Portfolio (Quarterly)
Guide ↗
Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 1 | $623.0 | — | SOLD |
| 82 | VBK | VANGUARD INDEX FDS | — | 2 | $605.0 | — | SOLD |
| 83 | MSCI | MSCI INC | Financial Services | 1 | $574.0 | — | SOLD |
| 84 | VMC | VULCAN MATLS CO | Basic Materials | 2 | $570.0 | — | SOLD |
| 85 | VOT | VANGUARD INDEX FDS | — | 2 | $559.0 | — | SOLD |
| 86 | UPST | UPSTART HLDGS INC | Financial Services | 12 | $525.0 | — | SOLD |
| 87 | DTE | DTE ENERGY CO | Utilities | 4 | $516.0 | — | SOLD |
| 88 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 2 | $512.0 | — | SOLD |
| 89 | FOXA | FOX CORP | Communication Services | 7 | $511.0 | — | SOLD |
| 90 | KHC | KRAFT HEINZ CO | Consumer Defensive | 19 | $461.0 | — | SOLD |
| 91 | VBR | VANGUARD INDEX FDS | — | 2 | $426.0 | — | SOLD |
| 92 | — | QIAGEN NV | — | 9 | $405.0 | — | SOLD |
| 93 | NOMD | NOMAD FOODS LTD | Consumer Defensive | 31 | $388.0 | — | SOLD |
| 94 | NTAP | NETAPP INC | Technology | 3 | $321.0 | — | SOLD |
| 95 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 2 | $290.0 | — | SOLD |
| 96 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 12 | $288.0 | — | SOLD |
| 97 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 2 | $288.0 | — | SOLD |
| 98 | FSLR | FIRST SOLAR INC | Energy | 1 | $261.0 | — | SOLD |
| 99 | GRAL | GRAIL INC | Healthcare | 3 | $257.0 | — | SOLD |
| 100 | KKR | KKR & CO INC | Financial Services | 2 | $255.0 | — | 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%