Little House Capital LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Little House Capital LLC reported 109 stock positions worth $350.0 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Nvidia (NVDA, 4.3%). Compared with Q3 2024, it opened 11 new positions, sold out of 13, added to 38 and reduced 52. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +160%) and the biggest sale an exit from Dow (DOW).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001748814
- Portfolio Value
- $350.0M (Q4 2024)
- SEC Filing
- 0001951757-25-000160 ↗ filed Jan 30, 2025
Holdings Value
Holdings 109 stocks · $350.0M
| AAPL Apple Inc. | 7.43% | 103,901 | $26.0M | Reduce -1.1% |
| MSFT Microsoft Corp. | 5.71% | 47,389 | $20.0M | Add +0.2% |
| NVDA Nvidia Corp. | 4.30% | 112,080 | $15.1M | Add +1.4% |
| AMZN Amazon.com Inc. | 4.19% | 66,808 | $14.7M | Add +1.8% |
| IWM iShares Russell 2000 ETF | 3.94% | 62,379 | $13.8M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.64% | 21,751 | $12.7M | Add +160.2% |
| GOOGL Alphabet Inc. Class A | 3.50% | 64,622 | $12.2M | Add +1.9% |
| WMT Walmart Inc. | 2.79% | 107,982 | $9.8M | Add +0.7% |
| META Meta Platforms Inc. Class A | 2.73% | 16,291 | $9.5M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 2.67% | 150,160 | $9.4M | Add +0.8% |
| AVGO Broadcom Inc. | 2.54% | 38,323 | $8.9M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.54% | 19,580 | $8.9M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 2.23% | 32,607 | $7.8M | Reduce -1.7% |
| MA Mastercard Inc. Class A | 1.96% | 12,996 | $6.8M | Reduce -1.5% |
| IEF iShares 7-10 Year Treasury B | 1.91% | 72,264 | $6.7M | Reduce -22.0% |
| AGG iShares Core U.S. Aggregate | 1.84% | 66,335 | $6.4M | Add +23.6% |
| UNH Unitedhealth Group Inc. | 1.83% | 12,629 | $6.4M | Reduce -5.6% |
| VCIT Vanguard Int-Term Corporate | 1.75% | 76,376 | $6.1M | Add +8.9% |
| JPST JPMorgan Ultra-Short Income | 1.72% | 119,692 | $6.0M | Add +9.0% |
| EFA iShares MSCI Eafe ETF | 1.64% | 75,929 | $5.7M | Reduce -0.4% |
| PULS Pgim Ultra Short Bond ETF | 1.63% | 115,459 | $5.7M | Add +7.2% |
| GS Goldman Sachs Group Inc. | 1.61% | 9,828 | $5.6M | Reduce -0.1% |
| EEM iShares MSCI Emerging Market | 1.60% | 134,050 | $5.6M | Add +0.1% |
| ORCL Oracle Corp. | 1.56% | 32,792 | $5.5M | Reduce -3.5% |
| DLR Digital Realty Trust Inc. | 1.41% | 27,927 | $5.0M | Add +1.1% |
| RTX RTX Corp. | 1.12% | 33,842 | $3.9M | Reduce -6.6% |
| V Visa Inc. Class A | 1.07% | 11,892 | $3.8M | Reduce -4.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.05% | 18,626 | $3.7M | Add +8.8% |
| COST Costco Wholesale Corp. | 0.90% | 3,428 | $3.1M | Add +0.1% |
| CRM Salesforce Inc. | 0.82% | 8,634 | $2.9M | Add +1.5% |
| CVX Chevron Corp. | 0.82% | 19,911 | $2.9M | Reduce -15.7% |
| LLY Eli Lilly & Co. | 0.80% | 3,625 | $2.8M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.77% | 18,704 | $2.7M | Reduce -31.6% |
| CAT Caterpillar Inc. | 0.76% | 7,299 | $2.6M | Reduce -0.1% |
| HD Home Depot Inc. | 0.76% | 6,802 | $2.6M | Reduce -0.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.74% | 31,536 | $2.6M | Add +10.8% |
| NFLX Netflix Inc. | 0.73% | 2,876 | $2.6M | Add +2.3% |
| PFF iShares Preferred & Income S | 0.72% | 80,133 | $2.5M | Add +4.7% |
| WMB Williams Cos Inc. | 0.72% | 46,407 | $2.5M | Add +1.3% |
| DHR Danaher Corp. | 0.70% | 10,620 | $2.4M | Reduce -9.3% |
