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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Sea Ltd

SE|81141R100

Shares:300

Value:$39.1K

% of Portfolio:0.0% ($39.1K/$493.4M)

CVS HEALTH Corp

CVS|126650100

Shares:572

Value:$38.8K

% of Portfolio:0.0% ($38.8K/$493.4M)

46641Q118

Shares:691

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$493.4M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:1.0K

Value:$38.6K

% of Portfolio:0.0% ($38.6K/$493.4M)

Constellation Energy Corp

CEG|21037T109

Shares:188

Value:$37.9K

% of Portfolio:0.0% ($37.9K/$493.4M)

922908736

VUG|922908736

Shares:102

Value:$37.8K

% of Portfolio:0.0% ($37.8K/$493.4M)

Energy Transfer LP

ET|29273V100

Shares:2.0K

Value:$37.6K

% of Portfolio:0.0% ($37.6K/$493.4M)

CITIZENS FINANCIAL SERVICES INC

CZFS|174615104

Shares:646

Value:$37.5K

% of Portfolio:0.0% ($37.5K/$493.4M)

Enovix Corp

ENVX|293594107

Shares:5.1K

Value:$37.2K

% of Portfolio:0.0% ($37.2K/$493.4M)

464286806

Shares:1.0K

Value:$37.1K

% of Portfolio:0.0% ($37.1K/$493.4M)

LIGHTBRIDGE Corp

LTBR|53224K302

Shares:4.7K

Value:$35.3K

% of Portfolio:0.0% ($35.3K/$493.4M)

CDW Corp

CDW|12514G108

Shares:215

Value:$34.5K

% of Portfolio:0.0% ($34.5K/$493.4M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:478

Value:$34.3K

% of Portfolio:0.0% ($34.3K/$493.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:119

Value:$34.3K

% of Portfolio:0.0% ($34.3K/$493.4M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:257

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$493.4M)

UMH PROPERTIES, INC.

UMH|903002103

Shares:1.8K

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$493.4M)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:150

Value:$33.0K

% of Portfolio:0.0% ($33.0K/$493.4M)

Trip.com Group Ltd

TCOM|89677Q107

Shares:500

Value:$31.8K

% of Portfolio:0.0% ($31.8K/$493.4M)

Reddit, Inc.

RDDT|75734B100

Shares:300

Value:$31.5K

% of Portfolio:0.0% ($31.5K/$493.4M)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:96

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$493.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sea Ltd(SEcusip81141R100)	300	QoQ NEW(+300) YoY 0.00% (+0)	All Managers (Combined)	$39.1K	0.0% ($39.1K/$493.4M)	QoQ NEW(+$39.1K) YoY +142.95% (+$23.0K)
CVS HEALTH Corp(CVScusip126650100)	572	QoQ NEW(+572) YoY -25.81% (-199)	All Managers (Combined)	$38.8K	0.0% ($38.8K/$493.4M)	QoQ NEW(+$38.8K) YoY -36.94% (-$22.7K)
(cusip46641Q118)✕	691	QoQ NEW(+691) YoY NEW(+691)	All Managers (Combined)	$38.7K	0.0% ($38.7K/$493.4M)	QoQ NEW(+$38.7K) YoY NEW(+$38.7K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	1.0K	QoQ NEW(+1.0K) YoY 0.00% (-0)	All Managers (Combined)	$38.6K	0.0% ($38.6K/$493.4M)	QoQ NEW(+$38.6K) YoY -25.46% (-$13.2K)
Constellation Energy Corp(CEGcusip21037T109)	188	QoQ NEW(+188) YoY +317.77% (+143)	All Managers (Combined)	$37.9K	0.0% ($37.9K/$493.4M)	QoQ NEW(+$37.9K) YoY +355.71% (+$29.6K)
(VUGcusip922908736)	102	QoQ NEW(+102) YoY NEW(+102)	All Managers (Combined)	$37.8K	0.0% ($37.8K/$493.4M)	QoQ NEW(+$37.8K) YoY NEW(+$37.8K)
Energy Transfer LP(ETcusip29273V100)	2.0K	QoQ NEW(+2.0K) YoY +21.45% (+357)	All Managers (Combined)	$37.6K	0.0% ($37.6K/$493.4M)	QoQ NEW(+$37.6K) YoY +43.48% (+$11.4K)
CITIZENS FINANCIAL SERVICES INC(CZFScusip174615104)	646	QoQ NEW(+646) YoY +0.78% (+5)	All Managers (Combined)	$37.5K	0.0% ($37.5K/$493.4M)	QoQ NEW(+$37.5K) YoY +18.90% (+$6.0K)
Enovix Corp(ENVXcusip293594107)	5.1K	QoQ NEW(+5.1K) YoY -19.73% (-1.2K)	All Managers (Combined)	$37.2K	0.0% ($37.2K/$493.4M)	QoQ NEW(+$37.2K) YoY -26.44% (-$13.4K)
(cusip464286806)✕	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$37.1K	0.0% ($37.1K/$493.4M)	QoQ NEW(+$37.1K) YoY NEW(+$37.1K)
LIGHTBRIDGE Corp(LTBRcusip53224K302)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$35.3K	0.0% ($35.3K/$493.4M)	QoQ NEW(+$35.3K) YoY NEW(+$35.3K)
CDW Corp(CDWcusip12514G108)	215	QoQ NEW(+215) YoY -1.37% (-3)	All Managers (Combined)	$34.5K	0.0% ($34.5K/$493.4M)	QoQ NEW(+$34.5K) YoY -38.20% (-$21.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	478	QoQ NEW(+478) YoY +2.35% (+11)	All Managers (Combined)	$34.3K	0.0% ($34.3K/$493.4M)	QoQ NEW(+$34.3K) YoY +26.75% (+$7.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	119	QoQ NEW(+119) YoY 0.00% (+0)	All Managers (Combined)	$34.3K	0.0% ($34.3K/$493.4M)	QoQ NEW(+$34.3K) YoY +40.06% (+$9.8K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	257	QoQ NEW(+257) YoY +350.87% (+200)	All Managers (Combined)	$34.0K	0.0% ($34.0K/$493.4M)	QoQ NEW(+$34.0K) YoY +723.83% (+$29.9K)
UMH PROPERTIES, INC.(UMHcusip903002103)	1.8K	QoQ NEW(+1.8K) YoY +14.79% (+234)	All Managers (Combined)	$34.0K	0.0% ($34.0K/$493.4M)	QoQ NEW(+$34.0K) YoY +32.17% (+$8.3K)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	150	QoQ NEW(+150) YoY +2.04% (+3)	All Managers (Combined)	$33.0K	0.0% ($33.0K/$493.4M)	QoQ NEW(+$33.0K) YoY +3.44% (+$1.1K)
Trip.com Group Ltd(TCOMcusip89677Q107)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$31.8K	0.0% ($31.8K/$493.4M)	QoQ NEW(+$31.8K) YoY NEW(+$31.8K)
Reddit, Inc.(RDDTcusip75734B100)	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$31.5K	0.0% ($31.5K/$493.4M)	QoQ NEW(+$31.5K) YoY NEW(+$31.5K)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	96	QoQ NEW(+96) YoY +33.33% (+24)	All Managers (Combined)	$31.0K	0.0% ($31.0K/$493.4M)	QoQ NEW(+$31.0K) YoY +35.24% (+$8.1K)