StockDriftsStockDriftsTop 35 Stone Asset Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | 11.98% | 33.0K | $7.5M | -56.87%(-43.57K) | — | 2023-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 10.47% | 122.5K | $6.6M | -59.04%(-176.57K) | — | 2023-03-31 | |
| VO | VANGUARD INDEX FDS | 10.04% | 29.8K | $6.3M | -70.20%(-70.17K) | — | 2023-03-31 | |
| MGK | VANGUARD WORLD FD | 8.79% | 26.9K | $5.5M | -37.80%(-16.35K) | — | 2023-03-31 | |
| IWF | ISHARES TR | 7.59% | 19.4K | $4.7M | -74.45%(-56.62K) | — | 2023-03-31 | |
| IVE | ISHARES TR | 7.28% | 30.0K | $4.6M | -57.86%(-41.22K) | — | 2023-03-31 | |
| IJS | ISHARES TR | 5.63% | 37.6K | $3.5M | -58.24%(-52.47K) | — | 2023-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.29% | 81.9K | $3.3M | -45.04%(-67.13K) | — | 2023-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.4% | 13.4K | $2.1M | -69.60%(-30.73K) | — | 2023-03-31 | |
| IWD | ISHARES TR | 3.38% | 13.9K | $2.1M | -71.19%(-34.30K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Stone Asset Management Inc. reports $62.59M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are IWO (12.0%), VEU (10.5%) and VO (10.0%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stone Asset Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904459). View Stone Asset Management Inc.’s 13F filings on SEC