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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TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:417

Value:$17.2K

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

Arista Networks, Inc.

ANET|040413205

Shares:215

Value:$16.7K

% of Portfolio:0.0% ($16.7K/$493.4M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:214

Value:$16.0K

% of Portfolio:0.0% ($16.0K/$493.4M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:194

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$493.4M)

ONEOK INC /NEW/

OKE|682680103

Shares:156

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$493.4M)

92203J407

BNDX|92203J407

Shares:305

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$493.4M)

CAMECO CORP

CCJ|13321L108

Shares:357

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$493.4M)

Edwards Lifesciences Corp

EW|28176E108

Shares:199

Value:$14.4K

% of Portfolio:0.0% ($14.4K/$493.4M)

CME GROUP INC.

CME|12572Q105

Shares:53

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$493.4M)

ADOBE INC.

ADBE|00724F101

Shares:36

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$493.4M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:95

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$493.4M)

Walt Disney Co

DIS|254687106

Shares:139

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$493.4M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:124

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$493.4M)

Vistra Corp.

VST|92840M102

Shares:112

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$493.4M)

NUCOR CORP

NUE|670346105

Shares:107

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$493.4M)

78464A870

Shares:150

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$493.4M)

Tecnoglass Inc.

TGLS|G87264100

Shares:168

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$493.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:283

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$493.4M)

37954Y715

Shares:414

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$493.4M)

MASTEC INC

MTZ|576323109

Shares:100

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	417	QoQ NEW(+417) YoY +34.08% (+106)	All Managers (Combined)	$17.2K	0.0% ($17.2K/$493.4M)	QoQ NEW(+$17.2K) YoY +41.54% (+$5.0K)
Arista Networks, Inc.(ANETcusip040413205)	215	QoQ NEW(+215) YoY NEW(+215)	All Managers (Combined)	$16.7K	0.0% ($16.7K/$493.4M)	QoQ NEW(+$16.7K) YoY NEW(+$16.7K)
DuPont de Nemours, Inc.(DDcusip26614N102)	214	QoQ NEW(+214) YoY +94.54% (+104)	All Managers (Combined)	$16.0K	0.0% ($16.0K/$493.4M)	QoQ NEW(+$16.0K) YoY +89.49% (+$7.5K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	194	QoQ NEW(+194) YoY +133.73% (+111)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$493.4M)	QoQ NEW(+$15.7K) YoY +107.47% (+$8.1K)
ONEOK INC /NEW/(OKEcusip682680103)	156	QoQ NEW(+156) YoY 0.00% (+0)	All Managers (Combined)	$15.5K	0.0% ($15.5K/$493.4M)	QoQ NEW(+$15.5K) YoY +23.76% (+$3.0K)
(BNDXcusip92203J407)	305	QoQ NEW(+305) YoY NEW(+305)	All Managers (Combined)	$14.9K	0.0% ($14.9K/$493.4M)	QoQ NEW(+$14.9K) YoY NEW(+$14.9K)
CAMECO CORP(CCJcusip13321L108)	357	QoQ NEW(+357) YoY NEW(+357)	All Managers (Combined)	$14.7K	0.0% ($14.7K/$493.4M)	QoQ NEW(+$14.7K) YoY NEW(+$14.7K)
Edwards Lifesciences Corp(EWcusip28176E108)	199	QoQ NEW(+199) YoY -0.99% (-2)	All Managers (Combined)	$14.4K	0.0% ($14.4K/$493.4M)	QoQ NEW(+$14.4K) YoY -24.90% (-$4.8K)
CME GROUP INC.(CMEcusip12572Q105)	53	QoQ NEW(+53) YoY 0.00% (+0)	All Managers (Combined)	$14.1K	0.0% ($14.1K/$493.4M)	QoQ NEW(+$14.1K) YoY +23.22% (+$2.6K)
ADOBE INC.(ADBEcusip00724F101)	36	QoQ NEW(+36) YoY -47.05% (-32)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$493.4M)	QoQ NEW(+$13.8K) YoY -59.76% (-$20.5K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	95	QoQ NEW(+95) YoY 0.00% (-0)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$493.4M)	QoQ NEW(+$13.8K) YoY -29.63% (-$5.8K)
Walt Disney Co(DIScusip254687106)	139	QoQ NEW(+139) YoY -71.28% (-345)	All Managers (Combined)	$13.7K	0.0% ($13.7K/$493.4M)	QoQ NEW(+$13.7K) YoY -76.84% (-$45.5K)
CONSOLIDATED EDISON INC(EDcusip209115104)	124	QoQ NEW(+124) YoY NEW(+124)	All Managers (Combined)	$13.7K	0.0% ($13.7K/$493.4M)	QoQ NEW(+$13.7K) YoY NEW(+$13.7K)
Vistra Corp.(VSTcusip92840M102)	112	QoQ NEW(+112) YoY NEW(+112)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$493.4M)	QoQ NEW(+$13.2K) YoY NEW(+$13.2K)
NUCOR CORP(NUEcusip670346105)	107	QoQ NEW(+107) YoY 0.00% (-0)	All Managers (Combined)	$12.9K	0.0% ($12.9K/$493.4M)	QoQ NEW(+$12.9K) YoY -39.19% (-$8.3K)
(cusip78464A870)✕	150	QoQ NEW(+150) YoY 0.00% (-0)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$493.4M)	QoQ NEW(+$12.2K) YoY -14.53% (-$2.1K)
Tecnoglass Inc.(TGLScusipG87264100)	168	QoQ NEW(+168) YoY 0.00% (+0)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$493.4M)	QoQ NEW(+$12.0K) YoY +37.50% (+$3.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	283	QoQ NEW(+283) YoY +2.53% (+7)	All Managers (Combined)	$11.8K	0.0% ($11.8K/$493.4M)	QoQ NEW(+$11.8K) YoY +12.78% (+$1.3K)
(cusip37954Y715)✕	414	QoQ NEW(+414) YoY 0.00% (-0)	All Managers (Combined)	$11.8K	0.0% ($11.8K/$493.4M)	QoQ NEW(+$11.8K) YoY -10.53% (-$1.4K)
MASTEC INC(MTZcusip576323109)	100	QoQ NEW(+100) YoY 0.00% (+0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$493.4M)	QoQ NEW(+$11.7K) YoY +25.15% (+$2.3K)