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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464287663

IUSV|464287663

Shares:6.9K

Value:$632.4K

% of Portfolio:0.1% ($632.4K/$493.4M)

MICROSOFT CORP

MSFT|594918104

Shares:1.6K

Value:$606.9K

% of Portfolio:0.1% ($606.9K/$493.4M)

464287507

IJH|464287507

Shares:9.3K

Value:$540.9K

% of Portfolio:0.1% ($540.9K/$493.4M)

PEOPLES FINANCIAL SERVICES CORP.

PFIS|711040105

Shares:11.7K

Value:$519.1K

% of Portfolio:0.1% ($519.1K/$493.4M)

Alphabet Inc.

GOOG|02079K107

Shares:3.1K

Value:$483.6K

% of Portfolio:0.1% ($483.6K/$493.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.0K

Value:$466.6K

% of Portfolio:0.1% ($466.6K/$493.4M)

Chubb Ltd

CB|H1467J104

Shares:1.1K

Value:$339.1K

% of Portfolio:0.1% ($339.1K/$493.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3K

Value:$322.2K

% of Portfolio:0.1% ($322.2K/$493.4M)

46429B697

USMV|46429B697

Shares:3.0K

Value:$278.1K

% of Portfolio:0.1% ($278.1K/$493.4M)

922908769

VTI|922908769

Shares:980

Value:$269.4K

% of Portfolio:0.1% ($269.4K/$493.4M)

81369Y209

Shares:1.8K

Value:$267.0K

% of Portfolio:0.1% ($267.0K/$493.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:264

Value:$249.8K

% of Portfolio:0.1% ($249.8K/$493.4M)

46641Q332

Shares:4.3K

Value:$245.4K

% of Portfolio:0.0% ($245.4K/$493.4M)

HOME DEPOT, INC.

HD|437076102

Shares:630

Value:$231.1K

% of Portfolio:0.0% ($231.1K/$493.4M)

81369Y886

Shares:2.8K

Value:$223.5K

% of Portfolio:0.0% ($223.5K/$493.4M)

19762B202

Shares:7.3K

Value:$216.9K

% of Portfolio:0.0% ($216.9K/$493.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.7K

Value:$212.2K

% of Portfolio:0.0% ($212.2K/$493.4M)

COMMUNITY FINANCIAL SYSTEM, INC.

CBU|203607106

Shares:3.6K

Value:$204.6K

% of Portfolio:0.0% ($204.6K/$493.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:795

Value:$197.6K

% of Portfolio:0.0% ($197.6K/$493.4M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:1.9K

