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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SCHWAB CHARLES CORP

SCHW|808513105

Shares:395

Value:$30.9K

% of Portfolio:0.0% ($30.9K/$493.4M)

CONOCOPHILLIPS

COP|20825C104

Shares:293

Value:$30.8K

% of Portfolio:0.0% ($30.8K/$493.4M)

BWX Technologies, Inc.

BWXT|05605H100

Shares:310

Value:$30.6K

% of Portfolio:0.0% ($30.6K/$493.4M)

HALLIBURTON CO

HAL|406216101

Shares:1.2K

Value:$30.5K

% of Portfolio:0.0% ($30.5K/$493.4M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:259

Value:$30.3K

% of Portfolio:0.0% ($30.3K/$493.4M)

NOVO NORDISK A S

NVO|670100205

Shares:432

Value:$30.0K

% of Portfolio:0.0% ($30.0K/$493.4M)

T-Mobile US, Inc.

TMUS|872590104

Shares:110

Value:$29.3K

% of Portfolio:0.0% ($29.3K/$493.4M)

CENTRUS ENERGY CORP

LEU|15643U104

Shares:458

Value:$28.5K

% of Portfolio:0.0% ($28.5K/$493.4M)

LIBERTY ALL STAR EQUITY FUND

USA|530158104

Shares:4.2K

Value:$27.7K

% of Portfolio:0.0% ($27.7K/$493.4M)

CROWN CASTLE INC.

CCI|22822V101

Shares:258

Value:$26.9K

% of Portfolio:0.0% ($26.9K/$493.4M)

921946406

VYM|921946406

Shares:206

Value:$26.6K

% of Portfolio:0.0% ($26.6K/$493.4M)

464287465

EFA|464287465

Shares:323

Value:$26.4K

% of Portfolio:0.0% ($26.4K/$493.4M)

AT&T INC.

T|00206R102

Shares:885

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$493.4M)

NIKE, Inc.

NKE|654106103

Shares:389

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$493.4M)

46641Q159

Shares:523

Value:$24.1K

% of Portfolio:0.0% ($24.1K/$493.4M)

Baidu, Inc.

BIDU|056752108

Shares:250

Value:$23.0K

% of Portfolio:0.0% ($23.0K/$493.4M)

Chord Energy Corp

CHRD|674215207

Shares:202

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$493.4M)

GE Vernova Inc.

GEV|36828A101

Shares:74

Value:$22.6K

% of Portfolio:0.0% ($22.6K/$493.4M)

Marathon Petroleum Corp

MPC|56585A102

Shares:154

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$493.4M)

