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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 4 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 2,238.0 $269K 0.04% NEW $120.33 +33.5%
62 GLD SPDR GOLD TR Financial Services 665.0 $264K 0.04% NEW $396.31 +5.4%
63 GE GE AEROSPACE Industrials 848.0 $261K 0.04% NEW $307.98 -7.5%
64 EMXC ISHARES INC 3,249.0 $236K 0.04% NEW $72.68 +28.3%
65 QQQ INVESCO QQQ TR Financial Services 384.0 $236K 0.04% NEW $613.92 +14.6%
66 VYM VANGUARD WHITEHALL FDS 1,637.0 $235K 0.04% NEW $143.56 +8.8%
67 VUG VANGUARD INDEX FDS 476.0 $232K 0.04% NEW $487.86 -82.2%
68 JMEE J P MORGAN EXCHANGE TRADED F 3,558.0 $229K 0.04% NEW $64.38 +11.8%
69 DLN WISDOMTREE TR 2,540.0 $224K 0.04% NEW $88.08 +7.7%
70 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 3,808.0 $219K 0.03% NEW $57.44 +9.1%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 737.0 $218K 0.03% NEW $296.30 -25.2%
72 LOW LOWES COS INC Consumer Cyclical 896.0 $216K 0.03% NEW $241.07 -8.9%
73 NBTB NBT BANCORP INC Financial Services 5,164.0 $214K 0.03% NEW $41.52 +8.3%
74 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 2,812.0 $214K 0.03% NEW $76.23 -12.7%
75 TJX TJX COS INC NEW Consumer Cyclical 1,361.0 $209K 0.03% NEW $153.61 -2.3%
76 UGI UGI CORP NEW Utilities 5,558.0 $208K 0.03% NEW $37.43 -7.9%
77 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,148.0 $206K 0.03% NEW $49.65 -12.9%
78 HD HOME DEPOT INC Consumer Cyclical 592.0 $204K 0.03% NEW $343.91 -13.1%
79 BNDX VANGUARD CHARLOTTE FDS 4,077.0 $197K 0.03% NEW $48.32 -1.3%
80 MIDU DIREXION SHS ETF TR 3,846.0 $195K 0.03% NEW $50.75 +22.6%
Page 4 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%