Little House Capital LLC

Name: LITTLE HOUSE CAPITAL LLC 13F holdings, Q4 2024
Creator: LITTLE HOUSE CAPITAL LLC
Published: 2025-01-30

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

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%
GE General Electric filed as GE AEROSPACE	0.10%	2,138	$357K	Reduce -4.6%
ADBE Adobe Inc.	0.09%	677	$301K	Reduce -53.6%
TSLA Tesla Inc.	0.08%	701	$283K	New
MCO Moody's Corp.	0.08%	591	$280K	Reduce -4.1%
IEMG iShares Core MSCI Emerging	0.07%	4,999	$261K	Reduce -2.3%
KIM Kimco Realty Corp.	0.07%	10,350	$243K	No change
SCHW Schwab (charles) Corp.	0.07%	3,229	$239K	No change
CHTR Charter Communications Inc. Class A	0.06%	631	$216K	No change
IWV iShares Russell 3000 ETF	0.06%	615	$206K	No change

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