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 | NU | NU HLDGS LTD | Financial Services | 13.0 | $187.0 | — | -23.0 | -63.9% | $14.38 | -10.1% |
| 122 | EVER | EVERQUOTE INC | Communication Services | 12.0 | $185.0 | — | -30.0 | -71.4% | $15.42 | +12.7% |
| 123 | APAM | ARTISAN PARTNERS ASSET MGMT | Financial Services | 5.0 | $182.0 | — | -76.0 | -93.8% | $36.40 | +0.1% |
| 124 | TE | T1 ENERGY INC | Industrials | 28.0 | $123.0 | — | -2K | -98.9% | $4.39 | +30.4% |
| 125 | NOW | SERVICENOW INC | Technology | 1.0 | $105.0 | — | -60.0 | -98.4% | $105.00 | -13.8% |
| 126 | — | GAMESTOP CORP | — | 4.0 | $92.0 | — | -35.0 | -89.7% | $23.00 | — |
| 127 | Z | ZILLOW GROUP INC | Communication Services | 2.0 | $83.0 | — | -15.0 | -88.2% | $41.50 | -10.0% |
| 128 | CCU | COMPANIA CERVECERIAS UNIDAS | Consumer Defensive | 6.0 | $68.0 | — | -40.0 | -87.0% | $11.33 | +0.3% |
| 129 | — | ICICI BANK LIMITED | — | 2.0 | $52.0 | — | -10.0 | -83.3% | $26.00 | — |
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%