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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | ARKX | ARK ETF TR | — | 200.0 | $7K | 0.00% | +100.0 | +100.0% | $34.12 | -3.5% |
| 242 | CFG | CITIZENS FINL GROUP INC | Financial Services | 96.0 | $7K | 0.00% | +14.0 | +17.1% | $70.07 | -0.5% |
| 243 | F | FORD MTR CO | Consumer Cyclical | 473.0 | $7K | 0.00% | +321.0 | +211.2% | $13.90 | +0.8% |
| 244 | RIO | RIO TINTO PLC | Basic Materials | 68.0 | $6K | 0.00% | +4.0 | +6.2% | $94.93 | +7.6% |
| 245 | ES | EVERSOURCE ENERGY | Utilities | 84.0 | $6K | 0.00% | +43.0 | +104.9% | $72.27 | -0.2% |
| 246 | EMBJ | EMBRAER S.A. | Industrials | 95.0 | $6K | 0.00% | +60.0 | +171.4% | $63.80 | +17.7% |
| 247 | KLAC | KLA CORP | Technology | 20.0 | $6K | 0.00% | +18.0 | +900.0% | $301.70 | -38.4% |
| 248 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 96.0 | $6K | 0.00% | +50.0 | +108.7% | $61.76 | -8.2% |
| 249 | CNC | CENTENE CORP DEL | Healthcare | 92.0 | $6K | 0.00% | +17.0 | +22.7% | $64.18 | -0.1% |
| 250 | DLR | DIGITAL RLTY TR INC | Real Estate | 31.0 | $6K | 0.00% | +27.0 | +675.0% | $179.58 | +8.2% |
| 251 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 48.0 | $5K | 0.00% | +35.0 | +269.2% | $112.31 | +33.8% |
| 252 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 380.0 | $5K | 0.00% | +342.0 | +900.0% | $14.13 | +18.1% |
| 253 | TY | TRI CONTL CORP | Financial Services | 151.0 | $5K | 0.00% | +4.0 | +2.7% | $34.32 | +3.5% |
| 254 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 5.0 | $5K | 0.00% | +2.0 | +66.7% | $1011.40 | -0.9% |
| 255 | LNTH | LANTHEUS HLDGS INC | Healthcare | 45.0 | $5K | 0.00% | +4.0 | +9.8% | $110.93 | -9.6% |
| 256 | RY | ROYAL BK CDA | Financial Services | 24.0 | $5K | 0.00% | +9.0 | +60.0% | $206.96 | -0.8% |
| 257 | — | MECHANICS BANCORP | — | 307.0 | $5K | 0.00% | +258.0 | +526.5% | $15.90 | — |
| 258 | IREN | IREN LIMITED | Financial Services | 100.0 | $5K | 0.00% | +60.0 | +150.0% | $45.73 | -6.8% |
| 259 | BUR | BURFORD CAPITAL LIMITED | Financial Services | 1,095.0 | $4K | 0.00% | +1K | +2446.5% | $4.10 | +3.9% |
| 260 | WDC | WESTERN DIGITAL CORP | Technology | 7.0 | $4K | 0.00% | +1.0 | +16.7% | $638.71 | -26.6% |
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
45.6%
Financial Services
16.4%
Technology
14.2%
Consumer Cyclical
5.7%
Industrials
4.9%
Communication Services
4.3%
Healthcare
3.0%
Energy
2.4%
Utilities
1.8%
Basic Materials
1.4%