92206C102

VGSH|92206C102

Shares:377

Value:$22.1K

% of Portfolio:0.0% ($22.1K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SCHWAB CHARLES CORP(SCHWcusip808513105)	395	QoQ NEW(+395) YoY +11.89% (+42)	All Managers (Combined)	$30.9K	0.0% ($30.9K/$493.4M)	QoQ NEW(+$30.9K) YoY +21.08% (+$5.4K)
CONOCOPHILLIPS(COPcusip20825C104)	293	QoQ NEW(+293) YoY +396.61% (+234)	All Managers (Combined)	$30.8K	0.0% ($30.8K/$493.4M)	QoQ NEW(+$30.8K) YoY +307.05% (+$23.3K)
BWX Technologies, Inc.(BWXTcusip05605H100)	310	QoQ NEW(+310) YoY NEW(+310)	All Managers (Combined)	$30.6K	0.0% ($30.6K/$493.4M)	QoQ NEW(+$30.6K) YoY NEW(+$30.6K)
HALLIBURTON CO(HALcusip406216101)	1.2K	QoQ NEW(+1.2K) YoY -60.62% (-1.8K)	All Managers (Combined)	$30.5K	0.0% ($30.5K/$493.4M)	QoQ NEW(+$30.5K) YoY -74.65% (-$89.8K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	259	QoQ NEW(+259) YoY 0.00% (-0)	All Managers (Combined)	$30.3K	0.0% ($30.3K/$493.4M)	QoQ NEW(+$30.3K) YoY -19.60% (-$7.4K)
NOVO NORDISK A S(NVOcusip670100205)	432	QoQ NEW(+432) YoY 0.00% (-0)	All Managers (Combined)	$30.0K	0.0% ($30.0K/$493.4M)	QoQ NEW(+$30.0K) YoY -45.91% (-$25.5K)
T-Mobile US, Inc.(TMUScusip872590104)	110	QoQ NEW(+110) YoY 0.00% (+0)	All Managers (Combined)	$29.3K	0.0% ($29.3K/$493.4M)	QoQ NEW(+$29.3K) YoY +63.40% (+$11.4K)
CENTRUS ENERGY CORP(LEUcusip15643U104)	458	QoQ NEW(+458) YoY NEW(+458)	All Managers (Combined)	$28.5K	0.0% ($28.5K/$493.4M)	QoQ NEW(+$28.5K) YoY NEW(+$28.5K)
LIBERTY ALL STAR EQUITY FUND(USAcusip530158104)	4.2K	QoQ NEW(+4.2K) YoY +10.62% (+407)	All Managers (Combined)	$27.7K	0.0% ($27.7K/$493.4M)	QoQ NEW(+$27.7K) YoY +1.34% (+$368)
CROWN CASTLE INC.(CCIcusip22822V101)	258	QoQ NEW(+258) YoY +6.17% (+15)	All Managers (Combined)	$26.9K	0.0% ($26.9K/$493.4M)	QoQ NEW(+$26.9K) YoY +4.75% (+$1.2K)
(VYMcusip921946406)	206	QoQ NEW(+206) YoY -5.50% (-12)	All Managers (Combined)	$26.6K	0.0% ($26.6K/$493.4M)	QoQ NEW(+$26.6K) YoY +0.52% (-$139)
(EFAcusip464287465)	323	QoQ -98.81% (-27.0K) YoY -87.97% (-2.4K)	All Managers (Combined)	$26.4K	0.0% ($26.4K/$493.4M)	QoQ -98.71% (-$2.0M) YoY -87.67% (-$188.0K)
AT&T INC.(Tcusip00206R102)	885	QoQ NEW(+885) YoY +57.47% (+323)	All Managers (Combined)	$25.0K	0.0% ($25.0K/$493.4M)	QoQ NEW(+$25.0K) YoY +153.22% (+$15.1K)
NIKE, Inc.(NKEcusip654106103)	389	QoQ NEW(+389) YoY -25.33% (-132)	All Managers (Combined)	$24.7K	0.0% ($24.7K/$493.4M)	QoQ NEW(+$24.7K) YoY -49.56% (-$24.3K)
(cusip46641Q159)✕	523	QoQ NEW(+523) YoY NEW(+523)	All Managers (Combined)	$24.1K	0.0% ($24.1K/$493.4M)	QoQ NEW(+$24.1K) YoY NEW(+$24.1K)
Baidu, Inc.(BIDUcusip056752108)	250	QoQ NEW(+250) YoY NEW(+250)	All Managers (Combined)	$23.0K	0.0% ($23.0K/$493.4M)	QoQ NEW(+$23.0K) YoY NEW(+$23.0K)
Chord Energy Corp(CHRDcusip674215207)	202	QoQ NEW(+202) YoY NEW(+202)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$493.4M)	QoQ NEW(+$22.8K) YoY NEW(+$22.8K)
GE Vernova Inc.(GEVcusip36828A101)	74	QoQ NEW(+74) YoY NEW(+74)	All Managers (Combined)	$22.6K	0.0% ($22.6K/$493.4M)	QoQ NEW(+$22.6K) YoY NEW(+$22.6K)
Marathon Petroleum Corp(MPCcusip56585A102)	154	QoQ NEW(+154) YoY 0.00% (-0)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$493.4M)	QoQ NEW(+$22.4K) YoY -27.69% (-$8.6K)
(VGSHcusip92206C102)	377	QoQ NEW(+377) YoY NEW(+377)	All Managers (Combined)	$22.1K	0.0% ($22.1K/$493.4M)	QoQ NEW(+$22.1K) YoY NEW(+$22.1K)