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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Nano-X Imaging Ltd.

NNOX|M70700105

Shares:250

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$493.4M)

Life Time Group Holdings, Inc.

LTH|53190C102

Shares:40

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$493.4M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:24

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$493.4M)

Editas Medicine, Inc.

EDIT|28106W103

Shares:1.0K

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$493.4M)

Serve Robotics Inc. /DE/

SERV|81758H106

Shares:200

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$493.4M)

Chemours Co

CC|163851108

Shares:83

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$493.4M)

DOMINION ENERGY, INC

D|25746U109

Shares:20

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$493.4M)

IonQ, Inc.

IONQ|46222L108

Shares:50

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$493.4M)

NexGen Energy Ltd.

NXE|65340P106

Shares:230

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$493.4M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:9

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$493.4M)

91829F104

Shares:133

Value:$998

% of Portfolio:0.0% ($998/$493.4M)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:68

Value:$968

% of Portfolio:0.0% ($968/$493.4M)

New Fortress Energy Inc.

NFE|644393100

Shares:110

Value:$914

% of Portfolio:0.0% ($914/$493.4M)

Snap Inc

SNAP|83304A106

Shares:100

Value:$871

% of Portfolio:0.0% ($871/$493.4M)

UR-ENERGY INC

URG|91688R108

Shares:1.3K

Value:$856

% of Portfolio:0.0% ($856/$493.4M)

37960A420

Shares:50

Value:$852

% of Portfolio:0.0% ($852/$493.4M)

50043K406

Shares:100

Value:$839

% of Portfolio:0.0% ($839/$493.4M)

Brighthouse Financial, Inc.

BHF|10922N103

Shares:12

Value:$696

% of Portfolio:0.0% ($696/$493.4M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:8

Value:$696

% of Portfolio:0.0% ($696/$493.4M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:43

Value:$663

% of Portfolio:0.0% ($663/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nano-X Imaging Ltd.(NNOXcusipM70700105)	250	QoQ NEW(+250) YoY 0.00% (-0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$493.4M)	QoQ NEW(+$1.2K) YoY -48.87% (-$1.2K)
Life Time Group Holdings, Inc.(LTHcusip53190C102)	40	QoQ NEW(+40) YoY NEW(+40)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$493.4M)	QoQ NEW(+$1.2K) YoY NEW(+$1.2K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	24	QoQ NEW(+24) YoY -62.50% (-40)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$493.4M)	QoQ NEW(+$1.2K) YoY -79.75% (-$4.6K)
Editas Medicine, Inc.(EDITcusip28106W103)	1.0K	QoQ NEW(+1.0K) YoY -5.83% (-62)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$493.4M)	QoQ NEW(+$1.2K) YoY -85.27% (-$6.7K)
Serve Robotics Inc. /DE/(SERVcusip81758H106)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$493.4M)	QoQ NEW(+$1.1K) YoY NEW(+$1.1K)
Chemours Co(CCcusip163851108)	83	QoQ NEW(+83) YoY NEW(+83)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$493.4M)	QoQ NEW(+$1.1K) YoY NEW(+$1.1K)
DOMINION ENERGY, INC(Dcusip25746U109)	20	QoQ NEW(+20) YoY NEW(+20)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$493.4M)	QoQ NEW(+$1.1K) YoY NEW(+$1.1K)
IonQ, Inc.(IONQcusip46222L108)	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$493.4M)	QoQ NEW(+$1.1K) YoY NEW(+$1.1K)
NexGen Energy Ltd.(NXEcusip65340P106)	230	QoQ NEW(+230) YoY NEW(+230)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$493.4M)	QoQ NEW(+$1.0K) YoY NEW(+$1.0K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	9	QoQ NEW(+9) YoY -92.74% (-115)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$493.4M)	QoQ NEW(+$1.0K) YoY -93.77% (-$15.3K)
(cusip91829F104)✕	133	QoQ NEW(+133) YoY NEW(+133)	All Managers (Combined)	$998	0.0% ($998/$493.4M)	QoQ NEW(+$998) YoY NEW(+$998)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	68	QoQ NEW(+68) YoY 0.00% (-0)	All Managers (Combined)	$968	0.0% ($968/$493.4M)	QoQ NEW(+$968) YoY -5.74% (-$59)
New Fortress Energy Inc.(NFEcusip644393100)	110	QoQ NEW(+110) YoY NEW(+110)	All Managers (Combined)	$914	0.0% ($914/$493.4M)	QoQ NEW(+$914) YoY NEW(+$914)
Snap Inc(SNAPcusip83304A106)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$871	0.0% ($871/$493.4M)	QoQ NEW(+$871) YoY NEW(+$871)
UR-ENERGY INC(URGcusip91688R108)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$856	0.0% ($856/$493.4M)	QoQ NEW(+$856) YoY NEW(+$856)
(cusip37960A420)✕	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$852	0.0% ($852/$493.4M)	QoQ NEW(+$852) YoY NEW(+$852)
(cusip50043K406)✕	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$839	0.0% ($839/$493.4M)	QoQ NEW(+$839) YoY NEW(+$839)
Brighthouse Financial, Inc.(BHFcusip10922N103)	12	QoQ NEW(+12) YoY 0.00% (+0)	All Managers (Combined)	$696	0.0% ($696/$493.4M)	QoQ NEW(+$696) YoY +12.62% (+$78)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	8	QoQ NEW(+8) YoY 0.00% (+0)	All Managers (Combined)	$696	0.0% ($696/$493.4M)	QoQ NEW(+$696) YoY +11.36% (+$71)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	43	QoQ NEW(+43) YoY NEW(+43)	All Managers (Combined)	$663	0.0% ($663/$493.4M)	QoQ NEW(+$663) YoY NEW(+$663)