Managers / Q4 2020 · view latest →
Stone House Investment Management, LLC
CIK 0001696497 · 80 WEST TIOGA STREET, TUNKHANNOCK, PA, 18657 · 570-836-7020
Reported Value
$199M
Q4 2020
Positions
36
Filings on Record
31
2019–present window
Filed
Jan 13, 2021
original filing
Summary
Stone House Investment Management, Llc reported $199M in U.S.-listed holdings across 36 positions for Q4 2020.
Its largest position, IVV, represents 14.4% of the portfolio.
Compared with Q3 2020, the fund opened 4 new positions and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $558M | 1,069 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $644M | 850 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $594M | 723 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $544M | 520 | Aug 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $493M | 437 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $394M | 50 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $484M | 380 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $385M | 378 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $425M | 400 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $290M | 319 | Jan 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $287M | 337 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $276M | 339 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $296M | 312 | Apr 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $280.5B | 45 | Jan 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $215M | 42 | Oct 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $221M | 40 | Jul 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $294M | 46 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $292M | 42 | Jan 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $257M | 38 | Oct 21, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2021 | $257M | 38 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $199M | 35 | Apr 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $199M | 36 | Jan 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $247M | 38 | Oct 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $199M | 33 | Jul 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $171M | 32 | Apr 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $137M | 27 | Jan 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $201M | 42 | Oct 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $191M | 37 | Jul 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $192M | 227 | Apr 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $158M | 49 | Jan 16, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.