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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AMERICAN EXPRESS CO

AXP|025816109

Shares:42

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$493.4M)

Aris Water Solutions, Inc.

ARIS|04041L106

Shares:350

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$493.4M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:77

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$493.4M)

METLIFE INC

MET|59156R108

Shares:134

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$493.4M)

921908844

VIG|921908844

Shares:54

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$493.4M)

RTX Corp

RTX|75513E101

Shares:79

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$493.4M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:76

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$493.4M)

Guidewire Software, Inc.

GWRE|40171V100

Shares:54

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$493.4M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:118

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$493.4M)

EQT Corp

EQT|26884L109

Shares:187

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$493.4M)

00162Q452

Shares:190

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$493.4M)

PINTEREST, INC.

PINS|72352L106

Shares:317

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$493.4M)

CUMMINS INC

CMI|231021106

Shares:30

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$493.4M)

CURTISS WRIGHT CORP

CW|231561101

Shares:30

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$493.4M)

DEERE & CO

DE|244199105

Shares:20

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$493.4M)

NORWOOD FINANCIAL CORP

NWFL|669549107

Shares:379

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$493.4M)

46428Q109

Shares:295

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$493.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:148

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$493.4M)

Howmet Aerospace Inc.

HWM|443201108

Shares:70

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$493.4M)

Corteva, Inc.

CTVA|22052L104

Shares:144

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN EXPRESS CO(AXPcusip025816109)	42	QoQ NEW(+42) YoY 0.00% (+0)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$493.4M)	QoQ NEW(+$11.4K) YoY +18.16% (+$1.8K)
Aris Water Solutions, Inc.(ARIScusip04041L106)	350	QoQ NEW(+350) YoY NEW(+350)	All Managers (Combined)	$11.2K	0.0% ($11.2K/$493.4M)	QoQ NEW(+$11.2K) YoY NEW(+$11.2K)
CHART INDUSTRIES INC(GTLScusip16115Q308)	77	QoQ NEW(+77) YoY 0.00% (-0)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$493.4M)	QoQ NEW(+$11.1K) YoY -12.35% (-$1.6K)
METLIFE INC(METcusip59156R108)	134	QoQ NEW(+134) YoY 0.00% (+0)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$493.4M)	QoQ NEW(+$10.8K) YoY +8.33% (+$828)
(VIGcusip921908844)	54	QoQ NEW(+54) YoY -3.57% (-2)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$493.4M)	QoQ NEW(+$10.5K) YoY +2.43% (-$249)
RTX Corp(RTXcusip75513E101)	79	QoQ NEW(+79) YoY +295.00% (+59)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$493.4M)	QoQ NEW(+$10.5K) YoY +436.34% (+$8.5K)
Leidos Holdings, Inc.(LDOScusip525327102)	76	QoQ NEW(+76) YoY NEW(+76)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$493.4M)	QoQ NEW(+$10.3K) YoY NEW(+$10.3K)
Guidewire Software, Inc.(GWREcusip40171V100)	54	QoQ NEW(+54) YoY NEW(+54)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$493.4M)	QoQ NEW(+$10.1K) YoY NEW(+$10.1K)
Seagate Technology Holdings plc(STXcusipG7997R103)	118	QoQ NEW(+118) YoY 0.00% (-0)	All Managers (Combined)	$10.0K	0.0% ($10.0K/$493.4M)	QoQ NEW(+$10.0K) YoY -8.70% (-$956)
EQT Corp(EQTcusip26884L109)	187	QoQ NEW(+187) YoY +9.35% (+16)	All Managers (Combined)	$10.0K	0.0% ($10.0K/$493.4M)	QoQ NEW(+$10.0K) YoY +57.36% (+$3.6K)
(cusip00162Q452)✕	190	QoQ NEW(+190) YoY NEW(+190)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$493.4M)	QoQ NEW(+$9.9K) YoY NEW(+$9.9K)
PINTEREST, INC.(PINScusip72352L106)	317	QoQ NEW(+317) YoY 0.00% (-0)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$493.4M)	QoQ NEW(+$9.8K) YoY -10.58% (-$1.2K)
CUMMINS INC(CMIcusip231021106)	30	QoQ NEW(+30) YoY +50.00% (+10)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$493.4M)	QoQ NEW(+$9.5K) YoY +58.47% (+$3.5K)
CURTISS WRIGHT CORP(CWcusip231561101)	30	QoQ NEW(+30) YoY NEW(+30)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$493.4M)	QoQ NEW(+$9.5K) YoY NEW(+$9.5K)
DEERE & CO(DEcusip244199105)	20	QoQ NEW(+20) YoY +100.00% (+10)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$493.4M)	QoQ NEW(+$9.4K) YoY +128.56% (+$5.3K)
NORWOOD FINANCIAL CORP(NWFLcusip669549107)	379	QoQ NEW(+379) YoY 0.00% (-0)	All Managers (Combined)	$9.2K	0.0% ($9.2K/$493.4M)	QoQ NEW(+$9.2K) YoY -11.18% (-$1.2K)
(cusip46428Q109)✕	295	QoQ NEW(+295) YoY 0.00% (+0)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$493.4M)	QoQ NEW(+$9.1K) YoY +36.22% (+$2.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	148	QoQ NEW(+148) YoY -63.99% (-263)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$493.4M)	QoQ NEW(+$9.1K) YoY -55.50% (-$11.4K)
Howmet Aerospace Inc.(HWMcusip443201108)	70	QoQ NEW(+70) YoY NEW(+70)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$493.4M)	QoQ NEW(+$9.1K) YoY NEW(+$9.1K)
Corteva, Inc.(CTVAcusip22052L104)	144	QoQ NEW(+144) YoY +67.44% (+58)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$493.4M)	QoQ NEW(+$9.1K) YoY +82.70% (+$4.1K)