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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | CRWV | COREWEAVE INC | Technology | 50.0 | $4K | 0.00% | NEW | — | $71.62 | +50.2% |
| 482 | GIS | GENERAL MLS INC | Consumer Defensive | 77.0 | $4K | 0.00% | NEW | — | $46.51 | -28.0% |
| 483 | STLD | STEEL DYNAMICS INC | Basic Materials | 21.0 | $4K | 0.00% | NEW | — | $169.43 | +34.7% |
| 484 | CDW | CDW CORP | Technology | 26.0 | $4K | 0.00% | NEW | — | $136.19 | -21.5% |
| 485 | WCN | WASTE CONNECTIONS INC | Industrials | 20.0 | $4K | 0.00% | NEW | — | $175.35 | -10.5% |
| 486 | ALAB | ASTERA LABS INC | Technology | 21.0 | $3K | 0.00% | NEW | — | $166.38 | +79.0% |
| 487 | CF | CF INDS HLDGS INC | Basic Materials | 45.0 | $3K | 0.00% | NEW | — | $77.33 | +57.4% |
| 488 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 25.0 | $3K | 0.00% | NEW | — | $138.92 | -6.4% |
| 489 | MSI | MOTOROLA SOLUTIONS INC | Technology | 9.0 | $3K | 0.00% | NEW | — | $383.33 | +4.4% |
| 490 | FIDI | FIDELITY COVINGTON TRUST | — | 133.0 | $3K | 0.00% | NEW | — | $25.91 | +9.5% |
| 491 | LGN | LEGENCE CORP | Industrials | 80.0 | $3K | 0.00% | NEW | — | $43.04 | +90.4% |
| 492 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 26.0 | $3K | 0.00% | NEW | — | $132.31 | -20.6% |
| 493 | EWZ | ISHARES INC | — | 108.0 | $3K | 0.00% | NEW | — | $31.77 | +16.5% |
| 494 | HLN | HALEON PLC | Healthcare | 339.0 | $3K | 0.00% | NEW | — | $10.11 | -7.8% |
| 495 | SPYV | SPDR SERIES TRUST | — | 60.0 | $3K | 0.00% | NEW | — | $56.93 | +6.4% |
| 496 | TIGO | MILLICOM INTL CELLULAR S A | Communication Services | 60.0 | $3K | 0.00% | NEW | — | $55.43 | +51.7% |
| 497 | DOCS | DOXIMITY INC | Healthcare | 75.0 | $3K | 0.00% | NEW | — | $44.28 | -56.2% |
| 498 | APAM | ARTISAN PARTNERS ASSET MGMT | Financial Services | 81.0 | $3K | 0.00% | NEW | — | $40.74 | -8.9% |
| 499 | IEF | ISHARES TR | — | 34.0 | $3K | 0.00% | NEW | — | $96.47 | -2.8% |
| 500 | — | BBB FOODS INC | — | 98.0 | $3K | 0.00% | NEW | — | $33.39 | — |
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
49.9%
Financial Services
24.2%
Technology
9.1%
Consumer Cyclical
5.1%
Communication Services
3.4%
Industrials
2.5%
Energy
1.8%
Healthcare
1.6%
Utilities
1.5%
Basic Materials
0.6%