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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | GLW | CORNING INC | Technology | 139.0 | $12K | 0.00% | NEW | — | $87.47 | +104.1% |
| 302 | VIG | VANGUARD SPECIALIZED FUNDS | — | 54.0 | $12K | 0.00% | NEW | — | $219.78 | +4.4% |
| 303 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 232.0 | $12K | 0.00% | NEW | — | $50.79 | +19.1% |
| 304 | BUD | ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 180.0 | $12K | 0.00% | NEW | — | $64.04 | +27.9% |
| 305 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 39.0 | $11K | 0.00% | NEW | — | $293.56 | +6.0% |
| 306 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 78.0 | $11K | 0.00% | NEW | — | $146.58 | -7.5% |
| 307 | — | NEWAMSTERDAM PHARMA COMPANY | — | 325.0 | $11K | 0.00% | NEW | — | $35.08 | — |
| 308 | ACN | ACCENTURE PLC IRELAND | Technology | 42.0 | $11K | 0.00% | NEW | — | $268.31 | -34.1% |
| 309 | FNB | F N B CORP | Financial Services | 658.0 | $11K | 0.00% | NEW | — | $17.10 | +0.9% |
| 310 | GWX | SPDR INDEX SHS FDS | — | 272.0 | $11K | 0.00% | NEW | — | $40.92 | +10.3% |
| 311 | PSIX | POWER SOLUTIONS INTL INC | Industrials | 190.0 | $11K | 0.00% | NEW | — | $57.14 | -31.9% |
| 312 | DE | DEERE & CO | Industrials | 23.0 | $11K | 0.00% | NEW | — | $465.57 | +21.2% |
| 313 | ASML | ASML HOLDING N V | Technology | 10.0 | $11K | 0.00% | NEW | — | $1069.90 | +36.4% |
| 314 | CCL | CARNIVAL CORP | Consumer Cyclical | 350.0 | $11K | 0.00% | NEW | — | $30.54 | -21.8% |
| 315 | KEY | KEYCORP | Financial Services | 515.0 | $11K | 0.00% | NEW | — | $20.64 | +2.1% |
| 316 | NWFL | NORWOOD FINANCIAL CORP | Financial Services | 379.0 | $11K | 0.00% | NEW | — | $28.03 | +5.2% |
| 317 | MET | METLIFE INC | Financial Services | 134.0 | $11K | 0.00% | NEW | — | $78.94 | +3.1% |
| 318 | IAUM | ISHARES GOLD TR | Financial Services | 245.0 | $11K | 0.00% | NEW | — | $42.99 | +3.9% |
| 319 | AFG | AMERICAN FINL GROUP INC OHIO | Financial Services | 77.0 | $11K | 0.00% | NEW | — | $136.68 | -0.3% |
| 320 | HSY | HERSHEY CO | Consumer Defensive | 57.0 | $10K | 0.00% | NEW | — | $181.98 | +5.4% |
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
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%