Stone House Investment Management, LLC
Long book
$558.1M
Q1 2026
Positions
1069
Top-10 weight
63%
concentration
Last quarter
+10.9%
SPY +14.8%
Turnover
38%
of book per quarter
Strategy in plain words
auto-generated from filingsStone House Investment Management, LLC is a wealth-management firm allocating client money, running a $558.1M US long book across 1069 positions.
The portfolio is concentrated: the top 10 names carry 63% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHR CR UNVRSE USD BD ETF-UI, ISHARES S&P 500 VALUE ETF, ISHARES S&P 500 GROWTH ETF, ISHRS US E F R A ETF-USD INC.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.8%
Q2 2024
+5.4%
Q3 2024
-0.8%
Q4 2024
-1.1%
Q1 2025
+8.0%
Q2 2025
+6.1%
Q3 2025
+2.1%
Q4 2025
-1.5%
Q1 2026
+10.9%
Sector allocation
Other 57%
Technology 14%
Financials 8%
Consumer discretionary 6%
Industrials 4%
Energy 3%
Healthcare 2%
Utilities 2%
Long book by quarter
What does Stone House own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| PG PROCTER & GAMBLE CO/THE | Other | 208.2K | $30.1M | 5.4% | -4.9% |
| AAPL APPLE INC | Technology | 8.1K | $2.0M | 0.4% | +13.1% |
| NVDA NVIDIA CORP | Technology | 7.5K | $1.3M | 0.2% | +4.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 6.1K | $1.3M | 0.2% | +1.2% |
| CZNC CITIZENS & NORTHERN CORP | Financials | 56.4K | $1.3M | 0.2% | -11.5% |
| GOOGL ALPHABET INC-CL A | Technology | 3.5K | $993K | 0.2% | +24.6% |
| GOOG ALPHABET INC-CL C | Technology | 2.7K | $783K | 0.1% | Held |
| MSFT MICROSOFT CORP | Technology | 1.9K | $711K | 0.1% | +2.7% |
| WMS ADVANCED DRAINAGE SYSTEMS IN | Other | 5.1K | $696K | 0.1% | New |
| PFIS PEOPLES FINANCIAL SERVICES | Financials | 10.2K | $543K | 0.1% | +0.1% |
| XOM EXXON MOBIL CORP | Energy | 3.0K | $502K | 0.1% | +32.1% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 2.0K | $418K | 0.1% | +201000.0% |
| CB CHUBB LTD | Financials | 1.1K | $371K | 0.1% | +0.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 1.8K | $365K | 0.1% | -0.4% |
| JPM JPMORGAN CHASE & CO | Financials | 1.2K | $346K | 0.1% | -3.2% |
| WMT WALMART INC | Consumer discretionary | 2.7K | $331K | 0.1% | 0.0% |
| TSLA TESLA INC | Industrials | 749 | $278K | 0.0% | -1.6% |
| GE GENERAL ELECTRIC | Industrials | 848 | $241K | 0.0% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 693 | $228K | 0.0% | +17.1% |
| CBU COMMUNITY FINANCIAL SYSTEM I | Financials | 3.8K | $223K | 0.0% | Held |
| TJX TJX COMPANIES INC | Consumer discretionary | 1.4K | $223K | 0.0% | +2.4% |
| NBTB N B T BANCORP INC | Financials | 5.2K | $220K | 0.0% | 0.0% |
| MU MICRON TECHNOLOGY INC | Technology | 629 | $213K | 0.0% | +1267.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 212 | $211K | 0.0% | +0.5% |
| UGI UGI CORP | Utilities | 5.6K | $203K | 0.0% | +0.5% |
| META META PLATFORMS INC-CLASS A | Technology | 353 | $202K | 0.0% | -25.5% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 876 | $198K | 0.0% | +397.7% |
| LOW LOWE'S COS INC | Consumer discretionary | 794 | $188K | 0.0% | -11.4% |
| CVX CHEVRON CORP | Energy | 886 | $183K | 0.0% | -16.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 371 | $178K | 0.0% | +50.2% |
| GEV GE VERNOVA INC | Industrials | 197 | $172K | 0.0% | +0.5% |
| EXE EXPAND ENERGY CORP | Energy | 1.6K | $170K | 0.0% | +7.7% |
| MRK MERCK & CO. INC. | Healthcare | 1.4K | $168K | 0.0% | +13.0% |
| BA BOEING CO/THE | Industrials | 845 | $168K | 0.0% | +49.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 539 | $167K | 0.0% | +0.9% |
| PEP PEPSICO INC | Consumer staples | 1.1K | $163K | 0.0% | +6.7% |
| GD GENERAL DYNAMICS CORP | Industrials | 444 | $152K | 0.0% | +9.1% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 612 | $148K | 0.0% | -17.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 1069 | $558.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 850 | $644.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 723 | $593.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 520 | $544.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 437 | $493.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 50 | $393.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 380 | $484.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 378 | $384.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 400 | $425.3M | canonical | SEC ↗ |