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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 581 | SMG | SCOTTS MIRACLE-GRO CO | Basic Materials | 27.0 | $2K | — | NEW | — | $58.33 | -1.4% |
| 582 | BNS | BANK NOVA SCOTIA HALIFAX | Financial Services | 21.0 | $2K | — | NEW | — | $73.67 | +4.9% |
| 583 | MCO | MOODYS CORP | Financial Services | 3.0 | $2K | — | NEW | — | $511.00 | -13.2% |
| 584 | LYFT | LYFT INC | Technology | 78.0 | $2K | — | NEW | — | $19.37 | -31.0% |
| 585 | IREN | IREN LIMITED | Financial Services | 40.0 | $2K | — | NEW | — | $37.77 | +33.6% |
| 586 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 11.0 | $1K | — | NEW | — | $135.18 | -6.1% |
| 587 | SPTL | SPDR SERIES TRUST | — | 56.0 | $1K | — | NEW | — | $26.46 | -4.5% |
| 588 | — | VIZSLA SILVER CORP | — | 270.0 | $1K | — | NEW | — | $5.47 | — |
| 589 | ENS | ENERSYS | Industrials | 10.0 | $1K | — | NEW | — | $146.80 | +52.9% |
| 590 | KRMN | KARMAN HLDGS INC | Industrials | 20.0 | $1K | — | NEW | — | $73.15 | -9.5% |
| 591 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 37.0 | $1K | — | NEW | — | $39.00 | -27.3% |
| 592 | CGAU | CENTERRA GOLD INC | Basic Materials | 100.0 | $1K | — | NEW | — | $14.37 | +13.5% |
| 593 | KEP | KOREA ELEC PWR CORP | Utilities | 87.0 | $1K | — | NEW | — | $16.51 | -21.8% |
| 594 | — | DOLLY VARDEN SILVER CORP | — | 325.0 | $1K | — | NEW | — | $4.41 | — |
| 595 | PTEN | PATTERSON-UTI ENERGY INC | Energy | 234.0 | $1K | — | NEW | — | $6.11 | +110.3% |
| 596 | VNOM | VIPER ENERGY INC | Energy | 37.0 | $1K | — | NEW | — | $38.62 | +27.2% |
| 597 | MFC | MANULIFE FINL CORP | Financial Services | 39.0 | $1K | — | NEW | — | $36.28 | +5.4% |
| 598 | SBCF | SEACOAST BKG CORP FLA | Financial Services | 45.0 | $1K | — | NEW | — | $31.42 | -3.9% |
| 599 | INDB | INDEPENDENT BK CORP MASS | Financial Services | 19.0 | $1K | — | NEW | — | $73.11 | +6.2% |
| 600 | INSP | INSPIRE MED SYS INC | Healthcare | 15.0 | $1K | — | NEW | — | $92.20 | -54.6% |
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%