Stone House Investment Management, LLC

13F filer · CIK 0001696497

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$752MU.S. long equity reported on 13F

Positions1,194350 new · 97 closed

Net flow last quarter+$1.44MBuys minus sells

Top 10 positions weight7.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 20261,194 positions
PGPROCTER & GAMBLE Co	$30.2M	4.02%	0.01%	-1.0%	Q4 2016
THROTheron Resource Group	$12.1M	1.61%	3.55%	-32.4%	Q1 2025
IAUIshares Gold Trust	$4.11M	0.55%	0.01%	+18.7%	Q1 2019
AAPLApple Inc.	$2.49M	0.33%	0.00%	+6.9%	Q1 2017
NVDANvidia Corp	$2.36M	0.31%	0.00%	+57.0%	Q1 2019
AMZNAmazon Com Inc	$1.7M	0.23%	0.00%	+16.0%	Q1 2019
GOOGAlphabet Inc.	$1.29M	0.17%	Not reported	+33.5%	Q1 2019
CZNCCitizens & Northern Corp	$1.14M	0.15%	0.27%	-12.9%	Q1 2024
GOOGLAlphabet Inc.	$1.11M	0.15%	0.00%	-10.5%	Q1 2019
AMDAdvanced Micro Devices Inc	$1.09M	0.15%	0.00%	+4.7%	Q1 2019
WMSAdvanced Drainage Systems, Inc.	$844K	0.11%	0.01%	+5.9%	Q1 2026
MSFTMicrosoft Corp	$814K	0.11%	0.00%	+13.6%	Q1 2023
PFISPeoples Financial Services Corp.	$785K	0.10%	0.12%	+16.2%	Q4 2016
PNCPNC Financial Services Group, Inc.	$690K	0.09%	0.00%	+39.3%	Q3 2025
MUMicron Technology Inc	$456K	0.06%	0.00%	-37.2%	Q3 2023
JPMJPMorgan Chase & Co	$443K	0.06%	0.00%	+14.9%	Q1 2019
BRK.BBerkshire Hathaway Inc	$438K	0.06%	Not reported	+136.1%	Q1 2019
MSMorgan Stanley	$420K	0.06%	0.00%	+2411.3%	Q1 2023
TSLATesla, Inc.	$404K	0.05%	0.00%	+28.2%	Q4 2020
XOMExxonMobil Holdings Corp	$403K	0.05%	0.00%	-0.2%	Q1 2019
CBChubb Ltd	$392K	0.05%	0.00%	+1.1%	Q1 2025
SPCXSpace Exploration Technologies Corp	$384K	0.05%	Not reported	New	Q2 2026
