Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497

13F Portfolio $752M AUM 1,339 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 377 New 419 Added 149 Reduced 105 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
101	SVRA	SAVARA INC	Healthcare	8	$44.0	—	SOLD
102	STNE	STONECO LTD	Technology	3	$42.0	—	SOLD
103	CNX	CNX RES CORP	Energy	1	$39.0	—	SOLD
104	—	CRESUD S A C I F Y A	—	2	$25.0	—	SOLD
105	VIPS	VIPSHOP HLDGS LTD	Consumer Cyclical	1	$16.0	—	SOLD

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Sector Allocation

Consumer Defensive 46.5%

Financial Services 16.8%

Technology 14.4%

Consumer Cyclical 5.8%

Industrials 5.0%

Healthcare 3.0%

Communication Services 2.5%

Energy 2.4%

Utilities 1.8%

Basic Materials 1.4%