Little House Capital LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Little House Capital LLC reported 111 stock positions worth $348.6 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Microsoft (MSFT, 5.8%) and iShares Russell 2000 ETF (IWM, 4.0%). Compared with Q2 2024, it opened 7 new positions, sold out of 12, added to 63 and reduced 32. The biggest buy was a new position in iShares Core U.S. Aggregate (AGG) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001748814
- Portfolio Value
- $348.6M (Q3 2024)
- SEC Filing
- 0001951757-24-001089 ↗ filed Oct 21, 2024
Holdings Value
Holdings 111 stocks · $348.6M
| AAPL Apple Inc. | 7.02% | 105,070 | $24.5M | Add +14.2% |
| MSFT Microsoft Corp. | 5.84% | 47,298 | $20.4M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 4.00% | 63,080 | $13.9M | Add +3.4% |
| NVDA Nvidia Corp. | 3.85% | 110,528 | $13.4M | Add +30.9% |
| AMZN Amazon.com Inc. | 3.51% | 65,616 | $12.2M | Add +10.1% |
| GOOGL Alphabet Inc. Class A | 3.02% | 63,422 | $10.5M | Add +15.9% |
| IJH iShares Core S&P Midcap ETF | 2.66% | 148,949 | $9.3M | Add +3.2% |
| META Meta Platforms Inc. Class A | 2.63% | 15,998 | $9.2M | Reduce -5.4% |
| IEF iShares 7-10 Year Treasury B | 2.61% | 92,678 | $9.1M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.56% | 19,386 | $8.9M | Add +16.7% |
| WMT Walmart Inc. | 2.48% | 107,193 | $8.7M | Reduce -6.3% |
| UNH Unitedhealth Group Inc. | 2.24% | 13,379 | $7.8M | Add +8.1% |
| JPM JPMorgan Chase & Co. | 2.01% | 33,178 | $7.0M | Reduce -14.1% |
| AVGO Broadcom Inc. | 1.94% | 39,174 | $6.8M | Add +8.8% |
| MA Mastercard Inc. Class A | 1.87% | 13,199 | $6.5M | Add +13.8% |
| EFA iShares MSCI Eafe ETF | 1.83% | 76,238 | $6.4M | Add +7.5% |
| EEM iShares MSCI Emerging Market | 1.76% | 133,969 | $6.1M | Add +1.6% |
| VCIT Vanguard Int-Term Corporate | 1.69% | 70,157 | $5.9M | Add +881.6% |
| ORCL Oracle Corp. | 1.66% | 33,986 | $5.8M | Reduce -6.2% |
| JPST JPMorgan Ultra-Short Income | 1.60% | 109,845 | $5.6M | Reduce -46.1% |
| AGG iShares Core U.S. Aggregate | 1.56% | 53,680 | $5.4M | New |
| PULS Pgim Ultra Short Bond ETF | 1.54% | 107,745 | $5.4M | Reduce -46.6% |
| GS Goldman Sachs Group Inc. | 1.40% | 9,839 | $4.9M | Reduce -17.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.38% | 8,360 | $4.8M | Add +0.7% |
| DLR Digital Realty Trust Inc. | 1.28% | 27,626 | $4.5M | Add +31.4% |
| JNJ Johnson & Johnson | 1.27% | 27,360 | $4.4M | Add +19.8% |
| RTX RTX Corp. | 1.26% | 36,237 | $4.4M | Add +64.6% |
| CVX Chevron Corp. | 1.00% | 23,607 | $3.5M | Reduce -7.9% |
| MRK Merck & Co. Inc. | 0.99% | 30,351 | $3.4M | Add +4.8% |
| V Visa Inc. Class A | 0.98% | 12,414 | $3.4M | Reduce -5.7% |
| DHR Danaher Corp. | 0.93% | 11,708 | $3.3M | Reduce -15.0% |
| LLY Eli Lilly & Co. | 0.93% | 3,644 | $3.2M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.87% | 3,425 | $3.0M | Add +12.5% |
| DOW Dow Inc. | 0.86% | 54,584 | $3.0M | Add +3.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.85% | 17,120 | $3.0M | Reduce -10.4% |
| CAT Caterpillar Inc. | 0.82% | 7,306 | $2.9M | Add +1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.80% | 12,627 | $2.8M | Reduce -3.1% |
| HD Home Depot Inc. | 0.79% | 6,815 | $2.8M | Add +1.0% |
| DELL Dell Technologies -C | 0.78% | 23,078 | $2.7M | Add +24.3% |
