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 | GSOL | GRAYSCALE SOLANA STAKING ETF | Financial Services | 3,040.0 | $19K | 0.00% | NEW | — | $6.13 | +2.9% |
| 282 | NUE | NUCOR CORP | Basic Materials | 109.0 | $18K | 0.00% | — | — | $169.10 | +33.9% |
| 283 | GLW | CORNING INC | Technology | 135.0 | $18K | 0.00% | -4.0 | -2.9% | $135.82 | +31.5% |
| 284 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 45.0 | $18K | 0.00% | — | — | $407.27 | +89.3% |
| 285 | KEY | KEYCORP | Financial Services | 878.0 | $18K | 0.00% | +363.0 | +70.5% | $20.05 | +5.1% |
| 286 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 64.0 | $17K | 0.00% | NEW | — | $270.88 | +9.3% |
| 287 | NOC | NORTHROP GRUMMAN CORP | Industrials | 25.0 | $17K | 0.00% | — | — | $691.32 | -20.4% |
| 288 | GILD | GILEAD SCIENCES INC | Healthcare | 124.0 | $17K | 0.00% | +111.0 | +853.9% | $139.06 | -6.8% |
| 289 | NBBK | NB BANCORP INC | Financial Services | 818.0 | $17K | 0.00% | NEW | — | $21.07 | -7.6% |
| 290 | ED | CONSOLIDATED EDISON INC | Utilities | 152.0 | $17K | 0.00% | +3.0 | +2.0% | $112.81 | -5.6% |
| 291 | HWM | HOWMET AEROSPACE INC | Industrials | 74.0 | $17K | 0.00% | — | — | $230.46 | +11.5% |
| 292 | HSY | HERSHEY CO | Consumer Defensive | 82.0 | $17K | 0.00% | +25.0 | +43.9% | $207.89 | -7.8% |
| 293 | KVUE | KENVUE INC | Consumer Defensive | 986.0 | $17K | 0.00% | +191.0 | +24.0% | $17.24 | -0.4% |
| 294 | DTM | DT MIDSTREAM INC | Energy | 126.0 | $17K | 0.00% | +85.0 | +207.3% | $134.67 | +10.5% |
| 295 | CLS | CELESTICA INC | Technology | 60.0 | $17K | 0.00% | NEW | — | $281.68 | +20.4% |
| 296 | VST | VISTRA CORP | Utilities | 112.0 | $17K | 0.00% | -2.0 | -1.8% | $150.33 | -9.0% |
| 297 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 800.0 | $16K | 0.00% | -718.0 | -47.3% | $20.48 | +17.9% |
| 298 | STOK | STOKE THERAPEUTICS INC | Healthcare | 500.0 | $16K | 0.00% | — | — | $32.56 | -10.8% |
| 299 | BAC | BANK AMERICA CORP | Financial Services | 327.0 | $16K | 0.00% | +2.0 | +0.6% | $48.81 | +3.9% |
| 300 | GTLS | CHART INDS INC | Industrials | 77.0 | $16K | 0.00% | — | — | $206.75 | +0.2% |
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%