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:

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Shift4 Payments, Inc.

FOUR|82452J109

Shares:7

Value:$572

% of Portfolio:0.0% ($572/$493.4M)

00768Y453

Shares:200

Value:$522

% of Portfolio:0.0% ($522/$493.4M)

GOODYEAR TIRE & RUBBER CO /OH/

GT|382550101

Shares:50

Value:$462

% of Portfolio:0.0% ($462/$493.4M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:24

Value:$258

% of Portfolio:0.0% ($258/$493.4M)

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:5

Value:$157

% of Portfolio:0.0% ($157/$493.4M)

38964R203

Shares:8

Value:$138

% of Portfolio:0.0% ($138/$493.4M)

Viatris Inc

VTRS|92556V106

Shares:15

Value:$131

% of Portfolio:0.0% ($131/$493.4M)

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

Shares:2

Value:$50

% of Portfolio:0.0% ($50/$493.4M)

14161Y200

Shares:50

Value:$48

% of Portfolio:0.0% ($48/$493.4M)

464287341

Shares:1

Value:$32

% of Portfolio:0.0% ($32/$493.4M)

Coterra Energy Inc.

CTRA|127097103

Shares:1

Value:$25

% of Portfolio:0.0% ($25/$493.4M)

Under Armour, Inc.

UA|904311206

Shares:4

Value:$24

% of Portfolio:0.0% ($24/$493.4M)

464287242

Shares:0

Value:$21

% of Portfolio:0.0% ($21/$493.4M)

Under Armour, Inc.

UAA|904311107

Shares:2

Value:$13

% of Portfolio:0.0% ($13/$493.4M)

138035704

Shares:11

Value:$10

% of Portfolio:0.0% ($10/$493.4M)

46434V860

Shares:0

Value:$5

% of Portfolio:0.0% ($5/$493.4M)

674434303

Shares:1

Value:$3

% of Portfolio:0.0% ($3/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Shift4 Payments, Inc.(FOURcusip82452J109)	7	QoQ NEW(+7) YoY NEW(+7)	All Managers (Combined)	$572	0.0% ($572/$493.4M)	QoQ NEW(+$572) YoY NEW(+$572)
(cusip00768Y453)✕	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$522	0.0% ($522/$493.4M)	QoQ NEW(+$522) YoY NEW(+$522)
GOODYEAR TIRE & RUBBER CO /OH/(GTcusip382550101)	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$462	0.0% ($462/$493.4M)	QoQ NEW(+$462) YoY NEW(+$462)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	24	QoQ NEW(+24) YoY 0.00% (+0)	All Managers (Combined)	$258	0.0% ($258/$493.4M)	QoQ NEW(+$258) YoY +22.85% (+$48)
Kyndryl Holdings, Inc.(KDcusip50155Q100)	5	QoQ NEW(+5) YoY NEW(+5)	All Managers (Combined)	$157	0.0% ($157/$493.4M)	QoQ NEW(+$157) YoY NEW(+$157)
(cusip38964R203)✕	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$138	0.0% ($138/$493.4M)	QoQ NEW(+$138) YoY NEW(+$138)
Viatris Inc(VTRScusip92556V106)	15	QoQ NEW(+15) YoY 0.00% (-0)	All Managers (Combined)	$131	0.0% ($131/$493.4M)	QoQ NEW(+$131) YoY -26.81% (-$48)
COLUMBIA BANKING SYSTEM, INC.(COLBcusip197236102)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$50	0.0% ($50/$493.4M)	QoQ NEW(+$50) YoY NEW(+$50)
(cusip14161Y200)✕	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$48	0.0% ($48/$493.4M)	QoQ NEW(+$48) YoY NEW(+$48)
(cusip464287341)✕	1	QoQ NEW(+1) YoY -99.99% (-61.2K)	All Managers (Combined)	$32	0.0% ($32/$493.4M)	QoQ NEW(+$32) YoY -99.99% (-$2.6M)
Coterra Energy Inc.(CTRAcusip127097103)	1	QoQ NEW(+1) YoY -99.93% (-1.6K)	All Managers (Combined)	$25	0.0% ($25/$493.4M)	QoQ NEW(+$25) YoY -99.94% (-$45.4K)
Under Armour, Inc.(UAcusip904311206)	4	QoQ NEW(+4) YoY 0.00% (-0)	All Managers (Combined)	$24	0.0% ($24/$493.4M)	QoQ NEW(+$24) YoY -17.24% (-$5)
(cusip464287242)✕	0	QoQ NEW(+0) YoY EXITED(-4.4K)	All Managers (Combined)	$21	0.0% ($21/$493.4M)	QoQ NEW(+$21) YoY -99.99% (-$478.3K)
Under Armour, Inc.(UAAcusip904311107)	2	QoQ NEW(+2) YoY 0.00% (-0)	All Managers (Combined)	$13	0.0% ($13/$493.4M)	QoQ NEW(+$13) YoY -13.33% (-$2)
(cusip138035704)✕	11	QoQ NEW(+11) YoY NEW(+11)	All Managers (Combined)	$10	0.0% ($10/$493.4M)	QoQ NEW(+$10) YoY NEW(+$10)
(cusip46434V860)✕	0	QoQ NEW(+0) YoY EXITED(-1.3K)	All Managers (Combined)	$5	0.0% ($5/$493.4M)	QoQ NEW(+$5) YoY -99.99% (-$64.2K)
(cusip674434303)✕	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$3	0.0% ($3/$493.4M)	QoQ NEW(+$3) YoY NEW(+$3)