,000 0.0% of portfolio
56
Q3 2025 New
$0
$6,000 0.0% of portfolio
120
Q3 2025 New
$1.75B
$1,000 0.0% of portfolio
39
Q3 2025 Reduced 50.0%
$52.1B
$1,000 0.0% of portfolio
148
Q3 2025 Added 0.68%
Foremost Clean Energy LTD
-
$0 0.0% of portfolio
-
Q3 2025 Added 63.0%
$25B
$0 0.0% of portfolio
14
Q3 2025 New
Fortuna Mng Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
$57.4B
$9,000 0.0% of portfolio
242
Q3 2025 Reduced 79.9%
$1.7B
$0 0.0% of portfolio
16
Q2 2025 New
$497M
$1,000 0.0% of portfolio
675
Q3 2025 New
$54.4B
$0 0.0% of portfolio
1
Q3 2025 New
$6.29B
$0 0.0% of portfolio
7
Q3 2025 New
$24.8B
$16,000 0.0% of portfolio
688
Q3 2025 Reduced 10.53%

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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