Portfolio (Quarterly)
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Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | LOW | LOWES COS INC | Consumer Cyclical | 798.0 | $176K | 0.02% | +4.0 | +0.5% | $220.58 | -2.2% |
| 102 | OEF | ISHARES TR | — | 464.0 | $170K | 0.02% | -1K | -71.5% | $365.93 | +3.5% |
| 103 | SCHD | SCHWAB STRATEGIC TR | — | 5,331.0 | $169K | 0.02% | — | — | $31.71 | +8.8% |
| 104 | VYMI | VANGUARD WHITEHALL FDS | — | 1,655.0 | $163K | 0.02% | +32.0 | +2.0% | $98.20 | +5.9% |
| 105 | GDX | VANECK ETF TRUST | — | 2,150.0 | $162K | 0.02% | — | — | $75.45 | +17.9% |
| 106 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 426.0 | $158K | 0.02% | — | — | $370.59 | -3.6% |
| 107 | GD | GENERAL DYNAMICS CORP | Industrials | 445.0 | $158K | 0.02% | — | — | $354.40 | +11.0% |
| 108 | DE | DEERE & CO | Industrials | 239.0 | $152K | 0.02% | +216.0 | +939.1% | $634.33 | -7.2% |
| 109 | IAGG | ISHARES TR | — | 2,991.0 | $151K | 0.02% | -202K | -98.5% | $50.61 | -1.6% |
| 110 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 361.0 | $150K | 0.02% | +7.0 | +2.0% | $416.01 | -5.3% |
| 111 | CVX | CHEVRON CORPORATION | Energy | 894.0 | $148K | 0.02% | +8.0 | +0.9% | $165.85 | +24.1% |
| 112 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 337.0 | $147K | 0.02% | +304.0 | +921.2% | $437.64 | -16.5% |
| 113 | MKL | MARKEL GROUP INC | Financial Services | 75.0 | $146K | 0.02% | NEW | — | $1953.01 | -7.1% |
| 114 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 1,520.0 | $146K | 0.02% | +2K | +9400.0% | $96.12 | -50.7% |
| 115 | IUSV | ISHARES TR | — | 1,325.0 | $146K | 0.02% | -4K | -72.6% | $110.19 | +4.1% |
| 116 | EMXC | ISHARES INC | — | 1,424.0 | $146K | 0.02% | -1K | -45.2% | $102.27 | -7.3% |
| 117 | XLV | SELECT SECTOR SPDR TR | — | 916.0 | $145K | 0.02% | -247.0 | -21.2% | $158.73 | +6.9% |
| 118 | — | EXPAND ENERGY CORPORATION | — | 1,570.0 | $143K | 0.02% | +19.0 | +1.2% | $91.19 | — |
| 119 | FMUN | FIDELITY MERRIMACK STR TR | — | 2,821.0 | $142K | 0.02% | — | — | $50.41 | -1.6% |
| 120 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 784.0 | $142K | 0.02% | +132.0 | +20.2% | $180.84 | +3.8% |
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
45.6%
Financial Services
16.4%
Technology
14.2%
Consumer Cyclical
5.7%
Industrials
4.9%
Communication Services
4.3%
Healthcare
3.0%
Energy
2.4%
Utilities
1.8%
Basic Materials
1.4%