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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | PUK | PRUDENTIAL PLC | Financial Services | 219.0 | $6K | 0.00% | +82.0 | +59.9% | $28.43 | -11.2% |
| 422 | MYRG | MYR GROUP INC | Industrials | 22.0 | $6K | 0.00% | — | — | $282.32 | +3.6% |
| 423 | DAL | DELTA AIR LINES INC | Industrials | 93.0 | $6K | 0.00% | — | — | $66.48 | +27.8% |
| 424 | CMC | COMMERCIAL METALS CO | Basic Materials | 100.0 | $6K | 0.00% | — | — | $61.43 | +7.0% |
| 425 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 114.0 | $6K | 0.00% | NEW | — | $53.55 | +66.8% |
| 426 | UROY | URANIUM RTY CORP | Energy | 1,668.0 | $6K | 0.00% | — | — | $3.65 | +13.4% |
| 427 | FETH | FIDELITY ETHEREUM FD | Financial Services | 290.0 | $6K | 0.00% | NEW | — | $20.88 | +28.5% |
| 428 | MDU | MDU RES GROUP INC | Industrials | 292.0 | $6K | 0.00% | — | — | $20.72 | -9.5% |
| 429 | RIO | RIO TINTO PLC | Basic Materials | 64.0 | $6K | 0.00% | +17.0 | +36.2% | $93.30 | +1.4% |
| 430 | — | KINIKSA PHARMACEUTICALS INTL | — | 123.0 | $6K | 0.00% | +82.0 | +200.0% | $48.15 | — |
| 431 | THNQ | EXCHANGE TRADED CONCEPTS TRU | — | 100.0 | $6K | 0.00% | — | — | $59.01 | +66.2% |
| 432 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 12.0 | $6K | 0.00% | — | — | $491.50 | +37.3% |
| 433 | BCH | BANCO DE CHILE | Financial Services | 158.0 | $6K | 0.00% | +24.0 | +17.9% | $37.04 | +13.5% |
| 434 | CF | CF INDUSTRIES HOLD | Basic Materials | 45.0 | $6K | 0.00% | — | — | $129.84 | -11.7% |
| 435 | IONQ | IONQ INC | Technology | 200.0 | $6K | 0.00% | +150.0 | +300.0% | $28.83 | +57.8% |
| 436 | MPT | MEDICAL PROPERTIES TRUST INC | Financial Services | 1,238.0 | $6K | 0.00% | +663.0 | +115.3% | $4.63 | -22.9% |
| 437 | ITW | ILLINOIS TOOL WKS INC | Industrials | 22.0 | $6K | 0.00% | — | — | $260.27 | +5.4% |
| 438 | — | CRH PLC | — | 54.0 | $6K | 0.00% | +6.0 | +12.5% | $105.11 | — |
| 439 | XLP | SELECT SECTOR SPDR TR | — | 69.0 | $6K | 0.00% | NEW | — | $81.99 | +0.1% |
| 440 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 19.0 | $6K | 0.00% | +1.0 | +5.6% | $292.74 | +35.3% |
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%