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 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 73.0 | $7K | 0.00% | NEW | — | $91.21 | -14.3% |
| 62 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 272.0 | $7K | 0.00% | NEW | — | $24.46 | +13.2% |
| 63 | — | LITHIUM ARGENTINA AG | — | 802.0 | $7K | 0.00% | NEW | — | $8.27 | — |
| 64 | — | GRAYSCALE XRP TR ETF | — | 327.0 | $7K | 0.00% | NEW | — | $20.25 | — |
| 65 | FNV | FRANCO NEV CORP | Basic Materials | 31.0 | $6K | 0.00% | NEW | — | $208.45 | +18.7% |
| 66 | — | JBS N.V. | — | 534.0 | $6K | 0.00% | NEW | — | $11.85 | — |
| 67 | PKX | POSCO HOLDINGS INC | Basic Materials | 118.0 | $6K | 0.00% | NEW | — | $51.38 | +14.4% |
| 68 | FULT | FULTON FINL CORP PA | Financial Services | 242.0 | $6K | 0.00% | NEW | — | $24.19 | +0.2% |
| 69 | FRVO | FERVO ENERGY CO | — | 200.0 | $6K | 0.00% | NEW | — | $29.23 | -39.6% |
| 70 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 262.0 | $6K | 0.00% | NEW | — | $22.27 | +4.9% |
| 71 | OPCH | OPTION CARE HEALTH INC | Healthcare | 274.0 | $6K | 0.00% | NEW | — | $20.97 | +11.9% |
| 72 | IVA | INVENTIVA SA | Healthcare | 1,463.0 | $6K | 0.00% | NEW | — | $3.78 | +26.6% |
| 73 | — | THE BALDWIN INSURANCE GRP IN | — | 195.0 | $5K | 0.00% | NEW | — | $26.58 | — |
| 74 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 92.0 | $5K | 0.00% | NEW | — | $52.65 | +27.7% |
| 75 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 135.0 | $5K | 0.00% | NEW | — | $34.67 | -17.8% |
| 76 | ARIS | ARIS MINING CORPORATION | Basic Materials | 307.0 | $5K | 0.00% | NEW | — | $14.91 | +30.0% |
| 77 | XRPI | VOLATILITY SHS TR | — | 788.0 | $5K | 0.00% | NEW | — | $5.74 | -3.4% |
| 78 | MLKN | MILLERKNOLL INC | Consumer Cyclical | 215.0 | $4K | 0.00% | NEW | — | $20.46 | +16.8% |
| 79 | ALGT | ALLEGIANT TRAVEL CO | Industrials | 37.0 | $4K | 0.00% | NEW | — | $117.59 | -31.0% |
| 80 | FSLY | FASTLY INC | Technology | 226.0 | $4K | 0.00% | NEW | — | $18.36 | +39.4% |
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
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%