Portfolio (Quarterly)
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Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | IFGL | ISHARES TR | — | 2,204.0 | $49K | 0.01% | +16.0 | +0.7% | $22.30 | +2.5% |
| 222 | GRMN | GARMIN LTD | Technology | 206.0 | $49K | 0.01% | +71.0 | +52.6% | $237.54 | +24.1% |
| 223 | LMND | LEMONADE INC | Financial Services | 750.0 | $49K | 0.01% | — | — | $65.05 | -18.0% |
| 224 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 840.0 | $49K | 0.01% | +282.0 | +50.5% | $57.84 | +11.4% |
| 225 | SPDW | SPDR INDEX SHS FDS | — | 963.0 | $49K | 0.01% | -137.0 | -12.4% | $50.37 | +3.3% |
| 226 | HL | HECLA MINING COMPANY | Basic Materials | 3,108.0 | $48K | 0.01% | +253.0 | +8.9% | $15.43 | +34.3% |
| 227 | TTI | TETRA TECHNOLOGIES INC DEL | Energy | 4,190.0 | $47K | 0.01% | — | — | $11.33 | -36.5% |
| 228 | DFTX | DEFINIUM THERAPEUTICS INC | Healthcare | 1,000.0 | $47K | 0.01% | — | — | $47.04 | -4.5% |
| 229 | KMI | KINDER MORGAN INC DEL | Energy | 1,468.0 | $47K | 0.01% | +182.0 | +14.2% | $31.97 | -3.1% |
| 230 | SPEM | SPDR INDEX SHS FDS | — | 893.0 | $46K | 0.01% | +62.0 | +7.5% | $51.76 | +1.2% |
| 231 | DGRW | WISDOMTREE TR | — | 483.0 | $46K | 0.01% | — | — | $95.62 | +3.8% |
| 232 | SPGI | S&P GLOBAL INC | Financial Services | 113.0 | $46K | 0.01% | +100.0 | +769.2% | $407.26 | +5.9% |
| 233 | — | AMERICAS GOLD AND SILVER COR | — | 9,721.0 | $46K | 0.01% | +465.0 | +5.0% | $4.72 | — |
| 234 | CVS | CVS HEALTH CORP | Healthcare | 440.0 | $46K | 0.01% | +10.0 | +2.3% | $103.45 | -10.1% |
| 235 | ENVX | ENOVIX CORPORATION | Industrials | 7,481.0 | $45K | 0.01% | — | — | $6.07 | -44.3% |
| 236 | DVN | DEVON ENERGY CORP NEW | Energy | 1,085.0 | $45K | 0.01% | +30.0 | +2.8% | $41.31 | +18.9% |
| 237 | UAL | UNITED AIRLS HLDGS INC | Industrials | 324.0 | $44K | 0.01% | — | — | $135.99 | -16.8% |
| 238 | PSX | PHILLIPS 66 | Energy | 261.0 | $44K | 0.01% | +16.0 | +6.5% | $168.75 | +43.9% |
| 239 | WFC | WELLS FARGO & CO | Financial Services | 533.0 | $44K | 0.01% | +39.0 | +7.9% | $82.62 | +1.5% |
| 240 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 357.0 | $44K | 0.01% | — | — | $123.11 | +31.0% |
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
46.5%
Financial Services
16.8%
Technology
14.4%
Consumer Cyclical
5.8%
Industrials
5.0%
Healthcare
3.0%
Communication Services
2.5%
Energy
2.4%
Utilities
1.8%
Basic Materials
1.4%