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

Page 8 of 22

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46429B747

Shares:518

Value:$53.6K

% of Portfolio:0.0% ($53.6K/$493.4M)

922908363

VOO|922908363

Shares:101

Value:$51.9K

% of Portfolio:0.0% ($51.9K/$493.4M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:382

Value:$50.5K

% of Portfolio:0.0% ($50.5K/$493.4M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:1.2K

Value:$50.4K

% of Portfolio:0.0% ($50.4K/$493.4M)

NUSCALE POWER Corp

SMR|67079K100

Shares:3.5K

Value:$50.3K

% of Portfolio:0.0% ($50.3K/$493.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:1.1K

Value:$50.1K

% of Portfolio:0.0% ($50.1K/$493.4M)

46435U168

Shares:2.1K

Value:$50.0K

% of Portfolio:0.0% ($50.0K/$493.4M)

MASCO CORP /DE/

MAS|574599106

Shares:714

Value:$49.6K

% of Portfolio:0.0% ($49.6K/$493.4M)

MakeMyTrip Ltd

MMYT|V5633W109

Shares:500

Value:$49.0K

% of Portfolio:0.0% ($49.0K/$493.4M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:99

Value:$48.0K

% of Portfolio:0.0% ($48.0K/$493.4M)

EOG RESOURCES INC

EOG|26875P101

Shares:374

Value:$48.0K

% of Portfolio:0.0% ($48.0K/$493.4M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:420

Value:$47.0K

% of Portfolio:0.0% ($47.0K/$493.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:282

Value:$46.7K

% of Portfolio:0.0% ($46.7K/$493.4M)

Philip Morris International Inc.

PM|718172109

Shares:286

Value:$45.3K

% of Portfolio:0.0% ($45.3K/$493.4M)

464287176

Shares:396

Value:$44.0K

% of Portfolio:0.0% ($44.0K/$493.4M)

464288489

Shares:2.2K

Value:$43.2K

% of Portfolio:0.0% ($43.2K/$493.4M)

46431W598

Shares:819

Value:$42.5K

% of Portfolio:0.0% ($42.5K/$493.4M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:195

Value:$41.3K

% of Portfolio:0.0% ($41.3K/$493.4M)

CINTAS CORP

CTAS|172908105

Shares:200

Value:$41.1K

% of Portfolio:0.0% ($41.1K/$493.4M)

Nano Nuclear Energy Inc.

NNE|63010H108

Shares:1.5K

Value:$40.2K

% of Portfolio:0.0% ($40.2K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B747)✕	518	QoQ NEW(+518) YoY -4.07% (-22)	All Managers (Combined)	$53.6K	0.0% ($53.6K/$493.4M)	QoQ NEW(+$53.6K) YoY -0.05% (-$29)
(VOOcusip922908363)	101	QoQ NEW(+101) YoY NEW(+101)	All Managers (Combined)	$51.9K	0.0% ($51.9K/$493.4M)	QoQ NEW(+$51.9K) YoY NEW(+$51.9K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	382	QoQ NEW(+382) YoY 0.00% (-0)	All Managers (Combined)	$50.5K	0.0% ($50.5K/$493.4M)	QoQ NEW(+$50.5K) YoY -22.62% (-$14.8K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	1.2K	QoQ NEW(+1.2K) YoY -10.00% (-134)	All Managers (Combined)	$50.4K	0.0% ($50.4K/$493.4M)	QoQ NEW(+$50.4K) YoY -31.36% (-$23.0K)
NUSCALE POWER Corp(SMRcusip67079K100)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$50.3K	0.0% ($50.3K/$493.4M)	QoQ NEW(+$50.3K) YoY NEW(+$50.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	1.1K	QoQ NEW(+1.1K) YoY +79.93% (+490)	All Managers (Combined)	$50.1K	0.0% ($50.1K/$493.4M)	QoQ NEW(+$50.1K) YoY +94.60% (+$24.3K)
(cusip46435U168)✕	2.1K	QoQ NEW(+2.1K) YoY +400.00% (+1.7K)	All Managers (Combined)	$50.0K	0.0% ($50.0K/$493.4M)	QoQ NEW(+$50.0K) YoY +397.02% (+$39.9K)
MASCO CORP /DE/(MAScusip574599106)	714	QoQ NEW(+714) YoY +9.50% (-62)	All Managers (Combined)	$49.6K	0.0% ($49.6K/$493.4M)	QoQ NEW(+$49.6K) YoY -3.45% (-$1.8K)
MakeMyTrip Ltd(MMYTcusipV5633W109)	500	QoQ NEW(+500) YoY 0.00% (+0)	All Managers (Combined)	$49.0K	0.0% ($49.0K/$493.4M)	QoQ NEW(+$49.0K) YoY +37.91% (+$13.5K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	99	QoQ NEW(+99) YoY -20.16% (-25)	All Managers (Combined)	$48.0K	0.0% ($48.0K/$493.4M)	QoQ NEW(+$48.0K) YoY -7.40% (-$3.8K)
EOG RESOURCES INC(EOGcusip26875P101)	374	QoQ NEW(+374) YoY +4.17% (+15)	All Managers (Combined)	$48.0K	0.0% ($48.0K/$493.4M)	QoQ NEW(+$48.0K) YoY +4.50% (+$2.1K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	420	QoQ NEW(+420) YoY +1.44% (-6)	All Managers (Combined)	$47.0K	0.0% ($47.0K/$493.4M)	QoQ NEW(+$47.0K) YoY -3.46% (-$1.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	282	QoQ NEW(+282) YoY +116.92% (+152)	All Managers (Combined)	$46.7K	0.0% ($46.7K/$493.4M)	QoQ NEW(+$46.7K) YoY +127.06% (+$26.2K)
Philip Morris International Inc.(PMcusip718172109)	286	QoQ NEW(+286) YoY -10.62% (-34)	All Managers (Combined)	$45.3K	0.0% ($45.3K/$493.4M)	QoQ NEW(+$45.3K) YoY +54.82% (-$16.1K)
(cusip464287176)✕	396	QoQ NEW(+396) YoY -90.70% (-3.9K)	All Managers (Combined)	$44.0K	0.0% ($44.0K/$493.4M)	QoQ NEW(+$44.0K) YoY -90.38% (-$413.6K)
(cusip464288489)✕	2.2K	QoQ NEW(+2.2K) YoY -16.19% (-423)	All Managers (Combined)	$43.2K	0.0% ($43.2K/$493.4M)	QoQ NEW(+$43.2K) YoY -22.30% (-$12.4K)
(cusip46431W598)✕	819	QoQ NEW(+819) YoY NEW(+819)	All Managers (Combined)	$42.5K	0.0% ($42.5K/$493.4M)	QoQ NEW(+$42.5K) YoY NEW(+$42.5K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	195	QoQ NEW(+195) YoY +7.73% (+14)	All Managers (Combined)	$41.3K	0.0% ($41.3K/$493.4M)	QoQ NEW(+$41.3K) YoY +11.03% (+$4.1K)
CINTAS CORP(CTAScusip172908105)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$41.1K	0.0% ($41.1K/$493.4M)	QoQ NEW(+$41.1K) YoY NEW(+$41.1K)
Nano Nuclear Energy Inc.(NNEcusip63010H108)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$40.2K	0.0% ($40.2K/$493.4M)	QoQ NEW(+$40.2K) YoY NEW(+$40.2K)