LLYELI LILLY & Co	$352K	0.05%	0.00%	+230.3%	Q1 2019
AIQAlliance HealthCare Services, Inc	$337K	0.04%	0.05%	-1.6%	Q3 2023
MRVLMarvell Technology, Inc.	$335K	0.04%	0.00%	+6.7%	Q1 2023
CBUCommunity Financial System, Inc.	$325K	0.04%	0.01%	+27.0%	Q1 2019
HDHome Depot, Inc.	$305K	0.04%	0.00%	+24.7%	Q1 2019
WMTWalmart Inc.	$301K	0.04%	0.00%	0.0%	Q1 2019
COSTCostco Wholesale Corp	$293K	0.04%	0.00%	+47.6%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$287K	0.04%	Not reported	-0.3%	Q3 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$280K	0.04%	Not reported	+3.3%	Q4 2016
NBTBNBT Bancorp Inc	$278K	0.04%	0.01%	+9.0%	Q1 2019
GLDSPDR Gold Trust	$270K	0.04%	0.00%	+2.5%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$245K	0.03%	Not reported	Not reported	Q1 2019
FBTCFidelity Wise Origin Bitcoin Fund	$242K	0.03%	0.00%	+1.9%	Q1 2024
GEGeneral Electric Co	$236K	0.03%	0.00%	-25.5%	Q1 2023
GEVGE Vernova Inc.	$235K	0.03%	0.00%	+1.5%	Q2 2024
BABoeing Co	$221K	0.03%	0.00%	+21.0%	Q1 2019
METAMeta Platforms, Inc.	$221K	0.03%	Not reported	+11.3%	Q1 2019
MAMastercard Inc	$220K	0.03%	0.00%	+89.0%	Q1 2024
TJXTJX Companies Inc	$211K	0.03%	0.00%	+0.1%	Q1 2019
MRKMerck & Co., Inc.	$210K	0.03%	0.00%	+17.0%	Q2 2024
AEEAmeren Corp	$207K	0.03%	0.00%	New	Q2 2026
UGIUgi Corp	$207K	0.03%	0.00%	+7.1%	Q1 2019
PEPPepsico Inc	$191K	0.03%	0.00%	+34.2%	Q1 2019
FIXComfort Systems USA Inc	$190K	0.03%	0.00%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$181K	0.02%	0.00%	+5.1%	Q1 2019
SNDKSandisk Corp	$180K	0.02%	0.00%	+393.8%	Q4 2025
LOWLowes Companies Inc	$176K	0.02%	0.00%	+0.5%	Q1 2019
MARMarriott International Inc	$158K	0.02%	0.00%	Not reported	Q1 2023