| MRK Merck & Co. Inc. | 0.69% | 24,231 | $2.4M | Reduce -20.2% |
| GOOG Alphabet Inc. Class C | 0.64% | 11,717 | $2.2M | Reduce -4.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 9,646 | $2.1M | Reduce -23.6% |
| EME Emcor Group Inc. | 0.60% | 4,646 | $2.1M | Add +1.2% |
| EMR Emerson Electric Co. | 0.60% | 17,009 | $2.1M | Add +0.5% |
| WM Waste Management Inc. | 0.57% | 9,845 | $2.0M | Reduce -3.4% |
| PG The Procter & Gamble Co. | 0.57% | 11,836 | $2.0M | Add +15.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.54% | 4,734 | $1.9M | Add +27.2% |
| DELL Dell Technologies -C | 0.52% | 15,782 | $1.8M | Reduce -31.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 15,025 | $1.8M | Add +1.1% |
| VZ Verizon Communications Inc. | 0.47% | 41,015 | $1.6M | Reduce -13.8% |
| MCD McDonald's Corp. | 0.47% | 5,640 | $1.6M | Reduce -2.0% |
| STRL Sterling Infrastructure Inc. | 0.37% | 7,758 | $1.3M | Add +2.7% |
| CMG Chipotle Mexican Grill Inc. | 0.37% | 21,622 | $1.3M | Add +3.3% |
| KO The Coca-Cola Co. | 0.37% | 20,907 | $1.3M | Add +32.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 29,204 | $1.3M | New |
| RCL Royal Caribbean Cruises Ltd. | 0.35% | 5,379 | $1.2M | Add +1.7% |
| IBDX iShares Ibonds Dec 2032 TC | 0.34% | 48,722 | $1.2M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.33% | 4,473 | $1.2M | Reduce -38.8% |
| ATO Atmos Energy Corp. | 0.32% | 8,117 | $1.1M | Add +3.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.32% | 44,914 | $1.1M | Reduce -1.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.32% | 51,752 | $1.1M | Reduce -7.3% |
| IBDU iShares Ibonds Dec 2029 Term | 0.32% | 48,454 | $1.1M | Reduce -11.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.31% | 52,909 | $1.1M | Reduce -9.8% |
| CACI Caci International Inc. Class A | 0.30% | 2,641 | $1.1M | Reduce -19.4% |
| MFC Manulife Financial Corp. | 0.30% | 33,767 | $1.0M | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 1,991 | $1.0M | Reduce -10.4% |
| LRCX Lam Research Corp. | 0.29% | 13,875 | $1.0M | Reduce -5.5% |
| KLAC KLA Corp. | 0.28% | 1,553 | $978K | Reduce -29.9% |
| SO The Southern Co. | 0.27% | 11,515 | $948K | New |
| PEG Public Service Enterprise GP | 0.27% | 11,066 | $935K | Add +0.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.26% | 36,993 | $921K | Reduce -13.2% |
| PANW Palo Alto Networks Inc. | 0.26% | 5,040 | $917K | No change |
| IWF iShares Russell 1000 Growth | 0.26% | 2,230 | $896K | Reduce -1.1% |
| MSI Motorola Solutions Inc. | 0.24% | 1,837 | $849K | Add +0.5% |
| PH Parker Hannifin Corp. | 0.24% | 1,296 | $824K | Add +0.6% |
| CRH CRH PLC | 0.24% | 8,906 | $824K | New |
| TFI SS SPDR N Ice Muni Bond ETF | 0.23% | 17,968 | $820K | Reduce -12.7% |
| VMC Vulcan Materials Co. | 0.23% | 3,139 | $807K | New |
| CARR Carrier Global Corp. | 0.23% | 11,752 | $802K | Add +2.3% |
| TT Trane Technologies PLC | 0.23% | 2,133 | $788K | Add +0.4% |
| PGR Progressive Corp. | 0.22% | 3,145 | $754K | New |
| IWD iShares Russell 1000 Value E | 0.21% | 3,897 | $721K | New |
| AMD Advanced Micro Devices | 0.20% | 5,917 | $715K | Reduce -20.1% |
| TGT Target Corp. | 0.20% | 5,123 | $693K | New |
| MLM Martin Marietta Materials | 0.18% | 1,244 | $643K | New |
| MAR Marriott International Class A | 0.17% | 2,116 | $590K | Reduce -3.9% |
| AEP American Electric Power | 0.17% | 6,393 | $590K | New |
