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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | — | AMERICA MOVIL SAB DE CV | — | 5.0 | $130.0 | — | NEW | — | $26.00 | — |
| 342 | — | LIBERTY CAP CORP | — | 6.0 | $129.0 | — | NEW | — | $21.50 | — |
| 343 | AZTA | AZENTA INC | Healthcare | 5.0 | $128.0 | — | NEW | — | $25.60 | +46.1% |
| 344 | LOMA | LOMA NEGRA C I A S A MTN 14 | Basic Materials | 11.0 | $126.0 | — | NEW | — | $11.45 | -18.7% |
| 345 | NTR | NUTRIEN LTD | Basic Materials | 2.0 | $126.0 | — | NEW | — | $63.00 | +19.5% |
| 346 | DOO | BRP INC | Consumer Cyclical | 2.0 | $122.0 | — | NEW | — | $61.00 | +11.5% |
| 347 | DFH | DREAM FINDERS HOMES INC | Consumer Cyclical | 7.0 | $121.0 | — | NEW | — | $17.29 | -13.7% |
| 348 | VIV | TELEFONICA BRASIL SA | Communication Services | 9.0 | $118.0 | — | NEW | — | $13.11 | -12.8% |
| 349 | — | ETORO GROUP LTD | — | 3.0 | $118.0 | — | NEW | — | $39.33 | — |
| 350 | TLRY | TILRAY BRANDS INC | Healthcare | 26.0 | $117.0 | — | NEW | — | $4.50 | +7.6% |
| 351 | ZGN | ERMENEGILDO ZEGNA N V | Consumer Cyclical | 9.0 | $117.0 | — | NEW | — | $13.00 | +6.9% |
| 352 | SLDE | SLIDE INS HLDGS INC | Financial Services | 6.0 | $116.0 | — | NEW | — | $19.33 | +17.6% |
| 353 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 1.0 | $114.0 | — | NEW | — | $114.00 | +6.2% |
| 354 | — | OCULIS HOLDING AG | — | 8.0 | $111.0 | — | NEW | — | $13.88 | — |
| 355 | — | ENVIRI CORP | — | 5.0 | $110.0 | — | NEW | — | $22.00 | — |
| 356 | SHC | SOTERA HEALTH CO | Healthcare | 6.0 | $107.0 | — | NEW | — | $17.83 | +9.7% |
| 357 | IMNM | IMMUNOME INC | Healthcare | 5.0 | $106.0 | — | NEW | — | $21.20 | +34.5% |
| 358 | — | AIR INDS GROUP | — | 35.0 | $106.0 | — | NEW | — | $3.03 | — |
| 359 | CRVS | CORVUS PHARMACEUTICALS INC | Healthcare | 7.0 | $105.0 | — | NEW | — | $15.00 | -3.6% |
| 360 | — | PINNACLE FINL PARTNERS INC | — | 1.0 | $101.0 | — | NEW | — | $101.00 | — |
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%