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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 3 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JEPI J P MORGAN EXCHANGE TRADED F 5,315.0 $300K 0.04% +3K +109.9% $56.48 +2.5%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 313.0 $293K 0.04% +101.0 +47.6% $935.77 +0.5%
43 JMEE J P MORGAN EXCHANGE TRADED F 3,729.0 $291K 0.04% +134.0 +3.7% $78.03 -0.5%
44 VUG VANGUARD INDEX FDS 3,262.0 $281K 0.04% +3K +555.0% $86.14 +1.7%
45 VYM VANGUARD WHITEHALL FDS 1,769.0 $280K 0.04% +56.0 +3.3% $158.03 +4.4%
46 NBTB NBT BANCORP INC Financial Services 5,631.0 $278K 0.04% +466.0 +9.0% $49.37 +4.6%
47 GLD SPDR GOLD TR Financial Services 733.0 $270K 0.04% +18.0 +2.5% $368.38 +12.2%
48 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,750.0 $242K 0.03% +87.0 +1.9% $51.05 +23.8%
49 GEV GE VERNOVA INC Utilities 200.0 $235K 0.03% +3.0 +1.5% $1175.59 -19.0%
50 BA BOEING CO Industrials 1,022.0 $221K 0.03% +177.0 +20.9% $216.47 -0.1%
51 META META PLATFORMS INC Communication Services 393.0 $221K 0.03% +40.0 +11.3% $562.91 -3.1%
52 MA MASTERCARD INCORPORATED Financial Services 429.0 $220K 0.03% +202.0 +89.0% $513.60 +12.7%
53 MRK MERCK & CO INC Healthcare 1,638.0 $210K 0.03% +238.0 +17.0% $128.50 +17.9%
54 UGI UGI CORP NEW Utilities 5,983.0 $207K 0.03% +397.0 +7.1% $34.54 +10.2%
55 PEP PEPSICO INC Consumer Defensive 1,410.0 $191K 0.03% +359.0 +34.2% $135.38 +5.5%
56 IBM INTERNATIONAL BUSINESS MACHS Technology 643.0 $181K 0.02% +31.0 +5.1% $281.31 -15.7%
57 SNDK SANDISK CORP Technology 79.0 $180K 0.02% +63.0 +393.8% $2273.73 -29.4%
58 LOW LOWES COS INC Consumer Cyclical 798.0 $176K 0.02% +4.0 +0.5% $220.58 -1.3%
59 VYMI VANGUARD WHITEHALL FDS 1,655.0 $163K 0.02% +32.0 +2.0% $98.20 +6.2%
60 DE DEERE & CO Industrials 239.0 $152K 0.02% +216.0 +939.1% $634.33 -0.8%
Page 3 of 21  ·  419 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 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%