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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | WIX | WIX COM LTD | Technology | 53.0 | $2K | — | NEW | — | $45.38 | +80.9% |
| 702 | LNG | CHENIERE ENERGY INC | Energy | 10.0 | $2K | — | NEW | — | $239.00 | +16.1% |
| 703 | CLX | CLOROX CO DEL | Consumer Defensive | 25.0 | $2K | — | NEW | — | $95.44 | +11.8% |
| 704 | C | CITIGROUP INC | Financial Services | 17.0 | $2K | — | +3.0 | +21.4% | $139.94 | -5.9% |
| 705 | APPS | DIGITAL TURBINE INC | Technology | 184.0 | $2K | — | NEW | — | $12.90 | -15.8% |
| 706 | NMRK | NEWMARK GROUP INC | Real Estate | 157.0 | $2K | — | +99.0 | +170.7% | $15.11 | +7.3% |
| 707 | INTU | INTUIT | Technology | 9.0 | $2K | — | +8.0 | +800.0% | $261.00 | +40.6% |
| 708 | SM | SM ENERGY COMPANY | Energy | 90.0 | $2K | — | — | — | $26.10 | +42.5% |
| 709 | — | BROWN FORMAN CORP | — | 88.0 | $2K | — | +81.0 | +1157.1% | $26.65 | — |
| 710 | ONON | ON HLDG AG | Consumer Cyclical | 66.0 | $2K | — | +24.0 | +57.1% | $35.42 | -15.3% |
| 711 | JBL | JABIL INC | Technology | 6.0 | $2K | — | +3.0 | +100.0% | $385.50 | -18.8% |
| 712 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 298.0 | $2K | — | +12.0 | +4.2% | $7.74 | +17.5% |
| 713 | OIS | OIL STS INTL INC | Energy | 288.0 | $2K | — | NEW | — | $8.01 | +8.0% |
| 714 | — | INSTALLED BLDG PRODS INC | — | 10.0 | $2K | — | NEW | — | $229.80 | — |
| 715 | NAT | NORDIC AMERICAN TANKERS LIMI | Industrials | 406.0 | $2K | — | NEW | — | $5.54 | +25.8% |
| 716 | CPS | COOPER-STANDARD HOLDINGS INC | Consumer Cyclical | 83.0 | $2K | — | +73.0 | +730.0% | $27.05 | +3.6% |
| 717 | CNO | CNO FINL GROUP INC | Financial Services | 44.0 | $2K | — | — | — | $50.98 | +5.0% |
| 718 | MCY | MERCURY GENL CORP NEW | Financial Services | 21.0 | $2K | — | +4.0 | +23.5% | $106.62 | -0.9% |
| 719 | SEZL | SEZZLE INC | Financial Services | 13.0 | $2K | — | +11.0 | +550.0% | $171.62 | -30.6% |
| 720 | MFC | MANULIFE FINL CORP | Financial Services | 55.0 | $2K | — | +10.0 | +22.2% | $40.51 | +4.9% |
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
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%