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 | — | BEONE MEDICINES LTD | — | 3.0 | $855.0 | — | NEW | — | $285.00 | — |
| 182 | BCC | BOISE CASCADE CO DEL | Basic Materials | 11.0 | $854.0 | — | NEW | — | $77.64 | +6.2% |
| 183 | EDN | EMPRESA DIST Y COMERCIAL NOR | Utilities | 33.0 | $824.0 | — | NEW | — | $24.97 | -10.7% |
| 184 | NAVN | NAVAN INC | Technology | 36.0 | $823.0 | — | NEW | — | $22.86 | +27.6% |
| 185 | LSPD | LIGHTSPEED COMMERCE INC | Technology | 74.0 | $776.0 | — | NEW | — | $10.49 | +1.2% |
| 186 | KRNT | KORNIT DIGITAL LTD | Industrials | 47.0 | $764.0 | — | NEW | — | $16.26 | +3.2% |
| 187 | KOPN | KOPIN CORP | Technology | 170.0 | $763.0 | — | NEW | — | $4.49 | +12.3% |
| 188 | PAC | GRUPO AEROPORTUNARIO DEL PAC | Industrials | 3.0 | $759.0 | — | NEW | — | $253.00 | -16.1% |
| 189 | MMI | MARCUS & MILLICHAP INC | Real Estate | 24.0 | $748.0 | — | NEW | — | $31.17 | +3.7% |
| 190 | WAY | WAYSTAR HLDG CORP | Technology | 36.0 | $739.0 | — | NEW | — | $20.53 | +21.8% |
| 191 | CIM | CHIMERA INVT CORP | Real Estate | 55.0 | $734.0 | — | NEW | — | $13.35 | -13.7% |
| 192 | CECO | CECO ENVIRONMENTAL CORP | Industrials | 8.0 | $726.0 | — | NEW | — | $90.75 | -21.2% |
| 193 | SIG | SIGNET JEWELERS LIMITED | Consumer Cyclical | 8.0 | $690.0 | — | NEW | — | $86.25 | -5.7% |
| 194 | AX | AXOS FINANCIAL INC | Financial Services | 7.0 | $682.0 | — | NEW | — | $97.43 | -0.8% |
| 195 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 12.0 | $654.0 | — | NEW | — | $54.50 | +9.2% |
| 196 | TIGR | UP FINTECH HLDG LTD | Financial Services | 148.0 | $651.0 | — | NEW | — | $4.40 | +21.2% |
| 197 | QURE | UNIQURE NV | Healthcare | 14.0 | $645.0 | — | NEW | — | $46.07 | +5.0% |
| 198 | TDOC | TELADOC HEALTH INC | Healthcare | 76.0 | $644.0 | — | NEW | — | $8.47 | -24.6% |
| 199 | KB | KB FINL GROUP INC | Financial Services | 6.0 | $630.0 | — | NEW | — | $105.00 | +12.3% |
| 200 | ALMS | ALUMIS INC | Healthcare | 22.0 | $619.0 | — | NEW | — | $28.14 | -14.1% |
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
46.5%
Financial Services
16.8%
Technology
14.4%
Consumer Cyclical
5.8%
Industrials
5.0%
Healthcare
3.0%
Communication Services
2.5%
Energy
2.4%
Utilities
1.8%
Basic Materials
1.4%