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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 16.0 | $1K | — | +6.0 | +60.0% | $72.44 | +20.2% |
| 262 | MKSI | MKS INC. | Technology | 5.0 | $1K | — | +4.0 | +400.0% | $229.80 | +31.9% |
| 263 | SFBS | SERVISFIRST BANCSHARES INC | Financial Services | 15.0 | $1K | — | +7.0 | +87.5% | $72.80 | +3.0% |
| 264 | QFIN | QFIN HOLDINGS INC | Financial Services | 83.0 | $1K | — | +79.0 | +1975.0% | $12.92 | -1.0% |
| 265 | ZIM | ZIM INTEGRATED SHIPPING SERV | Industrials | 40.0 | $1K | — | +2.0 | +5.3% | $26.35 | -3.0% |
| 266 | SLF | SUN LIFE FINANCIAL INC. | Financial Services | 16.0 | $1K | — | +4.0 | +33.3% | $62.56 | +15.0% |
| 267 | UFCS | UNITED FIRE GROUP INC | Financial Services | 27.0 | $1K | — | +24.0 | +800.0% | $37.07 | +29.6% |
| 268 | EGO | ELDORADO GOLD CORP NEW | Basic Materials | 29.0 | $996.0 | — | +4.0 | +16.0% | $34.34 | -7.8% |
| 269 | NUTX | NUTEX HEALTH INC | Healthcare | 9.0 | $855.0 | — | +3.0 | +50.0% | $95.00 | +32.9% |
| 270 | HBNC | HORIZON BANCORP IND | Financial Services | 50.0 | $829.0 | — | +44.0 | +733.3% | $16.58 | +6.2% |
| 271 | ZTS | ZOETIS INC | Healthcare | 7.0 | $827.0 | — | +2.0 | +40.0% | $118.14 | -37.2% |
| 272 | TK | TEEKAY CORPORATION LTD | Energy | 67.0 | $818.0 | — | +40.0 | +148.2% | $12.21 | +8.3% |
| 273 | AAON | AAON INC | Industrials | 9.0 | $745.0 | — | +6.0 | +200.0% | $82.78 | +61.8% |
| 274 | LUNR | INTUITIVE MACHINES INC | Industrials | 38.0 | $705.0 | — | +12.0 | +46.1% | $18.55 | +82.7% |
| 275 | CRI | CARTERS INC | Consumer Cyclical | 18.0 | $644.0 | — | +16.0 | +800.0% | $35.78 | -6.5% |
| 276 | XPEV | XPENG INC | Consumer Cyclical | 36.0 | $616.0 | — | +18.0 | +100.0% | $17.11 | -8.7% |
| 277 | ANET | ARISTA NETWORKS INC | Technology | 5.0 | $614.0 | — | +3.0 | +150.0% | $122.80 | +15.4% |
| 278 | CNXC | CONCENTRIX CORP | Technology | 21.0 | $575.0 | — | +15.0 | +250.0% | $27.38 | -12.6% |
| 279 | SBSW | SIBANYE STILLWATER LTD | Basic Materials | 42.0 | $517.0 | — | +29.0 | +223.1% | $12.31 | -1.5% |
| 280 | TIMB | TIM S A | Communication Services | 18.0 | $477.0 | — | +5.0 | +38.5% | $26.50 | -17.3% |
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%