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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | AMGN | AMGEN INC | Healthcare | 258.0 | $93K | 0.01% | — | — | $362.27 | +17.4% |
| 162 | IWM | ISHARES TR | — | 311.0 | $93K | 0.01% | — | — | $300.10 | +0.0% |
| 163 | XLU | SELECT SECTOR SPDR TR | — | 2,040.0 | $92K | 0.01% | — | — | $45.33 | -2.9% |
| 164 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 788.0 | $92K | 0.01% | +28.0 | +3.7% | $116.67 | +47.0% |
| 165 | UBER | UBER TECHNOLOGIES INC | Technology | 1,259.0 | $91K | 0.01% | +1K | +10000.0% | $72.16 | +3.5% |
| 166 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 1,931.0 | $91K | 0.01% | NEW | — | $46.94 | -1.7% |
| 167 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 261.0 | $90K | 0.01% | +249.0 | +2075.0% | $344.32 | +0.3% |
| 168 | SPMO | INVESCO EXCH TRADED FD TR II | — | 550.0 | $89K | 0.01% | -181.0 | -24.8% | $161.54 | -6.6% |
| 169 | AVGO | BROADCOM INC | Technology | 232.0 | $88K | 0.01% | +85.0 | +57.8% | $377.75 | +0.6% |
| 170 | ORKA | ORUKA THERAPEUTICS INC | Healthcare | 902.0 | $86K | 0.01% | -100.0 | -10.0% | $95.17 | +18.8% |
| 171 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 927.0 | $84K | 0.01% | -2K | -67.0% | $90.10 | -3.8% |
| 172 | AMT | AMERICAN TOWER CORP | Real Estate | 507.0 | $83K | 0.01% | +271.0 | +114.8% | $163.51 | +5.4% |
| 173 | — | INNOVATOR ETFS TRUST | — | 4,185.0 | $83K | 0.01% | +1K | +45.3% | $19.75 | — |
| 174 | IWV | ISHARES TR | — | 192.0 | $82K | 0.01% | -176.0 | -47.8% | $426.44 | +2.5% |
| 175 | TDG | TRANSDIGM GROUP INC | Industrials | 61.0 | $81K | 0.01% | NEW | — | $1332.03 | -7.4% |
| 176 | BIDU | BAIDU INC | Communication Services | 700.0 | $80K | 0.01% | +696.0 | +10000.0% | $114.29 | -20.5% |
| 177 | SHV | ISHARES TR | — | 718.0 | $79K | 0.01% | +14.0 | +2.0% | $110.35 | -0.1% |
| 178 | LEU | CENTRUS ENERGY CORP | Energy | 458.0 | $77K | 0.01% | — | — | $167.87 | +4.7% |
| 179 | POCT | INNOVATOR ETFS TRUST | — | 1,623.0 | $75K | 0.01% | — | — | $46.41 | +1.8% |
| 180 | SLV | ISHARES SILVER TR | Financial Services | 1,408.0 | $75K | 0.01% | +115.0 | +8.9% | $53.47 | +7.4% |
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%