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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 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IYW ISHARES TR 1,070.0 $194K 0.04% -5K -81.0% $181.44 +32.0%
22 QQQ INVESCO QQQ TR Financial Services 333.0 $192K 0.03% -51.0 -13.3% $577.59 +23.0%
23 LOW LOWES COS INC Consumer Cyclical 794.0 $188K 0.03% -102.0 -11.4% $236.31 -7.7%
24 CVX CHEVRON CORPORATION Energy 886.0 $183K 0.03% -179.0 -16.8% $206.87 -8.4%
25 IBM INTERNATIONAL BUSINESS MACHS Technology 612.0 $148K 0.03% -125.0 -17.0% $242.48 -9.7%
26 IWV ISHARES TR 368.0 $136K 0.02% -9.0 -2.4% $370.26 +12.9%
27 SPXL DIREXION SHARES ETF TRUST 728.0 $135K 0.02% -5K -86.9% $184.97 +43.9%
28 STIP ISHARES TR 1,147.0 $119K 0.02% -15.0 -1.3% $103.40 +0.2%
29 MA MASTERCARD INCORPORATED Financial Services 227.0 $113K 0.02% -10.0 -4.2% $499.66 -1.4%
30 GNR SPDR INDEX SHS FDS 1,502.0 $112K 0.02% -58.0 -3.7% $74.66 -0.8%
31 PLTR PALANTIR TECHNOLOGIES INC Technology 760.0 $111K 0.02% -105.0 -12.1% $146.28 -9.3%
32 SO SOUTHERN CO Utilities 1,101.0 $106K 0.02% -6.0 -0.5% $96.52 -4.1%
33 UNH UNITEDHEALTH GROUP INC Healthcare 354.0 $96K 0.02% -37.0 -9.5% $270.92 +42.4%
34 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,307.0 $89K 0.02% -2K -44.4% $38.42 +13.7%
35 SLV ISHARES SILVER TR Financial Services 1,293.0 $88K 0.02% -100.0 -7.2% $68.14 +3.4%
36 IWM ISHARES TR 310.0 $77K 0.01% -18.0 -5.5% $247.93 +12.0%
37 HEFA ISHARES TR 1,580.0 $67K 0.01% -145.0 -8.4% $42.49 +4.8%
38 CRWD CROWDSTRIKE HLDGS INC Technology 170.0 $66K 0.01% -111.0 -39.5% $390.41 +53.4%
39 EMB ISHARES TR 696.0 $65K 0.01% -34K -98.0% $93.90 +0.9%
40 EFA ISHARES TR 618.0 $60K 0.01% -17.0 -2.7% $97.14 +5.5%
Page 2 of 7  ·  129 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%