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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 881 | MANU | MANCHESTER UTD PLC NEW | Communication Services | 42.0 | $963.0 | — | +6.0 | +16.7% | $22.93 | +3.6% |
| 882 | OGN | ORGANON & CO | Healthcare | 71.0 | $961.0 | — | NEW | — | $13.54 | +1.6% |
| 883 | ACDC | PROFRAC HLDG CORP | Energy | 164.0 | $953.0 | — | — | — | $5.81 | -16.9% |
| 884 | CHWY | CHEWY INC | Consumer Cyclical | 48.0 | $943.0 | — | NEW | — | $19.65 | +22.3% |
| 885 | IGIC | INTL GNRL INSURANCE HLDNGS L | Financial Services | 36.0 | $942.0 | — | — | — | $26.17 | +1.8% |
| 886 | GFI | GOLD FIELDS LTD | Basic Materials | 28.0 | $941.0 | — | NEW | — | $33.61 | +42.3% |
| 887 | MPB | MID PENN BANCORP INC | Financial Services | 27.0 | $941.0 | — | — | — | $34.85 | +6.9% |
| 888 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 21.0 | $941.0 | — | -34.0 | -61.8% | $44.81 | +18.4% |
| 889 | AHR | AMERICAN HEALTHCARE REIT INC | Real Estate | 18.0 | $939.0 | — | — | — | $52.17 | +7.2% |
| 890 | EXK | ENDEAVOUR SILVER CORP | Basic Materials | 113.0 | $936.0 | — | NEW | — | $8.28 | +28.2% |
| 891 | SLG | SL GREEN RLTY CORP | Real Estate | 18.0 | $932.0 | — | NEW | — | $51.78 | +11.0% |
| 892 | HAFN | HAFNIA LTD | Industrials | 140.0 | $930.0 | — | +117.0 | +508.7% | $6.64 | +22.8% |
| 893 | NFG | NATIONAL FUEL GAS CO | Energy | 12.0 | $927.0 | — | -28.0 | -70.0% | $77.25 | +6.8% |
| 894 | SOLV | SOLVENTUM CORP | Healthcare | 12.0 | $926.0 | — | — | — | $77.17 | +16.1% |
| 895 | TWST | TWIST BIOSCIENCE CORP | Healthcare | 9.0 | $926.0 | — | NEW | — | $102.89 | +41.5% |
| 896 | DASH | DOORDASH INC | Communication Services | 5.0 | $923.0 | — | NEW | — | $184.60 | +21.1% |
| 897 | CVNA | CARVANA CO | Consumer Cyclical | 14.0 | $921.0 | — | +12.0 | +600.0% | $65.79 | +6.2% |
| 898 | VFC | V F CORP | Consumer Cyclical | 55.0 | $917.0 | — | -53.0 | -49.1% | $16.67 | -13.8% |
| 899 | VYGR | VOYAGER THERAPEUTICS INC | Healthcare | 262.0 | $917.0 | — | +175.0 | +201.2% | $3.50 | -3.1% |
| 900 | FCPT | FOUR CORNERS PPTY TR INC | Real Estate | 37.0 | $908.0 | — | NEW | — | $24.54 | +2.8% |
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%