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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1061 | VIPS | VIPSHOP HLDGS LTD | Consumer Cyclical | 1.0 | $16.0 | — | NEW | — | $16.00 | -20.8% |
| 1062 | WULF | TERAWULF INC | Financial Services | 1.0 | $14.0 | — | NEW | — | $14.00 | +23.8% |
| 1063 | TEO | TELECOM ARGENTINA SA | Communication Services | 1.0 | $12.0 | — | NEW | — | $12.00 | +18.2% |
| 1064 | TRVI | TREVI THERAPEUTICS INC | Healthcare | 1.0 | $12.0 | — | NEW | — | $12.00 | +27.0% |
| 1065 | UAA | UNDER ARMOUR INC | Consumer Cyclical | 2.0 | $12.0 | — | — | — | $6.00 | -21.0% |
| 1066 | TGLS | TECNOGLASS INC | Basic Materials | — | $10.0 | — | NEW | — | — | — |
| 1067 | — | CANOPY GROWTH CORPORATION | — | 11.0 | $10.0 | — | — | — | $0.91 | — |
| 1068 | TWAV | TAOWEAVE INC | Financial Services | 1.0 | $2.0 | — | — | — | $2.00 | -24.5% |
| 1069 | — | DIGITAL BRANDS GROUP INC | — | 1.0 | $2.0 | — | NEW | — | $2.00 | — |
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%