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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 641 | NUTX | NUTEX HEALTH INC | Healthcare | 6.0 | $988.0 | — | NEW | — | $164.67 | -23.3% |
| 642 | — | POLESTAR AUTOMOTIVE HLDG UK | — | 46.0 | $983.0 | — | NEW | — | $21.37 | — |
| 643 | SOLV | SOLVENTUM CORP | Healthcare | 12.0 | $951.0 | — | NEW | — | $79.25 | -6.3% |
| 644 | AESI | ATLAS ENERGY SOLUTIONS INC | Energy | 100.0 | $942.0 | — | NEW | — | $9.42 | +106.5% |
| 645 | SNPS | SYNOPSYS INC | Technology | 2.0 | $939.0 | — | NEW | — | $469.50 | +7.0% |
| 646 | WELL | WELLTOWER INC | Real Estate | 5.0 | $928.0 | — | NEW | — | $185.60 | +15.2% |
| 647 | AVLV | AMERICAN CENTY ETF TR | — | 12.0 | $913.0 | — | NEW | — | $76.08 | +15.3% |
| 648 | PPL | PPL CORP | Utilities | 26.0 | $911.0 | — | NEW | — | $35.04 | -0.5% |
| 649 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 46.0 | $907.0 | — | NEW | — | $19.72 | -30.1% |
| 650 | USB | US BANCORP DEL | Financial Services | 17.0 | $907.0 | — | NEW | — | $53.35 | -0.4% |
| 651 | O | REALTY INCOME CORP | Real Estate | 16.0 | $902.0 | — | NEW | — | $56.38 | +8.4% |
| 652 | EGO | ELDORADO GOLD CORP NEW | Basic Materials | 25.0 | $898.0 | — | NEW | — | $35.92 | -11.9% |
| 653 | HROW | HARROW INC | Healthcare | 18.0 | $882.0 | — | NEW | — | $49.00 | -36.3% |
| 654 | PH | PARKER-HANNIFIN CORP | Industrials | 1.0 | $879.0 | — | NEW | — | $879.00 | -1.9% |
| 655 | SMCI | SUPER MICRO COMPUTER INC | Technology | 30.0 | $878.0 | — | NEW | — | $29.27 | +6.1% |
| 656 | HSBC | HSBC HLDGS PLC | Financial Services | 11.0 | $865.0 | — | NEW | — | $78.64 | +12.4% |
| 657 | AHR | AMERICAN HEALTHCARE REIT INC | Real Estate | 18.0 | $847.0 | — | NEW | — | $47.06 | +4.9% |
| 658 | CVNA | CARVANA CO | Consumer Cyclical | 2.0 | $844.0 | — | NEW | — | $422.00 | -84.1% |
| 659 | ATAT | ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 21.0 | $827.0 | — | NEW | — | $39.38 | -6.1% |
| 660 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 3.0 | $825.0 | — | NEW | — | $275.00 | +10.1% |
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
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%