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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 23 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PFE PFIZER INC Healthcare 189.0 $5K 0.00% NEW $24.90 +3.1%
442 SPGI S&P GLOBAL INC Financial Services 9.0 $5K 0.00% NEW $522.56 -21.5%
443 INDA ISHARES TR 87.0 $5K 0.00% NEW $54.05 -11.1%
444 WAB WABTEC Industrials 22.0 $5K 0.00% NEW $213.45 +19.6%
445 DC DAKOTA GOLD CORP Basic Materials 820.0 $5K 0.00% NEW $5.68 -4.2%
446 SLVM SYLVAMO CORP Basic Materials 96.0 $5K 0.00% NEW $48.15 -25.6%
447 JAVA J P MORGAN EXCHANGE TRADED F 64.0 $5K 0.00% NEW $72.02 +5.6%
448 SYK STRYKER CORPORATION Healthcare 13.0 $5K 0.00% NEW $351.46 -9.6%
449 E ENI S P A Energy 120.0 $5K 0.00% NEW $37.94 +46.9%
450 TMC TMC THE METALS COMPANY INC Basic Materials 730.0 $5K 0.00% NEW $6.17 -18.8%
451 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 200.0 $4K 0.00% NEW $22.32 -33.7%
452 ECL ECOLAB INC Basic Materials 17.0 $4K 0.00% NEW $262.53 -6.4%
453 TII TITAN MNG CORP Basic Materials 1,500.0 $4K 0.00% NEW $2.96 -19.6%
454 CNR CORE NATURAL RESOURCES INC Energy 50.0 $4K 0.00% NEW $88.52 -5.3%
455 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 48.0 $4K 0.00% NEW $90.71 +2.8%
456 NIOCORP DEVS LTD 820.0 $4K 0.00% NEW $5.30
457 PCAR PACCAR INC Industrials 39.0 $4K 0.00% NEW $109.51 -0.1%
458 PUK PRUDENTIAL PLC Financial Services 137.0 $4K 0.00% NEW $31.12 -2.6%
459 CUBE CUBESMART Real Estate 117.0 $4K 0.00% NEW $36.05 +8.1%
460 TEAM ATLASSIAN CORPORATION Technology 26.0 $4K 0.00% NEW $162.15 -46.6%
Page 23 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%