Little House Capital LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Little House Capital LLC reported 123 stock positions worth $301.9 million. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Apple (AAPL, 4.7%) and iShares Russell 2000 ETF (IWM, 4.3%). Compared with Q4 2023, it opened 23 new positions, sold out of 20, added to 48 and reduced 45. The biggest buy was a new position in iShares 7-10 Year Treasury B (IEF) and the biggest sale Clearshares Ultra-Short Matu (OPER, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001748814
- Portfolio Value
- $301.9M (Q1 2024)
- SEC Filing
- 0001951757-24-000322 ↗ filed Apr 18, 2024
Holdings Value
Holdings 123 stocks · $301.9M
| MSFT Microsoft Corp. | 6.29% | 45,144 | $19.0M | Reduce -3.7% |
| AAPL Apple Inc. | 4.69% | 82,635 | $14.2M | Reduce -10.3% |
| IWM iShares Russell 2000 ETF | 4.26% | 61,214 | $12.9M | Add +4.6% |
| PULS Pgim Ultra Short Bond ETF | 3.42% | 208,032 | $10.3M | Add +6.4% |
| JPST JPMorgan Ultra-Short Income | 3.42% | 204,751 | $10.3M | Add +76.9% |
| AMZN Amazon.com Inc. | 2.98% | 49,864 | $9.0M | Reduce -3.4% |
| IJH iShares Core S&P Midcap ETF | 2.90% | 144,138 | $8.8M | Add +41.1% |
| IEF iShares 7-10 Year Treasury B | 2.73% | 86,978 | $8.2M | New |
| META Meta Platforms Inc. Class A | 2.38% | 14,786 | $7.2M | Add +79.2% |
| NVDA Nvidia Corp. | 2.34% | 7,824 | $7.1M | Add +29.3% |
| JPM JPMorgan Chase & Co. | 2.27% | 34,192 | $6.8M | Add +9.0% |
| GOOGL Alphabet Inc. Class A | 2.17% | 43,400 | $6.6M | Add +0.2% |
| WMT Walmart Inc. | 2.16% | 108,177 | $6.5M | Add +8.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.12% | 15,186 | $6.4M | Reduce -7.6% |
| EFA iShares MSCI Eafe ETF | 1.93% | 73,000 | $5.8M | Add +3.8% |
| UNH Unitedhealth Group Inc. | 1.90% | 11,595 | $5.7M | Add +33.2% |
| EEM iShares MSCI Emerging Market | 1.86% | 136,486 | $5.6M | Reduce -1.0% |
| AVGO Broadcom Inc. | 1.85% | 4,205 | $5.6M | Add +22.6% |
| MA Mastercard Inc. Class A | 1.80% | 11,310 | $5.4M | Add +11.9% |
| GS Goldman Sachs Group Inc. | 1.57% | 11,383 | $4.8M | Add +35.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.46% | 8,449 | $4.4M | Reduce -37.3% |
| ORCL Oracle Corp. | 1.40% | 33,625 | $4.2M | Add +29.8% |
| MRK Merck & Co. Inc. | 1.27% | 29,008 | $3.8M | Add +3.8% |
| DHR Danaher Corp. | 1.23% | 14,910 | $3.7M | Add +22.9% |
| V Visa Inc. Class A | 1.23% | 13,320 | $3.7M | Reduce -3.3% |
| CVX Chevron Corp. | 1.13% | 21,692 | $3.4M | Reduce -16.0% |
| JNJ Johnson & Johnson | 1.12% | 21,419 | $3.4M | Reduce -8.6% |
| ACN Accenture PLC Class A | 1.10% | 9,575 | $3.3M | Add +1.7% |
| LLY Eli Lilly & Co. | 0.90% | 3,503 | $2.7M | Add +39.3% |
| EMR Emerson Electric Co. | 0.89% | 23,708 | $2.7M | Add +59.1% |
| DOW Dow Inc. | 0.88% | 45,894 | $2.7M | Add +12.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.84% | 18,670 | $2.5M | Add +14.4% |
| HD Home Depot Inc. | 0.83% | 6,561 | $2.5M | Add +0.9% |
| KLAC KLA Corp. | 0.82% | 3,532 | $2.5M | Reduce -22.9% |
| DLR Digital Realty Trust Inc. | 0.81% | 16,909 | $2.4M | New |
| VZ Verizon Communications Inc. | 0.80% | 57,364 | $2.4M | Add +65.2% |
| PFF iShares Preferred & Income S | 0.79% | 74,210 | $2.4M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.75% | 11,893 | $2.3M | Reduce -7.3% |
| COST Costco Wholesale Corp. | 0.70% | 2,901 | $2.1M | Reduce -12.4% |
| MBB iShares MBS ETF | 0.70% | 22,852 | $2.1M | New |
