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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DIAGEO PLC

DEO|25243Q205

Shares:86

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$493.4M)

EXELON CORP

EXC|30161N101

Shares:193

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$493.4M)

MYRIAD GENETICS INC

MYGN|62855J104

Shares:1.0K

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$493.4M)

FNB CORP/PA/

FNB|302520101

Shares:658

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$493.4M)

FISERV INC

FI|337738108

Shares:40

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$493.4M)

ServiceNow, Inc.

NOW|81762P102

Shares:11

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$493.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:51

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$493.4M)

GLOBAL PARTNERS LP

GLP|37946R109

Shares:158

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$493.4M)

GSK plc

GSK|37733W204

Shares:217

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$493.4M)

dLocal Ltd

DLO|G29018101

Shares:1.0K

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$493.4M)

lululemon athletica inc.

LULU|550021109

Shares:29

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$493.4M)

MORGAN STANLEY

MS|617446448

Shares:70

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$493.4M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:26

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$493.4M)

ARGAN INC

AGX|04010E109

Shares:60

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$493.4M)

MediWound Ltd.

MDWD|M68830112

Shares:500

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$493.4M)

TWILIO INC

TWLO|90138F102

Shares:78

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$493.4M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:127

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$493.4M)

Wendy's Co

WEN|95058W100

Shares:505

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$493.4M)

Viking Therapeutics, Inc.

VKTX|92686J106

Shares:300

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$493.4M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:102

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DIAGEO PLC(DEOcusip25243Q205)	86	QoQ NEW(+86) YoY NEW(+86)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$493.4M)	QoQ NEW(+$9.0K) YoY NEW(+$9.0K)
EXELON CORP(EXCcusip30161N101)	193	QoQ NEW(+193) YoY -26.05% (-68)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$493.4M)	QoQ NEW(+$8.9K) YoY -9.31% (-$913)
MYRIAD GENETICS INC(MYGNcusip62855J104)	1.0K	QoQ NEW(+1.0K) YoY 0.00% (-0)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$493.4M)	QoQ NEW(+$8.9K) YoY -58.39% (-$12.4K)
FNB CORP/PA/(FNBcusip302520101)	658	QoQ NEW(+658) YoY 0.00% (-0)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$493.4M)	QoQ NEW(+$8.9K) YoY -4.61% (-$428)
FISERV INC(FIcusip337738108)	40	QoQ NEW(+40) YoY 0.00% (+0)	All Managers (Combined)	$8.8K	0.0% ($8.8K/$493.4M)	QoQ NEW(+$8.8K) YoY +38.16% (+$2.4K)
ServiceNow, Inc.(NOWcusip81762P102)	11	QoQ NEW(+11) YoY -47.61% (-10)	All Managers (Combined)	$8.8K	0.0% ($8.8K/$493.4M)	QoQ NEW(+$8.8K) YoY -45.29% (-$7.3K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	51	QoQ NEW(+51) YoY -52.77% (-57)	All Managers (Combined)	$8.5K	0.0% ($8.5K/$493.4M)	QoQ NEW(+$8.5K) YoY -42.29% (-$6.2K)
GLOBAL PARTNERS LP(GLPcusip37946R109)	158	QoQ NEW(+158) YoY 0.00% (+0)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$493.4M)	QoQ NEW(+$8.4K) YoY +20.27% (+$1.4K)
GSK plc(GSKcusip37733W204)	217	QoQ NEW(+217) YoY -68.91% (-481)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$493.4M)	QoQ NEW(+$8.4K) YoY -71.90% (-$21.5K)
dLocal Ltd(DLOcusipG29018101)	1.0K	QoQ NEW(+1.0K) YoY 0.00% (-0)	All Managers (Combined)	$8.3K	0.0% ($8.3K/$493.4M)	QoQ NEW(+$8.3K) YoY -43.26% (-$6.4K)
lululemon athletica inc.(LULUcusip550021109)	29	QoQ NEW(+29) YoY 0.00% (-0)	All Managers (Combined)	$8.2K	0.0% ($8.2K/$493.4M)	QoQ NEW(+$8.2K) YoY -27.53% (-$3.1K)
MORGAN STANLEY(MScusip617446448)	70	QoQ NEW(+70) YoY 0.00% (+0)	All Managers (Combined)	$8.2K	0.0% ($8.2K/$493.4M)	QoQ NEW(+$8.2K) YoY +23.91% (+$1.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	26	QoQ NEW(+26) YoY -27.77% (-10)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$493.4M)	QoQ NEW(+$7.9K) YoY -11.64% (-$1.0K)
ARGAN INC(AGXcusip04010E109)	60	QoQ NEW(+60) YoY NEW(+60)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$493.4M)	QoQ NEW(+$7.9K) YoY NEW(+$7.9K)
MediWound Ltd.(MDWDcusipM68830112)	500	QoQ NEW(+500) YoY 0.00% (+0)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$493.4M)	QoQ NEW(+$7.8K) YoY +8.91% (+$635)
TWILIO INC(TWLOcusip90138F102)	78	QoQ NEW(+78) YoY NEW(+78)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$493.4M)	QoQ NEW(+$7.6K) YoY NEW(+$7.6K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	127	QoQ NEW(+127) YoY +64.93% (+50)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$493.4M)	QoQ NEW(+$7.6K) YoY +152.91% (+$4.6K)
Wendy's Co(WENcusip95058W100)	505	QoQ NEW(+505) YoY NEW(+505)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$493.4M)	QoQ NEW(+$7.4K) YoY NEW(+$7.4K)
Viking Therapeutics, Inc.(VKTXcusip92686J106)	300	QoQ NEW(+300) YoY 0.00% (-0)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$493.4M)	QoQ NEW(+$7.2K) YoY -70.54% (-$17.4K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	102	QoQ NEW(+102) YoY -35.84% (-57)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$493.4M)	QoQ NEW(+$7.2K) YoY -48.90% (-$6.9K)