Portfolio (Quarterly)
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Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | HLN | HALEON PLC | Healthcare | 663.0 | $7K | 0.00% | +324.0 | +95.6% | $10.01 | -8.2% |
| 182 | HE | HAWAIIAN ELEC INDS INC MTN B | Utilities | 434.0 | $6K | 0.00% | +119.0 | +37.8% | $14.84 | -10.4% |
| 183 | BKU | BANKUNITED INC | Financial Services | 142.0 | $6K | 0.00% | +4.0 | +2.9% | $45.16 | +0.0% |
| 184 | RDY | DR REDDYS LABS LTD | Healthcare | 462.0 | $6K | 0.00% | +448.0 | +3200.0% | $13.85 | -2.4% |
| 185 | XP | XP INC | Financial Services | 332.0 | $6K | 0.00% | +286.0 | +621.7% | $19.04 | -12.5% |
| 186 | PUK | PRUDENTIAL PLC | Financial Services | 219.0 | $6K | 0.00% | +82.0 | +59.9% | $28.43 | +7.5% |
| 187 | RIO | RIO TINTO PLC | Basic Materials | 64.0 | $6K | 0.00% | +17.0 | +36.2% | $93.30 | +7.8% |
| 188 | — | KINIKSA PHARMACEUTICALS INTL | — | 123.0 | $6K | 0.00% | +82.0 | +200.0% | $48.15 | — |
| 189 | BCH | BANCO DE CHILE | Financial Services | 158.0 | $6K | 0.00% | +24.0 | +17.9% | $37.04 | -2.6% |
| 190 | IONQ | IONQ INC | Technology | 200.0 | $6K | 0.00% | +150.0 | +300.0% | $28.83 | +69.0% |
| 191 | MPT | MEDICAL PROPERTIES TRUST INC | Financial Services | 1,238.0 | $6K | 0.00% | +663.0 | +115.3% | $4.63 | +9.4% |
| 192 | — | CRH PLC | — | 54.0 | $6K | 0.00% | +6.0 | +12.5% | $105.11 | — |
| 193 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 19.0 | $6K | 0.00% | +1.0 | +5.6% | $292.74 | +34.1% |
| 194 | SPGI | S&P GLOBAL INC | Financial Services | 13.0 | $6K | 0.00% | +4.0 | +44.4% | $425.31 | -2.1% |
| 195 | SBUX | STARBUCKS CORP | Consumer Cyclical | 62.0 | $6K | 0.00% | +23.0 | +59.0% | $88.87 | +19.3% |
| 196 | APA | APA CORPORATION | Energy | 117.0 | $5K | 0.00% | +1.0 | +0.9% | $42.44 | -4.3% |
| 197 | ASTS | AST SPACEMOBILE INC | Technology | 59.0 | $5K | 0.00% | +2.0 | +3.5% | $82.86 | +3.3% |
| 198 | TY | TRI CONTL CORP | Financial Services | 147.0 | $5K | 0.00% | +1.0 | +0.7% | $31.61 | +8.9% |
| 199 | — | SEALED AIR CORP NEW | — | 108.0 | $5K | 0.00% | +91.0 | +535.3% | $42.05 | — |
| 200 | BVN | COMPANIA DE MINAS BUENAVENTU | Basic Materials | 123.0 | $4K | 0.00% | +117.0 | +1950.0% | $36.04 | -7.8% |
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
52.4%
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%