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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 561 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 92.0 | $5K | 0.00% | NEW | — | $52.65 | +28.3% |
| 562 | STLD | STEEL DYNAMICS INC | Basic Materials | 21.0 | $5K | 0.00% | — | — | $229.48 | -0.3% |
| 563 | — | INVESCO GALAXY SOLANA ETF | — | 650.0 | $5K | 0.00% | — | — | $7.38 | — |
| 564 | ECL | ECOLAB INC | Basic Materials | 17.0 | $5K | 0.00% | — | — | $278.59 | +1.1% |
| 565 | ACN | ACCENTURE PLC IRELAND | Technology | 38.0 | $5K | 0.00% | — | — | $124.45 | +48.9% |
| 566 | PCAR | PACCAR INC | Industrials | 39.0 | $5K | 0.00% | — | — | $120.13 | +9.1% |
| 567 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 135.0 | $5K | 0.00% | NEW | — | $34.67 | -2.6% |
| 568 | UROY | URANIUM RTY CORP | Energy | 1,668.0 | $5K | 0.00% | — | — | $2.78 | +57.6% |
| 569 | ARIS | ARIS MINING CORPORATION | Basic Materials | 307.0 | $5K | 0.00% | NEW | — | $14.91 | +39.9% |
| 570 | IREN | IREN LIMITED | Financial Services | 100.0 | $5K | 0.00% | +60.0 | +150.0% | $45.73 | -8.4% |
| 571 | XRPI | VOLATILITY SHS TR | — | 788.0 | $5K | 0.00% | NEW | — | $5.74 | +30.7% |
| 572 | BUR | BURFORD CAPITAL LIMITED | Financial Services | 1,095.0 | $4K | 0.00% | +1K | +2446.5% | $4.10 | +5.1% |
| 573 | FISI | FINANCIAL INSTITUTIONS INC | Financial Services | 115.0 | $4K | 0.00% | — | — | $38.97 | +5.7% |
| 574 | — | RIGETTI COMPUTING INC | — | 500.0 | $4K | 0.00% | — | — | $8.96 | — |
| 575 | WDC | WESTERN DIGITAL CORP | Technology | 7.0 | $4K | 0.00% | +1.0 | +16.7% | $638.71 | -28.1% |
| 576 | HE | HAWAIIAN ELEC INDS INC MTN B | Utilities | 330.0 | $4K | 0.00% | -104.0 | -24.0% | $13.53 | -15.0% |
| 577 | SMG | SCOTTS MIRACLE-GRO CO | Basic Materials | 65.0 | $4K | 0.00% | +12.0 | +22.6% | $68.11 | -10.4% |
| 578 | RL | RALPH LAUREN CORP | Consumer Cyclical | 11.0 | $4K | 0.00% | — | — | $401.45 | -7.2% |
| 579 | MLKN | MILLERKNOLL INC | Consumer Cyclical | 215.0 | $4K | 0.00% | NEW | — | $20.46 | +12.6% |
| 580 | PINS | PINTEREST INC | Communication Services | 208.0 | $4K | 0.00% | — | — | $21.03 | +11.3% |
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%