Little House Capital LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Little House Capital LLC reported 116 stock positions worth $319.7 million. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Apple (AAPL, 6.1%) and iShares Russell 2000 ETF (IWM, 3.9%). Compared with Q1 2024, it opened 9 new positions, sold out of 16, added to 64 and reduced 36. The biggest buy was Apple (AAPL, shares +11%) and the biggest sale Accenture Class A (ACN, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001748814
- Portfolio Value
- $319.7M (Q2 2024)
- SEC Filing
- 0001951757-24-000606 ↗ filed Aug 2, 2024
Holdings Value
Holdings 116 stocks · $319.7M
| MSFT Microsoft Corp. | 6.62% | 47,346 | $21.2M | Add +4.9% |
| AAPL Apple Inc. | 6.06% | 92,015 | $19.4M | Add +11.3% |
| IWM iShares Russell 2000 ETF | 3.87% | 61,017 | $12.4M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.60% | 59,601 | $11.5M | Add +19.5% |
| NVDA Nvidia Corp. | 3.26% | 84,427 | $10.4M | Add +7.9% |
| JPST JPMorgan Ultra-Short Income | 3.21% | 203,662 | $10.3M | Reduce -0.5% |
| PULS Pgim Ultra Short Bond ETF | 3.13% | 201,667 | $10.0M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 3.12% | 54,716 | $10.0M | Add +26.1% |
| META Meta Platforms Inc. Class A | 2.67% | 16,918 | $8.5M | Add +14.4% |
| IEF iShares 7-10 Year Treasury B | 2.66% | 90,923 | $8.5M | Add +4.5% |
| IJH iShares Core S&P Midcap ETF | 2.64% | 144,281 | $8.4M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 2.44% | 38,628 | $7.8M | Add +13.0% |
| WMT Walmart Inc. | 2.42% | 114,413 | $7.7M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.11% | 16,612 | $6.8M | Add +9.4% |
| UNH Unitedhealth Group Inc. | 1.97% | 12,377 | $6.3M | Add +6.7% |
| AVGO Broadcom Inc. | 1.81% | 3,599 | $5.8M | Reduce -14.4% |
| EEM iShares MSCI Emerging Market | 1.76% | 131,838 | $5.6M | Reduce -3.4% |
| EFA iShares MSCI Eafe ETF | 1.74% | 70,930 | $5.6M | Reduce -2.8% |
| GS Goldman Sachs Group Inc. | 1.68% | 11,906 | $5.4M | Add +4.6% |
| MA Mastercard Inc. Class A | 1.60% | 11,601 | $5.1M | Add +2.6% |
| ORCL Oracle Corp. | 1.60% | 36,222 | $5.1M | Add +7.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.41% | 8,306 | $4.5M | Reduce -1.7% |
| CVX Chevron Corp. | 1.25% | 25,635 | $4.0M | Add +18.2% |
| MRK Merck & Co. Inc. | 1.12% | 28,952 | $3.6M | Reduce -0.2% |
| V Visa Inc. Class A | 1.08% | 13,163 | $3.5M | Reduce -1.2% |
| DHR Danaher Corp. | 1.08% | 13,776 | $3.4M | Reduce -7.6% |
| JNJ Johnson & Johnson | 1.04% | 22,837 | $3.3M | Add +6.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.04% | 19,113 | $3.3M | Add +2.4% |
| LLY Eli Lilly & Co. | 1.03% | 3,649 | $3.3M | Add +4.2% |
| DLR Digital Realty Trust Inc. | 1.00% | 21,022 | $3.2M | Add +24.3% |
| KLAC KLA Corp. | 0.90% | 3,509 | $2.9M | Reduce -0.7% |
| DOW Dow Inc. | 0.87% | 52,647 | $2.8M | Add +14.7% |
| EMR Emerson Electric Co. | 0.83% | 24,119 | $2.7M | Add +1.7% |
| COST Costco Wholesale Corp. | 0.81% | 3,044 | $2.6M | Add +4.9% |
| DELL Dell Technologies -C | 0.80% | 18,565 | $2.6M | Add +216.9% |
| PFF iShares Preferred & Income S | 0.77% | 77,606 | $2.4M | Add +4.6% |
| AMGN Amgen Inc. | 0.75% | 7,670 | $2.4M | Add +40.6% |
| CAT Caterpillar Inc. | 0.75% | 7,183 | $2.4M | Add +32.5% |
| HD Home Depot Inc. | 0.73% | 6,747 | $2.3M | Add +2.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.72% | 28,208 | $2.3M | Add +623.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.70% | 13,032 | $2.3M | Add +9.6% |
