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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J M SMUCKER Co

SJM|832696405

Shares:746

Value:$88.3K

% of Portfolio:0.0% ($88.3K/$493.4M)

46432F842

IEFA|46432F842

Shares:1.2K

Value:$88.2K

% of Portfolio:0.0% ($88.2K/$493.4M)

NBT BANCORP INC

NBTB|628778102

Shares:2.1K

Value:$88.0K

% of Portfolio:0.0% ($88.0K/$493.4M)

FIRSTENERGY CORP

FE|337932107

Shares:2.2K

Value:$87.7K

% of Portfolio:0.0% ($87.7K/$493.4M)

78463X541

Shares:1.6K

Value:$86.6K

% of Portfolio:0.0% ($86.6K/$493.4M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:1.7K

Value:$85.4K

% of Portfolio:0.0% ($85.4K/$493.4M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:492

Value:$84.9K

% of Portfolio:0.0% ($84.9K/$493.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:639

Value:$84.8K

% of Portfolio:0.0% ($84.8K/$493.4M)

46435G672

Shares:1.7K

Value:$83.5K

% of Portfolio:0.0% ($83.5K/$493.4M)

PEPSICO INC

PEP|713448108

Shares:555

Value:$83.2K

% of Portfolio:0.0% ($83.2K/$493.4M)

464287804

IJR|464287804

Shares:759

Value:$79.4K

% of Portfolio:0.0% ($79.4K/$493.4M)

PFIZER INC

PFE|717081103

Shares:3.1K

Value:$78.6K

% of Portfolio:0.0% ($78.6K/$493.4M)

KROGER CO

KR|501044101

Shares:1.1K

Value:$77.8K

% of Portfolio:0.0% ($77.8K/$493.4M)

81369Y506

Shares:824

Value:$77.0K

% of Portfolio:0.0% ($77.0K/$493.4M)

316092790

Shares:1.2K

Value:$75.8K

% of Portfolio:0.0% ($75.8K/$493.4M)

Blackstone Inc.

BX|09260D107

Shares:539

Value:$75.3K

% of Portfolio:0.0% ($75.3K/$493.4M)

03073E105

Shares:268

Value:$74.6K

% of Portfolio:0.0% ($74.6K/$493.4M)

46434V738

Shares:1.2K

Value:$73.4K

% of Portfolio:0.0% ($73.4K/$493.4M)

ANALOG DEVICES INC

ADI|032654105

Shares:358

Value:$72.2K

% of Portfolio:0.0% ($72.2K/$493.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:832

