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 | WDS | WOODSIDE ENERGY GROUP LTD | Energy | 1,503.0 | $29K | 0.00% | — | — | $19.32 | +25.9% |
| 282 | — | AYA GOLD & SILVER INC | — | 1,500.0 | $28K | 0.00% | NEW | — | $18.94 | — |
| 283 | XAR | SPDR SERIES TRUST | — | 100.0 | $28K | 0.00% | — | — | $283.79 | -3.9% |
| 284 | PSA | PUBLIC STORAGE | Real Estate | 89.0 | $28K | 0.00% | +25.0 | +39.1% | $318.31 | +1.3% |
| 285 | ICVT | ISHARES TR | — | 232.0 | $28K | 0.00% | -2K | -91.0% | $121.77 | -4.9% |
| 286 | BURL | BURLINGTON STORES INC | Consumer Cyclical | 89.0 | $28K | 0.00% | +2.0 | +2.3% | $316.80 | +3.1% |
| 287 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 253.0 | $28K | 0.00% | NEW | — | $109.53 | +1.5% |
| 288 | SCHW | SCHWAB CHARLES CORP | Financial Services | 300.0 | $28K | 0.00% | +2.0 | +0.7% | $92.17 | +21.8% |
| 289 | SLB | SLB LIMITED | Energy | 593.0 | $28K | 0.00% | — | — | $46.49 | +15.9% |
| 290 | UMH | UMH PPTYS INC | Real Estate | 1,816.0 | $27K | 0.00% | — | — | $15.14 | +9.0% |
| 291 | HSY | HERSHEY CO | Consumer Defensive | 155.0 | $27K | 0.00% | +73.0 | +89.0% | $174.95 | +6.6% |
| 292 | BE | BLOOM ENERGY CORP | Industrials | 88.0 | $27K | 0.00% | +36.0 | +69.2% | $302.70 | -33.4% |
| 293 | D | DOMINION ENERGY INC | Utilities | 385.0 | $26K | 0.00% | -208.0 | -35.1% | $68.25 | -2.4% |
| 294 | COP | CONOCOPHILLIPS | Energy | 252.0 | $26K | 0.00% | -47.0 | -15.7% | $104.16 | +29.5% |
| 295 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 115.0 | $26K | 0.00% | +88.0 | +325.9% | $223.95 | +25.4% |
| 296 | — | INNOVATOR ETFS TRUST | — | 1,300.0 | $25K | 0.00% | NEW | — | $19.39 | — |
| 297 | TER | TERADYNE INC | Technology | 52.0 | $25K | 0.00% | — | — | $483.85 | -22.3% |
| 298 | GIS | GENERAL MILLS INC | Consumer Defensive | 715.0 | $25K | 0.00% | +678.0 | +1832.4% | $34.80 | +14.9% |
| 299 | NUE | NUCOR CORP | Basic Materials | 109.0 | $24K | 0.00% | — | — | $222.75 | +9.4% |
| 300 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 3,378.0 | $24K | 0.00% | +28.0 | +0.8% | $7.05 | -4.4% |
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
46.5%
Financial Services
16.8%
Technology
14.4%
Consumer Cyclical
5.8%
Industrials
5.0%
Healthcare
3.0%
Communication Services
2.5%
Energy
2.4%
Utilities
1.8%
Basic Materials
1.4%