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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464285204

Shares:107.8K

Value:$6.4M

% of Portfolio:1.3% ($6.4M/$493.4M)

464288414

MUB|464288414

Shares:45.1K

Value:$4.8M

% of Portfolio:1.0% ($4.8M/$493.4M)

46434V803

HEFA|46434V803

Shares:96.9K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$493.4M)

464288281

Shares:25.0K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$493.4M)

46432F859

Shares:41.3K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$493.4M)

CITIZENS & NORTHERN CORP

CZNC|172922106

Shares:98.6K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$493.4M)

464288158

Shares:16.4K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$493.4M)

Apple Inc.

AAPL|037833100

Shares:6.7K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$493.4M)

AMAZON COM INC

AMZN|023135106

Shares:6.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$493.4M)

25459W862

Shares:6.6K

Value:$921.5K

% of Portfolio:0.2% ($921.5K/$493.4M)

09290C806

Shares:28.5K

Value:$902.8K

% of Portfolio:0.2% ($902.8K/$493.4M)

464287432

Shares:8.8K

Value:$804.8K

% of Portfolio:0.2% ($804.8K/$493.4M)

NVIDIA CORP

NVDA|67066G104

Shares:6.8K

Value:$740.3K

% of Portfolio:0.2% ($740.3K/$493.4M)

92206C680

VONG|92206C680

Shares:8.0K

Value:$738.1K

% of Portfolio:0.1% ($738.1K/$493.4M)

092528843

Shares:14.8K

Value:$731.1K

% of Portfolio:0.1% ($731.1K/$493.4M)

46137V357

RSP|46137V357

Shares:4.2K

Value:$722.9K

% of Portfolio:0.1% ($722.9K/$493.4M)

46429B267

Shares:29.6K

Value:$680.7K

% of Portfolio:0.1% ($680.7K/$493.4M)

46435G102

Shares:7.9K

Value:$660.0K

% of Portfolio:0.1% ($660.0K/$493.4M)

46435U713

Shares:14.6K

Value:$659.6K

% of Portfolio:0.1% ($659.6K/$493.4M)

922908629

VO|922908629

Shares:2.5K

Value:$655.5K

% of Portfolio:0.1% ($655.5K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464285204)✕	107.8K	QoQ +282.70% (+79.6K) YoY +6400.48% (+106.1K)	All Managers (Combined)	$6.4M	1.3% ($6.4M/$493.4M)	QoQ +355.75% (+$5.0M) YoY +9023.19% (+$6.3M)
(MUBcusip464288414)	45.1K	QoQ -31.21% (-20.5K) YoY -33.42% (-22.7K)	All Managers (Combined)	$4.8M	1.0% ($4.8M/$493.4M)	QoQ -31.93% (-$2.2M) YoY -34.76% (-$2.5M)
(HEFAcusip46434V803)	96.9K	QoQ +927.66% (+87.4K) YoY -42.06% (-70.3K)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$493.4M)	QoQ +973.23% (+$3.2M) YoY -39.72% (-$2.3M)
(cusip464288281)✕	25.0K	QoQ +46.38% (+7.9K) YoY +18.02% (+3.8K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$493.4M)	QoQ +48.93% (+$745.6K) YoY +19.23% (+$366.1K)
(cusip46432F859)✕	41.3K	QoQ +18.44% (+6.4K) YoY +12.67% (+4.6K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$493.4M)	QoQ +19.88% (+$331.4K) YoY +14.83% (+$258.1K)
CITIZENS & NORTHERN CORP(CZNCcusip172922106)	98.6K	QoQ +95.07% (+48.1K) YoY +27.99% (+21.6K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$493.4M)	QoQ +111.01% (+$1.0M) YoY +37.12% (+$537.4K)
(cusip464288158)✕	16.4K	QoQ NEW(+16.4K) YoY +2751.56% (+15.8K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$493.4M)	QoQ NEW(+$1.7M) YoY +2773.83% (+$1.7M)
Apple Inc.(AAPLcusip037833100)	6.7K	QoQ +13.35% (+793) YoY +8.44% (+524)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$493.4M)	QoQ +0.56% (+$8.4K) YoY +40.47% (+$430.7K)
AMAZON COM INC(AMZNcusip023135106)	6.2K	QoQ +62.58% (+2.4K) YoY +8.00% (+457)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$493.4M)	QoQ +41.00% (+$341.2K) YoY +13.91% (+$143.4K)
(cusip25459W862)✕	6.6K	QoQ NEW(+6.6K) YoY +2080.73% (+6.3K)	All Managers (Combined)	$921.5K	0.2% ($921.5K/$493.4M)	QoQ NEW(+$921.5K) YoY +2185.01% (+$881.2K)
(cusip09290C806)✕	28.5K	QoQ NEW(+28.5K) YoY NEW(+28.5K)	All Managers (Combined)	$902.8K	0.2% ($902.8K/$493.4M)	QoQ NEW(+$902.8K) YoY NEW(+$902.8K)
(cusip464287432)✕	8.8K	QoQ -81.51% (-39.0K) YoY -87.10% (-59.7K)	All Managers (Combined)	$804.8K	0.2% ($804.8K/$493.4M)	QoQ -80.73% (-$3.4M) YoY -87.59% (-$5.7M)
NVIDIA CORP(NVDAcusip67066G104)	6.8K	QoQ +10.80% (-666) YoY +898.68% (+6.1K)	All Managers (Combined)	$740.3K	0.2% ($740.3K/$493.4M)	QoQ -10.57% (-$87.6K) YoY +19.78% (+$122.3K)
(VONGcusip92206C680)	8.0K	QoQ +30.38% (+1.9K) YoY -37.36% (-4.7K)	All Managers (Combined)	$738.1K	0.1% ($738.1K/$493.4M)	QoQ +17.12% (+$107.9K) YoY -32.94% (-$362.7K)
(cusip092528843)✕	14.8K	QoQ NEW(+14.8K) YoY NEW(+14.8K)	All Managers (Combined)	$731.1K	0.1% ($731.1K/$493.4M)	QoQ NEW(+$731.1K) YoY NEW(+$731.1K)
(RSPcusip46137V357)	4.2K	QoQ +101.30% (+2.1K) YoY -86.24% (-26.2K)	All Managers (Combined)	$722.9K	0.1% ($722.9K/$493.4M)	QoQ +98.97% (+$359.6K) YoY -85.93% (-$4.4M)
(cusip46429B267)✕	29.6K	QoQ +22.91% (+5.5K) YoY +2.39% (+694)	All Managers (Combined)	$680.7K	0.1% ($680.7K/$493.4M)	QoQ +22.93% (+$127.0K) YoY +3.36% (+$22.2K)
(cusip46435G102)✕	7.9K	QoQ +57.21% (+2.9K) YoY +158.73% (+4.8K)	All Managers (Combined)	$660.0K	0.1% ($660.0K/$493.4M)	QoQ +54.70% (+$233.4K) YoY +170.99% (+$416.5K)
(cusip46435U713)✕	14.6K	QoQ -76.80% (-48.5K) YoY -75.88% (-46.1K)	All Managers (Combined)	$659.6K	0.1% ($659.6K/$493.4M)	QoQ -77.41% (-$2.3M) YoY -74.93% (-$2.0M)
(VOcusip922908629)	2.5K	QoQ +9.74% (+225) YoY +71.05% (+1.1K)	All Managers (Combined)	$655.5K	0.1% ($655.5K/$493.4M)	QoQ +7.42% (+$45.3K) YoY +77.02% (+$285.2K)