| CRM Salesforce Inc. | 0.68% | 6,785 | $2.0M | Add +44.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.66% | 16,262 | $2.0M | Add +277.5% |
| CAT Caterpillar Inc. | 0.66% | 5,420 | $2.0M | Reduce -23.3% |
| WM Waste Management Inc. | 0.65% | 9,210 | $2.0M | Reduce -10.5% |
| GOOG Alphabet Inc. Class C | 0.65% | 12,847 | $2.0M | Reduce -5.1% |
| RTX RTX Corp. | 0.61% | 18,792 | $1.8M | Add +481.1% |
| NEE Nextera Energy Inc. | 0.61% | 28,609 | $1.8M | Add +470.2% |
| CMG Chipotle Mexican Grill Inc. | 0.55% | 570 | $1.7M | Add +5.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.54% | 16,025 | $1.6M | Add +79.8% |
| PEP Pepsico Inc. | 0.53% | 9,194 | $1.6M | Reduce -11.2% |
| AMGN Amgen Inc. | 0.51% | 5,456 | $1.6M | Reduce -24.1% |
| UPS United Parcel Service Class B | 0.49% | 10,028 | $1.5M | Add +218.3% |
| MCD McDonald's Corp. | 0.48% | 5,162 | $1.5M | Add +0.6% |
| UNM Unum Group | 0.46% | 26,148 | $1.4M | New |
| NFLX Netflix Inc. | 0.46% | 2,301 | $1.4M | Add +14.6% |
| CMCSA Comcast Corp. Class A | 0.46% | 32,116 | $1.4M | Reduce -4.5% |
| DUK Duke Energy Corp. | 0.45% | 14,136 | $1.4M | Reduce -9.3% |
| ADBE Adobe Inc. | 0.45% | 2,697 | $1.4M | New |
| PCAR Paccar Inc. | 0.44% | 10,826 | $1.3M | Reduce -18.4% |
| TMO Thermo Fisher Scientific Inc. | 0.41% | 2,124 | $1.2M | Reduce -53.7% |
| LRCX Lam Research Corp. | 0.41% | 1,262 | $1.2M | Add +8.1% |
| TSLA Tesla Inc. | 0.41% | 6,963 | $1.2M | Add +18.0% |
| PG The Procter & Gamble Co. | 0.40% | 7,531 | $1.2M | Reduce -13.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.39% | 5,568 | $1.2M | Reduce -2.6% |
| CPAY Corpay Inc. | 0.39% | 3,828 | $1.2M | New |
| PH Parker Hannifin Corp. | 0.36% | 1,942 | $1.1M | Reduce -25.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.35% | 42,777 | $1.1M | Reduce -14.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.35% | 44,743 | $1.1M | Reduce -14.1% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.35% | 46,529 | $1.1M | New |
| KO The Coca-Cola Co. | 0.35% | 17,290 | $1.1M | Reduce -6.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.35% | 2,499 | $1.0M | Add +7.7% |
| TGT Target Corp. | 0.34% | 5,876 | $1.0M | New |
| WMB Williams Cos Inc. | 0.34% | 26,591 | $1.0M | New |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.34% | 49,816 | $1.0M | Reduce -14.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.33% | 47,179 | $1.0M | Reduce -14.8% |
| IBDX iShares Ibonds Dec 2032 TC | 0.33% | 40,655 | $1.0M | Reduce -15.0% |
| BMY Bristol-Myers Squibb Co. | 0.33% | 18,271 | $991K | Add +33.1% |
| PFE Pfizer Inc. | 0.32% | 34,850 | $967K | Add +9.3% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.32% | 20,462 | $951K | Add +1.3% |
| COP Conocophillips | 0.31% | 7,322 | $932K | New |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.31% | 36,388 | $927K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 942 | $914K | Reduce -12.0% |
| TT Trane Technologies PLC | 0.30% | 3,034 | $911K | Add +8.6% |
| IWF iShares Russell 1000 Growth | 0.26% | 2,327 | $784K | Reduce -23.1% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 9,141 | $772K | No change |
| ACM Aecom | 0.25% | 7,675 | $753K | New |
| TXT Textron Inc. | 0.24% | 7,658 | $735K | New |
| PANW Palo Alto Networks Inc. | 0.24% | 2,570 | $730K | Reduce -1.5% |
| GEHC GE Healthcare Technology | 0.24% | 7,933 | $721K | Add +6.6% |
| PEG Public Service Enterprise GP | 0.24% | 10,660 | $712K | Reduce -14.9% |
| OXY Occidental Petroleum Corp. | 0.23% | 10,753 | $699K | New |
