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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | IESC | IES HOLDINGS INC | Industrials | 2.0 | $1K | — | NEW | — | $734.50 | -5.1% |
| 142 | HTHT | H WORLD GROUP LTD | Consumer Cyclical | 35.0 | $1K | — | NEW | — | $41.71 | +16.5% |
| 143 | FRHC | FREEDOM HOLDING CORP | Financial Services | 11.0 | $1K | — | NEW | — | $130.45 | +22.0% |
| 144 | TEM | TEMPUS AI INC | Healthcare | 24.0 | $1K | — | NEW | — | $57.92 | +5.8% |
| 145 | BOKF | BOK FINL CORP | Financial Services | 10.0 | $1K | — | NEW | — | $138.90 | +1.0% |
| 146 | ASC | ARDMORE SHIPPING CORP | Industrials | 97.0 | $1K | — | NEW | — | $14.01 | +31.3% |
| 147 | EQNR | EQUINOR ASA | Energy | 42.0 | $1K | — | NEW | — | $31.40 | +33.8% |
| 148 | LCID | LUCID GROUP INC | Consumer Cyclical | 196.0 | $1K | — | NEW | — | $6.69 | -11.5% |
| 149 | VAL | VALARIS LTD | Energy | 18.0 | $1K | — | NEW | — | $72.61 | +19.7% |
| 150 | — | LIBERTY GLOBAL LTD | — | 111.0 | $1K | — | NEW | — | $11.37 | — |
| 151 | J | JACOBS SOLUTIONS INC | Industrials | 10.0 | $1K | — | NEW | — | $126.00 | +17.0% |
| 152 | REPL | REPLIMUNE GROUP INC | Healthcare | 107.0 | $1K | — | NEW | — | $11.07 | +33.8% |
| 153 | MEOH | METHANEX CORP | Basic Materials | 25.0 | $1K | — | NEW | — | $46.16 | +22.6% |
| 154 | TDC | TERADATA CORP DEL | Technology | 33.0 | $1K | — | NEW | — | $34.64 | -19.4% |
| 155 | HDB | HDFC BANK LTD | Financial Services | 44.0 | $1K | — | NEW | — | $25.84 | -10.4% |
| 156 | PTC | PTC INC | Technology | 10.0 | $1K | — | NEW | — | $113.60 | +34.2% |
| 157 | MDGL | MADRIGAL PHARMACEUTICALS INC | Healthcare | 2.0 | $1K | — | NEW | — | $537.00 | +0.6% |
| 158 | CHT | CHUNGHWA TELECOM CO LTD | Communication Services | 24.0 | $1K | — | NEW | — | $44.25 | -2.8% |
| 159 | FRO | FRONTLINE PLC | Energy | 30.0 | $1K | — | NEW | — | $34.80 | +27.7% |
| 160 | PLAB | PHOTRONICS INC | Technology | 32.0 | $1K | — | NEW | — | $32.53 | -5.6% |
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%