| GEHC GE Healthcare Technology | 0.17% | 7,512 | $587K | Reduce -2.6% |
| SPGI S&P Global Inc. | 0.17% | 1,171 | $583K | No change |
| EBC Eastern Bankshares Inc. | 0.15% | 29,526 | $509K | No change |
| TDG Transdigm Group Inc. | 0.14% | 400 | $507K | No change |
| SMMD iShares Russell 2500 ETF | 0.13% | 6,914 | $470K | Reduce -1.4% |
| DVY iShares Select Dividend ETF | 0.11% | 3,049 | $400K | New |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,913 | $397K | Reduce -57.2% |
| XOM Exxon Mobil Corp. | 0.11% | 3,652 | $393K | Reduce -16.4% |
| CMCSA Comcast Corp. Class A | 0.11% | 10,385 | $390K | Reduce -64.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 5,483 | $385K | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.11% | 1,624 | $381K | Reduce -31.6% |
| MUB iShares National Muni Bond E | 0.11% | 3,528 | $376K | Reduce -6.9% |
Portfolio Sells Q3 2024 → Q4 2024
| DOW Dow Inc. | Sold out | 0.00% | −0.86 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.74 |
| IEF iShares 7-10 Year Treasury B | Reduce -22.0% | 1.91% | −0.70 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.61 |
| JNJ Johnson & Johnson | Reduce -31.6% | 0.77% | −0.50 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.43 |
| UNH Unitedhealth Group Inc. | Reduce -5.6% | 1.83% | −0.42 |
| COP Conocophillips | Sold out | 0.00% | −0.38 |
| AMGN Amgen Inc. | Reduce -38.8% | 0.33% | −0.34 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.33 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.31 |
| MRK Merck & Co. Inc. | Reduce -20.2% | 0.69% | −0.30 |
| DELL Dell Technologies -C | Reduce -31.6% | 0.52% | −0.27 |
| CMCSA Comcast Corp. Class A | Reduce -64.4% | 0.11% | −0.24 |
| DHR Danaher Corp. | Reduce -9.3% | 0.70% | −0.24 |
| KLAC KLA Corp. | Reduce -29.9% | 0.28% | −0.21 |
| IBM Intl Business Machines Corp. | Reduce -23.6% | 0.61% | −0.19 |
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 1.64% | −0.19 |
| CVX Chevron Corp. | Reduce -15.7% | 0.82% | −0.17 |
| CACI Caci International Inc. Class A | Reduce -19.4% | 0.30% | −0.17 |
| AMD Advanced Micro Devices | Reduce -20.1% | 0.20% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -13.8% | 0.47% | −0.14 |
| RTX RTX Corp. | Reduce -6.6% | 1.12% | −0.14 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.14 |
| IVW iShares S&P 500 Growth ETF | Reduce -57.2% | 0.11% | −0.14 |
| ADBE Adobe Inc. | Reduce -53.6% | 0.09% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 0.80% | −0.13 |
| ORCL Oracle Corp. | Reduce -3.5% | 1.56% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.4% | 0.30% | −0.10 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.10 |
| T AT&T Inc. | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.07 |
| CAT Caterpillar Inc. | Reduce -0.1% | 0.76% | −0.06 |
| NSC Norfolk Southern Corp. | Reduce -31.6% | 0.11% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -1.1% | 3.94% | −0.06 |
| LRCX Lam Research Corp. | Reduce -5.5% | 0.29% | −0.06 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -11.1% | 0.32% | −0.05 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -9.8% | 0.31% | −0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -13.2% | 0.26% | −0.05 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -12.7% | 0.23% | −0.04 |
| GEHC GE Healthcare Technology | Reduce -2.6% | 0.17% | −0.04 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -7.3% | 0.32% | −0.04 |
