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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | NUE | NUCOR CORP | Basic Materials | 109.0 | $18K | 0.00% | NEW | — | $163.11 | +38.9% |
| 262 | WMB | WILLIAMS COS INC | Energy | 290.0 | $17K | 0.00% | NEW | — | $60.11 | +29.2% |
| 263 | UUUU | ENERGY FUELS INC | Energy | 1,181.0 | $17K | 0.00% | NEW | — | $14.54 | +19.7% |
| 264 | AXP | AMERICAN EXPRESS CO | Financial Services | 46.0 | $17K | 0.00% | NEW | — | $372.48 | -17.0% |
| 265 | XLE | SELECT SECTOR SPDR TR | — | 380.0 | $17K | 0.00% | NEW | — | $44.71 | +37.0% |
| 266 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 206.0 | $17K | 0.00% | NEW | — | $82.10 | -25.1% |
| 267 | TE | T1 ENERGY INC | Industrials | 2,500.0 | $17K | 0.00% | NEW | — | $6.68 | +4.8% |
| 268 | — | NEW GOLD INC CDA | — | 1,912.0 | $17K | 0.00% | NEW | — | $8.71 | — |
| 269 | CW | CURTISS WRIGHT CORP | Industrials | 30.0 | $17K | 0.00% | NEW | — | $551.27 | +28.9% |
| 270 | RTX | RTX CORPORATION | Industrials | 87.0 | $16K | 0.00% | NEW | — | $183.40 | -4.1% |
| 271 | GTLS | CHART INDS INC | Industrials | 77.0 | $16K | 0.00% | NEW | — | $206.23 | +0.5% |
| 272 | STOK | STOKE THERAPEUTICS INC | Healthcare | 500.0 | $16K | 0.00% | NEW | — | $31.74 | -8.5% |
| 273 | SPYG | SPDR SERIES TRUST | — | 144.0 | $15K | 0.00% | NEW | — | $106.70 | +9.1% |
| 274 | EQX | EQUINOX GOLD CORP | Basic Materials | 1,093.0 | $15K | 0.00% | NEW | — | $14.04 | -7.9% |
| 275 | VTWO | VANGUARD SCOTTSDALE FDS | — | 154.0 | $15K | 0.00% | NEW | — | $99.52 | +10.9% |
| 276 | HWM | HOWMET AEROSPACE INC | Industrials | 74.0 | $15K | 0.00% | NEW | — | $205.01 | +25.4% |
| 277 | VWO | VANGUARD INTL EQUITY INDEX F | — | 281.0 | $15K | 0.00% | NEW | — | $53.76 | +7.6% |
| 278 | BOTZ | GLOBAL X FDS | — | 414.0 | $15K | 0.00% | NEW | — | $36.22 | +7.4% |
| 279 | CAVA | CAVA GROUP INC | Consumer Cyclical | 255.0 | $15K | 0.00% | NEW | — | $58.69 | +33.1% |
| 280 | — | MAREX GROUP PLC | — | 386.0 | $15K | 0.00% | NEW | — | $38.36 | — |
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%