Stone House Investment Management
TUNKHANNOCK, PAfiles as Stone House Investment Management, LLC
$752m in 1,337 US stocks at the end of 30 June 2026. The top 10 are 61.4% of the money. It changed about 23.8% of the portfolio this quarter.
Value
$752m
Stocks
1,337
Top 10 share
61.4%
Turnover
23.8%
What changed this quarter
New
Bought for the first time this quarter.
- Blackrock ETF TrustBLCR2.0% of the fund
- Blackrock ETF TrustCORO1.7% of the fund
- Blackrock ETF TrustIALT1.5% of the fund
- Blackrock ETF Trust IIGGOV1.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Ishares TRTLT<0.1% of the fund
- AmerenAEE<0.1% of the fund
- Direxion Shares ETF TrustEDC<0.1% of the fund
- Direxion Shares ETF TrustMIDU<0.1% of the fund
- Markel GroupMKL<0.1% of the fund
- AutozoneAZO<0.1% of the fund
- Profesionally Managed PortfoAKRE<0.1% of the fund
- Martin Marietta MaterialsMLM<0.1% of the fund
- AonAON<0.1% of the fund
- Northern Dynasty MineralsNAK<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- J P Morgan Exchange Traded FJCPB<0.1% of the fund
- TransDigm GroupTDG<0.1% of the fund
- Direxion Shares ETF TrustTNA<0.1% of the fund
- Innovator Etfs TrustDDFA<0.1% of the fund
- FerrariRACE<0.1% of the fund
- Silicon Motion TechnologySIMO<0.1% of the fund
- Glass House BrandsGLAS<0.1% of the fund
- Factset Research SystemsFDS<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV13.9% of the fund+38%
- Ishares TRIUSB8.0% of the fund+33%
- Spdr Series TrustSPYM7.8% of the fund+460217%
- Ishares TRIVW5.5% of the fund+2%
- Blackrock ETF TrustDYNF5.3% of the fund+3%
- Fidelity Merrimack STR TRFBND4.7% of the fund+19%
- Ishares TRIXUS4.1% of the fund+601789%
- Ishares TREFG2.8% of the fund+5%
- Ishares TRIJH2.2% of the fund+2456%
- Ishares TRMBB1.9% of the fund+7%
- Ishares TRGOVT1.8% of the fund+7%
- Ishares TRITA1.8% of the fund+13%
- Ishares TRMUB1.1% of the fund+19%
- Ishares Gold TRIAU0.5% of the fund+19%
- AppleAAPL0.3% of the fund+7%
- Ishares TRISTB0.3% of the fund+2%
- NvidiaNVDA0.3% of the fund+57%
- Amazon.comAMZN0.2% of the fund+16%
- AlphabetGOOG0.2% of the fund+34%
- Advanced Micro DevicesAMD0.1% of the fund+5%
- Direxion Shares ETF TrustSPXL0.1% of the fund+393%
- Advanced Drainage SystemsWMS0.1% of the fund+6%
- MicrosoftMSFT0.1% of the fund+14%
- Peoples Financial ServicesPFIS0.1% of the fund+16%
- PNC Financial Services GroupPNC<0.1% of the fund+39%
Cut
Sold some of their stake.