| GOOG Alphabet Inc. Class C | 0.70% | 12,262 | $2.2M | Reduce -4.5% |
| RTX RTX Corp. | 0.69% | 22,014 | $2.2M | Add +17.1% |
| NEE Nextera Energy Inc. | 0.66% | 29,749 | $2.1M | Add +4.0% |
| WM Waste Management Inc. | 0.62% | 9,244 | $2.0M | Add +0.4% |
| CRM Salesforce Inc. | 0.61% | 7,615 | $2.0M | Add +12.2% |
| PEP Pepsico Inc. | 0.59% | 11,535 | $1.9M | Add +25.5% |
| UPS United Parcel Service Class B | 0.59% | 13,845 | $1.9M | Add +38.1% |
| CMG Chipotle Mexican Grill Inc. | 0.58% | 29,436 | $1.8M | Add +3.3% |
| VZ Verizon Communications Inc. | 0.57% | 44,063 | $1.8M | Reduce -23.2% |
| NFLX Netflix Inc. | 0.52% | 2,463 | $1.7M | Add +7.0% |
| ADBE Adobe Inc. | 0.52% | 2,980 | $1.7M | Add +10.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.45% | 13,207 | $1.5M | Reduce -17.6% |
| LRCX Lam Research Corp. | 0.45% | 1,360 | $1.4M | Add +7.8% |
| WMB Williams Cos Inc. | 0.45% | 33,642 | $1.4M | Add +26.5% |
| DUK Duke Energy Corp. | 0.45% | 14,214 | $1.4M | Add +0.6% |
| MCD McDonald's Corp. | 0.42% | 5,264 | $1.3M | Add +2.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.39% | 2,690 | $1.3M | Add +7.6% |
| CMCSA Comcast Corp. Class A | 0.39% | 31,671 | $1.2M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.38% | 7,459 | $1.2M | Reduce -1.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.38% | 5,597 | $1.2M | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 2,206 | $1.2M | Add +3.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.37% | 52,216 | $1.2M | New |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.36% | 56,726 | $1.2M | Add +13.9% |
| IBDX iShares Ibonds Dec 2032 TC | 0.36% | 46,693 | $1.1M | Add +14.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.36% | 53,475 | $1.1M | Add +13.3% |
| COP Conocophillips | 0.35% | 9,774 | $1.1M | Add +33.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.35% | 43,894 | $1.1M | Add +20.6% |
| KO The Coca-Cola Co. | 0.34% | 16,880 | $1.1M | Reduce -2.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.32% | 41,211 | $1.0M | Reduce -3.7% |
| PFE Pfizer Inc. | 0.30% | 34,603 | $968K | Reduce -0.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 926 | $947K | Reduce -1.7% |
| VLO Valero Energy Corp. | 0.29% | 5,902 | $925K | New |
| TFI SS SPDR N Ice Muni Bond ETF | 0.29% | 20,042 | $917K | Reduce -2.0% |
| TT Trane Technologies PLC | 0.27% | 2,672 | $879K | Reduce -11.9% |
| PANW Palo Alto Networks Inc. | 0.27% | 2,520 | $854K | Reduce -1.9% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 9,141 | $846K | No change |
| CACI Caci International Inc. Class A | 0.26% | 1,928 | $829K | New |
| IWF iShares Russell 1000 Growth | 0.25% | 2,214 | $807K | Reduce -4.9% |
| PEG Public Service Enterprise GP | 0.25% | 10,929 | $805K | Add +2.5% |
| MSI Motorola Solutions Inc. | 0.24% | 1,976 | $763K | Add +0.6% |
| OXY Occidental Petroleum Corp. | 0.23% | 11,841 | $746K | Add +10.1% |
| UBER Uber Technologies Inc. | 0.23% | 10,237 | $744K | Add +50.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.21% | 4,193 | $668K | New |
| GEHC GE Healthcare Technology | 0.20% | 8,074 | $629K | Add +1.8% |
| MFC Manulife Financial Corp. | 0.19% | 22,619 | $602K | New |
| CARR Carrier Global Corp. | 0.18% | 9,358 | $590K | Add +4.5% |
| VCIT Vanguard Int-Term Corporate | 0.18% | 7,147 | $571K | Reduce -7.3% |
