Stone-House-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWFL",
  "ENVX",
  "PINS",
  "SE",
  "HOOD",
  "NAMS",
  "LTH",
  "KTOS",
  "GDX",
  null,
  null,
  "AR",
  "BROS",
  "STRL",
  "QTWO",
  "NXE",
  "AVAV",
  "SMCI",
  "ARM",
  "MU",
  "ACN",
  "KBH",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "VONG",
  "NNE",
  "GOOGL",
  "PRCT",
  "RIG",
  "AXP",
  "AIG",
  null,
  "T",
  "BLK",
  "ASX",
  null,
  null,
  "CAT",
  "LOW",
  "AGX",
  "CP.TO",
  null,
  "BIDU",
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "CMI",
  "JMIA",
  "USA",
  "DUK",
  "D",
  "OPRA",
  "EDIT",
  "PSIX",
  "RXRX",
  "ECG",
  "FSLY",
  "SERV",
  "EOG",
  "UMH",
  "UEC",
  null,
  "MMYT",
  null,
  "FCX",
  "ALT",
  "MNMD",
  "STOK",
  "GD",
  "ARIS",
  null,
  "HON",
  "HD",
  null,
  "MCD",
  null,
  "QBTS",
  null,
  null,
  "FE",
  "QCOM",
  "GLP",
  null,
  null,
  "IMMR",
  "EMXC",
  null,
  "HWM",
  "ITW",
  "AMAT",
  "ICE",
  null,
  "MUB",
  "META",
  null,
  "LTBR",
  "MYGN",
  null,
  "NRDY",
  "HEFA",
  "MDWD",
  "NFE",
  null,
  "IVW",
  "PFIS",
  "IJH",
  "RDW",
  "TGLS",
  null,
  null,
  null,
  "LAC.TO",
  "IONQ",
  null,
  null,
  null,
  "UROY",
  null,
  "KMI",
  null,
  "LHX",
  "UUUU",
  null,
  "DHF",
  "STK",
  null,
  "MPC",
  "SYM",
  "MMC",
  "MRVL",
  "DRS",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQT",
  "EXC",
  null,
  "GE",
  "GWRE",
  "NVS",
  null,
  "SMR",
  "BX",
  "HSY",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "PANW",
  "PYPL",
  "PEP",
  "VGSH",
  null,
  "IEMG",
  null,
  null,
  "IVV",
  "PBR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "ENB",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "MAS",
  null,
  "IOT",
  null,
  null,
  "IEFA",
  null,
  "NOW",
  "SHOP",
  "SLB",
  "RIO",
  "RTX",
  "GLD",
  "STX",
  null,
  "AMT",
  null,
  null,
  "IBM",
  "CI",
  "TM",
  "TJX",
  "TFC",
  "TWLO",
  "UAL",
  "VO",
  "MET",
  "MODV",
  "RCL",
  "NBTB",
  "SCHW",
  "MDU",
  "TLN",
  null,
  null,
  "JBL",
  null,
  "IWV",
  "SBAC",
  null,
  "CZFS",
  "USLM",
  "TY",
  null,
  "VIG",
  "TTE",
  "TRGP",
  "TOST",
  "TXT",
  "TSCO",
  "GT",
  "PATH",
  null,
  "TSM",
  "GSK",
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  null,
  "EW",
  "VRT",
  "UGI",
  "HAL",
  "UAA",
  "AMD",
  "FI",
  "WAB",
  "F",
  "DEO",
  "NCLH",
  "FOUR",
  "AEP",
  "DLO",
  null,
  "KNF",
  "UA",
  "NVO",
  "AMZN",
  "MSI",
  "NNOX",
  null,
  "IVE",
  "OVV",
  "ACIW",
  null,
  "KD",
  "FNB",
  null,
  null,
  null,
  "URG",
  null,
  "VUG",
  "VLO",
  "VEA",
  "BNDX",
  "BND",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "VKTX",
  "VST",
  "VIST",
  "WBD",
  "WMT",
  null,
  "WFC",
  "WEN",
  "WMB",
  "WDS",
  "YORW",
  "YUMC",
  "YUM",
  null,
  null,
  "DNN",
  "MTB",
  "AEM",
  "ET",
  "BIIB",
  null,
  "SCHG",
  "MTZ",
  "NSC",
  "VAC",
  "TER",
  "SO",
  "SJM",
  "PPL",
  "PSX",
  "TCOM",
  "CRM",
  "SNAP",
  "RDDT",
  null,
  null,
  "IXUS",
  "MTUM",
  "HBI",
  null,
  "IUSV",
  null,
  "GEV",
  "ZBH",
  "DGRO",
  "NVT",
  "SPYV",
  "GWW",
  null,
  "NUE",
  "NRG",
  "FDX",
  null,
  "LULU",
  "ADP",
  "BAC",
  "BBWI",
  "BRK-B",
  "BDX",
  "BTMD",
  null,
  "BA",
  "BHF",
  "BMY",
  "BAM.TO",
  "BWXT",
  "CCJ",
  "CNI",
  "CCL",
  "CDW",
  "CECO",
  "CAVA",
  "LEU",
  "CF",
  "CC",
  "CVX",
  "GTLS",
  "CB",
  "CHRD",
  "CMG",
  "CTAS",
  "CSCO",
  "NET",
  "CZNC",
  "CLSK",
  "CME",
  "KO",
  "CGNX",
  "FIX",
  "CMCSA",
  "COLB",
  "CBU",
  "COP",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CPNG",
  "CBRL",
  "CRSP",
  "CRWD",
  "CVS",
  "CW",
  "CYBR",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "RSP",
  "EFA",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  null,
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 437
Total Value: 493370981
Accession Number: 0002034054-25-000003
Form Type: 13F-HR
CIK: stone-house-investment-management
Manager Name: Stone-House-Investment-Management

