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 6 of 21 · 419 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
101	MTZ	MASTEC INC	Industrials	129.0	$54K	0.01%	+15.0	+13.2%	$416.06	-34.6%
102	INSM	INSMED INC	Healthcare	501.0	$53K	0.01%	+301.0	+150.5%	$106.62	+22.5%
103	CMI	CUMMINS INC	Industrials	73.0	$52K	0.01%	+18.0	+32.7%	$717.27	-15.2%
104	VZ	VERIZON COMMUNICATIONS INC	Communication Services	1,230.0	$52K	0.01%	+218.0	+21.5%	$42.34	+16.6%
105	NEE	NEXTERA ENERGY INC	Utilities	585.0	$51K	0.01%	+84.0	+16.8%	$87.78	-2.1%
106	BHP	BHP BILLITON LIMITED	Basic Materials	604.0	$50K	0.01%	+498.0	+469.8%	$83.31	+10.8%
107	TIP	ISHARES TR	—	451.0	$49K	0.01%	+18.0	+4.2%	$109.46	-1.8%
108	IFGL	ISHARES TR	—	2,204.0	$49K	0.01%	+16.0	+0.7%	$22.30	+1.9%
109	GRMN	GARMIN LTD	Technology	206.0	$49K	0.01%	+71.0	+52.6%	$237.54	+24.5%
110	MDLZ	MONDELEZ INTL INC	Consumer Defensive	840.0	$49K	0.01%	+282.0	+50.5%	$57.84	+10.9%
111	HL	HECLA MINING COMPANY	Basic Materials	3,108.0	$48K	0.01%	+253.0	+8.9%	$15.43	+33.1%
112	KMI	KINDER MORGAN INC DEL	Energy	1,468.0	$47K	0.01%	+182.0	+14.2%	$31.97	+0.3%
113	SPEM	SPDR INDEX SHS FDS	—	893.0	$46K	0.01%	+62.0	+7.5%	$51.76	+0.6%
114	SPGI	S&P GLOBAL INC	Financial Services	113.0	$46K	0.01%	+100.0	+769.2%	$407.26	+4.8%
115	—	AMERICAS GOLD AND SILVER COR	—	9,721.0	$46K	0.01%	+465.0	+5.0%	$4.72	—
116	CVS	CVS HEALTH CORP	Healthcare	440.0	$46K	0.01%	+10.0	+2.3%	$103.45	-9.5%
117	DVN	DEVON ENERGY CORP NEW	Energy	1,085.0	$45K	0.01%	+30.0	+2.8%	$41.31	+16.7%
118	PSX	PHILLIPS 66	Energy	261.0	$44K	0.01%	+16.0	+6.5%	$168.75	+43.6%
119	WFC	WELLS FARGO & CO	Financial Services	533.0	$44K	0.01%	+39.0	+7.9%	$82.62	+4.0%
120	TXN	TEXAS INSTRS INC	Technology	141.0	$42K	0.01%	+45.0	+46.9%	$298.07	-10.3%

Page 6 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%