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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | ED | CONSOLIDATED EDISON INC | Utilities | 152.0 | $17K | 0.00% | +3.0 | +2.0% | $112.81 | -6.2% |
| 142 | HSY | HERSHEY CO | Consumer Defensive | 82.0 | $17K | 0.00% | +25.0 | +43.9% | $207.89 | -8.6% |
| 143 | KVUE | KENVUE INC | Consumer Defensive | 986.0 | $17K | 0.00% | +191.0 | +24.0% | $17.24 | -0.6% |
| 144 | DTM | DT MIDSTREAM INC | Energy | 126.0 | $17K | 0.00% | +85.0 | +207.3% | $134.67 | +9.9% |
| 145 | BAC | BANK AMERICA CORP | Financial Services | 327.0 | $16K | 0.00% | +2.0 | +0.6% | $48.81 | +3.6% |
| 146 | WEC | WEC ENERGY GROUP INC | Utilities | 137.0 | $16K | 0.00% | +47.0 | +52.2% | $115.77 | -5.9% |
| 147 | OKE | ONEOK INC NEW | Energy | 175.0 | $16K | 0.00% | +8.0 | +4.8% | $90.36 | +2.9% |
| 148 | TER | TERADYNE INC | Technology | 52.0 | $15K | 0.00% | +1.0 | +2.0% | $296.46 | +8.7% |
| 149 | LITE | LUMENTUM HLDGS INC | Technology | 21.0 | $15K | 0.00% | +1.0 | +5.0% | $702.76 | +26.4% |
| 150 | FAST | FASTENAL CO | Industrials | 295.0 | $14K | 0.00% | +145.0 | +96.7% | $46.40 | -4.9% |
| 151 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 480.0 | $13K | 0.00% | +260.0 | +118.2% | $26.12 | +3.4% |
| 152 | E | ENI SPA | Energy | 220.0 | $12K | 0.00% | +100.0 | +83.3% | $56.61 | +0.2% |
| 153 | EMR | EMERSON ELEC CO | Industrials | 94.0 | $12K | 0.00% | +56.0 | +147.4% | $131.02 | +0.4% |
| 154 | PPTA | PERPETUA RESOURCES CORP | Basic Materials | 416.0 | $12K | 0.00% | +32.0 | +8.3% | $28.12 | -5.2% |
| 155 | CMCSA | COMCAST CORP NEW | Communication Services | 402.0 | $12K | 0.00% | +238.0 | +145.1% | $28.71 | -12.2% |
| 156 | GFS | GLOBALFOUNDRIES INC | Technology | 250.0 | $11K | 0.00% | +100.0 | +66.7% | $44.48 | +51.5% |
| 157 | CUBE | CUBESMART | Real Estate | 303.0 | $11K | 0.00% | +186.0 | +159.0% | $36.65 | +6.4% |
| 158 | BOH | BANK HAWAII CORP | Financial Services | 141.0 | $10K | 0.00% | +16.0 | +12.8% | $74.25 | +3.3% |
| 159 | CERY | SPDR SERIES TRUST | — | 289.0 | $10K | 0.00% | +91.0 | +46.0% | $35.27 | +8.1% |
| 160 | — | SANDISK CORP | — | 16.0 | $10K | 0.00% | +5.0 | +45.5% | $635.31 | — |
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%