| WM Waste Management Inc. | Reduce -3.4% | 0.57% | −0.04 |
| HD Home Depot Inc. | Reduce -0.2% | 0.76% | −0.04 |
| MCD McDonald's Corp. | Reduce -2.0% | 0.47% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -16.4% | 0.11% | −0.03 |
| IBDY iShares Ibonds Dec 2033 Corp. | Reduce -1.5% | 0.32% | −0.02 |
| GE General Electric | Reduce -4.6% | 0.10% | −0.02 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -0.1% | 0.34% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.8% | 0.11% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +160.2% | 3.64% | +2.27 |
| AMZN Amazon.com Inc. | Add +1.8% | 4.19% | +0.68 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 3.50% | +0.48 |
| NVDA Nvidia Corp. | Add +1.4% | 4.30% | +0.45 |
| BAC Bank of America Corp. | New | 0.37% | +0.37 |
| WMT Walmart Inc. | Add +0.7% | 2.79% | +0.30 |
| AGG iShares Core U.S. Aggregate | Add +23.6% | 1.84% | +0.28 |
| SO The Southern Co. | New | 0.27% | +0.27 |
| CRH CRH PLC | New | 0.24% | +0.24 |
| VMC Vulcan Materials Co. | New | 0.23% | +0.23 |
| PGR Progressive Corp. | New | 0.22% | +0.22 |
| IWD iShares Russell 1000 Value E | New | 0.21% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.8% | 1.05% | +0.20 |
| TGT Target Corp. | New | 0.20% | +0.20 |
| MLM Martin Marietta Materials | New | 0.18% | +0.18 |
| AEP American Electric Power | New | 0.17% | +0.17 |
| NFLX Netflix Inc. | Add +2.3% | 0.73% | +0.16 |
| CRM Salesforce Inc. | Add +1.5% | 0.82% | +0.16 |
| DLR Digital Realty Trust Inc. | Add +1.1% | 1.41% | +0.13 |
| JPST JPMorgan Ultra-Short Income | Add +9.0% | 1.72% | +0.12 |
| WMB Williams Cos Inc. | Add +1.3% | 0.72% | +0.12 |
| DVY iShares Select Dividend ETF | New | 0.11% | +0.11 |
| META Meta Platforms Inc. Class A | Add +1.8% | 2.73% | +0.10 |
| PULS Pgim Ultra Short Bond ETF | Add +7.2% | 1.63% | +0.10 |
| RCL Royal Caribbean Cruises Ltd. | Add +1.7% | 0.35% | +0.09 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| EMR Emerson Electric Co. | Add +0.5% | 0.60% | +0.07 |
| VCIT Vanguard Int-Term Corporate | Add +8.9% | 1.75% | +0.07 |
| SHY iShares 1-3 Year Treasury Bo | Add +10.8% | 0.74% | +0.06 |
| STRL Sterling Infrastructure Inc. | Add +2.7% | 0.37% | +0.06 |
| PG The Procter & Gamble Co. | Add +15.6% | 0.57% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +27.2% | 0.54% | +0.05 |
| KO The Coca-Cola Co. | Add +32.5% | 0.37% | +0.05 |
| EME Emcor Group Inc. | Add +1.2% | 0.60% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +3.3% | 0.37% | +0.03 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.90% | +0.03 |
| TJX TJX Companies Inc. | Add +1.1% | 0.52% | +0.02 |
| MFC Manulife Financial Corp. | Add +1.0% | 0.30% | +0.01 |
| ATO Atmos Energy Corp. | Add +3.5% | 0.32% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 2.67% | +0.01 |
| MSI Motorola Solutions Inc. | Add +0.5% | 0.24% | +0.01 |
| PH Parker Hannifin Corp. | Add +0.6% | 0.24% | +0.00 |
| PFF iShares Preferred & Income S | Add +4.7% | 0.72% | −0.01 |
| TT Trane Technologies PLC | Add +0.4% | 0.23% | −0.01 |
| PEG Public Service Enterprise GP | Add +0.0% | 0.27% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 2.54% | −0.02 |
| CARR Carrier Global Corp. | Add +2.3% | 0.23% | −0.04 |
| MSFT Microsoft Corp. | Add +0.2% | 5.71% | −0.13 |
| EEM iShares MSCI Emerging Market | Add +0.1% | 1.60% | −0.16 |
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 |