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 | WEC | WEC ENERGY GROUP INC | Utilities | 137.0 | $16K | 0.00% | +47.0 | +52.2% | $115.77 | -3.4% |
| 302 | OKE | ONEOK INC NEW | Energy | 175.0 | $16K | 0.00% | +8.0 | +4.8% | $90.36 | +1.6% |
| 303 | EQX | EQUINOX GOLD CORP | Basic Materials | 1,093.0 | $16K | 0.00% | — | — | $14.46 | -37.3% |
| 304 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 33.0 | $16K | 0.00% | — | — | $474.55 | -11.7% |
| 305 | TER | TERADYNE INC | Technology | 52.0 | $15K | 0.00% | +1.0 | +2.0% | $296.46 | +26.2% |
| 306 | XLC | SELECT SECTOR SPDR TR | — | 138.0 | $15K | 0.00% | NEW | — | $110.86 | -0.8% |
| 307 | XRP | BITWISE XRP ETF | Financial Services | 1,016.0 | $15K | 0.00% | NEW | — | $15.03 | -14.0% |
| 308 | LITE | LUMENTUM HLDGS INC | Technology | 21.0 | $15K | 0.00% | +1.0 | +5.0% | $702.76 | +19.2% |
| 309 | IGE | ISHARES TR | — | 228.0 | $14K | 0.00% | -51.0 | -18.3% | $62.94 | -5.7% |
| 310 | SPYG | SPDR SERIES TRUST | — | 144.0 | $14K | 0.00% | — | — | $97.91 | +20.6% |
| 311 | FAST | FASTENAL CO | Industrials | 295.0 | $14K | 0.00% | +145.0 | +96.7% | $46.40 | -3.0% |
| 312 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 191.0 | $14K | 0.00% | — | — | $71.61 | -22.1% |
| 313 | FCX | FREEPORT MCMORAN INC | Basic Materials | 232.0 | $14K | 0.00% | — | — | $58.78 | +6.4% |
| 314 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 39.0 | $13K | 0.00% | — | — | $345.15 | -19.5% |
| 315 | ORCL | ORACLE CORP | Technology | 91.0 | $13K | 0.00% | -3.0 | -3.2% | $147.11 | -13.6% |
| 316 | MS | MORGAN STANLEY | Financial Services | 80.0 | $13K | 0.00% | — | — | $164.57 | +31.5% |
| 317 | AXP | AMERICAN EXPRESS CO | Financial Services | 43.0 | $13K | 0.00% | -3.0 | -6.5% | $304.70 | +15.1% |
| 318 | DLO | DLOCAL LTD | Technology | 1,000.0 | $13K | 0.00% | — | — | $12.97 | +13.9% |
| 319 | DE | DEERE & CO | Industrials | 23.0 | $13K | 0.00% | — | — | $563.30 | +4.2% |
| 320 | — | TECHNIPFMC PLC | — | 186.0 | $13K | 0.00% | — | — | $69.13 | — |
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
52.3%
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%