Portfolio (Quarterly)
Guide ↗
Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | ALTO | ALTO INGREDIENTS INC | Basic Materials | 440 | $1K | — | SOLD |
| 62 | MPAA | MOTORCAR PTS AMER INC | Consumer Cyclical | 100 | $1K | — | SOLD |
| 63 | — | ISHARES TR | — | 26 | $1K | — | SOLD |
| 64 | BIL | SPDR SERIES TRUST | — | 13 | $1K | — | SOLD |
| 65 | FMST | FOREMOST CLEAN ENERGY LTD | Basic Materials | 500 | $1K | — | SOLD |
| 66 | DTST | DATA STORAGE CORP | Technology | 200 | $1K | — | SOLD |
| 67 | XRPN | ARMADA ACQUISITION CORP II | Financial Services | 100 | $1K | — | SOLD |
| 68 | — | BLUE OWL CAPITAL CORPORATION | — | 80 | $994.0 | — | SOLD |
| 69 | AESI | ATLAS ENERGY SOLUTIONS INC | Energy | 100 | $942.0 | — | SOLD |
| 70 | AVLV | AMERICAN CENTY ETF TR | — | 12 | $913.0 | — | SOLD |
| 71 | HUBS | HUBSPOT INC | Technology | 2 | $803.0 | — | SOLD |
| 72 | IT | GARTNER INC | Technology | 3 | $757.0 | — | SOLD |
| 73 | ACHR | ARCHER AVIATION INC | Industrials | 100 | $752.0 | — | SOLD |
| 74 | VOE | VANGUARD INDEX FDS | — | 4 | $713.0 | — | SOLD |
| 75 | STEP | STEPSTONE GROUP INC | Financial Services | 11 | $706.0 | — | SOLD |
| 76 | TPG | TPG INC | Financial Services | 11 | $702.0 | — | SOLD |
| 77 | ADBE | ADOBE INC | Technology | 2 | $700.0 | — | SOLD |
| 78 | — | CRITICAL METALS CORP | — | 100 | $694.0 | — | SOLD |
| 79 | DASH | DOORDASH INC | Communication Services | 3 | $679.0 | — | SOLD |
| 80 | IDXX | IDEXX LABS INC | Healthcare | 1 | $677.0 | — | SOLD |
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%