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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464287374

Shares:2.8K

Value:$128.5K

% of Portfolio:0.0% ($128.5K/$493.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:752

Value:$128.3K

% of Portfolio:0.0% ($128.3K/$493.4M)

46436E726

Shares:5.7K

Value:$124.5K

% of Portfolio:0.0% ($124.5K/$493.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:611

Value:$122.3K

% of Portfolio:0.0% ($122.3K/$493.4M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:443

Value:$120.8K

% of Portfolio:0.0% ($120.8K/$493.4M)

MCDONALDS CORP

MCD|580135101

Shares:380

Value:$118.8K

% of Portfolio:0.0% ($118.8K/$493.4M)

COCA COLA CO

KO|191216100

Shares:1.6K

Value:$117.9K

% of Portfolio:0.0% ($117.9K/$493.4M)

Salesforce, Inc.

CRM|79466L302

Shares:437

Value:$117.3K

% of Portfolio:0.0% ($117.3K/$493.4M)

922908744

VTV|922908744

Shares:674

Value:$116.4K

% of Portfolio:0.0% ($116.4K/$493.4M)

74933W452

Shares:2.3K

Value:$113.6K

% of Portfolio:0.0% ($113.6K/$493.4M)

92189F106

GDX|92189F106

Shares:2.4K

Value:$112.4K

% of Portfolio:0.0% ($112.4K/$493.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:1.1K

Value:$103.2K

% of Portfolio:0.0% ($103.2K/$493.4M)

BOEING CO

BA|097023105

Shares:597

Value:$101.8K

% of Portfolio:0.0% ($101.8K/$493.4M)

SOUTHERN CO

SO|842587107

Shares:1.1K

Value:$100.9K

% of Portfolio:0.0% ($100.9K/$493.4M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:423

Value:$100.8K

% of Portfolio:0.0% ($100.8K/$493.4M)

78464A847

Shares:1.9K

Value:$99.1K

% of Portfolio:0.0% ($99.1K/$493.4M)

921943858

VEA|921943858

Shares:1.9K

Value:$98.8K

% of Portfolio:0.0% ($98.8K/$493.4M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:403

Value:$95.3K

% of Portfolio:0.0% ($95.3K/$493.4M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:96

Value:$94.9K

% of Portfolio:0.0% ($94.9K/$493.4M)

ELI LILLY & Co

LLY|532457108

Shares:110

Value:$90.8K

% of Portfolio:0.0% ($90.8K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287374)✕	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$128.5K	0.0% ($128.5K/$493.4M)	QoQ NEW(+$128.5K) YoY NEW(+$128.5K)
Palo Alto Networks Inc(PANWcusip697435105)	752	QoQ NEW(+752) YoY +103.24% (+382)	All Managers (Combined)	$128.3K	0.0% ($128.3K/$493.4M)	QoQ NEW(+$128.3K) YoY +22.06% (+$23.2K)
(cusip46436E726)✕	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$124.5K	0.0% ($124.5K/$493.4M)	QoQ NEW(+$124.5K) YoY NEW(+$124.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	611	QoQ NEW(+611) YoY +284.27% (+452)	All Managers (Combined)	$122.3K	0.0% ($122.3K/$493.4M)	QoQ NEW(+$122.3K) YoY +338.05% (+$94.4K)
GENERAL DYNAMICS CORP(GDcusip369550108)	443	QoQ NEW(+443) YoY +3.50% (-15)	All Managers (Combined)	$120.8K	0.0% ($120.8K/$493.4M)	QoQ NEW(+$120.8K) YoY -0.12% (-$154)
MCDONALDS CORP(MCDcusip580135101)	380	QoQ NEW(+380) YoY +21.40% (+67)	All Managers (Combined)	$118.8K	0.0% ($118.8K/$493.4M)	QoQ NEW(+$118.8K) YoY +34.47% (+$30.4K)
COCA COLA CO(KOcusip191216100)	1.6K	QoQ NEW(+1.6K) YoY -11.88% (-222)	All Managers (Combined)	$117.9K	0.0% ($117.9K/$493.4M)	QoQ NEW(+$117.9K) YoY +3.13% (-$3.6K)
Salesforce, Inc.(CRMcusip79466L302)	437	QoQ NEW(+437) YoY +4.04% (-17)	All Managers (Combined)	$117.3K	0.0% ($117.3K/$493.4M)	QoQ NEW(+$117.3K) YoY -7.29% (-$9.2K)
(VTVcusip922908744)	674	QoQ NEW(+674) YoY NEW(+674)	All Managers (Combined)	$116.4K	0.0% ($116.4K/$493.4M)	QoQ NEW(+$116.4K) YoY NEW(+$116.4K)
(cusip74933W452)✕	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$113.6K	0.0% ($113.6K/$493.4M)	QoQ NEW(+$113.6K) YoY NEW(+$113.6K)
(GDXcusip92189F106)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$112.4K	0.0% ($112.4K/$493.4M)	QoQ NEW(+$112.4K) YoY NEW(+$112.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$103.2K	0.0% ($103.2K/$493.4M)	QoQ NEW(+$103.2K) YoY NEW(+$103.2K)
BOEING CO(BAcusip097023105)	597	QoQ NEW(+597) YoY +17.98% (+91)	All Managers (Combined)	$101.8K	0.0% ($101.8K/$493.4M)	QoQ NEW(+$101.8K) YoY +4.26% (+$4.2K)
SOUTHERN CO(SOcusip842587107)	1.1K	QoQ NEW(+1.1K) YoY 0.00% (+0)	All Managers (Combined)	$100.9K	0.0% ($100.9K/$493.4M)	QoQ NEW(+$100.9K) YoY +28.17% (+$22.2K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	423	QoQ NEW(+423) YoY 0.00% (-0)	All Managers (Combined)	$100.8K	0.0% ($100.8K/$493.4M)	QoQ NEW(+$100.8K) YoY -5.59% (-$6.0K)
(cusip78464A847)✕	1.9K	QoQ NEW(+1.9K) YoY -8.88% (-189)	All Managers (Combined)	$99.1K	0.0% ($99.1K/$493.4M)	QoQ NEW(+$99.1K) YoY -12.57% (-$14.3K)
(VEAcusip921943858)	1.9K	QoQ NEW(+1.9K) YoY +184.06% (+1.3K)	All Managers (Combined)	$98.8K	0.0% ($98.8K/$493.4M)	QoQ NEW(+$98.8K) YoY +187.80% (+$64.4K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	403	QoQ NEW(+403) YoY +1.76% (-7)	All Managers (Combined)	$95.3K	0.0% ($95.3K/$493.4M)	QoQ NEW(+$95.3K) YoY -5.47% (-$5.5K)
W.W. GRAINGER, INC.(GWWcusip384802104)	96	QoQ NEW(+96) YoY -1.03% (-1)	All Managers (Combined)	$94.9K	0.0% ($94.9K/$493.4M)	QoQ NEW(+$94.9K) YoY -3.91% (-$3.9K)
ELI LILLY & Co(LLYcusip532457108)	110	QoQ NEW(+110) YoY -12.69% (-16)	All Managers (Combined)	$90.8K	0.0% ($90.8K/$493.4M)	QoQ NEW(+$90.8K) YoY -7.15% (-$7.0K)