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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | CIGI | COLLIERS INTL GROUP INC | Real Estate | 8.0 | $855.0 | — | NEW | — | $106.88 | -13.9% |
| 122 | GRPN | GROUPON INC | Communication Services | 71.0 | $845.0 | — | NEW | — | $11.90 | +46.7% |
| 123 | CRK | COMSTOCK RES INC | Energy | 39.0 | $822.0 | — | NEW | — | $21.08 | -29.7% |
| 124 | SILJ | AMPLIFY ETF TR | — | 27.0 | $802.0 | — | NEW | — | $29.70 | -0.4% |
| 125 | TCOM | TRIP COM GROUP LTD | Consumer Cyclical | 16.0 | $797.0 | — | NEW | — | $49.81 | -0.4% |
| 126 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 2.0 | $788.0 | — | NEW | — | $394.00 | +3.8% |
| 127 | PBI | PITNEY BOWES INC | Industrials | 71.0 | $785.0 | — | NEW | — | $11.06 | +42.5% |
| 128 | — | BETTER HOME & FINANCE HOLDIN | — | 22.0 | $784.0 | — | NEW | — | $35.64 | — |
| 129 | SLVP | ISHARES INC | — | 22.0 | $780.0 | — | NEW | — | $35.45 | +1.8% |
| 130 | EGBN | EAGLE BANCORPORATION INC | Financial Services | 31.0 | $771.0 | — | NEW | — | $24.87 | -1.6% |
| 131 | AVA | AVISTA CORP | Utilities | 19.0 | $763.0 | — | NEW | — | $40.16 | +2.6% |
| 132 | DPRO | DRAGANFLY INC. | Industrials | 150.0 | $737.0 | — | NEW | — | $4.91 | +7.3% |
| 133 | — | MECHANICS BANCORP | — | 49.0 | $723.0 | — | NEW | — | $14.76 | — |
| 134 | DLR | DIGITAL RLTY TR INC | Real Estate | 4.0 | $721.0 | — | NEW | — | $180.25 | +4.6% |
| 135 | DSGX | DESCARTES SYS GROUP INC | Technology | 10.0 | $716.0 | — | NEW | — | $71.60 | -5.4% |
| 136 | — | PERIMETER SOLUTIONS INC | — | 29.0 | $708.0 | — | NEW | — | $24.41 | — |
| 137 | — | AMER SPORTS INC | — | 21.0 | $691.0 | — | NEW | — | $32.90 | — |
| 138 | OTEX | OPEN TEXT CORP | Technology | 31.0 | $689.0 | — | NEW | — | $22.23 | +2.0% |
| 139 | WVE | WAVE LIFE SCIENCES LTD | Healthcare | 93.0 | $674.0 | — | NEW | — | $7.25 | -6.6% |
| 140 | CRTO | CRITEO S A | Communication Services | 37.0 | $663.0 | — | NEW | — | $17.92 | -10.4% |
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
52.4%
Financial Services
16.3%
Technology
9.8%
Consumer Cyclical
5.4%
Industrials
4.4%
Communication Services
3.8%
Energy
2.9%
Healthcare
2.4%
Utilities
1.5%
Basic Materials
0.8%