- Ishares TRIVE4.8% of the fund-11%
- IsharesIEMG3.2% of the fund-35%
- Blackrock ETF TrustBAI2.7% of the fund-18%
- Ishares TRMTUM2.1% of the fund-27%
- Ishares TRTLH2.0% of the fund-17%
- Ishares TREFV1.8% of the fund-55%
- Blackrock ETF TrustTHRO1.6% of the fund-32%
- Ishares TRQUAL0.2% of the fund-92%
- Citizens & NorthernCZNC0.2% of the fund-13%
- Blackrock ETF Trust IIBINC0.1% of the fund-83%
- AlphabetGOOGL0.1% of the fund-10%
- Ishares TRAGG<0.1% of the fund-29%
- Micron TechnologyMU<0.1% of the fund-37%
- Invesco Exchange Traded FD TRSP<0.1% of the fund-9%
- J P Morgan Exchange Traded FJPIE<0.1% of the fund-39%
- Vanguard Scottsdale FDSVGSH<0.1% of the fund-21%
- General ElectricGE<0.1% of the fund-25%
- Vanguard Charlotte FDSBNDX<0.1% of the fund-35%
- Fidelity Covington TrustFTEC<0.1% of the fund-3%
- Spdr Series TrustSPTI<0.1% of the fund-39%
- Vanguard BD Index FDSBND<0.1% of the fund-39%
- Ishares TROEF<0.1% of the fund-72%
- Ishares TRIAGG<0.1% of the fund-99%
- Ishares TRIUSV<0.1% of the fund-73%
- IsharesEMXC<0.1% of the fund-45%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Spdr Series TrustXOP-100%
- United STS Brent Oil FD LPBNO-100%
- Ishares TRINTF-100%
- StellantisSTLA-100%
- Peabody EnergyBTU-100%
- Columbia ETF TR IIXCEM-100%
- Grayscale Bitcoin Mini TR ETBTC-100%
- CoupangCPNG-100%
- Grayscale Solana Staking ETFGSOL-100%
- Ishares TRIGE-100%
- Bath & Body WorksBBWI-100%
- Carnival-100%
- Core ScientificCORZ-100%
- Seabridge GoldSA-100%
- NobleNE-100%
- Cheniere Energy Partners L PCQP-100%
- Fidelity Ethereum FDFETH-100%
- Primoris ServicesPRIM-100%
- Williams SonomaWSM-100%
- AST SpaceMobileASTS-100%
- Sealed Air Corp New-100%
- Gold RoyaltyGROY-100%
- Oddity TechODD-100%
- Starfighters SpaceFJET-100%
Holdings
- Ishares TRIVV
- Share
- 13.9%
- Value
- $104m
- Shares
- 139,300
+38%
- Ishares TRIUSB
- Share
- 8.0%
- Value
- $60m
- Shares
- 1,302,975
+33%
- Spdr Series TrustSPYM
- Share
- 7.8%
- Value
- $59m
- Shares
- 667,459
+460217%
- Ishares TRIVW
- Share
- 5.5%
- Value
- $42m
- Shares
- 303,365
+2%
- Blackrock ETF TrustDYNF
- Share
- 5.3%
- Value
- $40m
- Shares
- 590,312
+3%
- Ishares TRIVE
- Share
- 4.8%
- Value
- $36m
- Shares
- 157,787
-11%
- Fidelity Merrimack STR TRFBND
- Share
- 4.7%
- Value
- $35m
- Shares
- 780,129
+19%
- Ishares TRIXUS
- Share
- 4.1%
- Value
- $31m
- Shares
- 325,020
+601789%
- IsharesIEMG
- Share
- 3.2%
- Value
- $24m
- Shares
- 292,408
-35%
- Ishares TREFG
- Share
- 2.8%
- Value
- $21m
- Shares
- 166,577
+5%
- Blackrock ETF TrustBAI
- Share
- 2.7%
- Value
- $20m
- Shares
- 386,933
-18%
- Fidelity Covington TrustFENI
- Share
- 2.4%
- Value
- $18m
- Shares
- 442,968
Held
- Ishares TRIJH
- Share
- 2.2%
- Value
- $17m
- Shares
- 216,078
+2456%
- Ishares TRMTUM
- Share
- 2.1%
- Value
- $16m
- Shares
- 45,709
-27%
- Blackrock ETF TrustBLCR
- Share
- 2.0%
- Value
- $15m
- Shares
- 302,709
New
- Ishares TRTLH
- Share
- 2.0%
- Value
- $15m
- Shares
- 149,866
-17%
- Ishares TRMBB
- Share
- 1.9%
- Value
- $14m
- Shares
- 150,699
+7%
- Ishares TRGOVT
- Share
- 1.8%
- Value
- $14m
- Shares
- 606,615
+7%
- Ishares TRITA
- Share
- 1.8%
- Value
- $13m
