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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | XME | SPDR SERIES TRUST | — | 500.0 | $54K | 0.01% | +473.0 | +1751.8% | $108.01 | +5.8% |
| 82 | HL | HECLA MINING COMPANY | Basic Materials | 2,855.0 | $53K | 0.01% | +44.0 | +1.6% | $18.63 | -3.8% |
| 83 | DVN | DEVON ENERGY CORP NEW | Energy | 1,055.0 | $53K | 0.01% | +6.0 | +0.6% | $50.32 | -3.7% |
| 84 | — | ANGLOGOLD ASHANTI PLC | — | 536.0 | $52K | 0.01% | +363.0 | +209.8% | $97.36 | — |
| 85 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 1,012.0 | $51K | 0.01% | +73.0 | +7.8% | $50.18 | -7.7% |
| 86 | SPDW | SPDR INDEX SHS FDS | — | 1,100.0 | $50K | 0.01% | +13.0 | +1.2% | $45.65 | +8.5% |
| 87 | IFGL | ISHARES TR | — | 2,188.0 | $49K | 0.01% | +63.0 | +3.0% | $22.36 | +2.4% |
| 88 | TIP | ISHARES TR | — | 433.0 | $48K | 0.01% | +37.0 | +9.3% | $110.30 | +0.2% |
| 89 | NEE | NEXTERA ENERGY INC | Utilities | 501.0 | $47K | 0.01% | +334.0 | +200.0% | $92.90 | -3.7% |
| 90 | AVGO | BROADCOM INC | Technology | 147.0 | $45K | 0.01% | +28.0 | +23.5% | $309.51 | +35.8% |
| 91 | PRU | PRUDENTIAL FINL INC | Financial Services | 457.0 | $45K | 0.01% | +29.0 | +6.8% | $97.72 | +4.4% |
| 92 | XLK | SELECT SECTOR SPDR TR | — | 336.0 | $45K | 0.01% | +158.0 | +88.8% | $132.90 | +33.1% |
| 93 | PSX | PHILLIPS 66 | Energy | 245.0 | $45K | 0.01% | +38.0 | +18.4% | $181.84 | -4.8% |
| 94 | KMI | KINDER MORGAN INC DEL | Energy | 1,286.0 | $43K | 0.01% | +331.0 | +34.7% | $33.53 | -0.4% |
| 95 | PFE | PFIZER INC | Healthcare | 1,521.0 | $43K | 0.01% | +1K | +704.8% | $28.08 | -10.2% |
| 96 | EOG | EOG RES INC | Energy | 289.0 | $42K | 0.01% | +9.0 | +3.2% | $144.32 | -4.1% |
| 97 | AMT | AMERICAN TOWER CORP | Real Estate | 236.0 | $41K | 0.01% | +5.0 | +2.2% | $172.56 | -0.7% |
| 98 | T | AT&T INC | Communication Services | 1,399.0 | $41K | 0.01% | +635.0 | +83.1% | $28.98 | -17.0% |
| 99 | CCJ | CAMECO CORP | Energy | 362.0 | $39K | 0.01% | +5.0 | +1.4% | $108.47 | -0.6% |
| 100 | RTX | RTX CORPORATION | Industrials | 200.0 | $39K | 0.01% | +113.0 | +129.9% | $192.97 | -11.0% |
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%