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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | LGN | LEGENCE CORP | Industrials | 80.0 | $7K | 0.00% | — | — | $85.22 | -30.3% |
| 502 | OLED | UNIVERSAL DISPLAY CORP | Technology | 78.0 | $7K | 0.00% | NEW | — | $86.59 | -0.9% |
| 503 | CFG | CITIZENS FINL GROUP INC | Financial Services | 96.0 | $7K | 0.00% | +14.0 | +17.1% | $70.07 | -0.3% |
| 504 | APP | APPLOVIN CORP | Technology | 13.0 | $7K | 0.00% | NEW | — | $515.23 | -40.7% |
| 505 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 73.0 | $7K | 0.00% | NEW | — | $91.21 | -16.6% |
| 506 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 272.0 | $7K | 0.00% | NEW | — | $24.46 | +15.3% |
| 507 | — | LITHIUM ARGENTINA AG | — | 802.0 | $7K | 0.00% | NEW | — | $8.27 | — |
| 508 | — | GRAYSCALE XRP TR ETF | — | 327.0 | $7K | 0.00% | NEW | — | $20.25 | — |
| 509 | F | FORD MTR CO | Consumer Cyclical | 473.0 | $7K | 0.00% | +321.0 | +211.2% | $13.90 | +3.7% |
| 510 | RDY | DR REDDYS LABS LTD | Healthcare | 452.0 | $7K | 0.00% | -10.0 | -2.2% | $14.49 | -15.9% |
| 511 | Q | QNITY ELECTRONICS INC | Technology | 40.0 | $7K | 0.00% | -29.0 | -42.0% | $163.30 | -21.1% |
| 512 | FNV | FRANCO NEV CORP | Basic Materials | 31.0 | $6K | 0.00% | NEW | — | $208.45 | +27.5% |
| 513 | RIO | RIO TINTO PLC | Basic Materials | 68.0 | $6K | 0.00% | +4.0 | +6.2% | $94.93 | +10.9% |
| 514 | — | JBS N.V. | — | 534.0 | $6K | 0.00% | NEW | — | $11.85 | — |
| 515 | CMC | COMMERCIAL METALS CO | Basic Materials | 100.0 | $6K | 0.00% | — | — | $62.75 | +5.7% |
| 516 | MDU | MDU RES GROUP INC | Industrials | 292.0 | $6K | 0.00% | — | — | $21.21 | -5.9% |
| 517 | ES | EVERSOURCE ENERGY | Utilities | 84.0 | $6K | 0.00% | +43.0 | +104.9% | $72.27 | -2.9% |
| 518 | PKX | POSCO HOLDINGS INC | Basic Materials | 118.0 | $6K | 0.00% | NEW | — | $51.38 | +11.6% |
| 519 | EMBJ | EMBRAER S.A. | Industrials | 95.0 | $6K | 0.00% | +60.0 | +171.4% | $63.80 | +19.0% |
| 520 | KLAC | KLA CORP | Technology | 20.0 | $6K | 0.00% | +18.0 | +900.0% | $301.70 | -39.0% |
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
46.5%
Financial Services
16.8%
Technology
14.4%
Consumer Cyclical
5.8%
Industrials
5.0%
Healthcare
3.0%
Communication Services
2.5%
Energy
2.4%
Utilities
1.8%
Basic Materials
1.4%