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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | NVCR | NOVOCURE LTD | Healthcare | 191.0 | $3K | — | +183.0 | +2287.5% | $15.15 | +17.7% |
| 302 | GRPN | GROUPON INC | Communication Services | 115.0 | $3K | — | +44.0 | +62.0% | $24.06 | -21.6% |
| 303 | PVLA | PALVELLA THERAPEUTICS INC NE | Healthcare | 18.0 | $3K | — | +6.0 | +50.0% | $152.83 | -6.7% |
| 304 | BNS | BANK NOVA SCOTIA B C | Financial Services | 31.0 | $3K | — | +10.0 | +47.6% | $86.84 | -0.9% |
| 305 | PSIX | POWER SOLUTIONS INTL INC | Industrials | 69.0 | $3K | — | +4.0 | +6.2% | $38.88 | -8.8% |
| 306 | CVE | CENOVUS ENERGY INC | Energy | 107.0 | $3K | — | +7.0 | +7.0% | $24.81 | +32.1% |
| 307 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 24.0 | $3K | — | +22.0 | +1100.0% | $109.75 | -0.6% |
| 308 | BMO | BANK MONTREAL MEDIUM | Financial Services | 14.0 | $2K | — | +4.0 | +40.0% | $176.71 | -2.6% |
| 309 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 4.0 | $2K | — | +2.0 | +100.0% | $616.75 | -20.4% |
| 310 | WM | WASTE MGMT INC DEL | Industrials | 11.0 | $2K | — | +1.0 | +10.0% | $222.91 | +1.4% |
| 311 | C | CITIGROUP INC | Financial Services | 17.0 | $2K | — | +3.0 | +21.4% | $139.94 | -6.1% |
| 312 | NMRK | NEWMARK GROUP INC | Real Estate | 157.0 | $2K | — | +99.0 | +170.7% | $15.11 | +7.1% |
| 313 | INTU | INTUIT | Technology | 9.0 | $2K | — | +8.0 | +800.0% | $261.00 | +39.0% |
| 314 | — | BROWN FORMAN CORP | — | 88.0 | $2K | — | +81.0 | +1157.1% | $26.65 | — |
| 315 | ONON | ON HLDG AG | Consumer Cyclical | 66.0 | $2K | — | +24.0 | +57.1% | $35.42 | -15.9% |
| 316 | JBL | JABIL INC | Technology | 6.0 | $2K | — | +3.0 | +100.0% | $385.50 | -17.8% |
| 317 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 298.0 | $2K | — | +12.0 | +4.2% | $7.74 | +8.3% |
| 318 | CPS | COOPER-STANDARD HOLDINGS INC | Consumer Cyclical | 83.0 | $2K | — | +73.0 | +730.0% | $27.05 | +1.7% |
| 319 | MCY | MERCURY GENL CORP NEW | Financial Services | 21.0 | $2K | — | +4.0 | +23.5% | $106.62 | -2.6% |
| 320 | SEZL | SEZZLE INC | Financial Services | 13.0 | $2K | — | +11.0 | +550.0% | $171.62 | -32.8% |
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%