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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $301.9M Q1 2024 Q2 2024: $319.7M Q2 2024 Q3 2024: $348.6M $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 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%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 3,460 $333K Reduce -34.5%
IEMG iShares Core MSCI Emerging 0.08% 5,114 $294K Add +1.1%
MCO Moody's Corp. 0.08% 616 $292K No change
T AT&T Inc. 0.07% 11,619 $256K Add +4.8%
ACN Accenture PLC Class A 0.07% 691 $244K Reduce -44.4%
KIM Kimco Realty Corp. 0.07% 10,350 $240K No change
SCHW Schwab (charles) Corp. 0.06% 3,229 $209K Reduce -45.0%
CHTR Charter Communications Inc. Class A 0.06% 631 $204K Reduce -13.7%
IWV iShares Russell 3000 ETF 0.06% 615 $201K New
GLATFELTER CORP 0.01% 18,094 $33K Add +7.7%
ABEV Ambev SA-ADR 0.01% 10,000 $24K New

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

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