Q1 2026Reported Apr 22, 2026939 positions
PGPROCTER & GAMBLE Co	$30.1M	5.39%	0.01%	-4.9%	Q4 2016
THROTheron Resource Group	$15.1M	2.70%	5.26%	+5.2%	Q1 2025
IAUIshares Gold Trust	$4.04M	0.72%	0.01%	-64.2%	Q1 2019
AAPLApple Inc.	$2.04M	0.37%	0.00%	+13.1%	Q1 2017
NVDANvidia Corp	$1.31M	0.23%	0.00%	+4.6%	Q1 2019
AMZNAmazon Com Inc	$1.28M	0.23%	0.00%	+1.2%	Q1 2019
CZNCCitizens & Northern Corp	$1.26M	0.23%	0.31%	-11.5%	Q1 2024
GOOGLAlphabet Inc.	$993K	0.18%	0.00%	+24.6%	Q1 2019
GOOGAlphabet Inc.	$783K	0.14%	Not reported	Not reported	Q1 2019
MSFTMicrosoft Corp	$711K	0.13%	0.00%	+2.7%	Q1 2023
WMSAdvanced Drainage Systems, Inc.	$696K	0.12%	0.01%	New	Q1 2026
PFISPeoples Financial Services Corp.	$543K	0.10%	0.10%	+0.1%	Q4 2016
XOMExxonMobil Holdings Corp	$502K	0.09%	0.00%	+32.1%	Q1 2019
PNCPNC Financial Services Group, Inc.	$418K	0.07%	0.00%	+201000.0%	Q3 2025
CBChubb Ltd	$371K	0.07%	0.00%	+0.4%	Q1 2025
AMDAdvanced Micro Devices Inc	$365K	0.07%	0.00%	-0.4%	Q1 2019
JPMJPMorgan Chase & Co	$346K	0.06%	0.00%	-3.2%	Q1 2019
WMTWalmart Inc.	$331K	0.06%	0.00%	0.0%	Q1 2019
GLDSPDR Gold Trust	$308K	0.06%	0.00%	+7.5%	Q1 2019
TSLATesla, Inc.	$278K	0.05%	0.00%	-1.6%	Q4 2020
FBTCFidelity Wise Origin Bitcoin Fund	$275K	0.05%	0.00%	+65.8%	Q1 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$254K	0.05%	Not reported	+4.6%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$251K	0.04%	Not reported	-7.5%	Q3 2020
AIQAlliance HealthCare Services, Inc	$244K	0.04%	0.05%	-19.8%	Q3 2023
GEGeneral Electric Co	$241K	0.04%	0.00%	Not reported	Q1 2023
HDHome Depot, Inc.	$228K	0.04%	0.00%	+17.1%	Q1 2019
CBUCommunity Financial System, Inc.	$223K	0.04%	0.01%	Not reported	Q1 2019
TJXTJX Companies Inc	$223K	0.04%	0.00%	+2.4%	Q1 2019
NBTBNBT Bancorp Inc	$220K	0.04%	0.01%	0.0%	Q1 2019
MUMicron Technology Inc	$213K	0.04%	0.00%	+1267.4%	Q3 2023
COSTCostco Wholesale Corp	$211K	0.04%	0.00%	+0.5%	Q1 2024
EMXCEmax Holdings Corp	$205K	0.04%	Not reported	-19.9%	Q1 2023
UGIUgi Corp	$203K	0.04%	0.00%	+0.5%	Q1 2019
METAMeta Platforms, Inc.	$202K	0.04%	Not reported	-25.5%	Q1 2019
HONHoneywell International Inc	$198K	0.04%	0.00%	+397.7%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$192K	0.03%	Not reported	-13.3%	Q1 2019
LOWLowes Companies Inc	$188K	0.03%	0.00%	-11.4%	Q1 2019
CVXChevron Corp	$183K	0.03%	0.00%	-16.8%	Q1 2023
BRK.BBerkshire Hathaway Inc	$178K	0.03%	Not reported	+50.2%	Q1 2019
GEVGE Vernova Inc.	$172K	0.03%	0.00%	+0.5%	Q2 2024
EXEEXPAND ENERGY Corp	$170K	0.03%	0.00%	+7.7%	Q1 2024
MRKMerck & Co., Inc.	$168K	0.03%	0.00%	+13.0%	Q2 2024
BABoeing Co	$168K	0.03%	0.00%	+49.6%	Q1 2019
MCDMcdonalds Corp	$167K	0.03%	0.00%	+0.9%	Q1 2019
PEPPepsico Inc	$163K	0.03%	0.00%	+6.7%	Q1 2019
GDGeneral Dynamics Corp	$152K	0.03%	0.00%	+9.1%	Q1 2023
IBMInternational Business Machines Corp	$148K	0.03%	0.00%	-17.0%	Q1 2019
MARMarriott International Inc	$139K	0.02%	0.00%	Not reported	Q1 2023
FIXComfort Systems USA Inc	$132K	0.02%	0.00%	Not reported	Q4 2023
KOCoca Cola Co	$130K	0.02%	0.00%	+9.0%	Q1 2019

