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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 801 | HTHT | H WORLD GROUP LTD | Consumer Cyclical | 35.0 | $1K | — | NEW | — | $41.71 | +17.8% |
| 802 | PRCH | PORCH GROUP INC | Technology | 96.0 | $1K | — | +22.0 | +29.7% | $15.04 | +13.6% |
| 803 | ENTG | ENTEGRIS INC | Technology | 8.0 | $1K | — | — | — | $179.88 | -20.1% |
| 804 | FRHC | FREEDOM HOLDING CORP | Financial Services | 11.0 | $1K | — | NEW | — | $130.45 | +30.8% |
| 805 | PUK | PRUDENTIAL PLC | Financial Services | 53.0 | $1K | — | -166.0 | -75.8% | $26.81 | +5.0% |
| 806 | UFCS | UNITED FIRE GROUP INC | Financial Services | 27.0 | $1K | — | — | — | $52.44 | +1.1% |
| 807 | NVS | NOVARTIS AG | Healthcare | 9.0 | $1K | — | -18.0 | -66.7% | $156.67 | +1.4% |
| 808 | XPEV | XPENG INC | Consumer Cyclical | 106.0 | $1K | — | +70.0 | +194.4% | $13.24 | -7.9% |
| 809 | HAYW | HAYWARD HLDGS INC | Industrials | 81.0 | $1K | — | — | — | $17.31 | -15.8% |
| 810 | CLBT | CELLEBRITE DI LTD | Technology | 96.0 | $1K | — | +60.0 | +166.7% | $14.60 | -24.3% |
| 811 | TEM | TEMPUS AI INC | Healthcare | 24.0 | $1K | — | NEW | — | $57.92 | +25.5% |
| 812 | BOKF | BOK FINL CORP | Financial Services | 10.0 | $1K | — | NEW | — | $138.90 | +1.1% |
| 813 | ZION | ZIONS BANCORPORATION NATL AS | Financial Services | 20.0 | $1K | — | — | — | $69.20 | -1.5% |
| 814 | ASM | AVINO SILVER & GOLD MINES LT | Basic Materials | 218.0 | $1K | — | -790.0 | -78.4% | $6.34 | +16.7% |
| 815 | MPWR | MONOLITHIC PWR SYS INC | Technology | 1.0 | $1K | — | — | — | $1382.00 | -4.8% |
| 816 | ATI | ATI INC | Industrials | 7.0 | $1K | — | — | — | $197.14 | +5.0% |
| 817 | AMKR | AMKOR TECHNOLOGY INC | Technology | 16.0 | $1K | — | +6.0 | +60.0% | $86.25 | -41.7% |
| 818 | VISN | VISTANCE NETWORKS INC | Technology | 108.0 | $1K | — | +20.0 | +22.7% | $12.78 | -12.3% |
| 819 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 18.0 | $1K | — | -12.0 | -40.0% | $76.28 | +15.9% |
| 820 | U | UNITY SOFTWARE INC | Technology | 48.0 | $1K | — | +8.0 | +20.0% | $28.58 | +64.2% |
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%