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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 361.0 | $150K | 0.02% | +7.0 | +2.0% | $416.01 | -5.3% |
| 62 | CVX | CHEVRON CORPORATION | Energy | 894.0 | $148K | 0.02% | +8.0 | +0.9% | $165.85 | +24.1% |
| 63 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 337.0 | $147K | 0.02% | +304.0 | +921.2% | $437.64 | -16.5% |
| 64 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 1,520.0 | $146K | 0.02% | +2K | +9400.0% | $96.12 | -50.7% |
| 65 | — | EXPAND ENERGY CORPORATION | — | 1,570.0 | $143K | 0.02% | +19.0 | +1.2% | $91.19 | — |
| 66 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 784.0 | $142K | 0.02% | +132.0 | +20.2% | $180.84 | +3.8% |
| 67 | ABBV | ABBVIE INC | Healthcare | 535.0 | $135K | 0.02% | +5.0 | +0.9% | $251.67 | +2.9% |
| 68 | FAST | FASTENAL CO | Industrials | 2,532.0 | $122K | 0.02% | +2K | +758.3% | $48.03 | +6.7% |
| 69 | AMAT | APPLIED MATLS INC | Technology | 159.0 | $115K | 0.01% | +90.0 | +130.4% | $720.73 | -28.6% |
| 70 | AUPH | AURINIA PHARMACEUTICALS INC | Healthcare | 6,693.0 | $114K | 0.01% | +73.0 | +1.1% | $16.97 | -9.8% |
| 71 | WMB | WILLIAMS COS INC | Energy | 1,494.0 | $111K | 0.01% | +1K | +256.6% | $74.34 | +1.1% |
| 72 | FE | FIRSTENERGY CORP | Utilities | 2,272.0 | $108K | 0.01% | +22.0 | +1.0% | $47.54 | -0.6% |
| 73 | LIN | LINDE PLC | Basic Materials | 202.0 | $105K | 0.01% | +201.0 | +10000.0% | $518.94 | -7.8% |
| 74 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 219.0 | $104K | 0.01% | +105.0 | +92.1% | $476.99 | -13.3% |
| 75 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 3,101.0 | $103K | 0.01% | +794.0 | +34.4% | $33.29 | +9.9% |
| 76 | GNR | SPDR INDEX SHS FDS | — | 1,513.0 | $102K | 0.01% | +11.0 | +0.7% | $67.29 | +11.8% |
| 77 | JNJ | JOHNSON & JOHNSON | Healthcare | 393.0 | $100K | 0.01% | +139.0 | +54.7% | $253.76 | +6.8% |
| 78 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 58.0 | $98K | 0.01% | +27.0 | +87.1% | $1697.40 | +4.8% |
| 79 | — | ANGLOGOLD ASHANTI PLC | — | 1,182.0 | $96K | 0.01% | +646.0 | +120.5% | $80.87 | — |
| 80 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 788.0 | $92K | 0.01% | +28.0 | +3.7% | $116.67 | +47.0% |
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%