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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | GROY | GOLD ROYALTY CORP | Basic Materials | 1,200.0 | $4K | 0.00% | — | — | $3.58 | -26.8% |
| 482 | RIG | TRANSOCEAN LTD | Energy | 648.0 | $4K | 0.00% | +328.0 | +102.5% | $6.63 | -21.0% |
| 483 | — | ODDITY TECH LTD | — | 320.0 | $4K | 0.00% | +311.0 | +3455.6% | $13.38 | — |
| 484 | IDR | IDAHO STRATEGIC RESOURCES | Basic Materials | 128.0 | $4K | 0.00% | — | — | $32.12 | -7.6% |
| 485 | ONTO | ONTO INNOVATION INC | Technology | 20.0 | $4K | 0.00% | NEW | — | $205.05 | +45.8% |
| 486 | UPS | UNITED PARCEL SVCS INC | Industrials | 42.0 | $4K | 0.00% | +16.0 | +61.5% | $97.21 | +19.7% |
| 487 | INDA | ISHARES TR | — | 87.0 | $4K | 0.00% | — | — | $46.84 | +4.1% |
| 488 | NVS | NOVARTIS AG | Healthcare | 27.0 | $4K | 0.00% | — | — | $150.85 | +2.0% |
| 489 | IFRA | ISHARES TR | — | 70.0 | $4K | 0.00% | — | — | $57.51 | +6.3% |
| 490 | PSIX | POWER SOLUTIONS INTL INC | Industrials | 65.0 | $4K | 0.00% | -125.0 | -65.8% | $60.88 | -47.8% |
| 491 | VALE | VALE S A | Basic Materials | 248.0 | $4K | 0.00% | +148.0 | +148.0% | $15.91 | -10.4% |
| 492 | VXUS | VANGUARD STAR FDS | — | 51.0 | $4K | 0.00% | NEW | — | $77.12 | +9.5% |
| 493 | TBPH | THERAVANCE BIOPHARMA INC | Healthcare | 240.0 | $4K | 0.00% | NEW | — | $16.23 | +3.8% |
| 494 | CRWV | COREWEAVE INC | Technology | 50.0 | $4K | 0.00% | — | — | $77.48 | +2.7% |
| 495 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 12.0 | $4K | 0.00% | -1.0 | -7.7% | $320.58 | -0.7% |
| 496 | DOW | DOW HLDGS INC | Basic Materials | 92.0 | $4K | 0.00% | — | — | $41.65 | -26.8% |
| 497 | FJET | STARFIGHTERS SPACE INC | Industrials | 647.0 | $4K | 0.00% | NEW | — | $5.92 | -31.9% |
| 498 | PINS | PINTEREST INC | Communication Services | 208.0 | $4K | 0.00% | — | — | $18.34 | +24.5% |
| 499 | CNI | CANADIAN NATL RY CO | Industrials | 37.0 | $4K | 0.00% | — | — | $102.76 | +23.7% |
| 500 | MKTX | MARKETAXESS HLDGS INC | Financial Services | 23.0 | $4K | 0.00% | NEW | — | $165.00 | -32.0% |
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%