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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 761 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 12.0 | $288.0 | — | NEW | — | $24.00 | +37.9% |
| 762 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 2.0 | $288.0 | — | NEW | — | $144.00 | +19.6% |
| 763 | — | BIRKENSTOCK HOLDING PLC | — | 7.0 | $286.0 | — | NEW | — | $40.86 | — |
| 764 | TRGP | TARGA RES CORP | Energy | 2.0 | $277.0 | — | NEW | — | $138.50 | +96.4% |
| 765 | A | AGILENT TECHNOLOGIES INC | Healthcare | 2.0 | $272.0 | — | NEW | — | $136.00 | -17.6% |
| 766 | XYL | XYLEM INC | Industrials | 2.0 | $272.0 | — | NEW | — | $136.00 | -20.5% |
| 767 | DB | DEUTSCHE BANK A G | Financial Services | 7.0 | $270.0 | — | NEW | — | $38.57 | -19.9% |
| 768 | PSTG | PURE STORAGE INC | Technology | 4.0 | $268.0 | — | NEW | — | $67.00 | +30.4% |
| 769 | LNC | LINCOLN NATL CORP IND | Financial Services | 6.0 | $267.0 | — | NEW | — | $44.50 | -22.8% |
| 770 | COCO | VITA COCO CO INC | Consumer Defensive | 5.0 | $265.0 | — | NEW | — | $53.00 | +49.5% |
| 771 | BWMN | BOWMAN CONSULTING GROUP LTD | Industrials | 8.0 | $264.0 | — | NEW | — | $33.00 | -4.4% |
| 772 | ANET | ARISTA NETWORKS INC | Technology | 2.0 | $262.0 | — | NEW | — | $131.00 | +8.2% |
| 773 | OTIS | OTIS WORLDWIDE CORP | Industrials | 3.0 | $262.0 | — | NEW | — | $87.33 | -18.7% |
| 774 | VNET | VNET GROUP INC | Technology | 31.0 | $262.0 | — | NEW | — | $8.45 | +19.4% |
| 775 | FSLR | FIRST SOLAR INC | Energy | 1.0 | $261.0 | — | NEW | — | $261.00 | -10.6% |
| 776 | — | BLOCK INC | — | 4.0 | $260.0 | — | NEW | — | $65.00 | — |
| 777 | GRAL | GRAIL INC | Healthcare | 3.0 | $257.0 | — | NEW | — | $85.67 | -30.4% |
| 778 | KKR | KKR & CO INC | Financial Services | 2.0 | $255.0 | — | NEW | — | $127.50 | -23.9% |
| 779 | PLD | PROLOGIS INC. | Real Estate | 2.0 | $255.0 | — | NEW | — | $127.50 | +10.2% |
| 780 | TIMB | TIM S A | Communication Services | 13.0 | $253.0 | — | NEW | — | $19.46 | +12.6% |
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%