| NEE Nextera Energy Inc. | 0.74% | 30,364 | $2.6M | Add +2.1% |
| PFF iShares Preferred & Income S | 0.73% | 76,565 | $2.5M | Reduce -1.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.68% | 28,453 | $2.4M | Add +0.9% |
| AMGN Amgen Inc. | 0.68% | 7,313 | $2.4M | Reduce -4.7% |
| CRM Salesforce Inc. | 0.67% | 8,505 | $2.3M | Add +11.7% |
| VZ Verizon Communications Inc. | 0.61% | 47,562 | $2.1M | Add +7.9% |
| PEP Pepsico Inc. | 0.61% | 12,458 | $2.1M | Add +8.0% |
| WM Waste Management Inc. | 0.61% | 10,193 | $2.1M | Add +10.3% |
| WMB Williams Cos Inc. | 0.60% | 45,801 | $2.1M | Add +36.1% |
| GOOG Alphabet Inc. Class C | 0.59% | 12,262 | $2.1M | No change |
| NFLX Netflix Inc. | 0.57% | 2,812 | $2.0M | Add +14.2% |
| EME Emcor Group Inc. | 0.57% | 4,589 | $2.0M | Add +206.8% |
| EMR Emerson Electric Co. | 0.53% | 16,920 | $1.9M | Reduce -29.9% |
| PG The Procter & Gamble Co. | 0.51% | 10,235 | $1.8M | Add +37.2% |
| MCD McDonald's Corp. | 0.50% | 5,755 | $1.8M | Add +9.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.50% | 14,856 | $1.7M | Add +12.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.50% | 3,723 | $1.7M | Add +38.4% |
| KLAC KLA Corp. | 0.49% | 2,216 | $1.7M | Reduce -36.9% |
| CACI Caci International Inc. Class A | 0.47% | 3,276 | $1.7M | Add +69.9% |
| DUK Duke Energy Corp. | 0.43% | 12,990 | $1.5M | Reduce -8.6% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 2,221 | $1.4M | Add +0.7% |
| COP Conocophillips | 0.38% | 12,678 | $1.3M | Add +29.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.37% | 54,478 | $1.3M | Add +4.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.36% | 48,791 | $1.3M | Add +4.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.36% | 58,685 | $1.2M | Add +3.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.36% | 55,858 | $1.2M | Add +4.5% |
| CMCSA Comcast Corp. Class A | 0.35% | 29,189 | $1.2M | Reduce -7.8% |
| AMD Advanced Micro Devices | 0.35% | 7,403 | $1.2M | New |
| CMG Chipotle Mexican Grill Inc. | 0.35% | 20,940 | $1.2M | Reduce -28.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.35% | 45,616 | $1.2M | Add +3.9% |
| LRCX Lam Research Corp. | 0.34% | 1,469 | $1.2M | Add +8.0% |
| PFE Pfizer Inc. | 0.33% | 40,196 | $1.2M | Add +16.2% |
| KO The Coca-Cola Co. | 0.33% | 15,778 | $1.1M | Reduce -6.5% |
| STRL Sterling Infrastructure Inc. | 0.31% | 7,555 | $1.1M | New |
| IBDT iShares Ibonds Dec 2028 ETF | 0.31% | 42,636 | $1.1M | Add +3.5% |
| ATO Atmos Energy Corp. | 0.31% | 7,843 | $1.1M | Add +68.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.31% | 1,294 | $1.1M | Add +39.7% |
| MFC Manulife Financial Corp. | 0.28% | 33,436 | $988K | Add +47.8% |
| PEG Public Service Enterprise GP | 0.28% | 11,063 | $987K | Add +1.2% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.28% | 20,581 | $964K | Add +2.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.27% | 5,288 | $938K | Add +26.1% |
| CARR Carrier Global Corp. | 0.27% | 11,488 | $925K | Add +22.8% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 9,141 | $875K | No change |
| PANW Palo Alto Networks Inc. | 0.25% | 2,520 | $861K | No change |
| IWF iShares Russell 1000 Growth | 0.24% | 2,255 | $846K | Add +1.9% |
