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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 841 | DAO | YOUDAO INC | Consumer Defensive | 42.0 | $413.0 | — | NEW | — | $9.83 | +22.0% |
| 842 | OMER | OMEROS CORP | Healthcare | 39.0 | $412.0 | — | NEW | — | $10.56 | +16.0% |
| 843 | TKO | TKO GROUP HOLDINGS INC | Communication Services | 2.0 | $403.0 | — | — | — | $201.50 | -5.3% |
| 844 | TXG | 10X GENOMICS INC | Healthcare | 19.0 | $403.0 | — | — | — | $21.21 | +5.0% |
| 845 | EE | EXCELERATE ENERGY INC | Utilities | 12.0 | $401.0 | — | NEW | — | $33.42 | +9.0% |
| 846 | IBCP | INDEPENDENT BK CORP MICH | Financial Services | 12.0 | $400.0 | — | NEW | — | $33.33 | +0.2% |
| 847 | CIEN | CIENA CORP | Technology | 1.0 | $388.0 | — | NEW | — | $388.00 | +43.6% |
| 848 | VNET | VNET GROUP INC | Technology | 46.0 | $386.0 | — | +15.0 | +48.4% | $8.39 | +17.7% |
| 849 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 23.0 | $378.0 | — | — | — | $16.43 | +17.3% |
| 850 | IAG | IAMGOLD CORP | Basic Materials | 20.0 | $376.0 | — | NEW | — | $18.80 | -13.6% |
| 851 | SMFG | SUMITOMO MITSUI FIN GRP INC | Financial Services | 19.0 | $375.0 | — | NEW | — | $19.74 | +13.7% |
| 852 | GGAL | GRUPO FINANCIERO GALICIA S.A | Financial Services | 8.0 | $374.0 | — | NEW | — | $46.75 | -13.5% |
| 853 | STNG | SCORPIO TANKERS INC | Energy | 5.0 | $373.0 | — | NEW | — | $74.60 | +9.0% |
| 854 | DCOM | DIME CMNTY BANCSHARES INC | Financial Services | 11.0 | $372.0 | — | +9.0 | +450.0% | $33.82 | +5.5% |
| 855 | LYFT | LYFT INC | Technology | 28.0 | $372.0 | — | -50.0 | -64.1% | $13.29 | -3.3% |
| 856 | YPF | YPF SOCIEDAD ANONIMA | Energy | 8.0 | $370.0 | — | NEW | — | $46.25 | +4.9% |
| 857 | FINV | FINVOLUTION GROUP | Financial Services | 77.0 | $369.0 | — | NEW | — | $4.79 | +1.2% |
| 858 | — | CORE LABORATORIES INC | — | 22.0 | $369.0 | — | NEW | — | $16.77 | — |
| 859 | RSKD | RISKIFIED LTD | Technology | 94.0 | $368.0 | — | NEW | — | $3.91 | +22.1% |
| 860 | TCMD | TACTILE SYS TECHNOLOGY INC | Healthcare | 14.0 | $366.0 | — | NEW | — | $26.14 | -7.7% |
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
52.4%
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%