Data Enrichment

81% identified

356 identified81 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

437 positions • $493.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:108.5K

Value:$61.0M

% of Portfolio:12.4% ($61.0M/$493.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:92.5K

Value:$51.7M

% of Portfolio:10.5% ($51.7M/$493.4M)

46434V613

Shares:1.1M

Value:$51.6M

% of Portfolio:10.5% ($51.6M/$493.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:208.9K

Value:$35.6M

% of Portfolio:7.2% ($35.6M/$493.4M)

464287309

IVW|464287309

Shares:315.2K

Value:$29.3M

% of Portfolio:5.9% ($29.3M/$493.4M)

46432F339

QUAL|46432F339

Shares:168.6K

Value:$28.8M

% of Portfolio:5.8% ($28.8M/$493.4M)

09290C103

Shares:539.3K

Value:$26.3M

% of Portfolio:5.3% ($26.3M/$493.4M)

46432F834

IXUS|46432F834

Shares:311.0K

Value:$21.7M

% of Portfolio:4.4% ($21.7M/$493.4M)

464287408

IVE|464287408

Shares:111.8K

Value:$21.3M

% of Portfolio:4.3% ($21.3M/$493.4M)

464288877

Shares:327.4K

Value:$19.3M

% of Portfolio:3.9% ($19.3M/$493.4M)

464288885

EFG|464288885

Shares:119.1K

Value:$11.9M

% of Portfolio:2.4% ($11.9M/$493.4M)

464288588

Shares:123.4K

Value:$11.6M

% of Portfolio:2.3% ($11.6M/$493.4M)

464287226

Shares:110.8K

Value:$11.0M

% of Portfolio:2.2% ($11.0M/$493.4M)

464287721

Shares:71.2K

Value:$10.0M

% of Portfolio:2.0% ($10.0M/$493.4M)

46434G764

EMXC|46434G764

Shares:175.9K

Value:$9.7M

% of Portfolio:2.0% ($9.7M/$493.4M)

464288653

Shares:88.2K

Value:$9.2M

% of Portfolio:1.9% ($9.2M/$493.4M)

46434G103

IEMG|46434G103

Shares:168.5K

Value:$9.1M

% of Portfolio:1.8% ($9.1M/$493.4M)

464287101

Shares:29.3K

Value:$7.9M

% of Portfolio:1.6% ($7.9M/$493.4M)

46432F396

MTUM|46432F396

Shares:35.8K

Value:$7.2M

% of Portfolio:1.5% ($7.2M/$493.4M)

