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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | — | ANGLOGOLD ASHANTI PLC | — | 173.0 | $15K | 0.00% | NEW | — | $85.28 | — |
| 282 | ED | CONSOLIDATED EDISON INC | Utilities | 149.0 | $15K | 0.00% | NEW | — | $98.99 | +8.8% |
| 283 | NOC | NORTHROP GRUMMAN CORP | Industrials | 25.0 | $14K | 0.00% | NEW | — | $577.80 | -4.4% |
| 284 | ONEQ | FIDELITY COMWLTH TR | — | 156.0 | $14K | 0.00% | NEW | — | $91.40 | +12.1% |
| 285 | MS | MORGAN STANLEY | Financial Services | 80.0 | $14K | 0.00% | NEW | — | $177.53 | +7.0% |
| 286 | DLO | DLOCAL LTD | Technology | 1,000.0 | $14K | 0.00% | NEW | — | $14.14 | -16.3% |
| 287 | IGE | ISHARES TR | — | 279.0 | $14K | 0.00% | NEW | — | $50.20 | +23.5% |
| 288 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 45.0 | $14K | 0.00% | NEW | — | $306.22 | +177.2% |
| 289 | TFC | TRUIST FINL CORP | Financial Services | 280.0 | $14K | 0.00% | NEW | — | $49.21 | -5.6% |
| 290 | KVUE | KENVUE INC | Consumer Defensive | 795.0 | $14K | 0.00% | NEW | — | $17.25 | -1.0% |
| 291 | — | LEIDOS HOLDINGS INC | — | 76.0 | $14K | 0.00% | NEW | — | $180.39 | — |
| 292 | NFLX | NETFLIX INC | Communication Services | 144.0 | $14K | 0.00% | NEW | — | $93.76 | -3.1% |
| 293 | NEE | NEXTERA ENERGY INC | Utilities | 167.0 | $13K | 0.00% | NEW | — | $80.28 | +10.2% |
| 294 | — | MIND MEDICINE MINDMED INC | — | 1,000.0 | $13K | 0.00% | NEW | — | $13.39 | — |
| 295 | MU | MICRON TECHNOLOGY INC | Technology | 46.0 | $13K | 0.00% | NEW | — | $285.41 | +141.4% |
| 296 | AARD | AARDVARK THERAPEUTICS INC | Healthcare | 1,000.0 | $13K | 0.00% | NEW | — | $13.12 | -65.5% |
| 297 | DIS | DISNEY WALT CO | Communication Services | 114.0 | $13K | 0.00% | NEW | — | $113.77 | -9.5% |
| 298 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 191.0 | $13K | 0.00% | NEW | — | $67.64 | +3.0% |
| 299 | PCT | PURECYCLE TECHNOLOGIES INC | Industrials | 1,500.0 | $13K | 0.00% | NEW | — | $8.59 | +43.8% |
| 300 | OKE | ONEOK INC NEW | Energy | 167.0 | $12K | 0.00% | NEW | — | $73.47 | +27.8% |
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%