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 | VSNT | VERSANT MEDIA GROUP INC | Industrials | 334.0 | $12K | 0.00% | NEW | — | $36.01 | +7.6% |
| 402 | — | KINIKSA PHARMACEUTICALS INTL | — | 188.0 | $12K | 0.00% | +65.0 | +52.9% | $63.95 | — |
| 403 | ASML | ASML HLDG NV | Technology | 6.0 | $12K | 0.00% | — | — | $1989.50 | -11.3% |
| 404 | CME | CME GROUP INC | Financial Services | 54.0 | $12K | 0.00% | -60.0 | -52.6% | $220.83 | +24.5% |
| 405 | COLB | COLUMBIA BKG SYS INC | Financial Services | 372.0 | $12K | 0.00% | +11.0 | +3.0% | $32.05 | -3.9% |
| 406 | VET | VERMILION ENERGY INC | Energy | 1,252.0 | $12K | 0.00% | +1K | +10000.0% | $9.37 | +35.9% |
| 407 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 182.0 | $12K | 0.00% | +8.0 | +4.6% | $64.13 | +16.7% |
| 408 | POET | POET TECHNOLOGIES INC | Technology | 1,125.0 | $12K | 0.00% | NEW | — | $10.28 | -19.7% |
| 409 | PWR | QUANTA SVCS INC | Industrials | 16.0 | $12K | 0.00% | — | — | $720.06 | -11.2% |
| 410 | BOH | BANK HAWAII CORP | Financial Services | 141.0 | $11K | 0.00% | — | — | $81.49 | -4.9% |
| 411 | GWX | SPDR INDEX SHS FDS | — | 263.0 | $11K | 0.00% | +4.0 | +1.5% | $43.68 | +5.8% |
| 412 | SKM | SK TELECOM CO LTD | Communication Services | 355.0 | $11K | 0.00% | NEW | — | $32.16 | +25.3% |
| 413 | NVMI | NOVA LTD | Technology | 21.0 | $11K | 0.00% | +19.0 | +950.0% | $542.95 | -30.6% |
| 414 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 39.0 | $11K | 0.00% | — | — | $290.59 | -8.2% |
| 415 | ERIE | ERIE INDTY CO | Financial Services | 47.0 | $11K | 0.00% | NEW | — | $239.74 | +10.5% |
| 416 | DHR | DANAHER CORP DEL | Healthcare | 59.0 | $11K | 0.00% | +32.0 | +118.5% | $190.47 | +14.9% |
| 417 | FINV | FINVOLUTION GROUP | Financial Services | 2,319.0 | $11K | 0.00% | +2K | +2911.7% | $4.79 | -9.2% |
| 418 | UEC | URANIUM ENERGY CORP | Energy | 1,040.0 | $11K | 0.00% | -983.0 | -48.6% | $10.65 | +19.8% |
| 419 | — | NEWAMSTERDAM PHARMA COMPANY | — | 325.0 | $11K | 0.00% | — | — | $33.89 | — |
| 420 | MYRG | MYR GROUP INC | Industrials | 22.0 | $11K | 0.00% | — | — | $500.41 | -37.9% |
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%