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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NEXTERA ENERGY INC

NEE|65339F101

Shares:101

Value:$7.2K

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

FEDEX CORP

FDX|31428X106

Shares:29

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$493.4M)

Elevance Health, Inc.

ELV|036752103

Shares:16

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$493.4M)

UNITED RENTALS, INC.

URI|911363109

Shares:11

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$493.4M)

CARNIVAL CORP

CCL|143658300

Shares:350

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$493.4M)

HERSHEY CO

HSY|427866108

Shares:39

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$493.4M)

NewAmsterdam Pharma Co N.V.

NAMS|N62509109

Shares:325

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$493.4M)

CATERPILLAR INC

CAT|149123101

Shares:20

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$493.4M)

Knife River Corp

KNF|498894104

Shares:73

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$493.4M)

Bath & Body Works, Inc.

BBWI|070830104

Shares:215

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$493.4M)

Jumia Technologies AG

JMIA|48138M105

Shares:3.0K

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$493.4M)

RECURSION PHARMACEUTICALS, INC.

RXRX|75629V104

Shares:1.2K

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$493.4M)

Eaton Corp plc

ETN|G29183103

Shares:23

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$493.4M)

CORNING INC /NY

GLW|219350105

Shares:135

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$493.4M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:71

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$493.4M)

464286392

Shares:39

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$493.4M)

DOW INC.

DOW|260557103

Shares:171

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$493.4M)

Mind Medicine (MindMed) Inc.

MNMD|60255C885

Shares:1.0K

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$493.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:88

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$493.4M)

TotalEnergies SE

TTE|89151E109

Shares:87

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NEXTERA ENERGY INC(NEEcusip65339F101)	101	QoQ NEW(+101) YoY -6.48% (-7)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$493.4M)	QoQ NEW(+$7.2K) YoY +3.73% (-$258)
FEDEX CORP(FDXcusip31428X106)	29	QoQ NEW(+29) YoY +480.00% (+24)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$493.4M)	QoQ NEW(+$7.0K) YoY +340.20% (+$5.4K)
Elevance Health, Inc.(ELVcusip036752103)	16	QoQ NEW(+16) YoY 0.00% (-0)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$493.4M)	QoQ NEW(+$7.0K) YoY -16.12% (-$1.3K)
UNITED RENTALS, INC.(URIcusip911363109)	11	QoQ NEW(+11) YoY NEW(+11)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$493.4M)	QoQ NEW(+$6.9K) YoY NEW(+$6.9K)
CARNIVAL CORP(CCLcusip143658300)	350	QoQ NEW(+350) YoY +169.23% (+220)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$493.4M)	QoQ NEW(+$6.8K) YoY +221.84% (+$4.7K)
HERSHEY CO(HSYcusip427866108)	39	QoQ NEW(+39) YoY +21.87% (+7)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$493.4M)	QoQ NEW(+$6.7K) YoY +7.16% (+$446)
NewAmsterdam Pharma Co N.V.(NAMScusipN62509109)	325	QoQ NEW(+325) YoY 0.00% (-0)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$493.4M)	QoQ NEW(+$6.7K) YoY -13.44% (-$1.0K)
CATERPILLAR INC(CATcusip149123101)	20	QoQ NEW(+20) YoY +100.00% (+10)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$493.4M)	QoQ NEW(+$6.6K) YoY +80.02% (+$2.9K)
Knife River Corp(KNFcusip498894104)	73	QoQ NEW(+73) YoY 0.00% (+0)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$493.4M)	QoQ NEW(+$6.6K) YoY +11.25% (+$666)
Bath & Body Works, Inc.(BBWIcusip070830104)	215	QoQ NEW(+215) YoY -66.14% (-420)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$493.4M)	QoQ NEW(+$6.5K) YoY -79.47% (-$25.2K)
Jumia Technologies AG(JMIAcusip48138M105)	3.0K	QoQ NEW(+3.0K) YoY 0.00% (-0)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$493.4M)	QoQ NEW(+$6.5K) YoY -58.00% (-$8.9K)
RECURSION PHARMACEUTICALS, INC.(RXRXcusip75629V104)	1.2K	QoQ NEW(+1.2K) YoY +1163.15% (+1.1K)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$493.4M)	QoQ NEW(+$6.3K) YoY +570.32% (+$5.4K)
Eaton Corp plc(ETNcusipG29183103)	23	QoQ NEW(+23) YoY NEW(+23)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$493.4M)	QoQ NEW(+$6.3K) YoY NEW(+$6.3K)
CORNING INC /NY(GLWcusip219350105)	135	QoQ NEW(+135) YoY -61.53% (-216)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$493.4M)	QoQ NEW(+$6.2K) YoY -46.61% (-$5.4K)
MICRON TECHNOLOGY INC(MUcusip595112103)	71	QoQ NEW(+71) YoY +12.69% (-8)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$493.4M)	QoQ NEW(+$6.2K) YoY -17.09% (-$1.3K)
(cusip464286392)✕	39	QoQ NEW(+39) YoY 0.00% (+0)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$493.4M)	QoQ NEW(+$6.0K) YoY +5.71% (+$323)
DOW INC.(DOWcusip260557103)	171	QoQ NEW(+171) YoY +338.46% (+132)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$493.4M)	QoQ NEW(+$6.0K) YoY +164.32% (+$3.7K)
Mind Medicine (MindMed) Inc.(MNMDcusip60255C885)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$493.4M)	QoQ NEW(+$5.8K) YoY NEW(+$5.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	88	QoQ NEW(+88) YoY NEW(+88)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$493.4M)	QoQ NEW(+$5.7K) YoY NEW(+$5.7K)
TotalEnergies SE(TTEcusip89151E109)	87	QoQ NEW(+87) YoY 0.00% (-0)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$493.4M)	QoQ NEW(+$5.6K) YoY -6.01% (-$360)