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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $301.9M $301.9M Q1 2024 Q2 2024: $319.7M Q2 2024 Q3 2024: $348.6M Q3 2024 Q4 2024: $350.0M Q4 2024 Q1 2025: $363.8M Q1 2025 Q2 2025: $399.2M Q2 2025 Q3 2025: $435.0M Q3 2025 Q4 2025: $398.4M Q4 2025 Q1 2026: $387.4M Q1 2026 Q2 2026: $445.1M Q2 2026

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
LULU Lululemon Athletica Inc. 0.18% 1,370 $535K Add +50.0%
XOM Exxon Mobil Corp. 0.17% 4,524 $526K Reduce -73.8%
UBER Uber Technologies Inc. 0.17% 6,795 $523K New
CARR Carrier Global Corp. 0.17% 8,951 $520K Reduce -19.4%
TDG Transdigm Group Inc. 0.16% 400 $493K No change
ATO Atmos Energy Corp. 0.16% 3,999 $475K Add +11.2%
SMMD iShares Russell 2500 ETF 0.16% 7,177 $471K Add +12.2%
UNP Union Pacific Corp. 0.15% 1,875 $461K Reduce -76.1%
ETN Eaton Corp. PLC 0.15% 1,460 $457K No change
IEFA iShares Core MSCI Eafe ETF 0.14% 5,753 $427K Add +1.3%
MUB iShares National Muni Bond E 0.13% 3,538 $381K Reduce -9.7%
OPER Clearshares Ultra-Short Matu 0.12% 3,756 $376K Reduce -96.2%
MRNA Moderna Inc. 0.11% 3,089 $329K New
SHY iShares 1-3 Year Treasury Bo 0.11% 3,898 $319K Reduce -95.5%
GE General Electric 0.10% 1,769 $311K New
SPTM SS SPDR P S&P 1500 Comp ETF 0.09% 4,278 $274K Reduce -94.5%
PSX Phillips 66 0.09% 1,676 $274K Reduce -6.6%
IEMG iShares Core MSCI Emerging 0.09% 5,271 $272K Add +6.3%
MCO Moody's Corp. 0.08% 616 $242K No change
CHTR Charter Communications Inc. Class A 0.07% 731 $212K No change
SBUX Starbucks Corp. 0.07% 2,285 $209K Reduce -8.8%
KIM Kimco Realty Corp. 0.07% 10,350 $203K No change
GLATFELTER CORP 0.01% 15,594 $31K Add +6.8%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 113$445.1MAAPL, GOOGL, MSFT, FESM, NVDA
Q1 2026 112$387.4MAAPL, MSFT, GOOGL, NVDA, IJH
Q4 2025 109$398.4MAAPL, MSFT, NVDA, GOOGL, FESM
Q3 2025 123$435.0MMSFT, AAPL, NVDA, AMZN, FESM
Q2 2025 121$399.2MMSFT, AAPL, NVDA, AMZN, IJH
Q1 2025 131$363.8MAAPL, MSFT, AMZN, IJH, NVDA
Q4 2024 109$350.0MAAPL, MSFT, NVDA, AMZN, IWM
Q3 2024 111$348.6MAAPL, MSFT, IWM, NVDA, AMZN
Q2 2024 116$319.7MMSFT, AAPL, IWM, AMZN, NVDA
Q1 2024 123$301.9MMSFT, AAPL, IWM, PULS, JPST