Stone House Investment Management, LLC

CIK 0001696497 · Q1 2026

13F Equity AUM

$558.1M

-13.4% QoQ

Positions

906

+154 QoQ

AUM Rank

#4,043

Top 33%

Skill Alpha (FF)

-2.0%/yr^ns

No Clear Edge

Rank #5,162 · Top 63%

vs S&P -7.9%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 38.6%Top 10: 63.3%Top 20: 89.1%

IVV11.8%

IUSB8.1%

IVE6.7%

IVW6.0%

DYNF6.0%

IEMG5.6%

PG5.4%

FBND5.3%

EFV5.1%

TLH3.3%

Others (896)36.7%

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

Sector Allocation

Financial Services90.2%

Consumer Defensive5.6%

Other4.2%

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

Position Sizing

Positions: 906Median: 0.00%Avg: 0.11%

0–0.5%

883(7.8%)

0.5–1%

1(0.7%)

1–3%

11(24.9%)

3–5%

2(6.5%)

5%+

9(60.0%)

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

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Portfolio Overlap

Shared: 893Unique: 13vs 20 funds

12.2%Low

906

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

16.6%

BANK OF AMERICA CORP /DE/

17.7%

16.4%

19.7%

23.3%

18.7%

GEODE CAPITAL MANAGEMENT, LLC

18.1%

VANGUARD CAPITAL MANAGEMENT LLC

18.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

18.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New334Increased307Decreased131Exited115

New Positions

WMS0.1%

+5K

FMUN0.0%

+3K

JD0.0%

+4K

AUPH0.0%

+7K

FTRB0.0%

+4K

EPI0.0%

+2K

PBR0.0%

+5K

FLIN0.0%

+3K

PJAN0.0%

+2K

BNO0.0%

+1K

Increased

GOVT2.3%

+541K(+2227%)

EFG3.2%

+144K(+937%)

FENI3.0%

+114K(+35%)

BAI2.8%

+45K(+11%)

IVV11.8%

+38K(+61%)

IUSB8.1%

+34K(+4%)

ITA*1.9%

+21K(+74%)

THRO2.7%

+20K(+5%)

IVW6.0%

+15K(+5%)

IAGG1.8%

+13K(+7%)

Decreased

SPYM0.0%

-797,565(-100%)

IXUS0.0%

-328,158(-100%)

FBND5.3%

-148,191(-19%)

DYNF6.0%

-84,109(-13%)

IAU*0.7%

-82,308(-64%)

OEF0.1%

-81,813(-98%)

IEMG5.6%

-35,713(-7%)

EMB0.0%

-33,612(-98%)

BINC1.2%

-28,820(-19%)

IVE6.7%

-21,814(-11%)

Exited

-3,846

-385

-893

-600

-300

-2,570

-276

-1,000

-3,856

-1

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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