Stone House Investment Management, LLC

CIK 0001696497 · Q2 2026

13F Equity AUM

$752.2M

+34.8% QoQ

Positions

1,085

+179 QoQ

AUM Rank

#3,958

Top 32%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,302 · Top 64%

vs S&P -5.1%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 40.5%Top 10: 61.4%Top 20: 83.1%

IVV13.9%

IUSB8.0%

SPYM7.8%

IVW5.5%

DYNF5.3%

IVE4.8%

FBND4.7%

IXUS4.1%

PG4.0%

IEMG3.2%

Others (1075)38.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services89.8%

Consumer Defensive4.2%

Other6.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1085Median: 0.00%Avg: 0.09%

0–0.5%

1058(7.6%)

0.5–1%

1(0.6%)

1–3%

16(30.4%)

3–5%

5(20.8%)

5%+

5(40.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,085vs 20 funds

0%Low

1,085

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New375Increased434Decreased155Exited105

New Positions

BLCR2.0%

+303K

CORO1.7%

+353K

IALT1.5%

+403K

GGOV1.1%

+160K

SPACE EXPLORATION TE…0.1%

+2K

TLT0.0%

+3K

AEE0.0%

+2K

MIDU0.0%

+3K

EDC0.0%

+2K

MKL0.0%

+75

Increased

SPYM7.8%

+667K(+460217%)

IUSB8.0%

+326K(+33%)

IXUS4.1%

+325K(+601789%)

IJH2.2%

+208K(+2456%)

FBND4.7%

+127K(+19%)

GOVT1.8%

+41K(+7%)

IVV13.9%

+38K(+38%)

DYNF5.3%

+16K(+3%)

MUB1.1%

+12K(+19%)

MBB1.9%

+10K(+7%)

Decreased

EFV1.8%

-209,073(-55%)

IAGG0.0%

-201,766(-99%)

IEMG3.2%

-155,973(-35%)

THRO1.6%

-134,692(-32%)

BINC0.1%

-104,882(-83%)

BAI2.7%

-83,035(-18%)

QUAL0.2%

-79,246(-92%)

TLH2.0%

-31,656(-17%)

IVE4.8%

-19,429(-11%)

MTUM2.1%

-17,078(-27%)

Exited

-876

-1,000

-400

-4,000

-1,069

-1

-31

-8

-57

-16

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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