Q4 2025Reported Jan 21, 2026710 positions
PGPROCTER & GAMBLE Co	$31.4M	4.87%	0.01%	-4.6%	Q4 2016
THROTheron Resource Group	$15.2M	2.37%	5.00%	+2.1%	Q1 2025
IAUIshares Gold Trust	$10.4M	1.61%	0.02%	-2.9%	Q1 2019
AAPLApple Inc.	$1.93M	0.30%	0.00%	+1.3%	Q1 2017
AMZNAmazon Com Inc	$1.4M	0.22%	0.00%	+0.4%	Q1 2019
NVDANvidia Corp	$1.34M	0.21%	0.00%	+4.0%	Q1 2019
CZNCCitizens & Northern Corp	$1.29M	0.20%	0.36%	-16.8%	Q1 2024
MSFTMicrosoft Corp	$904K	0.14%	0.00%	+1.1%	Q1 2023
GOOGLAlphabet Inc.	$868K	0.13%	0.00%	-4.8%	Q1 2019
GOOGAlphabet Inc.	$856K	0.13%	Not reported	-7.1%	Q1 2019
PFISPeoples Financial Services Corp.	$495K	0.08%	0.10%	-13.0%	Q4 2016
JPMJPMorgan Chase & Co	$392K	0.06%	0.00%	+7.6%	Q1 2019
AMDAdvanced Micro Devices Inc	$386K	0.06%	0.00%	-1.6%	Q1 2019
CBChubb Ltd	$355K	0.06%	0.00%	+0.4%	Q1 2025
TSLATesla, Inc.	$342K	0.05%	0.00%	+6.9%	Q4 2020
AIQAlliance HealthCare Services, Inc	$331K	0.05%	0.06%	+6416.0%	Q3 2023
METAMeta Platforms, Inc.	$313K	0.05%	Not reported	+27.4%	Q1 2019
WMTWalmart Inc.	$296K	0.05%	0.00%	+26.2%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$284K	0.04%	Not reported	-99.5%	Q3 2020
XOMExxonMobil Holdings Corp	$269K	0.04%	0.00%	+1.7%	Q1 2019
GLDSPDR Gold Trust	$264K	0.04%	0.00%	+12.7%	Q1 2019
GEGeneral Electric Co	$261K	0.04%	0.00%	+37.7%	Q1 2023
EMXCEmax Holdings Corp	$236K	0.04%	Not reported	-38.9%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$236K	0.04%	Not reported	+0.5%	Q1 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$235K	0.04%	Not reported	+39.8%	Q4 2016
CBUCommunity Financial System, Inc.	$219K	0.03%	0.01%	-1.0%	Q1 2019
IBMInternational Business Machines Corp	$218K	0.03%	0.00%	-6.1%	Q1 2019
LOWLowes Companies Inc	$216K	0.03%	0.00%	+13.0%	Q1 2019
NBTBNBT Bancorp Inc	$214K	0.03%	0.01%	Not reported	Q1 2019
FBTCFidelity Wise Origin Bitcoin Fund	$214K	0.03%	0.00%	+5.5%	Q1 2024
TJXTJX Companies Inc	$209K	0.03%	0.00%	+0.7%	Q1 2019
UGIUgi Corp	$208K	0.03%	0.00%	+639.1%	Q1 2019
IBITiShares Bitcoin Trust ETF	$206K	0.03%	0.00%	-19.0%	Q1 2024
HDHome Depot, Inc.	$204K	0.03%	0.00%	-13.1%	Q1 2019
COSTCostco Wholesale Corp	$182K	0.03%	0.00%	Not reported	Q1 2024
OKLOOklo Inc.	$178K	0.03%	0.00%	Not reported	Q2 2024
MCDMcdonalds Corp	$163K	0.03%	0.00%	+0.2%	Q1 2019
CVXChevron Corp	$162K	0.03%	0.00%	+6.1%	Q1 2023
EXEEXPAND ENERGY Corp	$159K	0.02%	0.00%	+135.7%	Q1 2024
PLTRPalantir Technologies Inc.	$154K	0.02%	0.00%	+3.2%	Q2 2023
PEPPepsico Inc	$141K	0.02%	0.00%	+77.2%	Q1 2019
GDGeneral Dynamics Corp	$137K	0.02%	0.00%	Not reported	Q1 2023
MAMastercard Inc	$135K	0.02%	0.00%	Not reported	Q1 2024
MARMarriott International Inc	$132K	0.02%	0.00%	+0.2%	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$132K	0.02%	0.00%	+1.1%	Q1 2023
MRKMerck & Co., Inc.	$130K	0.02%	0.00%	+6.1%	Q2 2024
UNHUnitedhealth Group Inc	$129K	0.02%	0.00%	+8.9%	Q1 2019
GEVGE Vernova Inc.	$128K	0.02%	0.00%	+148.1%	Q2 2024
BRK.BBerkshire Hathaway Inc	$124K	0.02%	Not reported	+79.0%	Q1 2019
BABoeing Co	$123K	0.02%	0.00%	-15.9%	Q1 2019

