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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 1 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,075.0 $696K 0.12% NEW $137.13 +2.2%
2 FMUN FIDELITY MERRIMACK STR TR 2,821.0 $140K 0.03% NEW $49.63 +0.2%
3 JD JD.COM INC Consumer Cyclical 4,000.0 $118K 0.02% NEW $29.57 +11.1%
4 FTRB FEDERATED HERMES ETF TRUST 4,020.0 $101K 0.02% NEW $25.15 -0.9%
5 AUPH AURINIA PHARMACEUTICALS INC Healthcare 6,620.0 $98K 0.02% NEW $14.82 +3.1%
6 PJAN INNOVATOR ETFS TRUST 2,102.0 $97K 0.02% NEW $46.13 +6.2%
7 EPI WISDOMTREE TR 2,364.0 $96K 0.02% NEW $40.80 +3.2%
8 FLIN FRANKLIN TEMPLETON ETF TR 2,897.0 $96K 0.02% NEW $33.22 +3.6%
9 PBR PETROLEO BRASILEIRO S A Energy 4,500.0 $93K 0.02% NEW $20.75 -4.7%
10 NVO NOVO-NORDISK A S Healthcare 2,003.0 $74K 0.01% NEW $36.75 +24.6%
11 XOP SPDR SERIES TRUST 400.0 $73K 0.01% NEW $181.83 -4.2%
12 INNOVATOR ETFS TRUST 2,880.0 $54K 0.01% NEW $18.77
13 BNO UNITED STS BRENT OIL FD LP Financial Services 1,000.0 $52K 0.01% NEW $52.01 +10.9%
14 LMND LEMONADE INC Financial Services 750.0 $47K 0.01% NEW $62.68 -14.2%
15 HCA HCA HEALTHCARE INC Healthcare 68.0 $32K 0.01% NEW $473.24 -8.6%
16 STLA STELLANTIS N.V Consumer Cyclical 4,000.0 $28K 0.01% NEW $7.09 +10.6%
17 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 700.0 $21K 0.00% NEW $29.99 +16.6%
18 EQPT EQUIPMENTSHARE COM INC Industrials 1,000.0 $20K 0.00% NEW $20.37 +20.3%
19 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 1,077.0 $20K 0.00% NEW $18.52 -10.2%
20 DFTX DEFINIUM THERAPEUTICS INC Healthcare 1,000.0 $19K 0.00% NEW $18.90 +13.0%
Page 1 of 17  ·  336 positions

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%