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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 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ACWI ISHARES TR 55 $8K 0.00% SOLD
22 KR KROGER CO Consumer Defensive 121 $8K 0.00% SOLD
23 TLN TALEN ENERGY CORP Utilities 20 $7K 0.00% SOLD
24 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 300 $7K 0.00% SOLD
25 ASTRAZENECA PLC 77 $7K 0.00% SOLD
26 CYBERARK SOFTWARE LTD 15 $7K 0.00% SOLD
27 ROBT FIRST TR EXCHANGE TRADED FD 120 $6K 0.00% SOLD
28 TROW PRICE T ROWE GROUP INC Financial Services 55 $6K 0.00% SOLD
29 MC MOELIS & CO Financial Services 81 $6K 0.00% SOLD
30 COPY RBB FUND TRUST 426 $5K 0.00% SOLD
31 SPHY SPDR SERIES TRUST 209 $5K 0.00% SOLD
32 AAL AMERICAN AIRLS GROUP INC Industrials 320 $5K 0.00% SOLD
33 DC DAKOTA GOLD CORP Basic Materials 820 $5K 0.00% SOLD
34 SLVM SYLVAMO CORP Basic Materials 96 $5K 0.00% SOLD
35 JAVA J P MORGAN EXCHANGE TRADED F 64 $5K 0.00% SOLD
36 TII TITAN MNG CORP Basic Materials 1,500 $4K 0.00% SOLD
37 FIDELITY COVINGTON TRUST 49 $4K 0.00% SOLD
38 CDW CDW CORP Technology 26 $4K 0.00% SOLD
39 WCN WASTE CONNECTIONS INC Industrials 20 $4K 0.00% SOLD
40 MAA MID-AMER APT CMNTYS INC Real Estate 25 $3K 0.00% SOLD
Page 2 of 6  ·  115 positions
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%