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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | ORKA | ORUKA THERAPEUTICS INC | Healthcare | 1,002.0 | $49K | 0.01% | — | — | $49.05 | +26.3% |
| 182 | IFGL | ISHARES TR | — | 2,188.0 | $49K | 0.01% | +63.0 | +3.0% | $22.36 | +2.6% |
| 183 | — | AMERICAS GOLD AND SILVER COR | — | 9,256.0 | $48K | 0.01% | — | — | $5.22 | — |
| 184 | TIP | ISHARES TR | — | 433.0 | $48K | 0.01% | +37.0 | +9.3% | $110.30 | +0.2% |
| 185 | LMND | LEMONADE INC | Financial Services | 750.0 | $47K | 0.01% | NEW | — | $62.68 | -18.1% |
| 186 | NEE | NEXTERA ENERGY INC | Utilities | 501.0 | $47K | 0.01% | +334.0 | +200.0% | $92.90 | +0.5% |
| 187 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 118.0 | $46K | 0.01% | — | — | $391.76 | +103.0% |
| 188 | AVGO | BROADCOM INC | Technology | 147.0 | $45K | 0.01% | +28.0 | +23.5% | $309.51 | +35.9% |
| 189 | PRU | PRUDENTIAL FINL INC | Financial Services | 457.0 | $45K | 0.01% | +29.0 | +6.8% | $97.72 | +4.3% |
| 190 | XLK | SELECT SECTOR SPDR TR | — | 336.0 | $45K | 0.01% | +158.0 | +88.8% | $132.90 | +31.2% |
| 191 | PSX | PHILLIPS 66 | Energy | 245.0 | $45K | 0.01% | +38.0 | +18.4% | $181.84 | -3.1% |
| 192 | BROS | DUTCH BROS INC | Consumer Cyclical | 874.0 | $44K | 0.01% | — | — | $50.66 | +4.1% |
| 193 | KMI | KINDER MORGAN INC DEL | Energy | 1,286.0 | $43K | 0.01% | +331.0 | +34.7% | $33.53 | +0.3% |
| 194 | PFE | PFIZER INC | Healthcare | 1,521.0 | $43K | 0.01% | +1K | +704.8% | $28.08 | -9.8% |
| 195 | DGRW | WISDOMTREE TR | — | 483.0 | $42K | 0.01% | — | — | $87.84 | +9.0% |
| 196 | EOG | EOG RES INC | Energy | 289.0 | $42K | 0.01% | +9.0 | +3.2% | $144.32 | -2.8% |
| 197 | INTF | ISHARES TR | — | 1,069.0 | $42K | 0.01% | — | — | $38.96 | +5.2% |
| 198 | CRM | SALESFORCE INC | Technology | 220.0 | $41K | 0.01% | -45.0 | -17.0% | $186.86 | -7.1% |
| 199 | AMT | AMERICAN TOWER CORP | Real Estate | 236.0 | $41K | 0.01% | +5.0 | +2.2% | $172.56 | +2.7% |
| 200 | T | AT&T INC | Communication Services | 1,399.0 | $41K | 0.01% | +635.0 | +83.1% | $28.98 | -17.1% |
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
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%