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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1281 | MLYS | MINERALYS THERAPEUTICS INC | Healthcare | 4.0 | $108.0 | — | — | — | $27.00 | -1.4% |
| 1282 | SHC | SOTERA HEALTH CO | Healthcare | 6.0 | $107.0 | — | NEW | — | $17.83 | +3.8% |
| 1283 | EQT | EQT CORP | Energy | 2.0 | $106.0 | — | -360.0 | -99.5% | $53.00 | +0.3% |
| 1284 | IMNM | IMMUNOME INC | Healthcare | 5.0 | $106.0 | — | NEW | — | $21.20 | +30.0% |
| 1285 | — | AIR INDS GROUP | — | 35.0 | $106.0 | — | NEW | — | $3.03 | — |
| 1286 | CRVS | CORVUS PHARMACEUTICALS INC | Healthcare | 7.0 | $105.0 | — | NEW | — | $15.00 | -1.1% |
| 1287 | — | PINNACLE FINL PARTNERS INC | — | 1.0 | $101.0 | — | NEW | — | $101.00 | — |
| 1288 | PUMP | PROPETRO HLDG CORP | Energy | 7.0 | $100.0 | — | — | — | $14.29 | -13.3% |
| 1289 | NRIX | NURIX THERAPEUTICS INC | Healthcare | 4.0 | $97.0 | — | NEW | — | $24.25 | +11.1% |
| 1290 | SG | SWEETGREEN INC | Consumer Cyclical | 11.0 | $97.0 | — | — | — | $8.82 | -34.0% |
| 1291 | CYD | CHINA YUCHAI INTL LTD | Industrials | 2.0 | $95.0 | — | NEW | — | $47.50 | -3.9% |
| 1292 | SGHC | SUPER GROUP SGHC LIMITED | Consumer Cyclical | 7.0 | $95.0 | — | — | — | $13.57 | -5.5% |
| 1293 | W | WAYFAIR INC | Consumer Cyclical | 1.0 | $92.0 | — | NEW | — | $92.00 | +10.5% |
| 1294 | ANNX | ANNEXON INC | Healthcare | 16.0 | $91.0 | — | -4.0 | -20.0% | $5.69 | -7.2% |
| 1295 | PBF | PBF ENERGY INC | Energy | 2.0 | $91.0 | — | — | — | $45.50 | +65.3% |
| 1296 | ACHR | ARCHER AVIATION INC | Industrials | 19.0 | $90.0 | — | NEW | — | $4.74 | +33.4% |
| 1297 | AES | AES CORP | Utilities | 6.0 | $88.0 | — | NEW | — | $14.67 | +0.5% |
| 1298 | PHAT | PHATHOM PHARMACEUTICALS INC | Healthcare | 8.0 | $87.0 | — | — | — | $10.88 | -14.9% |
| 1299 | CYTK | CYTOKINETICS INC | Healthcare | 1.0 | $85.0 | — | — | — | $85.00 | -10.5% |
| 1300 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 3.0 | $84.0 | — | NEW | — | $28.00 | +1.8% |
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%