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 | — | CHAGEE HLDGS LTD | — | 45.0 | $419.0 | — | NEW | — | $9.31 | — |
| 182 | CSIQ | CANADIAN SOLAR INC | Energy | 30.0 | $416.0 | — | NEW | — | $13.87 | -18.2% |
| 183 | DAO | YOUDAO INC | Consumer Defensive | 42.0 | $413.0 | — | NEW | — | $9.83 | +48.7% |
| 184 | OMER | OMEROS CORP | Healthcare | 39.0 | $412.0 | — | NEW | — | $10.56 | +96.3% |
| 185 | EE | EXCELERATE ENERGY INC | Utilities | 12.0 | $401.0 | — | NEW | — | $33.42 | +1.7% |
| 186 | IBCP | INDEPENDENT BK CORP MICH | Financial Services | 12.0 | $400.0 | — | NEW | — | $33.33 | +5.9% |
| 187 | CIEN | CIENA CORP | Technology | 1.0 | $388.0 | — | NEW | — | $388.00 | -8.3% |
| 188 | IAG | IAMGOLD CORP | Basic Materials | 20.0 | $376.0 | — | NEW | — | $18.80 | +5.8% |
| 189 | SMFG | SUMITOMO MITSUI FIN GRP INC | Financial Services | 19.0 | $375.0 | — | NEW | — | $19.74 | +31.0% |
| 190 | GGAL | GRUPO FINANCIERO GALICIA S.A | Financial Services | 8.0 | $374.0 | — | NEW | — | $46.75 | -14.5% |
| 191 | STNG | SCORPIO TANKERS INC | Energy | 5.0 | $373.0 | — | NEW | — | $74.60 | +8.9% |
| 192 | YPF | YPF SOCIEDAD ANONIMA | Energy | 8.0 | $370.0 | — | NEW | — | $46.25 | +16.6% |
| 193 | FINV | FINVOLUTION GROUP | Financial Services | 77.0 | $369.0 | — | NEW | — | $4.79 | -33.4% |
| 194 | — | CORE LABORATORIES INC | — | 22.0 | $369.0 | — | NEW | — | $16.77 | — |
| 195 | RSKD | RISKIFIED LTD | Technology | 94.0 | $368.0 | — | NEW | — | $3.91 | +82.4% |
| 196 | TCMD | TACTILE SYS TECHNOLOGY INC | Healthcare | 14.0 | $366.0 | — | NEW | — | $26.14 | -14.2% |
| 197 | PAYC | PAYCOM SOFTWARE INC | Technology | 3.0 | $365.0 | — | NEW | — | $121.67 | +82.2% |
| 198 | AXGN | AXOGEN INC | Healthcare | 11.0 | $364.0 | — | NEW | — | $33.09 | +30.9% |
| 199 | RELY | REMITLY GLOBAL INC | Technology | 23.0 | $360.0 | — | NEW | — | $15.65 | +29.0% |
| 200 | THR | THERMON GROUP HLDGS INC | Industrials | 7.0 | $353.0 | — | NEW | — | $50.43 | +21.2% |
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
53.1%
Financial Services
16.5%
Technology
9.9%
Consumer Cyclical
5.5%
Industrials
4.5%
Energy
2.9%
Communication Services
2.5%
Healthcare
2.4%
Utilities
1.5%
Basic Materials
0.8%