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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | GIL | GILDAN ACTIVEWEAR INC | Consumer Cyclical | 31.0 | $2K | — | — | — | $54.81 | -25.6% |
| 622 | GAU | GALIANO GOLD INC | Basic Materials | 675.0 | $2K | — | — | — | $2.51 | -16.9% |
| 623 | LRN | STRIDE INC | Consumer Defensive | 19.0 | $2K | — | NEW | — | $88.16 | -10.8% |
| 624 | — | CENTRAIS ELET BRAS SA | — | 148.0 | $2K | — | NEW | — | $11.28 | — |
| 625 | SONY | SONY GROUP CORP | Technology | 80.0 | $2K | — | — | — | $20.70 | +13.5% |
| 626 | KALV | KALVISTA PHARMACEUTICALS INC | Healthcare | 81.0 | $2K | — | +67.0 | +478.6% | $20.14 | +34.1% |
| 627 | WDC | WESTERN DIGITAL CORP | Technology | 6.0 | $2K | — | +4.0 | +200.0% | $270.50 | +67.8% |
| 628 | ALT | ALTIMMUNE INC | Healthcare | 526.0 | $2K | — | +26.0 | +5.2% | $3.08 | +0.0% |
| 629 | PACS | PACS GROUP INC | Financial Services | 50.0 | $2K | — | NEW | — | $32.12 | +29.5% |
| 630 | VISN | VISTANCE NETWORKS INC | Technology | 88.0 | $2K | — | +85.0 | +2833.3% | $18.20 | -65.6% |
| 631 | C | CITIGROUP INC | Financial Services | 14.0 | $2K | — | — | — | $113.43 | +18.4% |
| 632 | FNDF | SCHWAB STRATEGIC TR | — | 32.0 | $2K | — | NEW | — | $48.94 | +12.1% |
| 633 | BEKE | KE HLDGS INC | Real Estate | 104.0 | $2K | — | NEW | — | $14.97 | +10.8% |
| 634 | MFC | MANULIFE FINL CORP | Financial Services | 45.0 | $2K | — | +6.0 | +15.4% | $34.44 | +26.9% |
| 635 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 98.0 | $2K | — | +88.0 | +880.0% | $15.72 | -8.9% |
| 636 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 21.0 | $2K | — | NEW | — | $73.10 | +11.3% |
| 637 | SATS | ECHOSTAR CORP | Technology | 13.0 | $2K | — | NEW | — | $117.08 | -25.7% |
| 638 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 27.0 | $2K | — | NEW | — | $55.85 | +1.5% |
| 639 | CTRA | COTERRA ENERGY INC | Energy | 43.0 | $2K | — | — | — | $35.05 | -7.1% |
| 640 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 11.0 | $2K | — | — | — | $136.45 | +0.7% |
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%