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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Mastercard Inc

MA|57636Q104

Shares:347

Value:$190.2K

% of Portfolio:0.0% ($190.2K/$493.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:803

Value:$187.2K

% of Portfolio:0.0% ($187.2K/$493.4M)

Walmart Inc.

WMT|931142103

Shares:2.1K

Value:$183.6K

% of Portfolio:0.0% ($183.6K/$493.4M)

921910873

MGC|921910873

Shares:875

Value:$176.3K

% of Portfolio:0.0% ($176.3K/$493.4M)

CHEVRON CORP

CVX|166764100

Shares:1.0K

Value:$175.1K

% of Portfolio:0.0% ($175.1K/$493.4M)

316092857

Shares:6.2K

Value:$169.4K

% of Portfolio:0.0% ($169.4K/$493.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:322

Value:$168.6K

% of Portfolio:0.0% ($168.6K/$493.4M)

Meta Platforms, Inc.

META|30303M102

Shares:284

Value:$163.5K

% of Portfolio:0.0% ($163.5K/$493.4M)

46435G250

Shares:3.3K

Value:$153.7K

% of Portfolio:0.0% ($153.7K/$493.4M)

46138E339

Shares:1.6K

Value:$151.9K

% of Portfolio:0.0% ($151.9K/$493.4M)

Tesla, Inc.

TSLA|88160R101

Shares:585

Value:$151.5K

% of Portfolio:0.0% ($151.5K/$493.4M)

81369Y308

Shares:1.9K

Value:$151.4K

% of Portfolio:0.0% ($151.4K/$493.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:317

Value:$148.5K

% of Portfolio:0.0% ($148.5K/$493.4M)

25459W730

Shares:3.5K

Value:$146.5K

% of Portfolio:0.0% ($146.5K/$493.4M)

46434V621

DGRO|46434V621

Shares:2.3K

Value:$143.4K

% of Portfolio:0.0% ($143.4K/$493.4M)

46438F101

Shares:3.0K

Value:$142.7K

% of Portfolio:0.0% ($142.7K/$493.4M)

46137V241

Shares:2.1K

Value:$141.8K

% of Portfolio:0.0% ($141.8K/$493.4M)

315948109

Shares:1.8K

Value:$131.8K

% of Portfolio:0.0% ($131.8K/$493.4M)

808524300

SCHG|808524300

Shares:5.2K

Value:$130.9K

% of Portfolio:0.0% ($130.9K/$493.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.1K

Value:$129.4K

% of Portfolio:0.0% ($129.4K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Mastercard Inc(MAcusip57636Q104)	347	QoQ NEW(+347) YoY -1.69% (-6)	All Managers (Combined)	$190.2K	0.0% ($190.2K/$493.4M)	QoQ NEW(+$190.2K) YoY +11.88% (-$20.2K)
LOWES COMPANIES INC(LOWcusip548661107)	803	QoQ NEW(+803) YoY +3.34% (-26)	All Managers (Combined)	$187.2K	0.0% ($187.2K/$493.4M)	QoQ NEW(+$187.2K) YoY -5.43% (-$10.8K)
Walmart Inc.(WMTcusip931142103)	2.1K	QoQ NEW(+2.1K) YoY +219.23% (+1.4K)	All Managers (Combined)	$183.6K	0.0% ($183.6K/$493.4M)	QoQ NEW(+$183.6K) YoY +366.11% (+$144.2K)
(MGCcusip921910873)	875	QoQ NEW(+875) YoY NEW(+875)	All Managers (Combined)	$176.3K	0.0% ($176.3K/$493.4M)	QoQ NEW(+$176.3K) YoY NEW(+$176.3K)
CHEVRON CORP(CVXcusip166764100)	1.0K	QoQ NEW(+1.0K) YoY +85.79% (+483)	All Managers (Combined)	$175.1K	0.0% ($175.1K/$493.4M)	QoQ NEW(+$175.1K) YoY +96.96% (+$86.2K)
(cusip316092857)✕	6.2K	QoQ NEW(+6.2K) YoY -20.31% (-1.6K)	All Managers (Combined)	$169.4K	0.0% ($169.4K/$493.4M)	QoQ NEW(+$169.4K) YoY -16.09% (-$32.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	322	QoQ NEW(+322) YoY -4.73% (-16)	All Managers (Combined)	$168.6K	0.0% ($168.6K/$493.4M)	QoQ NEW(+$168.6K) YoY +0.91% (-$1.5K)
Meta Platforms, Inc.(METAcusip30303M102)	284	QoQ NEW(+284) YoY +34.59% (+73)	All Managers (Combined)	$163.5K	0.0% ($163.5K/$493.4M)	QoQ NEW(+$163.5K) YoY +59.90% (+$61.2K)
(cusip46435G250)✕	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$153.7K	0.0% ($153.7K/$493.4M)	QoQ NEW(+$153.7K) YoY NEW(+$153.7K)
(cusip46138E339)✕	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$151.9K	0.0% ($151.9K/$493.4M)	QoQ NEW(+$151.9K) YoY NEW(+$151.9K)
Tesla, Inc.(TSLAcusip88160R101)	585	QoQ -28.39% (-232) YoY -15.46% (-107)	All Managers (Combined)	$151.5K	0.0% ($151.5K/$493.4M)	QoQ -54.06% (-$178.3K) YoY +24.61% (-$29.9K)
(cusip81369Y308)✕	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$151.4K	0.0% ($151.4K/$493.4M)	QoQ NEW(+$151.4K) YoY NEW(+$151.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	317	QoQ NEW(+317) YoY +9.68% (+28)	All Managers (Combined)	$148.5K	0.0% ($148.5K/$493.4M)	QoQ NEW(+$148.5K) YoY +15.85% (+$20.3K)
(cusip25459W730)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$146.5K	0.0% ($146.5K/$493.4M)	QoQ NEW(+$146.5K) YoY NEW(+$146.5K)
(DGROcusip46434V621)	2.3K	QoQ NEW(+2.3K) YoY -59.87% (-3.5K)	All Managers (Combined)	$143.4K	0.0% ($143.4K/$493.4M)	QoQ NEW(+$143.4K) YoY -57.30% (-$192.5K)
(cusip46438F101)✕	3.0K	QoQ -39.20% (-2.0K) YoY +568.64% (+2.6K)	All Managers (Combined)	$142.7K	0.0% ($142.7K/$493.4M)	QoQ -46.35% (-$123.3K) YoY +673.40% (+$124.3K)
(cusip46137V241)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$141.8K	0.0% ($141.8K/$493.4M)	QoQ NEW(+$141.8K) YoY NEW(+$141.8K)
(cusip315948109)✕	1.8K	QoQ NEW(+1.8K) YoY +52.66% (+632)	All Managers (Combined)	$131.8K	0.0% ($131.8K/$493.4M)	QoQ NEW(+$131.8K) YoY +77.04% (+$57.4K)
(SCHGcusip808524300)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$130.9K	0.0% ($130.9K/$493.4M)	QoQ NEW(+$130.9K) YoY NEW(+$130.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.1K	QoQ NEW(+1.1K) YoY +90.87% (+518)	All Managers (Combined)	$129.4K	0.0% ($129.4K/$493.4M)	QoQ NEW(+$129.4K) YoY +95.15% (+$63.1K)