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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BECTON DICKINSON & CO

BDX|075887109

Shares:9

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$493.4M)

389638107

Shares:132

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$493.4M)

COMCAST CORP

CMCSA|20030N101

Shares:50

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$493.4M)

nVent Electric plc

NVT|G6700G107

Shares:35

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$493.4M)

ModivCare Inc

MODV|60783X104

Shares:1.4K

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$493.4M)

AeroVironment Inc

AVAV|008073108

Shares:15

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$493.4M)

Hanesbrands Inc.

HBI|410345102

Shares:299

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$493.4M)

Organon & Co.

OGN|68622V106

Shares:115

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$493.4M)

Leonardo DRS, Inc.

DRS|52661A108

Shares:52

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$493.4M)

CECO ENVIRONMENTAL CORP

CECO|125141101

Shares:74

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$493.4M)

POWER SOLUTIONS INTERNATIONAL, INC.

PSIX|73933G202

Shares:65

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$493.4M)

Nerdy Inc.

NRDY|64081V109

Shares:1.1K

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$493.4M)

COGNEX CORP

CGNX|192422103

Shares:54

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$493.4M)

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

KTOS|50077B207

Shares:50

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$493.4M)

KB HOME

KBH|48666K109

Shares:25

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$493.4M)

FORD MOTOR CO

F|345370860

Shares:144

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$493.4M)

TEXTRON INC

TXT|883203101

Shares:20

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$493.4M)

BNY MELLON HIGH YIELD STRATEGIES FUND

DHF|09660L105

Shares:552

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$493.4M)

76655K111

Shares:500

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$493.4M)

PPL Corp

PPL|69351T106

Shares:37

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BECTON DICKINSON & CO(BDXcusip075887109)	9	QoQ NEW(+9) YoY -64.00% (-16)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$493.4M)	QoQ NEW(+$2.1K) YoY -66.66% (-$4.1K)
(cusip389638107)✕	132	QoQ NEW(+132) YoY NEW(+132)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$493.4M)	QoQ NEW(+$2.0K) YoY NEW(+$2.0K)
COMCAST CORP(CMCSAcusip20030N101)	50	QoQ NEW(+50) YoY -77.57% (-173)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$493.4M)	QoQ NEW(+$1.8K) YoY -80.91% (-$7.8K)
nVent Electric plc(NVTcusipG6700G107)	35	QoQ NEW(+35) YoY NEW(+35)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$493.4M)	QoQ NEW(+$1.8K) YoY NEW(+$1.8K)
ModivCare Inc(MODVcusip60783X104)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$493.4M)	QoQ NEW(+$1.8K) YoY NEW(+$1.8K)
AeroVironment Inc(AVAVcusip008073108)	15	QoQ NEW(+15) YoY -25.00% (-5)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$493.4M)	QoQ NEW(+$1.8K) YoY -41.68% (-$1.3K)
Hanesbrands Inc.(HBIcusip410345102)	299	QoQ NEW(+299) YoY 0.00% (-0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$493.4M)	QoQ NEW(+$1.7K) YoY -0.51% (-$9)
Organon & Co.(OGNcusip68622V106)	115	QoQ NEW(+115) YoY NEW(+115)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$493.4M)	QoQ NEW(+$1.7K) YoY NEW(+$1.7K)
Leonardo DRS, Inc.(DRScusip52661A108)	52	QoQ NEW(+52) YoY 0.00% (+0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$493.4M)	QoQ NEW(+$1.7K) YoY +48.82% (+$561)
CECO ENVIRONMENTAL CORP(CECOcusip125141101)	74	QoQ NEW(+74) YoY 0.00% (-0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$493.4M)	QoQ NEW(+$1.7K) YoY -0.93% (-$16)
POWER SOLUTIONS INTERNATIONAL, INC.(PSIXcusip73933G202)	65	QoQ NEW(+65) YoY NEW(+65)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$493.4M)	QoQ NEW(+$1.6K) YoY NEW(+$1.6K)
Nerdy Inc.(NRDYcusip64081V109)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$493.4M)	QoQ NEW(+$1.6K) YoY NEW(+$1.6K)
COGNEX CORP(CGNXcusip192422103)	54	QoQ NEW(+54) YoY 0.00% (-0)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$493.4M)	QoQ NEW(+$1.6K) YoY -29.68% (-$680)
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.(KTOScusip50077B207)	50	QoQ NEW(+50) YoY -3.84% (-2)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$493.4M)	QoQ NEW(+$1.5K) YoY +55.33% (-$529)
KB HOME(KBHcusip48666K109)	25	QoQ NEW(+25) YoY 0.00% (-0)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$493.4M)	QoQ NEW(+$1.5K) YoY -17.99% (-$320)
FORD MOTOR CO(Fcusip345370860)	144	QoQ NEW(+144) YoY +2.85% (-4)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$493.4M)	QoQ NEW(+$1.4K) YoY -22.10% (-$411)
TEXTRON INC(TXTcusip883203101)	20	QoQ NEW(+20) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$493.4M)	QoQ NEW(+$1.4K) YoY -24.70% (-$474)
BNY MELLON HIGH YIELD STRATEGIES FUND(DHFcusip09660L105)	552	QoQ NEW(+552) YoY 0.00% (+0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$493.4M)	QoQ NEW(+$1.4K) YoY +5.38% (+$72)
(cusip76655K111)✕	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$493.4M)	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
PPL Corp(PPLcusip69351T106)	37	QoQ NEW(+37) YoY NEW(+37)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$493.4M)	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)