| MSI Motorola Solutions Inc. | 0.23% | 1,965 | $698K | New |
| DELL Dell Technologies -C | 0.22% | 5,858 | $668K | New |
| NKE Nike Inc. Class B | 0.22% | 6,946 | $653K | New |
| VCIT Vanguard Int-Term Corporate | 0.21% | 7,709 | $621K | Add +6.5% |
| MAR Marriott International Class A | 0.20% | 2,393 | $604K | Reduce -63.4% |
| SCHW Schwab (charles) Corp. | 0.20% | 8,162 | $590K | Reduce -84.4% |
| LOW Lowe's Cos Inc. | 0.19% | 2,296 | $585K | New |
| ABNB Airbnb Inc. Class A | 0.18% | 3,365 | $555K | New |
| SPGI S&P Global Inc. | 0.18% | 1,270 | $540K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| OPER Clearshares Ultra-Short Matu | Reduce -96.2% | 0.12% | −3.47 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -95.5% | 0.11% | −2.47 |
| AAPL Apple Inc. | Reduce -10.3% | 4.69% | −1.78 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -94.5% | 0.09% | −1.57 |
| SCHW Schwab (charles) Corp. | Reduce -84.4% | 0.20% | −1.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -37.3% | 1.46% | −0.87 |
| BA The Boeing Co. | Sold out | 0.00% | −0.82 |
| UNP Union Pacific Corp. | Reduce -76.1% | 0.15% | −0.55 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.54 |
| PSA Public Storage | Sold out | 0.00% | −0.50 |
| TMO Thermo Fisher Scientific Inc. | Reduce -53.7% | 0.41% | −0.48 |
| IBDU iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.46 |
| XOM Exxon Mobil Corp. | Reduce -73.8% | 0.17% | −0.46 |
| STAG Stag Industrial Inc. | Sold out | 0.00% | −0.41 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.39 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.37 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.35 |
| MAR Marriott International Class A | Reduce -63.4% | 0.20% | −0.34 |
| CVX Chevron Corp. | Reduce -16.0% | 1.13% | −0.27 |
| AMGN Amgen Inc. | Reduce -24.1% | 0.51% | −0.24 |
| JNJ Johnson & Johnson | Reduce -8.6% | 1.12% | −0.22 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.21 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.17 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.17 |
| EEM iShares MSCI Emerging Market | Reduce -1.0% | 1.86% | −0.17 |
| KLAC KLA Corp. | Reduce -22.9% | 0.82% | −0.15 |
| MSFT Microsoft Corp. | Reduce -3.7% | 6.29% | −0.14 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.12 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.12 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.11 |
| PEP Pepsico Inc. | Reduce -11.2% | 0.53% | −0.11 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -15.0% | 0.33% | −0.11 |
| CAT Caterpillar Inc. | Reduce -23.3% | 0.66% | −0.10 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -14.3% | 0.35% | −0.10 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -14.8% | 0.33% | −0.10 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -14.1% | 0.35% | −0.10 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -14.0% | 0.34% | −0.10 |
| DUK Duke Energy Corp. | Reduce -9.3% | 0.45% | −0.10 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -12.4% | 0.70% | −0.09 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.09 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.08 |
| PH Parker Hannifin Corp. | Reduce -25.0% | 0.36% | −0.08 |
| V Visa Inc. Class A | Reduce -3.3% | 1.23% | −0.08 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -4.5% | 0.46% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -23.1% | 0.26% | −0.07 |
| GLW Corning Inc. | Sold out | 0.00% | −0.07 |
