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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 426.0 | $132K | 0.02% | NEW | — | $310.24 | +16.2% |
| 102 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 281.0 | $132K | 0.02% | NEW | — | $468.76 | +30.7% |
| 103 | MRK | MERCK & CO INC | Healthcare | 1,239.0 | $130K | 0.02% | NEW | — | $105.26 | +6.3% |
| 104 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 391.0 | $129K | 0.02% | NEW | — | $330.02 | +17.4% |
| 105 | GEV | GE VERNOVA INC | Utilities | 196.0 | $128K | 0.02% | NEW | — | $653.57 | +52.1% |
| 106 | IBDV | ISHARES TR | — | 5,734.0 | $127K | 0.02% | NEW | — | $22.07 | -1.7% |
| 107 | — | BERKSHIRE HATHAWAY INC DEL | — | 247.0 | $124K | 0.02% | NEW | — | $502.65 | — |
| 108 | BA | BOEING CO | Industrials | 565.0 | $123K | 0.02% | NEW | — | $217.12 | +0.4% |
| 109 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 1,611.0 | $121K | 0.02% | NEW | — | $75.05 | +9.5% |
| 110 | STIP | ISHARES TR | — | 1,162.0 | $119K | 0.02% | NEW | — | $102.36 | +1.2% |
| 111 | NSC | NORFOLK SOUTHN CORP | Industrials | 393.0 | $113K | 0.02% | NEW | — | $288.37 | +11.1% |
| 112 | ABBV | ABBVIE INC | Healthcare | 491.0 | $112K | 0.02% | NEW | — | $228.63 | -8.6% |
| 113 | LEU | CENTRUS ENERGY CORP | Energy | 458.0 | $111K | 0.02% | NEW | — | $242.76 | -28.8% |
| 114 | KO | COCA COLA CO | Consumer Defensive | 1,562.0 | $109K | 0.02% | NEW | — | $69.93 | +15.6% |
| 115 | PANW | PALO ALTO NETWORKS INC | Technology | 585.0 | $108K | 0.02% | NEW | — | $184.20 | +34.6% |
| 116 | DFEM | DIMENSIONAL ETF TRUST | — | 3,122.0 | $103K | 0.02% | NEW | — | $33.08 | +18.0% |
| 117 | FE | FIRSTENERGY CORP | Utilities | 2,232.0 | $100K | 0.02% | NEW | — | $44.76 | -1.1% |
| 118 | IEFA | ISHARES TR | — | 1,097.0 | $98K | 0.01% | NEW | — | $89.46 | +7.0% |
| 119 | GNR | SPDR INDEX SHS FDS | — | 1,560.0 | $97K | 0.01% | NEW | — | $62.13 | +20.0% |
| 120 | SO | SOUTHERN CO | Utilities | 1,107.0 | $97K | 0.01% | NEW | — | $87.20 | +6.7% |
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
49.9%
Financial Services
24.2%
Technology
9.1%
Consumer Cyclical
5.1%
Communication Services
3.4%
Industrials
2.5%
Energy
1.8%
Healthcare
1.6%
Utilities
1.5%
Basic Materials
0.6%