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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | SCHD | SCHWAB STRATEGIC TR | — | 2,520.0 | $69K | 0.01% | NEW | — | $27.43 | +16.8% |
| 142 | CEG | CONSTELLATION ENERGY CORP | Utilities | 190.0 | $67K | 0.01% | NEW | — | $353.27 | -25.8% |
| 143 | VLO | VALERO ENERGY CORP | Energy | 412.0 | $67K | 0.01% | NEW | — | $162.79 | +54.0% |
| 144 | ETN | EATON CORP PLC | Industrials | 209.0 | $67K | 0.01% | NEW | — | $318.51 | +25.4% |
| 145 | MTB | M & T BK CORP | Financial Services | 329.0 | $66K | 0.01% | NEW | — | $201.48 | +1.7% |
| 146 | — | CENCORA INC | — | 191.0 | $65K | 0.01% | NEW | — | $337.98 | — |
| 147 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 31.0 | $62K | 0.01% | NEW | — | $2014.26 | -23.2% |
| 148 | YUM | YUM BRANDS INC | Consumer Cyclical | 408.0 | $62K | 0.01% | NEW | — | $151.24 | -0.8% |
| 149 | LTBR | LIGHTBRIDGE CORP | Industrials | 4,872.0 | $62K | 0.01% | NEW | — | $12.64 | -9.5% |
| 150 | SCHG | SCHWAB STRATEGIC TR | — | 1,881.0 | $61K | 0.01% | NEW | — | $32.62 | +4.8% |
| 151 | EFA | ISHARES TR | — | 635.0 | $61K | 0.01% | NEW | — | $96.04 | +6.9% |
| 152 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 1,194.0 | $60K | 0.01% | NEW | — | $50.01 | -38.9% |
| 153 | FREL | FIDELITY COVINGTON TRUST | — | 2,217.0 | $60K | 0.01% | NEW | — | $26.89 | +7.3% |
| 154 | XLSR | SSGA ACTIVE TR | — | 951.0 | $59K | 0.01% | NEW | — | $62.29 | +4.6% |
| 155 | MPC | MARATHON PETE CORP | Energy | 363.0 | $59K | 0.01% | NEW | — | $162.63 | +56.8% |
| 156 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 357.0 | $58K | 0.01% | NEW | — | $161.96 | -4.7% |
| 157 | RDDT | REDDIT INC | Communication Services | 250.0 | $57K | 0.01% | NEW | — | $229.87 | -31.2% |
| 158 | CI | THE CIGNA GROUP | Healthcare | 207.0 | $57K | 0.01% | NEW | — | $275.23 | +4.2% |
| 159 | FMDE | FIDELITY COVINGTON TRUST | — | 1,531.0 | $56K | 0.01% | NEW | — | $36.39 | +5.4% |
| 160 | ENVX | ENOVIX CORPORATION | Industrials | 7,481.0 | $55K | 0.01% | NEW | — | $7.31 | -16.4% |
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%