- Shares
- 55,650
+13%
- Ishares TREFV
- Share
- 1.8%
- Value
- $13m
- Shares
- 174,577
-55%
- Blackrock ETF TrustCORO
- Share
- 1.7%
- Value
- $13m
- Shares
- 353,362
New
- Blackrock ETF TrustTHRO
- Share
- 1.6%
- Value
- $12m
- Shares
- 280,833
-32%
- Blackrock ETF TrustIALT
- Share
- 1.5%
- Value
- $11m
- Shares
- 403,107
New
- Ishares TRMUB
- Share
- 1.1%
- Value
- $8m
- Shares
- 74,997
+19%
- Blackrock ETF Trust IIGGOV
- Share
- 1.1%
- Value
- $8m
- Shares
- 159,892
New
- Ishares Gold TRIAU
- Share
- 0.5%
- Value
- $4m
- Shares
- 54,376
+19%
- Ishares TRISTB
- Share
- 0.3%
- Value
- $2m
- Shares
- 49,861
+2%
- Ishares TRQUAL
- Share
- 0.2%
- Value
- $2m
- Shares
- 6,891
-92%
- Blackrock ETF Trust IIBINC
- Share
- 0.1%
- Value
- $1m
- Shares
- 21,261
-83%
- Direxion Shares ETF TrustSPXL
- Share
- 0.1%
- Value
- $971,859
- Shares
- 3,591
+393%
- Vanguard Scottsdale FDSVONG
- Share
- <0.1%
- Value
- $685,445
- Shares
- 5,363
Held
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $638,161
- Shares
- 7,921
Held
- Ishares TRSTIP
- Share
- <0.1%
- Value
- $631,310
- Shares
- 6,180
+439%
- Ishares TRAGG
- Share
- <0.1%
- Value
- $628,089
- Shares
- 6,346
-29%
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $587,539
- Shares
- 2,696
+8%
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $577,834
- Shares
- 841
+50%
- Vanguard Tax-Managed FDSVEA
- Share
- <0.1%
- Value
- $505,091
- Shares
- 7,089
+9%
- Ishares TRUSMV
- Share
- <0.1%
- Value
- $447,645
- Shares
- 4,641
+14%
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $406,868
- Shares
- 1,912
-9%
- J P Morgan Exchange Traded FJPIE
- Share
- <0.1%
- Value
- $393,175
- Shares
- 8,538
-39%
- Vanguard Scottsdale FDSVGSH
- Share
- <0.1%
- Value
- $389,300
- Shares
- 6,689
-21%
- Space Exploration TechnologiesSPCX
- Share
- <0.1%
- Value
- $384,357
- Shares
- 2,250
New
- Global X FDSAIQ
- Share
- <0.1%
- Value
- $337,498
- Shares
- 5,144
Held
- J P Morgan Exchange Traded FJEPI
- Share
- <0.1%
- Value
- $300,191
- Shares
- 5,315
+110%
- J P Morgan Exchange Traded FJMEE
- Share
- <0.1%
- Value
- $290,974
- Shares
- 3,729
+4%
- Ishares TRTLT
- Share
- <0.1%
- Value
- $287,001
- Shares
- 3,321
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $286,776
- Shares
- 384
Held
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $280,989
- Shares
- 3,262
+9%
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $279,559
- Shares
- 1,769
+3%
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $270,023
- Shares
- 733
+3%
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $245,394
- Shares
- 333
Held
- Wisdomtree TRDLN
- Share
- <0.1%
- Value
- $244,653
- Shares
- 2,540
Held
- Fidelity Wise Origin BitcoinFBTC
- Share
- <0.1%
- Value
- $242,488
- Shares
- 4,750
Held
- Vanguard Charlotte FDSBNDX
- Share
- <0.1%
- Value
- $229,994
- Shares
- 4,749
-35%
- Fidelity Covington TrustFTEC
- Share
- <0.1%
- Value
- $228,750
- Shares
- 801
-3%
- Direxion Shares ETF TrustEDC
- Share
- <0.1%
- Value
- $201,113
- Shares
- 2,261
New
- Spdr Series TrustSPTI
- Share
- <0.1%
- Value
- $196,913
- Shares
- 6,936
-39%
- Ishares TRDGRO
- Share
- <0.1%
- Value
- $196,078
