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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | — | KINIKSA PHARMACEUTICALS INTL | — | 188.0 | $12K | 0.00% | +65.0 | +52.9% | $63.95 | — |
| 202 | COLB | COLUMBIA BKG SYS INC | Financial Services | 372.0 | $12K | 0.00% | +11.0 | +3.0% | $32.05 | -3.9% |
| 203 | VET | VERMILION ENERGY INC | Energy | 1,252.0 | $12K | 0.00% | +1K | +10000.0% | $9.37 | +35.9% |
| 204 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 182.0 | $12K | 0.00% | +8.0 | +4.6% | $64.13 | +16.7% |
| 205 | GWX | SPDR INDEX SHS FDS | — | 263.0 | $11K | 0.00% | +4.0 | +1.5% | $43.68 | +5.8% |
| 206 | NVMI | NOVA LTD | Technology | 21.0 | $11K | 0.00% | +19.0 | +950.0% | $542.95 | -30.6% |
| 207 | DHR | DANAHER CORP DEL | Healthcare | 59.0 | $11K | 0.00% | +32.0 | +118.5% | $190.47 | +14.9% |
| 208 | FINV | FINVOLUTION GROUP | Financial Services | 2,319.0 | $11K | 0.00% | +2K | +2911.7% | $4.79 | -9.2% |
| 209 | SBUX | STARBUCKS CORP | Consumer Cyclical | 107.0 | $11K | 0.00% | +45.0 | +72.6% | $101.71 | +5.3% |
| 210 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 187.0 | $11K | 0.00% | +133.0 | +246.3% | $57.62 | +16.3% |
| 211 | V | VISA INC | Financial Services | 31.0 | $11K | 0.00% | +2.0 | +6.9% | $343.10 | +8.1% |
| 212 | HASI | HA SUSTAINABLE INFRA CAP INC | Financial Services | 267.0 | $10K | 0.00% | +11.0 | +4.3% | $39.05 | +1.1% |
| 213 | — | AMER SPORTS INC | — | 301.0 | $10K | 0.00% | +280.0 | +1333.3% | $33.84 | — |
| 214 | HLF | HERBALIFE LTD | Consumer Defensive | 765.0 | $10K | 0.00% | +754.0 | +6854.6% | $13.15 | -3.8% |
| 215 | — | CANADIAN PACIFIC KANSAS CITY | — | 111.0 | $10K | 0.00% | +4.0 | +3.7% | $86.70 | — |
| 216 | CAMT | CAMTEK LTD | Technology | 58.0 | $9K | 0.00% | +55.0 | +1833.3% | $163.12 | -10.0% |
| 217 | — | CMB.TECH NV | — | 663.0 | $9K | 0.00% | +627.0 | +1741.7% | $13.99 | — |
| 218 | — | ENLIGHT RENEWABLE ENERGY LTD | — | 104.0 | $9K | 0.00% | +103.0 | +10000.0% | $89.02 | — |
| 219 | XP | XP INC | Financial Services | 564.0 | $9K | 0.00% | +232.0 | +69.9% | $16.26 | +3.4% |
| 220 | AFYA | AFYA LTD | Consumer Defensive | 601.0 | $9K | 0.00% | +133.0 | +28.4% | $14.84 | -3.4% |
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
46.5%
Financial Services
16.8%
Technology
14.4%
Consumer Cyclical
5.8%
Industrials
5.0%
Healthcare
3.0%
Communication Services
2.5%
Energy
2.4%
Utilities
1.8%
Basic Materials
1.4%