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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | GRND | GRINDR INC | Technology | 55.0 | $790.0 | — | +9.0 | +19.6% | $14.36 | +9.2% |
| 382 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 133.0 | $775.0 | — | +30.0 | +29.1% | $5.83 | +2.4% |
| 383 | RBLX | ROBLOX CORP | Technology | 14.0 | $761.0 | — | +10.0 | +250.0% | $54.36 | -26.6% |
| 384 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 2.0 | $751.0 | — | +1.0 | +100.0% | $375.50 | -15.8% |
| 385 | FMC | FMC CORP | Basic Materials | 64.0 | $736.0 | — | +52.0 | +433.3% | $11.50 | -5.4% |
| 386 | MGA | MAGNA INTL INC | Consumer Cyclical | 11.0 | $722.0 | — | +5.0 | +83.3% | $65.64 | +8.9% |
| 387 | PLD | PROLOGIS INC. | Real Estate | 5.0 | $677.0 | — | +3.0 | +150.0% | $135.40 | +4.0% |
| 388 | PRGO | PERRIGO CO PLC | Healthcare | 64.0 | $665.0 | — | +48.0 | +300.0% | $10.39 | +30.6% |
| 389 | AXGN | AXOGEN INC | Healthcare | 14.0 | $647.0 | — | +3.0 | +27.3% | $46.21 | +7.9% |
| 390 | — | COOPER COS INC | — | 9.0 | $645.0 | — | +5.0 | +125.0% | $71.67 | — |
| 391 | FDX | FEDEX CORP | Industrials | 2.0 | $626.0 | — | +1.0 | +100.0% | $313.00 | +6.2% |
| 392 | COF | CAPITAL ONE FINL CORP | Financial Services | 3.0 | $602.0 | — | +2.0 | +200.0% | $200.67 | +11.1% |
| 393 | SEDG | SOLAREDGE TECHNOLOGIES INC | Energy | 10.0 | $584.0 | — | +5.0 | +100.0% | $58.40 | -45.7% |
| 394 | AXS | AXIS CAP HLDGS LTD | Financial Services | 5.0 | $537.0 | — | +2.0 | +66.7% | $107.40 | -6.5% |
| 395 | — | BLOCK INC | — | 7.0 | $532.0 | — | +3.0 | +75.0% | $76.00 | — |
| 396 | TREE | LENDINGTREE INC | Financial Services | 12.0 | $531.0 | — | +8.0 | +200.0% | $44.25 | -28.1% |
| 397 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 12.0 | $512.0 | — | +8.0 | +200.0% | $42.67 | +22.5% |
| 398 | NOAH | NOAH HLDGS LTD | Financial Services | 51.0 | $509.0 | — | +19.0 | +59.4% | $9.98 | -11.3% |
| 399 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | Financial Services | 24.0 | $477.0 | — | +16.0 | +200.0% | $19.88 | +9.0% |
| 400 | FUTU | FUTU HLDGS LTD | Financial Services | 5.0 | $469.0 | — | +3.0 | +150.0% | $93.80 | +18.1% |
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%