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 | TMUS | T-MOBILE US INC | Communication Services | 111.0 | $23K | 0.00% | +1.0 | +0.9% | $210.03 | -9.2% |
| 262 | MO | ALTRIA GROUP INC | Consumer Defensive | 353.0 | $23K | 0.00% | +214.0 | +154.0% | $65.99 | +11.7% |
| 263 | XLE | SELECT SECTOR SPDR TR | — | 380.0 | $23K | 0.00% | — | — | $61.26 | -0.0% |
| 264 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 3,350.0 | $23K | 0.00% | — | — | $6.90 | +0.3% |
| 265 | EQT | EQT CORP | Energy | 362.0 | $23K | 0.00% | +262.0 | +262.0% | $63.64 | -9.7% |
| 266 | SSRM | SSR MINING IN | Basic Materials | 783.0 | $23K | 0.00% | +533.0 | +213.2% | $29.40 | +4.5% |
| 267 | — | MAREX GROUP PLC | — | 501.0 | $22K | 0.00% | +115.0 | +29.8% | $44.58 | — |
| 268 | CCI | CROWN CASTLE INC | Real Estate | 271.0 | $22K | 0.00% | +4.0 | +1.5% | $81.18 | +13.7% |
| 269 | IVLU | ISHARES TR | — | 550.0 | $22K | 0.00% | — | — | $39.68 | +5.7% |
| 270 | TFC | TRUIST FINL CORP | Financial Services | 473.0 | $22K | 0.00% | +193.0 | +68.9% | $45.97 | +2.3% |
| 271 | UUUU | ENERGY FUELS INC | Energy | 1,181.0 | $22K | 0.00% | — | — | $18.25 | -4.7% |
| 272 | CAVA | CAVA GROUP INC | Consumer Cyclical | 266.0 | $22K | 0.00% | +11.0 | +4.3% | $80.90 | -3.4% |
| 273 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 700.0 | $21K | 0.00% | NEW | — | $29.99 | +13.2% |
| 274 | CW | CURTISS WRIGHT CORP | Industrials | 30.0 | $20K | 0.00% | — | — | $681.13 | +4.3% |
| 275 | EQPT | EQUIPMENTSHARE COM INC | Industrials | 1,000.0 | $20K | 0.00% | NEW | — | $20.37 | +17.1% |
| 276 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 1,077.0 | $20K | 0.00% | NEW | — | $18.52 | -10.5% |
| 277 | SPSM | SPDR SERIES TRUST | — | 410.0 | $20K | 0.00% | -69.0 | -14.4% | $48.30 | +7.3% |
| 278 | DFTX | DEFINIUM THERAPEUTICS INC | Healthcare | 1,000.0 | $19K | 0.00% | NEW | — | $18.90 | +8.4% |
| 279 | CPNG | COUPANG INC | Consumer Cyclical | 1,000.0 | $19K | 0.00% | — | — | $18.88 | -16.8% |
| 280 | TXN | TEXAS INSTRS INC | Technology | 96.0 | $19K | 0.00% | +57.0 | +146.2% | $194.14 | +54.8% |
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
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%