Portfolio (Quarterly)
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Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | GSHD | GOOSEHEAD INS INC | Financial Services | 23.0 | $1K | — | +22.0 | +2200.0% | $48.52 | +40.9% |
| 362 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 11.0 | $1K | — | +4.0 | +57.1% | $100.09 | +6.6% |
| 363 | PLSE | PULSE BIOSCIENCES INC | Healthcare | 38.0 | $1K | — | +6.0 | +18.8% | $27.74 | +69.5% |
| 364 | IAG | IAMGOLD CORP | Basic Materials | 65.0 | $1K | — | +45.0 | +225.0% | $15.85 | +24.4% |
| 365 | BHF | BRIGHTHOUSE FINL INC | Financial Services | 16.0 | $1K | — | +4.0 | +33.3% | $63.31 | -15.8% |
| 366 | — | SIRIUSPOINT LTD | — | 42.0 | $1K | — | +35.0 | +500.0% | $24.00 | — |
| 367 | — | GT BIOPHARMA INC | — | 2,043.0 | $1K | — | +792.0 | +63.3% | $0.49 | — |
| 368 | TIMB | TIM S A | Communication Services | 45.0 | $964.0 | — | +27.0 | +150.0% | $21.42 | -17.0% |
| 369 | MANU | MANCHESTER UTD PLC NEW | Communication Services | 42.0 | $963.0 | — | +6.0 | +16.7% | $22.93 | +4.4% |
| 370 | HAFN | HAFNIA LTD | Industrials | 140.0 | $930.0 | — | +117.0 | +508.7% | $6.64 | +19.1% |
| 371 | CVNA | CARVANA CO | Consumer Cyclical | 14.0 | $921.0 | — | +12.0 | +600.0% | $65.79 | +7.1% |
| 372 | VYGR | VOYAGER THERAPEUTICS INC | Healthcare | 262.0 | $917.0 | — | +175.0 | +201.2% | $3.50 | -2.6% |
| 373 | MCO | MOODYS CORP | Financial Services | 2.0 | $906.0 | — | +1.0 | +100.0% | $453.00 | +9.7% |
| 374 | TRUP | TRUPANION INC | Financial Services | 35.0 | $867.0 | — | +17.0 | +94.4% | $24.77 | +25.5% |
| 375 | GGAL | GRUPO FINANCIERO GALICIA S.A | Financial Services | 17.0 | $851.0 | — | +9.0 | +112.5% | $50.06 | -17.2% |
| 376 | WBS | WEBSTER FINL CORP | Financial Services | 11.0 | $841.0 | — | +9.0 | +450.0% | $76.45 | +1.5% |
| 377 | AGNC | AGNC INVT CORP | Real Estate | 77.0 | $839.0 | — | +49.0 | +175.0% | $10.90 | +1.7% |
| 378 | STVN | STEVANATO GROUP S P A | Healthcare | 46.0 | $831.0 | — | +23.0 | +100.0% | $18.07 | +20.2% |
| 379 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 39.0 | $826.0 | — | +15.0 | +62.5% | $21.18 | +20.4% |
| 380 | TEO | TELECOM ARGENTINA SA | Communication Services | 63.0 | $819.0 | — | +62.0 | +6200.0% | $13.00 | +1.6% |
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%