Q3 2025Reported Oct 27, 2025618 positions
SPYSPDR S&P 500 ETF Trust	$58.9M	9.93%	Not reported	+1.3%	Q3 2020
PGPROCTER & GAMBLE Co	$35.3M	5.94%	0.01%	+7.8%	Q4 2016
THROTheron Resource Group	$14.6M	2.47%	4.90%	+3.4%	Q1 2025
IAUIshares Gold Trust	$9.6M	1.62%	0.02%	+46.4%	Q1 2019
AAPLApple Inc.	$1.79M	0.30%	0.00%	+0.9%	Q1 2017
CZNCCitizens & Northern Corp	$1.52M	0.26%	0.49%	-23.0%	Q1 2024
AMZNAmazon Com Inc	$1.33M	0.22%	0.00%	+0.1%	Q1 2019
NVDANvidia Corp	$1.29M	0.22%	0.00%	+5.9%	Q1 2019
MSFTMicrosoft Corp	$958K	0.16%	0.00%	+1.2%	Q1 2023
GOOGAlphabet Inc.	$715K	0.12%	Not reported	-1.3%	Q1 2019
GOOGLAlphabet Inc.	$708K	0.12%	0.00%	-1.5%	Q1 2019
PFISPeoples Financial Services Corp.	$568K	0.10%	0.12%	+0.1%	Q4 2016
EMXCEmax Holdings Corp	$359K	0.06%	Not reported	-58.7%	Q1 2023
JPMJPMorgan Chase & Co	$357K	0.06%	0.00%	+8.2%	Q1 2019
IBITiShares Bitcoin Trust ETF	$333K	0.06%	0.00%	+20.1%	Q1 2024
CBChubb Ltd	$319K	0.05%	0.00%	+0.5%	Q1 2025
TSLATesla, Inc.	$316K	0.05%	0.00%	+10.7%	Q4 2020
AMDAdvanced Micro Devices Inc	$296K	0.05%	0.00%	-2.9%	Q1 2019
OKLOOklo Inc.	$277K	0.05%	0.00%	-14.6%	Q2 2024
HDHome Depot, Inc.	$276K	0.05%	0.00%	+0.6%	Q1 2019
METAMeta Platforms, Inc.	$273K	0.05%	Not reported	+5.7%	Q1 2019
FBTCFidelity Wise Origin Bitcoin Fund	$266K	0.04%	0.00%	+26.5%	Q1 2024
XOMExxonMobil Holdings Corp	$248K	0.04%	0.00%	+56.7%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$229K	0.04%	Not reported	Not reported	Q1 2019
CBUCommunity Financial System, Inc.	$226K	0.04%	0.01%	+7.0%	Q1 2019
IBMInternational Business Machines Corp	$222K	0.04%	0.00%	+19.5%	Q1 2019
WMTWalmart Inc.	$217K	0.04%	0.00%	+0.7%	Q1 2019
NBTBNBT Bancorp Inc	$216K	0.04%	0.01%	Not reported	Q1 2019
GLDSPDR Gold Trust	$210K	0.04%	0.00%	+555.6%	Q1 2019
LOWLowes Companies Inc	$199K	0.03%	0.00%	+0.8%	Q1 2019
COSTCostco Wholesale Corp	$195K	0.03%	0.00%	+0.5%	Q1 2024
TJXTJX Companies Inc	$195K	0.03%	0.00%	-14.2%	Q1 2019
GEGeneral Electric Co	$185K	0.03%	0.00%	+0.7%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$165K	0.03%	Not reported	+8.4%	Q4 2016
MCDMcdonalds Corp	$162K	0.03%	0.00%	+0.8%	Q1 2019
CVXChevron Corp	$156K	0.03%	0.00%	-13.5%	Q1 2023
PLTRPalantir Technologies Inc.	$153K	0.03%	0.00%	+14.3%	Q2 2023
BABoeing Co	$145K	0.02%	0.00%	+0.3%	Q1 2019
LEUCentrus Energy Corp	$142K	0.02%	0.00%	Not reported	Q3 2023
GDGeneral Dynamics Corp	$139K	0.02%	0.00%	Not reported	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$136K	0.02%	0.00%	+19.3%	Q1 2023
MAMastercard Inc	$135K	0.02%	0.00%	+0.9%	Q1 2024
SMRNUSCALE POWER Corp	$130K	0.02%	0.00%	+1.8%	Q1 2023
UNHUnitedhealth Group Inc	$124K	0.02%	0.00%	-41.1%	Q1 2019
NSCNorfolk Southern Corp	$118K	0.02%	0.00%	+0.5%	Q1 2019
PANWPalo Alto Networks Inc	$116K	0.02%	0.00%	+0.4%	Q1 2024
ABBVAbbVie Inc.	$113K	0.02%	0.00%	+1.0%	Q1 2019
MARMarriott International Inc	$111K	0.02%	0.00%	+0.5%	Q1 2023
SOSouthern Co	$105K	0.02%	0.00%	+0.6%	Q1 2023
LTBRLIGHTBRIDGE Corp	$103K	0.02%	0.02%	+3.0%	Q3 2024

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