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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $301.9M Q1 2024 Q2 2024: $319.7M $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 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%
EBC Eastern Bankshares Inc. 0.13% 29,526 $413K New
IEFA iShares Core MSCI Eafe ETF 0.13% 5,521 $401K Reduce -4.0%
MUB iShares National Muni Bond E 0.12% 3,639 $388K Add +2.9%
ACN Accenture PLC Class A 0.12% 1,242 $377K Reduce -87.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 9,347 $372K New
GE General Electric filed as GE AEROSPACE 0.11% 2,146 $341K Add +21.3%
CPAY Corpay Inc. 0.09% 1,030 $274K Reduce -73.1%
IEMG iShares Core MSCI Emerging 0.08% 5,058 $271K Reduce -4.0%
MCO Moody's Corp. 0.08% 616 $259K No change
UNP Union Pacific Corp. 0.07% 1,032 $234K Reduce -45.0%
BMY Bristol-Myers Squibb Co. 0.07% 5,341 $222K Reduce -70.8%
CHTR Charter Communications Inc. Class A 0.07% 731 $219K No change
T AT&T Inc. 0.07% 11,082 $212K New
PSX Phillips 66 0.06% 1,430 $202K Reduce -14.7%
KIM Kimco Realty Corp. 0.06% 10,350 $201K No change
GLATFELTER CORP 0.01% 16,794 $23K Add +7.7%

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

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