Portfolio (Quarterly)
Guide ↗
Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 1,114.0 | $41K | 0.01% | NEW | — | $37.00 | -9.5% |
| 182 | AVGO | BROADCOM INC | Technology | 119.0 | $41K | 0.01% | NEW | — | $346.10 | +19.3% |
| 183 | JNJ | JOHNSON & JOHNSON | Healthcare | 197.0 | $41K | 0.01% | NEW | — | $206.95 | +11.0% |
| 184 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 231.0 | $41K | 0.01% | NEW | — | $175.75 | +4.4% |
| 185 | INTF | ISHARES TR | — | 1,069.0 | $40K | 0.01% | NEW | — | $37.75 | +8.2% |
| 186 | TTI | TETRA TECHNOLOGIES INC DEL | Energy | 4,190.0 | $39K | 0.01% | NEW | — | $9.37 | +9.8% |
| 187 | SPEM | SPDR INDEX SHS FDS | — | 831.0 | $39K | 0.01% | NEW | — | $46.84 | +8.0% |
| 188 | VTI | VANGUARD INDEX FDS | — | 116.0 | $39K | 0.01% | NEW | — | $335.27 | +7.7% |
| 189 | DVN | DEVON ENERGY CORP NEW | Energy | 1,049.0 | $38K | 0.01% | NEW | — | $36.63 | +35.5% |
| 190 | SE | SEA LTD | Consumer Cyclical | 300.0 | $38K | 0.01% | NEW | — | $127.57 | -32.4% |
| 191 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 939.0 | $38K | 0.01% | NEW | — | $40.72 | +16.7% |
| 192 | — | FIDELITY SOLANA FD | — | 2,570.0 | $37K | 0.01% | NEW | — | $14.59 | — |
| 193 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 695.0 | $37K | 0.01% | NEW | — | $53.83 | +14.5% |
| 194 | SLI | STANDARD LITHIUM LTD | Basic Materials | 8,343.0 | $37K | 0.01% | NEW | — | $4.47 | -18.3% |
| 195 | PINK | SIMPLIFY EXCHANGE TRADED FUN | — | 1,000.0 | $37K | 0.01% | NEW | — | $36.60 | -0.4% |
| 196 | SHOP | SHOPIFY INC | Technology | 227.0 | $37K | 0.01% | NEW | — | $160.97 | -36.9% |
| 197 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 1,518.0 | $36K | 0.01% | NEW | — | $24.01 | -5.8% |
| 198 | UAL | UNITED AIRLS HLDGS INC | Industrials | 324.0 | $36K | 0.01% | NEW | — | $111.82 | -20.3% |
| 199 | INSM | INSMED INC | Healthcare | 202.0 | $35K | 0.01% | NEW | — | $174.04 | -38.4% |
| 200 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 190.0 | $35K | 0.01% | NEW | — | $185.03 | -9.6% |
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
49.9%
Financial Services
24.2%
Technology
9.1%
Consumer Cyclical
5.1%
Communication Services
3.4%
Industrials
2.5%
Energy
1.8%
Healthcare
1.6%
Utilities
1.5%
Basic Materials
0.6%