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 | IWM | ISHARES TR | — | 310.0 | $77K | 0.01% | -18.0 | -5.5% | $247.93 | +19.6% |
| 142 | ETN | EATON CORP PLC | Industrials | 209.0 | $75K | 0.01% | — | — | $357.67 | +12.7% |
| 143 | SJM | SMUCKER J M CO | Consumer Defensive | 768.0 | $74K | 0.01% | +5.0 | +0.7% | $96.49 | +20.0% |
| 144 | NVO | NOVO-NORDISK A S | Healthcare | 2,003.0 | $74K | 0.01% | NEW | — | $36.75 | +34.4% |
| 145 | XOP | SPDR SERIES TRUST | — | 400.0 | $73K | 0.01% | NEW | — | $181.83 | -4.4% |
| 146 | POCT | INNOVATOR ETFS TRUST | — | 1,623.0 | $70K | 0.01% | — | — | $43.11 | +8.2% |
| 147 | NKE | NIKE INC | Consumer Cyclical | 1,311.0 | $69K | 0.01% | +1K | +321.5% | $52.82 | -18.7% |
| 148 | HEFA | ISHARES TR | — | 1,580.0 | $67K | 0.01% | -145.0 | -8.4% | $42.49 | +9.1% |
| 149 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 170.0 | $66K | 0.01% | -111.0 | -39.5% | $97.60 | +95.8% |
| 150 | ABT | ABBOTT LABORATORIES | Healthcare | 638.0 | $66K | 0.01% | — | — | $102.67 | -2.9% |
| 151 | EMB | ISHARES TR | — | 696.0 | $65K | 0.01% | -34K | -98.0% | $93.90 | +1.6% |
| 152 | YUM | YUM BRANDS INC | Consumer Cyclical | 408.0 | $64K | 0.01% | — | — | $155.64 | -5.3% |
| 153 | BWXT | BWX TECHNOLOGIES INC | Industrials | 310.0 | $63K | 0.01% | — | — | $204.49 | -15.4% |
| 154 | JNJ | JOHNSON & JOHNSON | Healthcare | 254.0 | $62K | 0.01% | +57.0 | +28.9% | $243.98 | +2.7% |
| 155 | CI | THE CIGNA GROUP | Healthcare | 231.0 | $62K | 0.01% | +24.0 | +11.6% | $266.75 | +8.9% |
| 156 | FREL | FIDELITY COVINGTON TRUST | — | 2,273.0 | $61K | 0.01% | +56.0 | +2.5% | $26.91 | +12.4% |
| 157 | BLK | BLACKROCK INC | Financial Services | 63.0 | $61K | 0.01% | +13.0 | +26.0% | $961.71 | +8.0% |
| 158 | — | CENCORA INC | — | 191.0 | $60K | 0.01% | — | — | $314.36 | — |
| 159 | EFA | ISHARES TR | — | 618.0 | $60K | 0.01% | -17.0 | -2.7% | $97.14 | +7.1% |
| 160 | PANW | PALO ALTO NETWORKS INC | Technology | 367.0 | $59K | 0.01% | -218.0 | -37.3% | $160.32 | +113.4% |
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
52.3%
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%