Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497

13F Portfolio $558.1B AUM 1,069 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 336 New 294 Added 129 Reduced 115 Exited

Page 12 of 15 · 294 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
221	XTIA	XTI AEROSPACE INC	Industrials	1,373.0	$3K	0.00%	+973.0	+243.2%	$2.07	-20.8%
222	ATAT	ATOUR LIFESTYLE HLDGS LTD	Consumer Cyclical	76.0	$3K	0.00%	+55.0	+261.9%	$36.82	+0.4%
223	VLYPN	VALLEY NATL BANCORP	Financial Services	226.0	$3K	—	+7.0	+3.2%	$12.28	+111.3%
224	WST	WEST PHARMACEUTICAL SVSC INC	Healthcare	11.0	$3K	—	+8.0	+266.7%	$250.64	+20.8%
225	TECK	TECK RESOURCES LTD	Basic Materials	52.0	$3K	—	+2.0	+4.0%	$51.75	+18.6%
226	—	UPBOUND GROUP INC	—	141.0	$3K	—	+83.0	+143.1%	$18.05	—
227	GDS	GDS HLDGS LTD	Technology	62.0	$2K	—	+2.0	+3.3%	$40.29	+5.3%
228	FSM	FORTUNA MNG CORP	Basic Materials	250.0	$2K	—	+214.0	+594.4%	$9.93	-3.8%
229	PRAA	PRA GROUP INC	Financial Services	139.0	$2K	—	+129.0	+1290.0%	$17.50	-13.4%
230	RY	ROYAL BK CDA	Financial Services	15.0	$2K	—	+3.0	+25.0%	$161.80	+13.3%
231	TERN	TERNS PHARMACEUTICALS INC	Healthcare	41.0	$2K	—	+38.0	+1266.7%	$52.73	+0.4%
232	PRA	PROASSURANCE CORP	Financial Services	87.0	$2K	—	+78.0	+866.7%	$24.72	-0.9%
233	TD	TORONTO DOMINION BK ONT	Financial Services	23.0	$2K	—	+5.0	+27.8%	$93.30	+15.4%
234	WLFC	WILLIS LEASE FIN CORP	Industrials	12.0	$2K	—	+6.0	+100.0%	$170.25	+5.7%
235	EQIX	EQUINIX INC	Real Estate	2.0	$2K	—	+1.0	+100.0%	$980.00	+8.1%
236	PYPL	PAYPAL HLDGS INC	Financial Services	43.0	$2K	—	+40.0	+1333.3%	$45.23	-1.8%
237	ENS	ENERSYS	Industrials	11.0	$2K	—	+1.0	+10.0%	$173.73	+36.4%
238	IMAX	IMAX CORP	Communication Services	50.0	$2K	—	+1.0	+2.0%	$38.02	-11.7%
239	CVBF	CVB FINL CORP	Financial Services	92.0	$2K	—	+30.0	+48.4%	$19.39	+0.8%
240	F	FORD MTR CO	Consumer Cyclical	152.0	$2K	—	+2.0	+1.3%	$11.51	+16.4%

Page 12 of 15 · 294 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Consumer Defensive 52.4%

Financial Services 16.3%

Technology 9.8%

Consumer Cyclical 5.4%

Industrials 4.4%

Communication Services 3.8%

Energy 2.9%

Healthcare 2.4%

Utilities 1.5%

Basic Materials 0.8%