Portfolio (Quarterly)
Guide ↗
Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 3 | $252.0 | — | SOLD |
| 102 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 18 | $241.0 | — | SOLD |
| 103 | IONS | IONIS PHARMACEUTICALS INC | Healthcare | 3 | $237.0 | — | SOLD |
| 104 | PGR | PROGRESSIVE CORP | Financial Services | 1 | $228.0 | — | SOLD |
| 105 | VRSK | VERISK ANALYTICS INC | Industrials | 1 | $224.0 | — | SOLD |
| 106 | ASAN | ASANA INC | Technology | 16 | $219.0 | — | SOLD |
| 107 | — | THE BALDWIN INSURANCE GRP IN | — | 9 | $216.0 | — | SOLD |
| 108 | SHC | SOTERA HEALTH CO | Healthcare | 11 | $194.0 | — | SOLD |
| 109 | CNQ | CANADIAN NAT RES LTD | Energy | 5 | $169.0 | — | SOLD |
| 110 | GEO | GEO GROUP INC NEW | Industrials | 7 | $113.0 | — | SOLD |
| 111 | LX | LEXINFINTECH HLDGS LTD | Financial Services | 27 | $88.0 | — | SOLD |
| 112 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 4 | $82.0 | — | SOLD |
| 113 | SLM | SLM CORP | Financial Services | 1 | $27.0 | — | SOLD |
| 114 | PK | PARK HOTELS & RESORTS INC | Real Estate | 2 | $21.0 | — | SOLD |
| 115 | RKT | ROCKET COS INC | Financial Services | 1 | $19.0 | — | 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%