| T AT&T Inc. | Sold out | 0.00% | −0.06 |
| CARR Carrier Global Corp. | Reduce -19.4% | 0.17% | −0.06 |
Portfolio Buys Q4 2023 → Q1 2024
| IEF iShares 7-10 Year Treasury B | New | 2.73% | +2.73 |
| META Meta Platforms Inc. Class A | Add +79.2% | 2.38% | +1.31 |
| JPST JPMorgan Ultra-Short Income | Add +76.9% | 3.42% | +1.30 |
| NVDA Nvidia Corp. | Add +29.3% | 2.34% | +1.25 |
| IJH iShares Core S&P Midcap ETF | Add +41.1% | 2.90% | +0.84 |
| DLR Digital Realty Trust Inc. | New | 0.81% | +0.81 |
| PFF iShares Preferred & Income S | New | 0.79% | +0.79 |
| MBB iShares MBS ETF | New | 0.70% | +0.70 |
| DIS The Walt Disney Co. | Add +277.5% | 0.66% | +0.52 |
| RTX RTX Corp. | Add +481.1% | 0.61% | +0.51 |
| NEE Nextera Energy Inc. | Add +470.2% | 0.61% | +0.49 |
| UNM Unum Group | New | 0.46% | +0.46 |
| ADBE Adobe Inc. | New | 0.45% | +0.45 |
| AVGO Broadcom Inc. | Add +22.6% | 1.85% | +0.45 |
| ORCL Oracle Corp. | Add +29.8% | 1.40% | +0.40 |
| CPAY Corpay Inc. | New | 0.39% | +0.39 |
| GS Goldman Sachs Group Inc. | Add +35.1% | 1.57% | +0.39 |
| LLY Eli Lilly & Co. | Add +39.3% | 0.90% | +0.37 |
| EMR Emerson Electric Co. | Add +59.1% | 0.89% | +0.36 |
| IBMR iShares Ibonds Dec 2029 M BD | New | 0.35% | +0.35 |
| TGT Target Corp. | New | 0.34% | +0.34 |
| WMB Williams Cos Inc. | New | 0.34% | +0.34 |
| JPM JPMorgan Chase & Co. | Add +9.0% | 2.27% | +0.32 |
| VZ Verizon Communications Inc. | Add +65.2% | 0.80% | +0.32 |
| UPS United Parcel Service Class B | Add +218.3% | 0.49% | +0.31 |
| COP Conocophillips | New | 0.31% | +0.31 |
| IBDY iShares Ibonds Dec 2033 Corp. | New | 0.31% | +0.31 |
| ACM Aecom | New | 0.25% | +0.25 |
| WMT Walmart Inc. | Add +8.6% | 2.16% | +0.25 |
| TXT Textron Inc. | New | 0.24% | +0.24 |
| TJX TJX Companies Inc. | Add +79.8% | 0.54% | +0.23 |
| MA Mastercard Inc. Class A | Add +11.9% | 1.80% | +0.23 |
| OXY Occidental Petroleum Corp. | New | 0.23% | +0.23 |
| MSI Motorola Solutions Inc. | New | 0.23% | +0.23 |
| UNH Unitedhealth Group Inc. | Add +33.2% | 1.90% | +0.23 |
| CRM Salesforce Inc. | Add +44.5% | 0.68% | +0.23 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.4% | 0.84% | +0.22 |
| DELL Dell Technologies -C | New | 0.22% | +0.22 |
| NKE Nike Inc. Class B | New | 0.22% | +0.22 |
| DHR Danaher Corp. | Add +22.9% | 1.23% | +0.21 |
| LOW Lowe's Cos Inc. | New | 0.19% | +0.19 |
| ABNB Airbnb Inc. Class A | New | 0.18% | +0.18 |
| UBER Uber Technologies Inc. | New | 0.17% | +0.17 |
| MRK Merck & Co. Inc. | Add +3.8% | 1.27% | +0.16 |
| MRNA Moderna Inc. | New | 0.11% | +0.11 |
| NFLX Netflix Inc. | Add +14.6% | 0.46% | +0.11 |
| GE General Electric | New | 0.10% | +0.10 |
| CMG Chipotle Mexican Grill Inc. | Add +5.6% | 0.55% | +0.10 |
| LRCX Lam Research Corp. | Add +8.1% | 0.41% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +33.1% | 0.33% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 113 | $445.1M | AAPL, GOOGL, MSFT, FESM, NVDA |
| Q1 2026 | 112 | $387.4M | AAPL, MSFT, GOOGL, NVDA, IJH |
| Q4 2025 | 109 | $398.4M | AAPL, MSFT, NVDA, GOOGL, FESM |
| Q3 2025 | 123 | $435.0M | MSFT, AAPL, NVDA, AMZN, FESM |
| Q2 2025 | 121 | $399.2M | MSFT, AAPL, NVDA, AMZN, IJH |
| Q1 2025 | 131 | $363.8M | AAPL, MSFT, AMZN, IJH, NVDA |
| Q4 2024 | 109 | $350.0M | AAPL, MSFT, NVDA, AMZN, IWM |
| Q3 2024 | 111 | $348.6M | AAPL, MSFT, IWM, NVDA, AMZN |
| Q2 2024 | 116 | $319.7M | MSFT, AAPL, IWM, AMZN, NVDA |
| Q1 2024 | 123 | $301.9M | MSFT, AAPL, IWM, PULS, JPST |