Value:$70.2K

% of Portfolio:0.0% ($70.2K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
J M SMUCKER Co(SJMcusip832696405)	746	QoQ NEW(+746) YoY -5.44% (-43)	All Managers (Combined)	$88.3K	0.0% ($88.3K/$493.4M)	QoQ NEW(+$88.3K) YoY -11.03% (-$11.0K)
(IEFAcusip46432F842)	1.2K	QoQ NEW(+1.2K) YoY -27.39% (-440)	All Managers (Combined)	$88.2K	0.0% ($88.2K/$493.4M)	QoQ NEW(+$88.2K) YoY -25.98% (-$31.0K)
NBT BANCORP INC(NBTBcusip628778102)	2.1K	QoQ NEW(+2.1K) YoY 0.00% (+0)	All Managers (Combined)	$88.0K	0.0% ($88.0K/$493.4M)	QoQ NEW(+$88.0K) YoY +16.95% (+$12.8K)
FIRSTENERGY CORP(FEcusip337932107)	2.2K	QoQ NEW(+2.2K) YoY +4.02% (+84)	All Managers (Combined)	$87.7K	0.0% ($87.7K/$493.4M)	QoQ NEW(+$87.7K) YoY +8.85% (+$7.1K)
(cusip78463X541)✕	1.6K	QoQ NEW(+1.6K) YoY -16.36% (-318)	All Managers (Combined)	$86.6K	0.0% ($86.6K/$493.4M)	QoQ NEW(+$86.6K) YoY -23.09% (-$26.0K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	1.7K	QoQ NEW(+1.7K) YoY +4757.14% (-1.7K)	All Managers (Combined)	$85.4K	0.0% ($85.4K/$493.4M)	QoQ NEW(+$85.4K) YoY -16.10% (-$16.4K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	492	QoQ NEW(+492) YoY -1.00% (-5)	All Managers (Combined)	$84.9K	0.0% ($84.9K/$493.4M)	QoQ NEW(+$84.9K) YoY +24.25% (-$16.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	639	QoQ NEW(+639) YoY +13.90% (+78)	All Managers (Combined)	$84.8K	0.0% ($84.8K/$493.4M)	QoQ NEW(+$84.8K) YoY +32.93% (+$21.0K)
(cusip46435G672)✕	1.7K	QoQ NEW(+1.7K) YoY -23.46% (-512)	All Managers (Combined)	$83.5K	0.0% ($83.5K/$493.4M)	QoQ NEW(+$83.5K) YoY -23.41% (-$25.5K)
PEPSICO INC(PEPcusip713448108)	555	QoQ NEW(+555) YoY +26.42% (+116)	All Managers (Combined)	$83.2K	0.0% ($83.2K/$493.4M)	QoQ NEW(+$83.2K) YoY +8.39% (+$6.4K)
(IJRcusip464287804)	759	QoQ NEW(+759) YoY -28.99% (-310)	All Managers (Combined)	$79.4K	0.0% ($79.4K/$493.4M)	QoQ NEW(+$79.4K) YoY -32.82% (-$38.8K)
PFIZER INC(PFEcusip717081103)	3.1K	QoQ NEW(+3.1K) YoY -7.09% (-237)	All Managers (Combined)	$78.6K	0.0% ($78.6K/$493.4M)	QoQ NEW(+$78.6K) YoY -15.17% (-$14.1K)
KROGER CO(KRcusip501044101)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$77.8K	0.0% ($77.8K/$493.4M)	QoQ NEW(+$77.8K) YoY NEW(+$77.8K)
(cusip81369Y506)✕	824	QoQ NEW(+824) YoY +3.25% (+26)	All Managers (Combined)	$77.0K	0.0% ($77.0K/$493.4M)	QoQ NEW(+$77.0K) YoY +2.18% (+$1.6K)
(cusip316092790)✕	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$75.8K	0.0% ($75.8K/$493.4M)	QoQ NEW(+$75.8K) YoY NEW(+$75.8K)
Blackstone Inc.(BXcusip09260D107)	539	QoQ NEW(+539) YoY -3.92% (-22)	All Managers (Combined)	$75.3K	0.0% ($75.3K/$493.4M)	QoQ NEW(+$75.3K) YoY +2.22% (-$1.6K)
(cusip03073E105)✕	268	QoQ NEW(+268) YoY +9.38% (+23)	All Managers (Combined)	$74.6K	0.0% ($74.6K/$493.4M)	QoQ NEW(+$74.6K) YoY +25.18% (+$15.0K)
(cusip46434V738)✕	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$73.4K	0.0% ($73.4K/$493.4M)	QoQ NEW(+$73.4K) YoY NEW(+$73.4K)
ANALOG DEVICES INC(ADIcusip032654105)	358	QoQ NEW(+358) YoY +8.81% (+29)	All Managers (Combined)	$72.2K	0.0% ($72.2K/$493.4M)	QoQ NEW(+$72.2K) YoY +10.94% (+$7.1K)
Palantir Technologies Inc.(PLTRcusip69608A108)	832	QoQ NEW(+832) YoY +96.69% (+409)	All Managers (Combined)	$70.2K	0.0% ($70.2K/$493.4M)	QoQ NEW(+$70.2K) YoY +621.47% (+$60.5K)