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 | ET | ENERGY TRANSFER L P | Energy | 1,523.0 | $29K | 0.00% | +8.0 | +0.5% | $19.12 | +10.8% |
| 142 | PSA | PUBLIC STORAGE | Real Estate | 89.0 | $28K | 0.00% | +25.0 | +39.1% | $318.31 | +1.3% |
| 143 | BURL | BURLINGTON STORES INC | Consumer Cyclical | 89.0 | $28K | 0.00% | +2.0 | +2.3% | $316.80 | +3.1% |
| 144 | SCHW | SCHWAB CHARLES CORP | Financial Services | 300.0 | $28K | 0.00% | +2.0 | +0.7% | $92.17 | +21.8% |
| 145 | HSY | HERSHEY CO | Consumer Defensive | 155.0 | $27K | 0.00% | +73.0 | +89.0% | $174.95 | +6.6% |
| 146 | BE | BLOOM ENERGY CORP | Industrials | 88.0 | $27K | 0.00% | +36.0 | +69.2% | $302.70 | -33.4% |
| 147 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 115.0 | $26K | 0.00% | +88.0 | +325.9% | $223.95 | +25.4% |
| 148 | GIS | GENERAL MILLS INC | Consumer Defensive | 715.0 | $25K | 0.00% | +678.0 | +1832.4% | $34.80 | +14.9% |
| 149 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 3,378.0 | $24K | 0.00% | +28.0 | +0.8% | $7.05 | -4.4% |
| 150 | DTM | DT MIDSTREAM INC | Energy | 158.0 | $23K | 0.00% | +32.0 | +25.4% | $146.74 | -13.6% |
| 151 | CLS | CELESTICA INC | Technology | 62.0 | $23K | 0.00% | +2.0 | +3.3% | $364.81 | -18.7% |
| 152 | MET | METLIFE INC | Financial Services | 265.0 | $22K | 0.00% | +131.0 | +97.8% | $84.61 | +11.5% |
| 153 | DIS | DISNEY WALT CO | Communication Services | 230.0 | $22K | 0.00% | +116.0 | +101.8% | $96.25 | +12.0% |
| 154 | INTC | INTEL CORP | Technology | 158.0 | $22K | 0.00% | +58.0 | +58.0% | $139.63 | -35.5% |
| 155 | KEY | KEYCORP | Financial Services | 935.0 | $22K | 0.00% | +57.0 | +6.5% | $23.05 | -5.1% |
| 156 | BAC | BANK OF AMER CORP | Financial Services | 378.0 | $22K | 0.00% | +51.0 | +15.6% | $56.95 | +8.3% |
| 157 | CAVA | CAVA GROUP INC | Consumer Cyclical | 273.0 | $21K | 0.00% | +7.0 | +2.6% | $78.48 | -6.2% |
| 158 | KVUE | KENVUE INC | Consumer Defensive | 1,091.0 | $21K | 0.00% | +105.0 | +10.7% | $19.11 | -0.3% |
| 159 | WEC | WEC ENERGY GROUP INC | Utilities | 178.0 | $21K | 0.00% | +41.0 | +29.9% | $116.77 | -9.2% |
| 160 | UPS | UNITED PARCEL SVCS INC | Industrials | 192.0 | $21K | 0.00% | +150.0 | +357.1% | $107.22 | -4.9% |
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%