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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1121 | KD | KYNDRYL HLDGS INC | Technology | 27.0 | $305.0 | — | NEW | — | $11.30 | +10.9% |
| 1122 | CMPR | CIMPRESS PLC | Communication Services | 3.0 | $305.0 | — | NEW | — | $101.67 | -14.1% |
| 1123 | — | AEGON LTD | — | 36.0 | $304.0 | — | +22.0 | +157.1% | $8.44 | — |
| 1124 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.0 | $301.0 | — | — | — | $301.00 | -21.3% |
| 1125 | GAP | GAP INC | Consumer Cyclical | 16.0 | $299.0 | — | NEW | — | $18.69 | +6.5% |
| 1126 | NOW | SERVICENOW INC | Technology | 3.0 | $298.0 | — | +2.0 | +200.0% | $99.33 | +29.2% |
| 1127 | — | AXIA ENERGIA SA | — | 28.0 | $296.0 | — | -120.0 | -81.1% | $10.57 | — |
| 1128 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 1.0 | $293.0 | — | — | — | $293.00 | +4.6% |
| 1129 | BEKE | KE HLDGS INC | Real Estate | 20.0 | $291.0 | — | -84.0 | -80.8% | $14.55 | +20.1% |
| 1130 | NNOX | NANO X IMAGING LTD | Healthcare | 250.0 | $290.0 | — | — | — | $1.16 | -23.3% |
| 1131 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 38.0 | $287.0 | — | NEW | — | $7.55 | -21.2% |
| 1132 | TFII | TFI INTERNATIONAL INC | Industrials | 2.0 | $287.0 | — | NEW | — | $143.50 | -1.6% |
| 1133 | EVER | EVERQUOTE INC | Communication Services | 12.0 | $285.0 | — | — | — | $23.75 | +5.1% |
| 1134 | FRMI | FERMI INC | Utilities | 31.0 | $284.0 | — | NEW | — | $9.16 | -35.1% |
| 1135 | CART | MAPLEBEAR INC | Consumer Cyclical | 6.0 | $284.0 | — | NEW | — | $47.33 | +5.1% |
| 1136 | ON | ON SEMICONDUCTOR CORP | Technology | 3.0 | $284.0 | — | NEW | — | $94.67 | -21.8% |
| 1137 | CYRX | CRYOPORT INC | Industrials | 18.0 | $283.0 | — | NEW | — | $15.72 | +7.4% |
| 1138 | LOGI | LOGITECH INTL S A | Technology | 3.0 | $282.0 | — | NEW | — | $94.00 | +2.4% |
| 1139 | BZH | BEAZER HOMES USA INC | Consumer Cyclical | 10.0 | $281.0 | — | NEW | — | $28.10 | +18.1% |
| 1140 | JBGS | JBG SMITH PPTYS | Real Estate | 19.0 | $279.0 | — | NEW | — | $14.68 | -14.7% |
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
46.5%
Financial Services
16.8%
Technology
14.4%
Consumer Cyclical
5.8%
Industrials
5.0%
Healthcare
3.0%
Communication Services
2.5%
Energy
2.4%
Utilities
1.8%
Basic Materials
1.4%