Value:$196.3K

% of Portfolio:0.0% ($196.3K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IUSVcusip464287663)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$632.4K	0.1% ($632.4K/$493.4M)	QoQ NEW(+$632.4K) YoY NEW(+$632.4K)
MICROSOFT CORP(MSFTcusip594918104)	1.6K	QoQ +26.13% (+335) YoY +9.77% (-144)	All Managers (Combined)	$606.9K	0.1% ($606.9K/$493.4M)	QoQ +12.31% (+$66.6K) YoY -2.08% (-$12.9K)
(IJHcusip464287507)	9.3K	QoQ +20.09% (+1.6K) YoY +5.66% (+497)	All Managers (Combined)	$540.9K	0.1% ($540.9K/$493.4M)	QoQ +12.46% (+$59.9K) YoY +1.50% (+$8.0K)
PEOPLES FINANCIAL SERVICES CORP.(PFIScusip711040105)	11.7K	QoQ -0.24% (-29) YoY +0.32% (+38)	All Managers (Combined)	$519.1K	0.1% ($519.1K/$493.4M)	QoQ -13.32% (-$79.8K) YoY +3.49% (+$17.5K)
Alphabet Inc.(GOOGcusip02079K107)	3.1K	QoQ +61.61% (+1.2K) YoY +14.97% (+403)	All Managers (Combined)	$483.6K	0.1% ($483.6K/$493.4M)	QoQ +32.63% (+$119.0K) YoY +17.96% (+$73.6K)
Alphabet Inc.(GOOGLcusip02079K305)	3.0K	QoQ +107.99% (+1.6K) YoY +6.68% (+189)	All Managers (Combined)	$466.6K	0.1% ($466.6K/$493.4M)	QoQ +69.85% (+$191.9K) YoY +9.28% (+$39.6K)
Chubb Ltd(CBcusipH1467J104)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$339.1K	0.1% ($339.1K/$493.4M)	QoQ NEW(+$339.1K) YoY NEW(+$339.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3K	QoQ +33.57% (+330) YoY +16.50% (+186)	All Managers (Combined)	$322.2K	0.1% ($322.2K/$493.4M)	QoQ +36.71% (+$86.5K) YoY +42.72% (+$96.5K)
(USMVcusip46429B697)	3.0K	QoQ NEW(+3.0K) YoY -60.75% (-4.6K)	All Managers (Combined)	$278.1K	0.1% ($278.1K/$493.4M)	QoQ NEW(+$278.1K) YoY -56.01% (-$354.3K)
(VTIcusip922908769)	980	QoQ +25.80% (+201) YoY +26.45% (+205)	All Managers (Combined)	$269.4K	0.1% ($269.4K/$493.4M)	QoQ +19.30% (+$43.6K) YoY +33.70% (+$67.9K)
(cusip81369Y209)✕	1.8K	QoQ NEW(+1.8K) YoY +122.50% (+1.0K)	All Managers (Combined)	$267.0K	0.1% ($267.0K/$493.4M)	QoQ NEW(+$267.0K) YoY +119.99% (+$145.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	264	QoQ NEW(+264) YoY +12.82% (+30)	All Managers (Combined)	$249.8K	0.1% ($249.8K/$493.4M)	QoQ NEW(+$249.8K) YoY +45.63% (+$78.3K)
(cusip46641Q332)✕	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$245.4K	0.0% ($245.4K/$493.4M)	QoQ NEW(+$245.4K) YoY NEW(+$245.4K)
HOME DEPOT, INC.(HDcusip437076102)	630	QoQ +6.96% (+41) YoY +4.30% (-26)	All Managers (Combined)	$231.1K	0.0% ($231.1K/$493.4M)	QoQ +0.87% (+$2.0K) YoY -0.30% (-$714)
(cusip81369Y886)✕	2.8K	QoQ NEW(+2.8K) YoY +464.74% (+2.3K)	All Managers (Combined)	$223.5K	0.0% ($223.5K/$493.4M)	QoQ NEW(+$223.5K) YoY +578.43% (+$190.6K)
(cusip19762B202)✕	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$216.9K	0.0% ($216.9K/$493.4M)	QoQ NEW(+$216.9K) YoY NEW(+$216.9K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.7K	QoQ NEW(+1.7K) YoY +3.56% (+60)	All Managers (Combined)	$212.2K	0.0% ($212.2K/$493.4M)	QoQ NEW(+$212.2K) YoY +24.38% (+$41.6K)
COMMUNITY FINANCIAL SYSTEM, INC.(CBUcusip203607106)	3.6K	QoQ NEW(+3.6K) YoY +1079.67% (+3.3K)	All Managers (Combined)	$204.6K	0.0% ($204.6K/$493.4M)	QoQ NEW(+$204.6K) YoY +1296.55% (+$189.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	795	QoQ NEW(+795) YoY -15.69% (-148)	All Managers (Combined)	$197.6K	0.0% ($197.6K/$493.4M)	QoQ NEW(+$197.6K) YoY +9.77% (-$17.6K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	1.9K	QoQ -3.67% (-73) YoY -1.59% (-31)	All Managers (Combined)	$196.3K	0.0% ($196.3K/$493.4M)	QoQ -18.07% (-$43.3K) YoY -43.98% (-$154.2K)