- Shares
- 2,587
Held
- Direxion Shares ETF TrustMIDU
- Share
- <0.1%
- Value
- $194,430
- Shares
- 2,598
New
- Vanguard BD Index FDSBND
- Share
- <0.1%
- Value
- $193,802
- Shares
- 2,640
-39%
- Cambria Global ValueGVAL
- Share
- <0.1%
- Value
- $189,105
- Shares
- 5,250
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 13.9% | $104m | 139,300 | +38% |
| Ishares TRIUSB | 8.0% | $60m | 1,302,975 | +33% |
| Spdr Series TrustSPYM | 7.8% | $59m | 667,459 | +460217% |
| Ishares TRIVW | 5.5% | $42m | 303,365 | +2% |
| Blackrock ETF TrustDYNF | 5.3% | $40m | 590,312 | +3% |
| Ishares TRIVE | 4.8% | $36m | 157,787 | -11% |
| Fidelity Merrimack STR TRFBND | 4.7% | $35m | 780,129 | +19% |
| Ishares TRIXUS | 4.1% | $31m | 325,020 | +601789% |
| Procter & GamblePG | 4.0% | $30m | 205,993 | Held |
| IsharesIEMG | 3.2% | $24m | 292,408 | -35% |
| Ishares TREFG | 2.8% | $21m | 166,577 | +5% |
| Blackrock ETF TrustBAI | 2.7% | $20m | 386,933 | -18% |
| Fidelity Covington TrustFENI | 2.4% | $18m | 442,968 | Held |
| Ishares TRIJH | 2.2% | $17m | 216,078 | +2456% |
| Ishares TRMTUM | 2.1% | $16m | 45,709 | -27% |
| Blackrock ETF TrustBLCR | 2.0% | $15m | 302,709 | New |
| Ishares TRTLH | 2.0% | $15m | 149,866 | -17% |
| Ishares TRMBB | 1.9% | $14m | 150,699 | +7% |
| Ishares TRGOVT | 1.8% | $14m | 606,615 | +7% |
| Ishares TRITA | 1.8% | $13m | 55,650 | +13% |
| Ishares TREFV | 1.8% | $13m | 174,577 | -55% |
| Blackrock ETF TrustCORO | 1.7% | $13m | 353,362 | New |
| Blackrock ETF TrustTHRO | 1.6% | $12m | 280,833 | -32% |
| Blackrock ETF TrustIALT | 1.5% | $11m | 403,107 | New |
| Ishares TRMUB | 1.1% | $8m | 74,997 | +19% |
| Blackrock ETF Trust IIGGOV | 1.1% | $8m | 159,892 | New |
| Ishares Gold TRIAU | 0.5% | $4m | 54,376 | +19% |
| AppleAAPL | 0.3% | $2m | 8,606 | +7% |
| Ishares TRISTB | 0.3% | $2m | 49,861 | +2% |
| NvidiaNVDA | 0.3% | $2m | 11,787 | +57% |
| Amazon.comAMZN | 0.2% | $2m | 7,132 | +16% |
| Ishares TRQUAL | 0.2% | $2m | 6,891 | -92% |
| AlphabetGOOG | 0.2% | $1m | 3,642 | +34% |
| Citizens & NorthernCZNC | 0.2% | $1m | 49,090 | -13% |
| Blackrock ETF Trust IIBINC | 0.1% | $1m | 21,261 | -83% |
| AlphabetGOOGL | 0.1% | $1m | 3,093 | -10% |
| Advanced Micro DevicesAMD | 0.1% | $1m | 1,879 | +5% |
| Direxion Shares ETF TrustSPXL | 0.1% | $971,859 | 3,591 | +393% |
| Advanced Drainage SystemsWMS | 0.1% | $843,660 | 5,375 | +6% |
| MicrosoftMSFT | 0.1% | $813,683 | 2,181 | +14% |
| Peoples Financial ServicesPFIS | 0.1% | $785,305 | 11,832 | +16% |
| PNC Financial Services GroupPNC | <0.1% | $689,964 | 2,802 | +39% |
| Vanguard Scottsdale FDSVONG | <0.1% | $685,445 | 5,363 | Held |
| Vanguard Index FDSVO | <0.1% | $638,161 | 7,921 | Held |
| Ishares TRSTIP | <0.1% | $631,310 | 6,180 | +439% |
| Ishares TRAGG | <0.1% | $628,089 | 6,346 | -29% |
| Vanguard Index FDSVTV | <0.1% | $587,539 | 2,696 | +8% |
| Vanguard Index FDSVOO | <0.1% | $577,834 | 841 | +50% |
| Vanguard Tax-Managed FDSVEA | <0.1% | $505,091 | 7,089 | +9% |
| Micron TechnologyMU | <0.1% | $455,945 | 395 | -37% |
| Ishares TRUSMV | <0.1% | $447,645 | 4,641 | +14% |
| JPMorgan ChaseJPM | <0.1% | $443,265 | 1,354 | +15% |
