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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165167180

Shares:696

Value:$70.0K

% of Portfolio:0.0% ($70.0K/$493.4M)

165167735

Shares:623

Value:$69.4K

% of Portfolio:0.0% ($69.4K/$493.4M)

464288679

Shares:616

Value:$68.1K

% of Portfolio:0.0% ($68.1K/$493.4M)

Marvell Technology, Inc.

MRVL|573874104

Shares:1.1K

Value:$67.8K

% of Portfolio:0.0% ($67.8K/$493.4M)

AMGEN INC

AMGN|031162100

Shares:217

Value:$67.7K

% of Portfolio:0.0% ($67.7K/$493.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:191

Value:$67.3K

% of Portfolio:0.0% ($67.3K/$493.4M)

Cigna Group

CI|125523100

Shares:200

Value:$65.8K

% of Portfolio:0.0% ($65.8K/$493.4M)

M&T BANK CORP

MTB|55261F104

Shares:367

Value:$65.6K

% of Portfolio:0.0% ($65.6K/$493.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:123

Value:$65.5K

% of Portfolio:0.0% ($65.5K/$493.4M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:263

Value:$64.2K

% of Portfolio:0.0% ($64.2K/$493.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:1.1K

Value:$64.0K

% of Portfolio:0.0% ($64.0K/$493.4M)

02156V109

Shares:2.9K

Value:$62.7K

% of Portfolio:0.0% ($62.7K/$493.4M)

464287655

IWM|464287655

Shares:306

Value:$61.0K

% of Portfolio:0.0% ($61.0K/$493.4M)

464287689

IWV|464287689

Shares:191

Value:$60.6K

% of Portfolio:0.0% ($60.6K/$493.4M)

316092600

Shares:868

Value:$59.3K

% of Portfolio:0.0% ($59.3K/$493.4M)

Mondelez International, Inc.

MDLZ|609207105

Shares:863

Value:$58.6K

% of Portfolio:0.0% ($58.6K/$493.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:254

Value:$55.3K

% of Portfolio:0.0% ($55.3K/$493.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:263

Value:$55.2K

% of Portfolio:0.0% ($55.2K/$493.4M)

BlackRock, Inc.

BLK|09290D101

Shares:57

Value:$53.9K

% of Portfolio:0.0% ($53.9K/$493.4M)

Dutch Bros Inc.

BROS|26701L100

Shares:873

Value:$53.9K

% of Portfolio:0.0% ($53.9K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip165167180)✕	696	QoQ NEW(+696) YoY +15.23% (+92)	All Managers (Combined)	$70.0K	0.0% ($70.0K/$493.4M)	QoQ NEW(+$70.0K) YoY +58.10% (+$25.7K)
(cusip165167735)✕	623	QoQ NEW(+623) YoY +93.47% (+301)	All Managers (Combined)	$69.4K	0.0% ($69.4K/$493.4M)	QoQ NEW(+$69.4K) YoY +142.44% (+$40.8K)
(cusip464288679)✕	616	QoQ NEW(+616) YoY -22.71% (-181)	All Managers (Combined)	$68.1K	0.0% ($68.1K/$493.4M)	QoQ NEW(+$68.1K) YoY -22.69% (-$20.0K)
Marvell Technology, Inc.(MRVLcusip573874104)	1.1K	QoQ NEW(+1.1K) YoY -8.32% (-100)	All Managers (Combined)	$67.8K	0.0% ($67.8K/$493.4M)	QoQ NEW(+$67.8K) YoY -20.33% (-$17.3K)
AMGEN INC(AMGNcusip031162100)	217	QoQ NEW(+217) YoY +1.40% (+3)	All Managers (Combined)	$67.7K	0.0% ($67.7K/$493.4M)	QoQ NEW(+$67.7K) YoY +11.34% (+$6.9K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	191	QoQ NEW(+191) YoY +461.76% (+157)	All Managers (Combined)	$67.3K	0.0% ($67.3K/$493.4M)	QoQ NEW(+$67.3K) YoY +517.82% (+$56.4K)
Cigna Group(CIcusip125523100)	200	QoQ NEW(+200) YoY +25.00% (+40)	All Managers (Combined)	$65.8K	0.0% ($65.8K/$493.4M)	QoQ NEW(+$65.8K) YoY +13.23% (+$7.7K)
M&T BANK CORP(MTBcusip55261F104)	367	QoQ NEW(+367) YoY -21.41% (-100)	All Managers (Combined)	$65.6K	0.0% ($65.6K/$493.4M)	QoQ NEW(+$65.6K) YoY -3.41% (-$2.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	123	QoQ NEW(+123) YoY +8.84% (+10)	All Managers (Combined)	$65.5K	0.0% ($65.5K/$493.4M)	QoQ NEW(+$65.5K) YoY +37.85% (+$18.0K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	263	QoQ NEW(+263) YoY +15.35% (+35)	All Managers (Combined)	$64.2K	0.0% ($64.2K/$493.4M)	QoQ NEW(+$64.2K) YoY +36.66% (+$17.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	1.1K	QoQ NEW(+1.1K) YoY +695.45% (+918)	All Managers (Combined)	$64.0K	0.0% ($64.0K/$493.4M)	QoQ NEW(+$64.0K) YoY +792.79% (+$56.9K)
(cusip02156V109)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$62.7K	0.0% ($62.7K/$493.4M)	QoQ NEW(+$62.7K) YoY NEW(+$62.7K)
(IWMcusip464287655)	306	QoQ NEW(+306) YoY +1.32% (-4)	All Managers (Combined)	$61.0K	0.0% ($61.0K/$493.4M)	QoQ NEW(+$61.0K) YoY -4.03% (-$2.6K)
(IWVcusip464287689)	191	QoQ -98.68% (-14.3K) YoY NEW(+191)	All Managers (Combined)	$60.6K	0.0% ($60.6K/$493.4M)	QoQ -98.74% (-$4.8M) YoY NEW(+$60.6K)
(cusip316092600)✕	868	QoQ NEW(+868) YoY +0.11% (-1)	All Managers (Combined)	$59.3K	0.0% ($59.3K/$493.4M)	QoQ NEW(+$59.3K) YoY -1.89% (-$1.1K)
Mondelez International, Inc.(MDLZcusip609207105)	863	QoQ NEW(+863) YoY -26.92% (-318)	All Managers (Combined)	$58.6K	0.0% ($58.6K/$493.4M)	QoQ NEW(+$58.6K) YoY -29.17% (-$24.1K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	254	QoQ NEW(+254) YoY -10.87% (-31)	All Managers (Combined)	$55.3K	0.0% ($55.3K/$493.4M)	QoQ NEW(+$55.3K) YoY -1.64% (-$923)
AbbVie Inc.(ABBVcusip00287Y109)	263	QoQ NEW(+263) YoY -5.05% (-14)	All Managers (Combined)	$55.2K	0.0% ($55.2K/$493.4M)	QoQ NEW(+$55.2K) YoY +9.24% (-$4.7K)
BlackRock, Inc.(BLKcusip09290D101)	57	QoQ NEW(+57) YoY NEW(+57)	All Managers (Combined)	$53.9K	0.0% ($53.9K/$493.4M)	QoQ NEW(+$53.9K) YoY NEW(+$53.9K)
Dutch Bros Inc.(BROScusip26701L100)	873	QoQ NEW(+873) YoY 0.00% (+0)	All Managers (Combined)	$53.9K	0.0% ($53.9K/$493.4M)	QoQ NEW(+$53.9K) YoY +87.09% (+$25.1K)