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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 921 | EDN | EMPRESA DIST Y COMERCIAL NOR | Utilities | 33.0 | $824.0 | — | NEW | — | $24.97 | -10.7% |
| 922 | NAVN | NAVAN INC | Technology | 36.0 | $823.0 | — | NEW | — | $22.86 | +27.6% |
| 923 | TEO | TELECOM ARGENTINA SA | Communication Services | 63.0 | $819.0 | — | +62.0 | +6200.0% | $13.00 | +1.1% |
| 924 | LUNR | INTUITIVE MACHINES INC | Industrials | 38.0 | $813.0 | — | — | — | $21.39 | -14.4% |
| 925 | ANAB | ANAPTYSBIO INC | Healthcare | 12.0 | $810.0 | — | — | — | $67.50 | -14.5% |
| 926 | GRND | GRINDR INC | Technology | 55.0 | $790.0 | — | +9.0 | +19.6% | $14.36 | +8.1% |
| 927 | TILE | INTERFACE INC | Consumer Cyclical | 22.0 | $788.0 | — | — | — | $35.82 | +8.7% |
| 928 | AVA | AVISTA CORP | Utilities | 19.0 | $777.0 | — | — | — | $40.89 | -8.1% |
| 929 | LSPD | LIGHTSPEED COMMERCE INC | Technology | 74.0 | $776.0 | — | NEW | — | $10.49 | +1.2% |
| 930 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 133.0 | $775.0 | — | +30.0 | +29.1% | $5.83 | +3.3% |
| 931 | GM | GENERAL MTRS CO | Consumer Cyclical | 10.0 | $771.0 | — | — | — | $77.10 | +14.0% |
| 932 | FMX | FOMENTO ECONOMICO MEXICANO S | Consumer Defensive | 6.0 | $767.0 | — | — | — | $127.83 | -5.6% |
| 933 | STRA | STRATEGIC ED INC | Consumer Defensive | 10.0 | $766.0 | — | — | — | $76.60 | +8.9% |
| 934 | KRNT | KORNIT DIGITAL LTD | Industrials | 47.0 | $764.0 | — | NEW | — | $16.26 | +3.2% |
| 935 | KOPN | KOPIN CORP | Technology | 170.0 | $763.0 | — | NEW | — | $4.49 | +12.3% |
| 936 | RBLX | ROBLOX CORP | Technology | 14.0 | $761.0 | — | +10.0 | +250.0% | $54.36 | -29.4% |
| 937 | PAC | GRUPO AEROPORTUNARIO DEL PAC | Industrials | 3.0 | $759.0 | — | NEW | — | $253.00 | -16.1% |
| 938 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 2.0 | $751.0 | — | +1.0 | +100.0% | $375.50 | -15.0% |
| 939 | MMI | MARCUS & MILLICHAP INC | Real Estate | 24.0 | $748.0 | — | NEW | — | $31.17 | +3.7% |
| 940 | CRI | CARTERS INC | Consumer Cyclical | 18.0 | $741.0 | — | — | — | $41.17 | -13.1% |
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%