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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 54 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1.0 $16.0 NEW $16.00 -11.6%
1062 WULF TERAWULF INC Financial Services 1.0 $14.0 NEW $14.00 +72.6%
1063 TEO TELECOM ARGENTINA SA Communication Services 1.0 $12.0 NEW $12.00 +3.4%
1064 TRVI TREVI THERAPEUTICS INC Healthcare 1.0 $12.0 NEW $12.00 +25.7%
1065 UAA UNDER ARMOUR INC Consumer Cyclical 2.0 $12.0 $6.00 -15.0%
1066 TGLS TECNOGLASS INC Basic Materials $10.0 NEW
1067 CANOPY GROWTH CORPORATION 11.0 $10.0 $0.91
1068 TWAV TAOWEAVE INC Financial Services 1.0 $2.0 $2.00 -27.0%
1069 DIGITAL BRANDS GROUP INC 1.0 $2.0 NEW $2.00
Page 54 of 54  ·  1,069 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%