| SPGI S&P Global Inc. | 0.18% | 1,270 | $566K | No change |
| EME Emcor Group Inc. | 0.17% | 1,496 | $546K | New |
| ATO Atmos Energy Corp. | 0.17% | 4,657 | $543K | Add +16.4% |
| XOM Exxon Mobil Corp. | 0.17% | 4,705 | $542K | Add +4.0% |
| ABNB Airbnb Inc. Class A | 0.17% | 3,567 | $541K | Add +6.0% |
| LOW Lowe's Cos Inc. | 0.17% | 2,436 | $537K | Add +6.1% |
| MAR Marriott International Class A | 0.17% | 2,201 | $532K | Reduce -8.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 5,286 | $525K | Reduce -67.5% |
| TDG Transdigm Group Inc. | 0.16% | 400 | $511K | No change |
| ETN Eaton Corp. PLC | 0.14% | 1,460 | $458K | No change |
| SCHW Schwab (charles) Corp. | 0.14% | 5,866 | $432K | Reduce -28.1% |
| SMMD iShares Russell 2500 ETF | 0.13% | 6,876 | $430K | Reduce -4.2% |
Portfolio Sells Q1 2024 → Q2 2024
| ACN Accenture PLC Class A | Reduce -87.0% | 0.12% | −0.98 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.70 |
| DIS The Walt Disney Co. | Reduce -67.5% | 0.16% | −0.49 |
| UNM Unum Group | Sold out | 0.00% | −0.46 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.44 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.41 |
| IWM iShares Russell 2000 ETF | Reduce -0.3% | 3.87% | −0.39 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.36 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −0.35 |
| IBMR iShares Ibonds Dec 2029 M BD | Sold out | 0.00% | −0.35 |
| TGT Target Corp. | Sold out | 0.00% | −0.34 |
| CPAY Corpay Inc. | Reduce -73.1% | 0.09% | −0.31 |
| PULS Pgim Ultra Short Bond ETF | Reduce -3.1% | 3.13% | −0.29 |
| BMY Bristol-Myers Squibb Co. | Reduce -70.8% | 0.07% | −0.26 |
| ACM Aecom | Sold out | 0.00% | −0.25 |
| TXT Textron Inc. | Sold out | 0.00% | −0.24 |
| VZ Verizon Communications Inc. | Reduce -23.2% | 0.57% | −0.23 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.22 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.5% | 3.21% | −0.21 |
| EFA iShares MSCI Eafe ETF | Reduce -2.8% | 1.74% | −0.19 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.18 |
| DHR Danaher Corp. | Reduce -7.6% | 1.08% | −0.16 |
| V Visa Inc. Class A | Reduce -1.2% | 1.08% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -0.2% | 1.12% | −0.15 |
| OPER Clearshares Ultra-Short Matu | Sold out | 0.00% | −0.12 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.11 |
| EEM iShares MSCI Emerging Market | Reduce -3.4% | 1.76% | −0.10 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.09 |
| TJX TJX Companies Inc. | Reduce -17.6% | 0.45% | −0.08 |
| UNP Union Pacific Corp. | Reduce -45.0% | 0.07% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -1.4% | 0.39% | −0.07 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -28.1% | 0.14% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 1.41% | −0.05 |
| AVGO Broadcom Inc. | Reduce -14.4% | 1.81% | −0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -3.7% | 0.32% | −0.03 |
| MAR Marriott International Class A | Reduce -8.0% | 0.17% | −0.03 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -2.0% | 0.29% | −0.03 |
| PSX Phillips 66 | Reduce -14.7% | 0.06% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -7.3% | 0.18% | −0.03 |
| TT Trane Technologies PLC | Reduce -11.9% | 0.27% | −0.03 |
| SMMD iShares Russell 2500 ETF | Reduce -4.2% | 0.13% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.38% | −0.02 |
