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 13 of 15 · 294 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
241	MCK	MCKESSON CORP	Healthcare	2.0	$2K	—	+1.0	+100.0%	$865.50	-10.5%
242	RIVN	RIVIAN AUTOMOTIVE INC	Consumer Cyclical	115.0	$2K	—	+69.0	+150.0%	$15.05	-11.7%
243	—	SOLENO THERAPEUTICS INC	—	51.0	$2K	—	+50.0	+5000.0%	$33.47	—
244	WPM	WHEATON PRECIOUS METALS CORP	Basic Materials	13.0	$2K	—	+9.0	+225.0%	$131.00	-1.7%
245	KALV	KALVISTA PHARMACEUTICALS INC	Healthcare	81.0	$2K	—	+67.0	+478.6%	$20.14	+32.8%
246	WDC	WESTERN DIGITAL CORP	Technology	6.0	$2K	—	+4.0	+200.0%	$270.50	+66.4%
247	ALT	ALTIMMUNE INC	Healthcare	526.0	$2K	—	+26.0	+5.2%	$3.08	-9.4%
248	VISN	VISTANCE NETWORKS INC	Technology	88.0	$2K	—	+85.0	+2833.3%	$18.20	-38.3%
249	MFC	MANULIFE FINL CORP	Financial Services	45.0	$2K	—	+6.0	+15.4%	$34.44	+10.4%
250	CAG	CONAGRA BRANDS INC	Consumer Defensive	98.0	$2K	—	+88.0	+880.0%	$15.72	-13.2%
251	MCY	MERCURY GENL CORP NEW	Financial Services	17.0	$1K	—	+11.0	+183.3%	$88.18	+16.5%
252	SYM	SYMBOTIC INC	Industrials	27.0	$1K	—	+7.0	+35.0%	$53.81	-12.7%
253	BK	BANK NEW YORK MELLON CORP	Financial Services	12.0	$1K	—	+1.0	+9.1%	$118.67	+14.8%
254	CM	CANADIAN IMPERIAL BANK OF CO	Financial Services	15.0	$1K	—	+3.0	+25.0%	$94.73	+18.1%
255	HROW	HARROW INC	Healthcare	40.0	$1K	—	+22.0	+122.2%	$35.25	-11.5%
256	TRGP	TARGA RES CORP	Energy	6.0	$1K	—	+4.0	+200.0%	$229.83	+19.2%
257	FDP	FRESH DEL MONTE PRODUCE INC	Consumer Defensive	33.0	$1K	—	+1.0	+3.1%	$40.27	-18.3%
258	OTIS	OTIS WORLDWIDE CORP	Industrials	17.0	$1K	—	+14.0	+466.7%	$77.24	-7.6%
259	VIRT	VIRTU FINL INC	Financial Services	29.0	$1K	—	+11.0	+61.1%	$43.97	+27.5%
260	NIO	NIO INC	Consumer Cyclical	206.0	$1K	—	+177.0	+610.3%	$6.03	-2.2%

Page 13 of 15 · 294 positions

← Prev 1… 11 12 13 14 15 Next →

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%