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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 25.0 | $7K | 0.00% | — | — | $282.36 | +28.4% |
| 402 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 100.0 | $7K | 0.00% | +50.0 | +100.0% | $70.51 | -35.5% |
| 403 | BE | BLOOM ENERGY CORP | Industrials | 52.0 | $7K | 0.00% | +21.0 | +67.7% | $135.48 | +113.1% |
| 404 | URTH | ISHARES INC | — | 39.0 | $7K | 0.00% | — | — | $180.03 | +15.9% |
| 405 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 25.0 | $7K | 0.00% | — | — | $279.72 | -13.1% |
| 406 | AFYA | AFYA LTD | Consumer Defensive | 468.0 | $7K | 0.00% | NEW | — | $14.87 | -12.7% |
| 407 | STM | STMICROELECTRONICS N V | Technology | 200.0 | $7K | 0.00% | +100.0 | +100.0% | $34.55 | +50.1% |
| 408 | PHM | PULTE GROUP INC | Consumer Cyclical | 58.0 | $7K | 0.00% | -4.0 | -6.5% | $117.60 | +1.7% |
| 409 | VTR | VENTAS INC | Real Estate | 83.0 | $7K | 0.00% | -3.0 | -3.5% | $81.78 | +5.2% |
| 410 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 38.0 | $7K | 0.00% | — | — | $178.24 | -91.0% |
| 411 | ARM | ARM HOLDINGS PLC | Technology | 44.0 | $7K | 0.00% | NEW | — | $151.27 | +106.5% |
| 412 | HLN | HALEON PLC | Healthcare | 663.0 | $7K | 0.00% | +324.0 | +95.6% | $10.01 | -7.9% |
| 413 | FHN | FIRST HORIZON CORPORATION | Financial Services | 289.0 | $7K | 0.00% | — | — | $22.76 | +3.2% |
| 414 | HE | HAWAIIAN ELEC INDS INC MTN B | Utilities | 434.0 | $6K | 0.00% | +119.0 | +37.8% | $14.84 | -38.4% |
| 415 | BKU | BANKUNITED INC | Financial Services | 142.0 | $6K | 0.00% | +4.0 | +2.9% | $45.16 | -2.8% |
| 416 | DEO | DIAGEO PLC | Consumer Defensive | 86.0 | $6K | 0.00% | — | — | $74.45 | +17.2% |
| 417 | RDY | DR REDDYS LABS LTD | Healthcare | 462.0 | $6K | 0.00% | +448.0 | +3200.0% | $13.85 | -11.7% |
| 418 | ASM | AVINO SILVER & GOLD MINES LT | Basic Materials | 1,008.0 | $6K | 0.00% | -3K | -76.0% | $6.32 | -5.8% |
| 419 | XP | XP INC | Financial Services | 332.0 | $6K | 0.00% | +286.0 | +621.7% | $19.04 | +8.4% |
| 420 | URNM | SPROTT FDS TR | — | 100.0 | $6K | 0.00% | — | — | $63.15 | -22.1% |
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
53.1%
Financial Services
16.5%
Technology
9.9%
Consumer Cyclical
5.5%
Industrials
4.5%
Energy
2.9%
Communication Services
2.5%
Healthcare
2.4%
Utilities
1.5%
Basic Materials
0.8%