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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | — | BROOKFIELD ASSET MANAGMT LTD | — | 1,676.0 | $75K | 0.01% | +2K | +10000.0% | $44.84 | — |
| 182 | TNA | DIREXION SHARES ETF TRUST | — | 965.0 | $72K | 0.01% | NEW | — | $75.12 | -4.7% |
| 183 | RDDT | REDDIT INC | Communication Services | 407.0 | $71K | 0.01% | -343.0 | -45.7% | $173.58 | -13.4% |
| 184 | CNI | CANADIAN NATL RY CO | Industrials | 590.0 | $70K | 0.01% | +553.0 | +1494.6% | $119.24 | +7.5% |
| 185 | SJM | SMUCKER J M CO | Consumer Defensive | 618.0 | $70K | 0.01% | -150.0 | -19.5% | $112.58 | +9.3% |
| 186 | BLK | BLACKROCK INC | Financial Services | 72.0 | $69K | 0.01% | +9.0 | +14.3% | $961.56 | +18.5% |
| 187 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 179.0 | $69K | 0.01% | +160.0 | +842.1% | $386.73 | +2.5% |
| 188 | MTB | M & T BK CORP | Financial Services | 282.0 | $67K | 0.01% | — | — | $238.01 | +0.1% |
| 189 | CI | THE CIGNA GROUP | Healthcare | 241.0 | $66K | 0.01% | +10.0 | +4.3% | $275.68 | -0.5% |
| 190 | YUM | YUM BRANDS INC | Consumer Cyclical | 409.0 | $65K | 0.01% | — | — | $159.86 | -4.7% |
| 191 | XLSR | SSGA ACTIVE TR | — | 1,000.0 | $65K | 0.01% | +5.0 | +0.5% | $64.85 | +1.4% |
| 192 | KO | COCA COLA CO | Consumer Defensive | 788.0 | $64K | 0.01% | -915.0 | -53.7% | $81.31 | +11.3% |
| 193 | XLK | SELECT SECTOR SPDR TR | — | 336.0 | $64K | 0.01% | — | — | $190.52 | -3.9% |
| 194 | BROS | DUTCH BROS INC | Consumer Cyclical | 877.0 | $63K | 0.01% | — | — | $71.81 | -31.2% |
| 195 | FMDE | FIDELITY COVINGTON TRUST | — | 1,540.0 | $62K | 0.01% | — | — | $40.58 | +3.7% |
| 196 | QBTS | D-WAVE QUANTUM INC | Technology | 2,534.0 | $61K | 0.01% | +94.0 | +3.9% | $23.99 | -21.5% |
| 197 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 347.0 | $60K | 0.01% | +134.0 | +62.9% | $174.26 | +14.0% |
| 198 | BWXT | BWX TECHNOLOGIES INC | Industrials | 310.0 | $60K | 0.01% | — | — | $194.65 | -19.6% |
| 199 | CSCO | CISCO SYS INC | Technology | 513.0 | $60K | 0.01% | +123.0 | +31.5% | $117.46 | -6.7% |
| 200 | ABT | ABBOTT LABORATORIES | Healthcare | 638.0 | $58K | 0.01% | — | — | $90.74 | +25.9% |
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%