| TT Trane Technologies PLC | 0.24% | 2,125 | $826K | Reduce -20.5% |
| MSI Motorola Solutions Inc. | 0.24% | 1,828 | $822K | Reduce -7.5% |
| PH Parker Hannifin Corp. | 0.23% | 1,288 | $814K | New |
| ADBE Adobe Inc. | 0.22% | 1,460 | $756K | Reduce -51.0% |
| GEHC GE Healthcare Technology | 0.21% | 7,710 | $724K | Reduce -4.5% |
| SPGI S&P Global Inc. | 0.17% | 1,171 | $605K | Reduce -7.8% |
| NSC Norfolk Southern Corp. | 0.17% | 2,375 | $590K | New |
| TDG Transdigm Group Inc. | 0.16% | 400 | $571K | No change |
| MAR Marriott International Class A | 0.16% | 2,201 | $547K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 4,370 | $512K | Reduce -7.1% |
| EBC Eastern Bankshares Inc. | 0.14% | 29,526 | $484K | No change |
| ETN Eaton Corp. PLC | 0.14% | 1,460 | $484K | No change |
| SMMD iShares Russell 2500 ETF | 0.14% | 7,011 | $475K | Add +2.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 5,582 | $436K | Add +1.1% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 2,241 | $423K | Add +4.4% |
| MUB iShares National Muni Bond E | 0.12% | 3,788 | $411K | Add +4.1% |
Portfolio Sells Q2 2024 → Q3 2024
| JPST JPMorgan Ultra-Short Income | Reduce -46.1% | 1.60% | −1.62 |
| PULS Pgim Ultra Short Bond ETF | Reduce -46.6% | 1.54% | −1.60 |
| MSFT Microsoft Corp. | Reduce -0.1% | 5.84% | −0.78 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.59 |
| JPM JPMorgan Chase & Co. | Reduce -14.1% | 2.01% | −0.44 |
| KLAC KLA Corp. | Reduce -36.9% | 0.49% | −0.41 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.38 |
| ADBE Adobe Inc. | Reduce -51.0% | 0.22% | −0.30 |
| EMR Emerson Electric Co. | Reduce -29.9% | 0.53% | −0.30 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.29 |
| GS Goldman Sachs Group Inc. | Reduce -17.4% | 1.40% | −0.29 |
| CVX Chevron Corp. | Reduce -7.9% | 1.00% | −0.26 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.23 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.23 |
| CMG Chipotle Mexican Grill Inc. | Reduce -28.9% | 0.35% | −0.23 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -10.4% | 0.85% | −0.19 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.17 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.17 |
| DHR Danaher Corp. | Reduce -15.0% | 0.93% | −0.14 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 0.93% | −0.11 |
| V Visa Inc. Class A | Reduce -5.7% | 0.98% | −0.10 |
| CPAY Corpay Inc. | Sold out | 0.00% | −0.09 |
| SCHW Schwab (charles) Corp. | Reduce -45.0% | 0.06% | −0.08 |
| AMGN Amgen Inc. | Reduce -4.7% | 0.68% | −0.07 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Reduce -34.5% | 0.10% | −0.07 |
| PSX Phillips 66 | Sold out | 0.00% | −0.06 |
| ACN Accenture PLC Class A | Reduce -44.4% | 0.07% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -5.4% | 2.63% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -7.8% | 0.35% | −0.04 |
| TT Trane Technologies PLC | Reduce -20.5% | 0.24% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -1.3% | 0.73% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -7.1% | 0.15% | −0.02 |
| DUK Duke Energy Corp. | Reduce -8.6% | 0.43% | −0.02 |
| KO The Coca-Cola Co. | Reduce -6.5% | 0.33% | −0.01 |
| CHTR Charter Communications Inc. Class A | Reduce -13.7% | 0.06% | −0.01 |
| SPGI S&P Global Inc. | Reduce -7.8% | 0.17% | −0.00 |
