Portfolio (Quarterly)
Guide ↗
Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | — | BBB FOODS INC | — | 214.0 | $9K | 0.00% | +13.0 | +6.5% | $41.67 | — |
| 222 | HSAI | HESAI GROUP | Consumer Cyclical | 476.0 | $9K | 0.00% | +430.0 | +934.8% | $18.22 | +4.8% |
| 223 | — | HAMILTON INSURANCE GROUP LTD | — | 255.0 | $9K | 0.00% | +223.0 | +696.9% | $33.94 | — |
| 224 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 24.0 | $9K | 0.00% | +13.0 | +118.2% | $359.00 | -1.6% |
| 225 | GLNG | GOLAR LNG LTD | Energy | 170.0 | $8K | 0.00% | +159.0 | +1445.5% | $49.84 | +4.3% |
| 226 | PPL | PPL CORP | Utilities | 232.0 | $8K | 0.00% | +206.0 | +792.3% | $36.35 | -5.4% |
| 227 | CDE | COEUR MNG INC | Basic Materials | 516.0 | $8K | 0.00% | +9.0 | +1.8% | $16.32 | +28.5% |
| 228 | MPT | MEDICAL PROPERTIES TRUST INC | Financial Services | 1,777.0 | $8K | 0.00% | +539.0 | +43.5% | $4.62 | -10.8% |
| 229 | DB | DEUTSCHE BK AG | Financial Services | 241.0 | $8K | 0.00% | +233.0 | +2912.5% | $33.76 | +12.0% |
| 230 | ETHA | ISHARES ETHEREUM TR | Financial Services | 677.0 | $8K | 0.00% | +382.0 | +129.5% | $11.89 | +53.4% |
| 231 | VALE | VALE S A | Basic Materials | 526.0 | $8K | 0.00% | +278.0 | +112.1% | $15.04 | -3.0% |
| 232 | WEN | WENDYS CO | Consumer Cyclical | 944.0 | $8K | 0.00% | +439.0 | +86.9% | $8.29 | +8.7% |
| 233 | FHN | FIRST HORIZON CORPORATION | Financial Services | 297.0 | $8K | 0.00% | +8.0 | +2.8% | $25.64 | -3.9% |
| 234 | AZN | ASTRAZENECA PLC | Healthcare | 39.0 | $7K | 0.00% | +1.0 | +2.6% | $189.62 | -12.5% |
| 235 | LRCX | LAM RESEARCH CORP | Technology | 17.0 | $7K | 0.00% | +4.0 | +30.8% | $433.35 | -27.5% |
| 236 | DEO | DIAGEO PLC | Consumer Defensive | 90.0 | $7K | 0.00% | +4.0 | +4.7% | $80.38 | +17.7% |
| 237 | DUK | DUKE ENERGY CORP NEW | Utilities | 57.0 | $7K | 0.00% | +2.0 | +3.6% | $126.58 | -5.3% |
| 238 | LASR | NLIGHT INC | Technology | 102.0 | $7K | 0.00% | +66.0 | +183.3% | $69.43 | -31.7% |
| 239 | BKU | BANKUNITED INC | Financial Services | 144.0 | $7K | 0.00% | +2.0 | +1.4% | $48.45 | -4.4% |
| 240 | ALB | ALBEMARLE CORP | Basic Materials | 51.0 | $7K | 0.00% | +35.0 | +218.8% | $135.04 | +6.1% |
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%