| Berkshire HathawayBRK-B | <0.1% | $438,342 | 876 | +136% |
| Morgan StanleyMS | <0.1% | $420,032 | 2,009 | +2411% |
| Invesco Exchange Traded FD TRSP | <0.1% | $406,868 | 1,912 | -9% |
| TeslaTSLA | <0.1% | $403,566 | 960 | +28% |
| ExxonMobil HoldingsXOM | <0.1% | $403,149 | 2,949 | Held |
| J P Morgan Exchange Traded FJPIE | <0.1% | $393,175 | 8,538 | -39% |
| ChubbCB | <0.1% | $392,459 | 1,152 | Held |
| Vanguard Scottsdale FDSVGSH | <0.1% | $389,300 | 6,689 | -21% |
| Space Exploration TechnologiesSPCX | <0.1% | $384,357 | 2,250 | New |
| Eli LillyLLY | <0.1% | $352,406 | 294 | +230% |
| Global X FDSAIQ | <0.1% | $337,498 | 5,144 | Held |
| Marvell TechnologyMRVL | <0.1% | $335,379 | 1,126 | +7% |
| Community Financial SystemCBU | <0.1% | $324,659 | 4,837 | +27% |
| Home DepotHD | <0.1% | $304,696 | 864 | +25% |
| WalmartWMT | <0.1% | $301,409 | 2,661 | Held |
| J P Morgan Exchange Traded FJEPI | <0.1% | $300,191 | 5,315 | +110% |
| Costco WholesaleCOST | <0.1% | $292,897 | 313 | +48% |
| J P Morgan Exchange Traded FJMEE | <0.1% | $290,974 | 3,729 | +4% |
| Ishares TRTLT | <0.1% | $287,001 | 3,321 | New |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $286,776 | 384 | Held |
| Vanguard Index FDSVUG | <0.1% | $280,989 | 3,262 | +9% |
| Vanguard Whitehall FDSVYM | <0.1% | $279,559 | 1,769 | +3% |
| NBT BancorpNBTB | <0.1% | $277,999 | 5,631 | +9% |
| Spdr Gold TRGLD | <0.1% | $270,023 | 733 | +3% |
| Invesco QQQ TRQQQ | <0.1% | $245,394 | 333 | Held |
| Wisdomtree TRDLN | <0.1% | $244,653 | 2,540 | Held |
| Fidelity Wise Origin BitcoinFBTC | <0.1% | $242,488 | 4,750 | Held |
| General ElectricGE | <0.1% | $236,228 | 632 | -25% |
| GE VernovaGEV | <0.1% | $235,117 | 200 | Held |
| Vanguard Charlotte FDSBNDX | <0.1% | $229,994 | 4,749 | -35% |
| Fidelity Covington TrustFTEC | <0.1% | $228,750 | 801 | -3% |
| BoeingBA | <0.1% | $221,232 | 1,022 | +21% |
| Meta PlatformsMETA | <0.1% | $221,224 | 393 | +11% |
| MastercardMA | <0.1% | $220,334 | 429 | +89% |
| TJX CompaniesTJX | <0.1% | $211,484 | 1,396 | Held |
| MerckMRK | <0.1% | $210,488 | 1,638 | +17% |
| AmerenAEE | <0.1% | $207,315 | 1,834 | New |
| UGIUGI | <0.1% | $206,653 | 5,983 | +7% |
| Direxion Shares ETF TrustEDC | <0.1% | $201,113 | 2,261 | New |
| Spdr Series TrustSPTI | <0.1% | $196,913 | 6,936 | -39% |
| Ishares TRDGRO | <0.1% | $196,078 | 2,587 | Held |
| Direxion Shares ETF TrustMIDU | <0.1% | $194,430 | 2,598 | New |
| Vanguard BD Index FDSBND | <0.1% | $193,802 | 2,640 | -39% |
| PepsiCoPEP | <0.1% | $190,880 | 1,410 | +34% |
| Comfort Systems USAFIX | <0.1% | $190,384 | 96 | Held |
| Cambria Global ValueGVAL | <0.1% | $189,105 | 5,250 | Held |
| International Business MachinesIBM | <0.1% | $180,880 | 643 | +5% |
| SandiskSNDK | <0.1% | $179,625 | 79 | +394% |
Showing the largest 100 of 1,337.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 38.3% since 30 June 2025.
Where the money is
Everyday goods4.2%
Technology1.4%
Financial services0.9%
Industrials0.5%
Retail & consumer0.5%
Media & telecom0.4%
Health care0.3%
Energy0.2%
Materials0.2%
Utilities0.1%
Real estate0.0%
Other91.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.