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

Page 11 of 22

Sort by:

Coupang, Inc.

CPNG|22266T109

Shares:1.0K

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$493.4M)

WOODSIDE ENERGY GROUP LTD

WDS|980228308

Shares:1.5K

Value:$21.7K

% of Portfolio:0.0% ($21.7K/$493.4M)

UGI CORP /PA/

UGI|902681105

Shares:657

Value:$21.7K

% of Portfolio:0.0% ($21.7K/$493.4M)

SHOPIFY INC.

SHOP|82509L107

Shares:221

Value:$21.1K

% of Portfolio:0.0% ($21.1K/$493.4M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:380

Value:$20.9K

% of Portfolio:0.0% ($20.9K/$493.4M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:500

Value:$20.8K

% of Portfolio:0.0% ($20.8K/$493.4M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:600

Value:$20.5K

% of Portfolio:0.0% ($20.5K/$493.4M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:45

Value:$19.9K

% of Portfolio:0.0% ($19.9K/$493.4M)

25434V732

Shares:740

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$493.4M)

CRACKER BARREL OLD COUNTRY STORE, INC

CBRL|22410J106

Shares:500

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$493.4M)

Accenture plc

ACN|G1151C101

Shares:62

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$493.4M)

Phillips 66

PSX|718546104

Shares:157

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$493.4M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:657

Value:$18.7K

% of Portfolio:0.0% ($18.7K/$493.4M)

ACI WORLDWIDE, INC.

ACIW|004498101

Shares:342

Value:$18.7K

% of Portfolio:0.0% ($18.7K/$493.4M)

Brookfield Asset Management Ltd.

BAM.TO|113004105

Shares:385

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$493.4M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:263

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$493.4M)

ORACLE CORP

ORCL|68389X105

Shares:126

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$493.4M)

YUM BRANDS INC

YUM|988498101

Shares:111

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$493.4M)

464287234

EEM|464287234

Shares:394

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$493.4M)

CLEANSPARK, INC.

CLSK|18452B209

Shares:2.6K

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Coupang, Inc.(CPNGcusip22266T109)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$21.9K	0.0% ($21.9K/$493.4M)	QoQ NEW(+$21.9K) YoY NEW(+$21.9K)
WOODSIDE ENERGY GROUP LTD(WDScusip980228308)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$21.7K	0.0% ($21.7K/$493.4M)	QoQ NEW(+$21.7K) YoY NEW(+$21.7K)
UGI CORP /PA/(UGIcusip902681105)	657	QoQ NEW(+657) YoY -7.20% (-51)	All Managers (Combined)	$21.7K	0.0% ($21.7K/$493.4M)	QoQ NEW(+$21.7K) YoY +24.97% (-$4.3K)
SHOPIFY INC.(SHOPcusip82509L107)	221	QoQ NEW(+221) YoY -8.29% (-20)	All Managers (Combined)	$21.1K	0.0% ($21.1K/$493.4M)	QoQ NEW(+$21.1K) YoY +13.45% (-$2.5K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	380	QoQ NEW(+380) YoY +400.00% (+304)	All Managers (Combined)	$20.9K	0.0% ($20.9K/$493.4M)	QoQ NEW(+$20.9K) YoY +5.26% (+$1.0K)
Robinhood Markets, Inc.(HOODcusip770700102)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$20.8K	0.0% ($20.8K/$493.4M)	QoQ NEW(+$20.8K) YoY NEW(+$20.8K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	600	QoQ NEW(+600) YoY -3.22% (-20)	All Managers (Combined)	$20.5K	0.0% ($20.5K/$493.4M)	QoQ NEW(+$20.5K) YoY +13.15% (-$2.4K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	45	QoQ NEW(+45) YoY 0.00% (-0)	All Managers (Combined)	$19.9K	0.0% ($19.9K/$493.4M)	QoQ NEW(+$19.9K) YoY -1.79% (-$363)
(cusip25434V732)✕	740	QoQ NEW(+740) YoY NEW(+740)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$493.4M)	QoQ NEW(+$19.6K) YoY NEW(+$19.6K)
CRACKER BARREL OLD COUNTRY STORE, INC(CBRLcusip22410J106)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$19.4K	0.0% ($19.4K/$493.4M)	QoQ NEW(+$19.4K) YoY NEW(+$19.4K)
Accenture plc(ACNcusipG1151C101)	62	QoQ NEW(+62) YoY +210.00% (+42)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$493.4M)	QoQ NEW(+$19.3K) YoY +178.11% (+$12.4K)
Phillips 66(PSXcusip718546104)	157	QoQ NEW(+157) YoY +881.25% (+141)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$493.4M)	QoQ NEW(+$19.3K) YoY +661.62% (+$16.8K)
KINDER MORGAN, INC.(KMIcusip49456B101)	657	QoQ NEW(+657) YoY NEW(+657)	All Managers (Combined)	$18.7K	0.0% ($18.7K/$493.4M)	QoQ NEW(+$18.7K) YoY NEW(+$18.7K)
ACI WORLDWIDE, INC.(ACIWcusip004498101)	342	QoQ NEW(+342) YoY +117.83% (+185)	All Managers (Combined)	$18.7K	0.0% ($18.7K/$493.4M)	QoQ NEW(+$18.7K) YoY +258.86% (+$13.5K)
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	385	QoQ NEW(+385) YoY +654.90% (+334)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$493.4M)	QoQ NEW(+$18.6K) YoY +774.34% (+$16.5K)
United Airlines Holdings, Inc.(UALcusip910047109)	263	QoQ NEW(+263) YoY 0.00% (+0)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$493.4M)	QoQ NEW(+$18.2K) YoY +44.21% (+$5.6K)
ORACLE CORP(ORCLcusip68389X105)	126	QoQ NEW(+126) YoY +7.69% (+9)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$493.4M)	QoQ NEW(+$17.6K) YoY +19.85% (+$2.9K)
YUM BRANDS INC(YUMcusip988498101)	111	QoQ NEW(+111) YoY +1.83% (+2)	All Managers (Combined)	$17.5K	0.0% ($17.5K/$493.4M)	QoQ NEW(+$17.5K) YoY +15.66% (+$2.4K)
(EEMcusip464287234)	394	QoQ NEW(+394) YoY -94.48% (-6.7K)	All Managers (Combined)	$17.2K	0.0% ($17.2K/$493.4M)	QoQ NEW(+$17.2K) YoY -94.13% (-$276.2K)
CLEANSPARK, INC.(CLSKcusip18452B209)	2.6K	QoQ NEW(+2.6K) YoY 0.00% (-0)	All Managers (Combined)	$17.2K	0.0% ($17.2K/$493.4M)	QoQ NEW(+$17.2K) YoY -68.31% (-$37.1K)