Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497

13F Portfolio $752M AUM 1,339 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 377 New 419 Added 149 Reduced 105 Exited

Page 17 of 21 · 419 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
321	MFC	MANULIFE FINL CORP	Financial Services	55.0	$2K	—	+10.0	+22.2%	$40.51	+7.2%
322	SWK	STANLEY BLACK & DECKER INC	Industrials	24.0	$2K	—	+17.0	+242.9%	$92.17	+8.3%
323	VLRS	CONTROLADORA VUELA COMP DE A	Industrials	233.0	$2K	—	+185.0	+385.4%	$9.37	-23.8%
324	CM	CANADIAN IMPERIAL BANK OF CO	Financial Services	18.0	$2K	—	+3.0	+20.0%	$115.00	+2.5%
325	ALVO	ALVOTECH	Healthcare	559.0	$2K	—	+465.0	+494.7%	$3.69	+8.1%
326	ZIM	ZIM INTEGRATED SHIPPING SERV	Industrials	79.0	$2K	—	+39.0	+97.5%	$26.00	+5.4%
327	NUTX	NUTEX HEALTH INC	Healthcare	12.0	$2K	—	+3.0	+33.3%	$170.92	+11.5%
328	ELPC	COMPANHIA PARANAENSE DE ENER	Utilities	176.0	$2K	—	+133.0	+309.3%	$11.65	-9.1%
329	SLF	SUN LIFE FINANCIAL INC.	Financial Services	26.0	$2K	—	+10.0	+62.5%	$78.42	+1.4%
330	VIRT	VIRTU FINL INC	Financial Services	33.0	$2K	—	+4.0	+13.8%	$59.58	+0.7%
331	HBM	HUDBAY MINERALS INC	Basic Materials	81.0	$2K	—	+66.0	+440.0%	$23.60	+16.4%
332	UNP	UNION PAC CORP	Industrials	7.0	$2K	—	+2.0	+40.0%	$272.00	+11.0%
333	TMC	TMC THE METALS COMPANY INC	Basic Materials	428.0	$2K	—	+198.0	+86.1%	$4.43	-10.4%
334	YPF	YPF SOCIEDAD ANONIMA	Energy	40.0	$2K	—	+32.0	+400.0%	$45.48	+10.1%
335	APAM	ARTISAN PARTNERS ASSET MGMT	Financial Services	51.0	$2K	—	+46.0	+920.0%	$34.53	+23.1%
336	CSX	CSX CORP	Industrials	37.0	$2K	—	+9.0	+32.1%	$47.54	+6.6%
337	FDP	DEL MONTE CORP	Consumer Defensive	63.0	$2K	—	+30.0	+90.9%	$27.90	+1.6%
338	EAT	BRINKER INTL INC	Consumer Cyclical	10.0	$2K	—	+6.0	+150.0%	$168.00	+39.0%
339	SMFG	SUMITOMO MITSUI FIN GRP INC	Financial Services	71.0	$2K	—	+52.0	+273.7%	$23.58	+4.2%
340	LINE	LINEAGE INC	Real Estate	38.0	$2K	—	+35.0	+1166.7%	$43.26	-3.5%

Page 17 of 21 · 419 positions

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① 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 45.6%

Financial Services 16.4%

Technology 14.2%

Consumer Cyclical 5.7%

Industrials 4.9%

Communication Services 4.3%

Healthcare 3.0%

Energy 2.4%

Utilities 1.8%

Basic Materials 1.4%