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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | VNET | VNET GROUP INC | Technology | 46.0 | $386.0 | — | +15.0 | +48.4% | $8.39 | +15.4% |
| 282 | DCOM | DIME CMNTY BANCSHARES INC | Financial Services | 11.0 | $372.0 | — | +9.0 | +450.0% | $33.82 | +6.4% |
| 283 | SMMT | SUMMIT THERAPEUTICS INC | Healthcare | 18.0 | $341.0 | — | +12.0 | +200.0% | $18.94 | -15.5% |
| 284 | JXN | JACKSON FINANCIAL INC | Financial Services | 3.0 | $317.0 | — | +1.0 | +50.0% | $105.67 | +5.3% |
| 285 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 12.0 | $316.0 | — | +5.0 | +71.4% | $26.33 | +10.1% |
| 286 | PSTG | EVERPURE INC | Technology | 5.0 | $295.0 | — | +1.0 | +25.0% | $59.00 | +13.5% |
| 287 | — | BIRKENSTOCK HOLDING PLC | — | 8.0 | $287.0 | — | +1.0 | +14.3% | $35.88 | — |
| 288 | DB | DEUTSCHE BK AG | Financial Services | 8.0 | $238.0 | — | +1.0 | +14.3% | $29.75 | +5.1% |
| 289 | BCAX | BICARA THERAPEUTICS INC | Healthcare | 11.0 | $219.0 | — | +1.0 | +10.0% | $19.91 | +1.0% |
| 290 | ACMR | ACM RESH INC | Technology | 5.0 | $197.0 | — | +1.0 | +25.0% | $39.40 | +58.5% |
| 291 | YALA | YALLA GROUP LTD | Technology | 29.0 | $181.0 | — | +10.0 | +52.6% | $6.24 | +6.5% |
| 292 | ALHC | ALIGNMENT HEALTHCARE INC | Healthcare | 8.0 | $141.0 | — | +1.0 | +14.3% | $17.62 | -9.5% |
| 293 | AMRC | AMERESCO INC | Industrials | 5.0 | $128.0 | — | +1.0 | +25.0% | $25.60 | +24.6% |
| 294 | LENZ | LENZ THERAPEUTICS INC | Healthcare | 6.0 | $55.0 | — | +1.0 | +20.0% | $9.17 | -23.6% |
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%