092528603

Shares:135.0K

Value:$7.1M

% of Portfolio:1.4% ($7.1M/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	108.5K	QoQ +6.81% (+6.9K) YoY -25.40% (-37.0K)	All Managers (Combined)	$61.0M	12.4% ($61.0M/$493.4M)	QoQ +1.95% (+$1.2M) YoY -20.27% (-$15.5M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	92.5K	QoQ +34.75% (+23.9K) YoY +3.33% (+3.0K)	All Managers (Combined)	$51.7M	10.5% ($51.7M/$493.4M)	QoQ +28.61% (+$11.5M) YoY +10.51% (+$4.9M)
(cusip46434V613)✕	1.1M	QoQ +27.57% (+242.1K) YoY +16.81% (+161.2K)	All Managers (Combined)	$51.6M	10.5% ($51.6M/$493.4M)	QoQ +30.05% (+$11.9M) YoY +18.06% (+$7.9M)
PROCTER & GAMBLE Co(PGcusip742718109)	208.9K	QoQ +38.59% (+58.2K) YoY -4.25% (-9.3K)	All Managers (Combined)	$35.6M	7.2% ($35.6M/$493.4M)	QoQ +40.88% (+$10.3M) YoY +0.56% (-$200.5K)
(IVWcusip464287309)	315.2K	QoQ +20.62% (+53.9K) YoY +67.04% (+126.5K)	All Managers (Combined)	$29.3M	5.9% ($29.3M/$493.4M)	QoQ +10.29% (+$2.7M) YoY +83.64% (+$13.3M)
(QUALcusip46432F339)	168.6K	QoQ +28.34% (+37.2K) YoY +21.42% (+29.8K)	All Managers (Combined)	$28.8M	5.8% ($28.8M/$493.4M)	QoQ +23.16% (+$5.4M) YoY +26.25% (+$6.0M)
(cusip09290C103)✕	539.3K	QoQ +21.89% (+96.9K) YoY +23.40% (+102.3K)	All Managers (Combined)	$26.3M	5.3% ($26.3M/$493.4M)	QoQ +15.97% (+$3.6M) YoY +35.52% (+$6.9M)
(IXUScusip46432F834)	311.0K	QoQ +28.86% (+69.7K) YoY +9.07% (+25.9K)	All Managers (Combined)	$21.7M	4.4% ($21.7M/$493.4M)	QoQ +36.01% (+$5.7M) YoY +12.21% (+$2.4M)
(IVEcusip464287408)	111.8K	QoQ +80.40% (+49.8K) YoY +70.01% (+46.1K)	All Managers (Combined)	$21.3M	4.3% ($21.3M/$493.4M)	QoQ +80.11% (+$9.5M) YoY +73.45% (+$9.0M)
(cusip464288877)✕	327.4K	QoQ -4.11% (-14.1K) YoY +29.49% (+74.6K)	All Managers (Combined)	$19.3M	3.9% ($19.3M/$493.4M)	QoQ +7.70% (-$1.4M) YoY +40.30% (+$5.5M)
(EFGcusip464288885)	119.1K	QoQ -31.25% (-54.1K) YoY -3.49% (-4.3K)	All Managers (Combined)	$11.9M	2.4% ($11.9M/$493.4M)	QoQ -29.00% (-$4.9M) YoY -7.02% (-$899.5K)
(cusip464288588)✕	123.4K	QoQ +10.26% (+11.5K) YoY +7.71% (+8.8K)	All Managers (Combined)	$11.6M	2.3% ($11.6M/$493.4M)	QoQ +12.79% (+$1.3M) YoY +9.30% (+$984.7K)
(cusip464287226)✕	110.8K	QoQ +16.65% (+15.8K) YoY +14.34% (+13.9K)	All Managers (Combined)	$11.0M	2.2% ($11.0M/$493.4M)	QoQ +19.08% (+$1.8M) YoY +15.49% (+$1.5M)
(cusip464287721)✕	71.2K	QoQ +19.32% (+11.5K) YoY -3.49% (-2.6K)	All Managers (Combined)	$10.0M	2.0% ($10.0M/$493.4M)	QoQ +5.05% (+$480.7K) YoY +0.34% (-$34.7K)
(EMXCcusip46434G764)	175.9K	QoQ -0.94% (-1.7K) YoY +32.38% (+43.0K)	All Managers (Combined)	$9.7M	2.0% ($9.7M/$493.4M)	QoQ -1.59% (-$156.8K) YoY +26.68% (+$2.0M)
(cusip464288653)✕	88.2K	QoQ +622.54% (+76.0K) YoY +568.26% (+75.0K)	All Managers (Combined)	$9.2M	1.9% ($9.2M/$493.4M)	QoQ +653.09% (+$7.9M) YoY +560.12% (+$7.8M)
(IEMGcusip46434G103)	168.5K	QoQ +130.52% (+95.4K) YoY +146.83% (+100.2K)	All Managers (Combined)	$9.1M	1.8% ($9.1M/$493.4M)	QoQ +138.25% (+$5.3M) YoY +158.17% (+$5.6M)
(cusip464287101)✕	29.3K	QoQ +734.65% (+25.8K) YoY +721.76% (+25.7K)	All Managers (Combined)	$7.9M	1.6% ($7.9M/$493.4M)	QoQ +682.64% (+$6.9M) YoY +799.48% (+$7.0M)
(MTUMcusip46432F396)	35.8K	QoQ +22.70% (+6.6K) YoY NEW(+35.8K)	All Managers (Combined)	$7.2M	1.5% ($7.2M/$493.4M)	QoQ +19.86% (+$1.2M) YoY NEW(+$7.2M)
(cusip092528603)✕	135.0K	QoQ +35.27% (+35.2K) YoY +84.28% (+61.8K)	All Managers (Combined)	$7.1M	1.4% ($7.1M/$493.4M)	QoQ +36.21% (+$1.9M) YoY +84.00% (+$3.2M)