| PFE Pfizer Inc. | Reduce -0.7% | 0.30% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.0% | 0.13% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.34% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -4.9% | 0.25% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.7% | 0.30% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -4.0% | 0.08% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -1.9% | 0.27% | +0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +11.3% | 6.06% | +1.37 |
| GOOGL Alphabet Inc. Class A | Add +26.1% | 3.12% | +0.95 |
| NVDA Nvidia Corp. | Add +7.9% | 3.26% | +0.92 |
| AMZN Amazon.com Inc. | Add +19.5% | 3.60% | +0.62 |
| SHY iShares 1-3 Year Treasury Bo | Add +623.6% | 0.72% | +0.61 |
| DELL Dell Technologies -C | Add +216.9% | 0.80% | +0.58 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.37% | +0.37 |
| MSFT Microsoft Corp. | Add +4.9% | 6.62% | +0.33 |
| META Meta Platforms Inc. Class A | Add +14.4% | 2.67% | +0.29 |
| VLO Valero Energy Corp. | New | 0.29% | +0.29 |
| WMT Walmart Inc. | Add +5.8% | 2.42% | +0.27 |
| CACI Caci International Inc. Class A | New | 0.26% | +0.26 |
| AMGN Amgen Inc. | Add +40.6% | 0.75% | +0.24 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.21% | +0.21 |
| ORCL Oracle Corp. | Add +7.7% | 1.60% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.4% | 1.04% | +0.20 |
| DLR Digital Realty Trust Inc. | Add +24.3% | 1.00% | +0.19 |
| MFC Manulife Financial Corp. | New | 0.19% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +13.0% | 2.44% | +0.18 |
| EME Emcor Group Inc. | New | 0.17% | +0.17 |
| LLY Eli Lilly & Co. | Add +4.2% | 1.03% | +0.13 |
| EBC Eastern Bankshares Inc. | New | 0.13% | +0.13 |
| CVX Chevron Corp. | Add +18.2% | 1.25% | +0.12 |
| BAC Bank of America Corp. | New | 0.12% | +0.12 |
| GS Goldman Sachs Group Inc. | Add +4.6% | 1.68% | +0.11 |
| COST Costco Wholesale Corp. | Add +4.9% | 0.81% | +0.11 |
| WMB Williams Cos Inc. | Add +26.5% | 0.45% | +0.10 |
| UPS United Parcel Service Class B | Add +38.1% | 0.59% | +0.10 |
| CAT Caterpillar Inc. | Add +32.5% | 0.75% | +0.09 |
| RTX RTX Corp. | Add +17.1% | 0.69% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +6.7% | 1.97% | +0.07 |
| ADBE Adobe Inc. | Add +10.5% | 0.52% | +0.07 |
| T AT&T Inc. | New | 0.07% | +0.07 |
| PEP Pepsico Inc. | Add +25.5% | 0.59% | +0.06 |
| UBER Uber Technologies Inc. | Add +50.6% | 0.23% | +0.06 |
| NFLX Netflix Inc. | Add +7.0% | 0.52% | +0.06 |
| NEE Nextera Energy Inc. | Add +4.0% | 0.66% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Add +7.6% | 0.39% | +0.05 |
| LRCX Lam Research Corp. | Add +7.8% | 0.45% | +0.05 |
| COP Conocophillips | Add +33.5% | 0.35% | +0.04 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +20.6% | 0.35% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +3.3% | 0.58% | +0.03 |
| IBDX iShares Ibonds Dec 2032 TC | Add +14.8% | 0.36% | +0.02 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +13.9% | 0.36% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +13.3% | 0.36% | +0.02 |
| PEG Public Service Enterprise GP | Add +2.5% | 0.25% | +0.02 |
| ATO Atmos Energy Corp. | Add +16.4% | 0.17% | +0.01 |
| CARR Carrier Global Corp. | Add +4.5% | 0.18% | +0.01 |
| MSI Motorola Solutions Inc. | Add +0.6% | 0.24% | +0.01 |
| GE General Electric | Add +21.3% | 0.11% | +0.00 |
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 |