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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 541 | APH | AMPHENOL CORP | Technology | 31.0 | $5K | 0.00% | -4.0 | -11.4% | $176.32 | -11.0% |
| 542 | TIGO | MILLICOM INTL CELLULAR S A | Communication Services | 60.0 | $5K | 0.00% | — | — | $90.77 | +3.2% |
| 543 | XLY | SELECT SECTOR SPDR TR | — | 46.0 | $5K | 0.00% | — | — | $117.28 | +0.6% |
| 544 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 48.0 | $5K | 0.00% | +35.0 | +269.2% | $112.31 | +40.5% |
| 545 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 380.0 | $5K | 0.00% | +342.0 | +900.0% | $14.13 | +20.5% |
| 546 | URNM | SPROTT FDS TR | — | 100.0 | $5K | 0.00% | — | — | $52.59 | +10.6% |
| 547 | TY | TRI CONTL CORP | Financial Services | 151.0 | $5K | 0.00% | +4.0 | +2.7% | $34.32 | +3.7% |
| 548 | — | THE BALDWIN INSURANCE GRP IN | — | 195.0 | $5K | 0.00% | NEW | — | $26.58 | — |
| 549 | MMM | 3M CO | Industrials | 32.0 | $5K | 0.00% | -1.0 | -3.0% | $161.91 | +10.5% |
| 550 | — | TRX GOLD CORPORATION | — | 6,240.0 | $5K | 0.00% | — | — | $0.82 | — |
| 551 | AA | ALCOA CORP | Basic Materials | 98.0 | $5K | 0.00% | -27.0 | -21.6% | $52.14 | -0.6% |
| 552 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 5.0 | $5K | 0.00% | +2.0 | +66.7% | $1011.40 | +2.8% |
| 553 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 10.0 | $5K | 0.00% | -2.0 | -16.7% | $501.40 | +25.5% |
| 554 | LNTH | LANTHEUS HLDGS INC | Healthcare | 45.0 | $5K | 0.00% | +4.0 | +9.8% | $110.93 | -9.9% |
| 555 | CRWV | COREWEAVE INC | Technology | 50.0 | $5K | 0.00% | — | — | $99.54 | -11.7% |
| 556 | RY | ROYAL BK CDA | Financial Services | 24.0 | $5K | 0.00% | +9.0 | +60.0% | $206.96 | -0.8% |
| 557 | NVO | NOVO-NORDISK A S | Healthcare | 103.0 | $5K | 0.00% | -2K | -94.9% | $47.94 | -2.5% |
| 558 | MDT | MEDTRONIC PLC | Healthcare | 63.0 | $5K | 0.00% | — | — | $78.22 | +19.3% |
| 559 | — | MECHANICS BANCORP | — | 307.0 | $5K | 0.00% | +258.0 | +526.5% | $15.90 | — |
| 560 | CF | CF INDUSTRIES HOLD | Basic Materials | 45.0 | $5K | 0.00% | — | — | $108.27 | +19.8% |
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%