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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | SLB | SLB LIMITED | Energy | 593.0 | $23K | 0.00% | NEW | — | $38.38 | +48.2% |
| 242 | VMBS | VANGUARD SCOTTSDALE FDS | — | 479.0 | $23K | 0.00% | NEW | — | $47.08 | -2.1% |
| 243 | SPSM | SPDR SERIES TRUST | — | 479.0 | $22K | 0.00% | NEW | — | $46.90 | +10.4% |
| 244 | TMUS | T-MOBILE US INC | Communication Services | 110.0 | $22K | 0.00% | NEW | — | $203.04 | -5.3% |
| 245 | NEM | NEWMONT CORP | Basic Materials | 217.0 | $22K | 0.00% | NEW | — | $99.85 | +7.5% |
| 246 | CMI | CUMMINS INC | Industrials | 42.0 | $22K | 0.00% | NEW | — | $515.50 | +28.4% |
| 247 | CME | CME GROUP INC | Financial Services | 79.0 | $22K | 0.00% | NEW | — | $273.08 | +11.9% |
| 248 | CAT | CATERPILLAR INC | Industrials | 37.0 | $21K | 0.00% | NEW | — | $572.86 | +48.9% |
| 249 | IVLU | ISHARES TR | — | 550.0 | $21K | 0.00% | NEW | — | $38.05 | +10.3% |
| 250 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 646.0 | $21K | 0.00% | NEW | — | $32.06 | +23.0% |
| 251 | ET | ENERGY TRANSFER L P | Energy | 1,256.0 | $21K | 0.00% | NEW | — | $16.49 | +22.8% |
| 252 | NKE | NIKE INC | Consumer Cyclical | 311.0 | $20K | 0.00% | NEW | — | $63.71 | -34.3% |
| 253 | HAL | HALLIBURTON CO | Energy | 688.0 | $19K | 0.00% | NEW | — | $28.26 | +51.6% |
| 254 | AGX | ARGAN INC | Industrials | 62.0 | $19K | 0.00% | NEW | — | $313.32 | +107.3% |
| 255 | T | AT&T INC | Communication Services | 764.0 | $19K | 0.00% | NEW | — | $24.84 | -0.8% |
| 256 | GRMN | GARMIN LTD | Technology | 91.0 | $18K | 0.00% | NEW | — | $202.85 | +11.1% |
| 257 | VST | VISTRA CORP | Utilities | 114.0 | $18K | 0.00% | NEW | — | $161.33 | -16.8% |
| 258 | ORCL | ORACLE CORP | Technology | 94.0 | $18K | 0.00% | NEW | — | $194.91 | -5.2% |
| 259 | BTU | PEABODY ENERGY CORP | Energy | 616.0 | $18K | 0.00% | NEW | — | $29.70 | -19.9% |
| 260 | BAC | BANK AMERICA CORP | Financial Services | 325.0 | $18K | 0.00% | NEW | — | $54.96 | -7.8% |
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%