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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $644M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 850 New
Page 16 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GLW CORNING INC Technology 139.0 $12K 0.00% NEW $87.47 +101.0%
302 VIG VANGUARD SPECIALIZED FUNDS 54.0 $12K 0.00% NEW $219.78 +5.0%
303 FCX FREEPORT-MCMORAN INC Basic Materials 232.0 $12K 0.00% NEW $50.79 +15.6%
304 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 180.0 $12K 0.00% NEW $64.04 +28.8%
305 LHX L3HARRIS TECHNOLOGIES INC Industrials 39.0 $11K 0.00% NEW $293.56 +5.0%
306 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 78.0 $11K 0.00% NEW $146.58 -8.3%
307 NEWAMSTERDAM PHARMA COMPANY 325.0 $11K 0.00% NEW $35.08
308 ACN ACCENTURE PLC IRELAND Technology 42.0 $11K 0.00% NEW $268.31 -33.2%
309 FNB F N B CORP Financial Services 658.0 $11K 0.00% NEW $17.10 +0.2%
310 GWX SPDR INDEX SHS FDS 272.0 $11K 0.00% NEW $40.92 +11.6%
311 PSIX POWER SOLUTIONS INTL INC Industrials 190.0 $11K 0.00% NEW $57.14 -36.4%
312 DE DEERE & CO Industrials 23.0 $11K 0.00% NEW $465.57 +19.9%
313 ASML ASML HOLDING N V Technology 10.0 $11K 0.00% NEW $1069.90 +44.9%
314 CCL CARNIVAL CORP Consumer Cyclical 350.0 $11K 0.00% NEW $30.54 -14.8%
315 KEY KEYCORP Financial Services 515.0 $11K 0.00% NEW $20.64 +1.4%
316 NWFL NORWOOD FINANCIAL CORP Financial Services 379.0 $11K 0.00% NEW $28.03 +5.7%
317 MET METLIFE INC Financial Services 134.0 $11K 0.00% NEW $78.94 +2.7%
318 IAUM ISHARES GOLD TR Financial Services 245.0 $11K 0.00% NEW $42.99 +5.4%
319 AFG AMERICAN FINL GROUP INC OHIO Financial Services 77.0 $11K 0.00% NEW $136.68 +0.2%
320 HSY HERSHEY CO Consumer Defensive 57.0 $10K 0.00% NEW $181.98 +5.9%
Page 16 of 43  ·  850 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 49.9%
Financial Services 24.2%
Technology 9.1%
Consumer Cyclical 5.1%
Communication Services 3.4%
Industrials 2.5%
Energy 1.8%
Healthcare 1.6%
Utilities 1.5%
Basic Materials 0.6%