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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | INSW | INTERNATIONAL SEAWAYS INC | Energy | 138.0 | $10K | 0.00% | +2.0 | +1.5% | $72.88 | +17.0% |
| 162 | COHR | COHERENT CORP | Technology | 42.0 | $10K | 0.00% | +2.0 | +5.0% | $238.21 | +52.3% |
| 163 | COLB | COLUMBIA BKG SYS INC | Financial Services | 361.0 | $10K | 0.00% | +4.0 | +1.1% | $27.43 | +5.8% |
| 164 | RKLB | ROCKET LAB CORP | Industrials | 150.0 | $10K | 0.00% | +29.0 | +24.0% | $64.22 | +104.2% |
| 165 | TT | TRANE TECHNOLOGIES PLC | Industrials | 23.0 | $10K | 0.00% | +22.0 | +2200.0% | $416.74 | +10.5% |
| 166 | CDE | COEUR MNG INC | Basic Materials | 507.0 | $10K | 0.00% | +498.0 | +5533.3% | $18.77 | -10.7% |
| 167 | MP | MP MATERIALS CORP | Basic Materials | 196.0 | $9K | 0.00% | +84.0 | +75.0% | $48.26 | +17.4% |
| 168 | KGC | KINROSS GOLD CORP | Basic Materials | 307.0 | $9K | 0.00% | +10.0 | +3.4% | $30.52 | -6.5% |
| 169 | — | TXNM ENERGY INC | — | 155.0 | $9K | 0.00% | +134.0 | +638.1% | $58.27 | — |
| 170 | BOW | BOWHEAD SPECIALTY HLDGS INC | Financial Services | 397.0 | $9K | 0.00% | +228.0 | +134.9% | $22.43 | +28.1% |
| 171 | XEL | XCEL ENERGY INC | Utilities | 111.0 | $9K | 0.00% | +71.0 | +177.5% | $79.44 | -1.7% |
| 172 | PWR | QUANTA SVCS INC | Industrials | 16.0 | $9K | 0.00% | +4.0 | +33.3% | $549.00 | +31.7% |
| 173 | V | VISA INC | Financial Services | 29.0 | $9K | 0.00% | +11.0 | +61.1% | $302.24 | +10.1% |
| 174 | AA | ALCOA CORP | Basic Materials | 125.0 | $8K | 0.00% | +55.0 | +78.6% | $66.33 | -3.6% |
| 175 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 63.0 | $8K | 0.00% | +9.0 | +16.7% | $131.08 | -1.6% |
| 176 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 89.0 | $8K | 0.00% | +27.0 | +43.5% | $85.22 | +5.6% |
| 177 | — | BBB FOODS INC | — | 201.0 | $7K | 0.00% | +103.0 | +105.1% | $35.37 | — |
| 178 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 100.0 | $7K | 0.00% | +50.0 | +100.0% | $70.51 | -23.1% |
| 179 | BE | BLOOM ENERGY CORP | Industrials | 52.0 | $7K | 0.00% | +21.0 | +67.7% | $135.48 | +92.9% |
| 180 | STM | STMICROELECTRONICS N V | Technology | 200.0 | $7K | 0.00% | +100.0 | +100.0% | $34.55 | +76.4% |
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
52.4%
Financial Services
16.3%
Technology
9.8%
Consumer Cyclical
5.4%
Industrials
4.4%
Communication Services
3.8%
Energy
2.9%
Healthcare
2.4%
Utilities
1.5%
Basic Materials
0.8%