Institutional Fund
Stone House Investment Management, LLC
Tunkhannock, PACIK 16964975 filings on record
Portfolio Value
$558.05M
Q1 2026
Holdings
1,067
Reported positions
New Buys
334
Opened this quarter
QoQ Change
-13.4%
from $644.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.8%
- Ishares Tr8.1%
- Ishares Tr6.7%
- Ishares Tr6.0%
- Blackrock ETF Trust6.0%
- Ishares Inc5.6%
- Other55.8%
Portfolio Holdings
1,067 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 100.8K | $65.87M | 11.8% | +38.2K | Added |
| 2 | Ishares Tr | 977.2K | $45.14M | 8.1% | +34.2K | Added |
| 3 | Ishares Tr | 177.2K | $37.42M | 6.7% | −21.8K | Reduced |
| 4 | Ishares Tr | 296.8K | $33.58M | 6.0% | +15.2K | Added |
| 5 | Blackrock ETF Trust | 574.0K | $33.40M | 6.0% | −84.1K | Reduced |
| 6 | Ishares Inc | 448.4K | $31.27M | 5.6% | −35.7K | Reduced |
| 7 | Procter And Gamble Co | 208.2K | $30.07M | 5.4% | −10.8K | Reduced |
| 8 | Fidelity Merrimack Str Tr | 652.9K | $29.78M | 5.3% | −148.2K | Reduced |
| 9 | Ishares Tr | 383.6K | $28.52M | 5.1% | −6.3K | Reduced |
| 10 | Ishares Tr | 181.5K | $18.28M | 3.3% | +7.5K | Added |
1,057 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio