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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | MTB | M & T BK CORP | Financial Services | 282.0 | $58K | 0.01% | -47.0 | -14.3% | $206.72 | -0.9% |
| 162 | CMDY | ISHARES U S ETF TR | — | 979.0 | $58K | 0.01% | +23.0 | +2.4% | $59.45 | +5.6% |
| 163 | XLSR | SSGA ACTIVE TR | — | 995.0 | $57K | 0.01% | +44.0 | +4.6% | $57.74 | +12.9% |
| 164 | SUB | ISHARES TR | — | 528.0 | $56K | 0.01% | -160.0 | -23.3% | $106.50 | -0.3% |
| 165 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 357.0 | $56K | 0.01% | — | — | $157.28 | -1.9% |
| 166 | FMDE | FIDELITY COVINGTON TRUST | — | 1,536.0 | $55K | 0.01% | — | — | $35.96 | +6.7% |
| 167 | MPC | MARATHON PETE CORP | Energy | 226.0 | $55K | 0.01% | -137.0 | -37.7% | $244.18 | +4.4% |
| 168 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 1,194.0 | $54K | 0.01% | — | — | $45.30 | -32.5% |
| 169 | — | INNOVATOR ETFS TRUST | — | 2,880.0 | $54K | 0.01% | NEW | — | $18.77 | — |
| 170 | XME | SPDR SERIES TRUST | — | 500.0 | $54K | 0.01% | +473.0 | +1751.8% | $108.01 | +4.8% |
| 171 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 31.0 | $54K | 0.01% | — | — | $1729.03 | -10.5% |
| 172 | HL | HECLA MINING COMPANY | Basic Materials | 2,855.0 | $53K | 0.01% | +44.0 | +1.6% | $18.63 | -5.3% |
| 173 | DVN | DEVON ENERGY CORP NEW | Energy | 1,055.0 | $53K | 0.01% | +6.0 | +0.6% | $50.32 | -1.7% |
| 174 | CEG | CONSTELLATION ENERGY CORP | Utilities | 188.0 | $52K | 0.01% | -2.0 | -1.1% | $279.25 | -6.2% |
| 175 | — | ANGLOGOLD ASHANTI PLC | — | 536.0 | $52K | 0.01% | +363.0 | +209.8% | $97.36 | — |
| 176 | BNO | UNITED STS BRENT OIL FD LP | Financial Services | 1,000.0 | $52K | 0.01% | NEW | — | $52.01 | +10.8% |
| 177 | LTBR | LIGHTBRIDGE CORP | Industrials | 4,872.0 | $52K | 0.01% | — | — | $10.66 | +7.3% |
| 178 | OKLO | OKLO INC | Utilities | 1,028.0 | $51K | 0.01% | -1K | -58.5% | $49.59 | +25.5% |
| 179 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 1,012.0 | $51K | 0.01% | +73.0 | +7.8% | $50.18 | -7.6% |
| 180 | SPDW | SPDR INDEX SHS FDS | — | 1,100.0 | $50K | 0.01% | +13.0 | +1.2% | $45.65 | +8.5% |
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
52.4%
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%