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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | IXUS | ISHARES TR | — | 54.0 | $5K | 0.00% | -328K | -100.0% | $87.07 | +11.1% |
| 462 | ETHA | ISHARES ETHEREUM TR | Financial Services | 295.0 | $5K | 0.00% | — | — | $15.83 | +28.3% |
| 463 | TY | TRI CONTL CORP | Financial Services | 147.0 | $5K | 0.00% | +1.0 | +0.7% | $31.61 | +9.5% |
| 464 | MCHI | ISHARES TR | — | 82.0 | $5K | 0.00% | -15.0 | -15.5% | $56.18 | -6.3% |
| 465 | ING | ING GROEP N.V. | Financial Services | 176.0 | $5K | 0.00% | — | — | $26.05 | +40.3% |
| 466 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 22.0 | $5K | 0.00% | — | — | $207.32 | -8.2% |
| 467 | — | SEALED AIR CORP NEW | — | 108.0 | $5K | 0.00% | +91.0 | +535.3% | $42.05 | — |
| 468 | ECL | ECOLAB INC | Basic Materials | 17.0 | $5K | 0.00% | — | — | $266.00 | +5.1% |
| 469 | LGN | LEGENCE CORP | Industrials | 80.0 | $5K | 0.00% | — | — | $56.46 | -7.0% |
| 470 | PCAR | PACCAR INC | Industrials | 39.0 | $5K | 0.00% | — | — | $115.51 | -3.6% |
| 471 | MYGN | MYRIAD GENETICS INC | Healthcare | 1,000.0 | $4K | 0.00% | — | — | $4.50 | -7.3% |
| 472 | TIGO | MILLICOM INTL CELLULAR S A | Communication Services | 60.0 | $4K | 0.00% | — | — | $74.93 | +23.6% |
| 473 | UMC | UNITED MICROELECTRONICS CORP | Technology | 495.0 | $4K | 0.00% | — | — | $8.98 | +170.7% |
| 474 | BVN | COMPANIA DE MINAS BUENAVENTU | Basic Materials | 123.0 | $4K | 0.00% | +117.0 | +1950.0% | $36.04 | -8.0% |
| 475 | APH | AMPHENOL CORP | Technology | 35.0 | $4K | 0.00% | — | — | $126.34 | -33.4% |
| 476 | INTC | INTEL CORP | Technology | 100.0 | $4K | 0.00% | +69.0 | +222.6% | $44.13 | +178.7% |
| 477 | MSI | MOTOROLA SOLUTIONS INC | Technology | 10.0 | $4K | 0.00% | +1.0 | +11.1% | $434.00 | +5.3% |
| 478 | AQST | AQUESTIVE THERAPEUTICS INC | Healthcare | 1,044.0 | $4K | 0.00% | +44.0 | +4.4% | $4.15 | +12.8% |
| 479 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 158.0 | $4K | 0.00% | +147.0 | +1336.4% | $27.40 | -8.9% |
| 480 | QCOM | QUALCOMM INC | Technology | 33.0 | $4K | 0.00% | -24.0 | -42.1% | $130.67 | +54.6% |
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%