| MSI Motorola Solutions Inc. | Reduce -7.5% | 0.24% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -4.5% | 0.21% | +0.01 |
| WMT Walmart Inc. | Reduce -6.3% | 2.48% | +0.06 |
| ORCL Oracle Corp. | Reduce -6.2% | 1.66% | +0.06 |
| IBM Intl Business Machines Corp. | Reduce -3.1% | 0.80% | +0.10 |
Portfolio Buys Q2 2024 → Q3 2024
| AGG iShares Core U.S. Aggregate | New | 1.56% | +1.56 |
| VCIT Vanguard Int-Term Corporate | Add +881.6% | 1.69% | +1.51 |
| AAPL Apple Inc. | Add +14.2% | 7.02% | +0.96 |
| NVDA Nvidia Corp. | Add +30.9% | 3.85% | +0.59 |
| RTX RTX Corp. | Add +64.6% | 1.26% | +0.57 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +16.7% | 2.56% | +0.45 |
| EME Emcor Group Inc. | Add +206.8% | 0.57% | +0.40 |
| AMD Advanced Micro Devices | New | 0.35% | +0.35 |
| STRL Sterling Infrastructure Inc. | New | 0.31% | +0.31 |
| DLR Digital Realty Trust Inc. | Add +31.4% | 1.28% | +0.28 |
| UNH Unitedhealth Group Inc. | Add +8.1% | 2.24% | +0.27 |
| MA Mastercard Inc. Class A | Add +13.8% | 1.87% | +0.27 |
| PH Parker Hannifin Corp. | New | 0.23% | +0.23 |
| JNJ Johnson & Johnson | Add +19.8% | 1.27% | +0.23 |
| CACI Caci International Inc. Class A | Add +69.9% | 0.47% | +0.21 |
| NSC Norfolk Southern Corp. | New | 0.17% | +0.17 |
| WMB Williams Cos Inc. | Add +36.1% | 0.60% | +0.15 |
| ATO Atmos Energy Corp. | Add +68.4% | 0.31% | +0.14 |
| AVGO Broadcom Inc. | Add +8.8% | 1.94% | +0.13 |
| IWM iShares Russell 2000 ETF | Add +3.4% | 4.00% | +0.13 |
| PG The Procter & Gamble Co. | Add +37.2% | 0.51% | +0.12 |
| VRTX Vertex Pharmaceuticals Inc. | Add +38.4% | 0.50% | +0.10 |
| MFC Manulife Financial Corp. | Add +47.8% | 0.28% | +0.10 |
| EFA iShares MSCI Eafe ETF | Add +7.5% | 1.83% | +0.09 |
| MCD McDonald's Corp. | Add +9.3% | 0.50% | +0.08 |
| CARR Carrier Global Corp. | Add +22.8% | 0.27% | +0.08 |
| NEE Nextera Energy Inc. | Add +2.1% | 0.74% | +0.08 |
| CAT Caterpillar Inc. | Add +1.7% | 0.82% | +0.07 |
| HD Home Depot Inc. | Add +1.0% | 0.79% | +0.07 |
| COST Costco Wholesale Corp. | Add +12.5% | 0.87% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | Add +26.1% | 0.27% | +0.06 |
| IWV iShares Russell 3000 ETF | New | 0.06% | +0.06 |
| CRM Salesforce Inc. | Add +11.7% | 0.67% | +0.06 |
| NFLX Netflix Inc. | Add +14.2% | 0.57% | +0.05 |
| TJX TJX Companies Inc. | Add +12.5% | 0.50% | +0.05 |
| VZ Verizon Communications Inc. | Add +7.9% | 0.61% | +0.04 |
| COP Conocophillips | Add +29.7% | 0.38% | +0.03 |
| PEG Public Service Enterprise GP | Add +1.2% | 0.28% | +0.03 |
| PFE Pfizer Inc. | Add +16.2% | 0.33% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +3.2% | 2.66% | +0.02 |
| GE General Electric | Add +4.4% | 0.12% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +39.7% | 0.31% | +0.01 |
| PEP Pepsico Inc. | Add +8.0% | 0.61% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +0.7% | 0.39% | +0.01 |
| T AT&T Inc. | Add +4.8% | 0.07% | +0.01 |
| ABEV Ambev SA-ADR | New | 0.01% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +1.6% | 1.76% | +0.01 |
| GLATFELTER CORP | Add +7.7% | 0.01% | +0.00 |
| SMMD iShares Russell 2500 ETF | Add +2.0% | 0.14% | +0.00 |
| IBDX iShares Ibonds Dec 2032 TC | Add +4.5% | 0.36% | +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 |