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Portfolio (Quarterly) Guide ↗

Stone House Investment Management, LLC

· CIK 0001696497
13F Portfolio $558M 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 30 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SNY SANOFI SA Healthcare 45.0 $2K NEW $48.18 -9.2%
582 TERN TERNS PHARMACEUTICALS INC Healthcare 41.0 $2K +38.0 +1266.7% $52.73 +0.4%
583 PRA PROASSURANCE CORP Financial Services 87.0 $2K +78.0 +866.7% $24.72 +1.1%
584 TD TORONTO DOMINION BK ONT Financial Services 23.0 $2K +5.0 +27.8% $93.30 +29.2%
585 FITB FIFTH THIRD BANCORP Financial Services 46.0 $2K NEW $46.46 +24.1%
586 ATRO ASTRONICS CORP Industrials 32.0 $2K $55.60 +24.1%
587 DAN DANA INC Consumer Cyclical 62.0 $2K NEW $33.65 -18.5%
588 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 122.0 $2K $17.07 -9.0%
589 NC NACCO INDS INC Energy 40.0 $2K $51.98 -9.3%
590 EMBJ EMBRAER S.A. Industrials 35.0 $2K $59.34 +10.3%
591 LASR NLIGHT INC Technology 36.0 $2K NEW $56.92 +32.2%
592 WLFC WILLIS LEASE FIN CORP Industrials 12.0 $2K +6.0 +100.0% $170.25 -61.6%
593 DHT DHT HOLDINGS INC Energy 109.0 $2K NEW $18.27 +1.1%
594 CG CARLYLE GROUP INC Financial Services 41.0 $2K NEW $48.39 -7.8%
595 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 1,497.0 $2K NEW $1.32 +6.1%
596 EQIX EQUINIX INC Real Estate 2.0 $2K +1.0 +100.0% $980.00 +4.9%
597 PYPL PAYPAL HLDGS INC Financial Services 43.0 $2K +40.0 +1333.3% $45.23 +23.5%
598 ALLIED GOLD CORP 62.0 $2K NEW $31.03
599 TGT TARGET CORP Consumer Defensive 16.0 $2K NEW $119.88 +15.5%
600 ENS ENERSYS Industrials 11.0 $2K +1.0 +10.0% $173.73 +15.9%
Page 30 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 52.3%
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%