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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | HL | HECLA MNG CO | Basic Materials | 2,811.0 | $54K | 0.01% | NEW | — | $19.19 | -12.8% |
| 162 | BCSF | BAIN CAP SPECIALTY FIN INC | Financial Services | 3,856.0 | $54K | 0.01% | NEW | — | $13.91 | -5.2% |
| 163 | BWXT | BWX TECHNOLOGIES INC | Industrials | 310.0 | $54K | 0.01% | NEW | — | $172.84 | +15.1% |
| 164 | BLK | BLACKROCK INC | Financial Services | 50.0 | $54K | 0.01% | NEW | — | $1070.34 | -0.3% |
| 165 | BROS | DUTCH BROS INC | Consumer Cyclical | 873.0 | $53K | 0.01% | NEW | — | $61.22 | -13.3% |
| 166 | QBTS | D-WAVE QUANTUM INC | Technology | 2,028.0 | $53K | 0.01% | NEW | — | $26.15 | -28.6% |
| 167 | SMR | NUSCALE PWR CORP | Utilities | 3,612.0 | $51K | 0.01% | NEW | — | $14.17 | -29.6% |
| 168 | BX | BLACKSTONE INC | Financial Services | 330.0 | $51K | 0.01% | NEW | — | $154.14 | -24.6% |
| 169 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 600.0 | $49K | 0.01% | NEW | — | $82.12 | -45.1% |
| 170 | IFGL | ISHARES TR | — | 2,125.0 | $49K | 0.01% | NEW | — | $23.09 | -1.0% |
| 171 | PRU | PRUDENTIAL FINL INC | Financial Services | 428.0 | $48K | 0.01% | NEW | — | $112.89 | -9.8% |
| 172 | SPDW | SPDR INDEX SHS FDS | — | 1,087.0 | $48K | 0.01% | NEW | — | $44.41 | +10.6% |
| 173 | — | AMERICAS GOLD AND SILVER COR | — | 9,256.0 | $47K | 0.01% | NEW | — | $5.11 | — |
| 174 | WFC | WELLS FARGO CO NEW | Financial Services | 503.0 | $47K | 0.01% | NEW | — | $93.23 | -20.2% |
| 175 | CMDY | ISHARES U S ETF TR | — | 956.0 | $47K | 0.01% | NEW | — | $48.78 | +29.1% |
| 176 | IUSG | ISHARES TR | — | 276.0 | $46K | 0.01% | NEW | — | $167.94 | +9.6% |
| 177 | JMHI | J P MORGAN EXCHANGE TRADED F | — | 893.0 | $45K | 0.01% | NEW | — | $50.25 | -1.4% |
| 178 | TIP | ISHARES TR | — | 396.0 | $43K | 0.01% | NEW | — | $109.84 | +0.3% |
| 179 | DGRW | WISDOMTREE TR | — | 483.0 | $43K | 0.01% | NEW | — | $89.43 | +6.5% |
| 180 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 3,350.0 | $42K | 0.01% | NEW | — | $12.49 | -44.4% |
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
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%