Little House Capital LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Little House Capital LLC reported 131 stock positions worth $363.8 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Amazon.com (AMZN, 3.2%). Compared with Q4 2024, it opened 42 new positions, sold out of 20, added to 48 and reduced 34. The biggest buy was a new position in Fidelity Enhanced Small Cap (FESM) and the biggest sale iShares Russell 2000 ETF (IWM, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001748814
- Portfolio Value
- $363.8M (Q1 2025)
- SEC Filing
- 0001951757-25-000445 ↗ filed Apr 25, 2025
Holdings Value
Holdings 131 stocks · $363.8M
| AAPL Apple Inc. | 5.89% | 96,485 | $21.4M | Reduce -7.1% |
| MSFT Microsoft Corp. | 4.73% | 45,821 | $17.2M | Reduce -3.3% |
| AMZN Amazon.com Inc. | 3.15% | 60,267 | $11.5M | Reduce -9.8% |
| IJH iShares Core S&P Midcap ETF | 3.14% | 195,792 | $11.4M | Add +30.4% |
| NVDA Nvidia Corp. | 3.04% | 101,919 | $11.0M | Reduce -9.1% |
| IEF iShares 7-10 Year Treasury B | 2.94% | 111,986 | $10.7M | Add +55.0% |
| FESM Fidelity Enhanced Small Cap | 2.90% | 358,379 | $10.6M | New |
| GOOGL Alphabet Inc. Class A | 2.66% | 62,536 | $9.7M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.48% | 16,918 | $9.0M | Reduce -13.6% |
| META Meta Platforms Inc. Class A | 2.37% | 14,957 | $8.6M | Reduce -8.2% |
| JPM JPMorgan Chase & Co. | 2.24% | 33,175 | $8.1M | Add +1.7% |
| JPST JPMorgan Ultra-Short Income | 2.24% | 160,642 | $8.1M | Add +34.2% |
| EFA iShares MSCI Eafe ETF | 2.15% | 95,677 | $7.8M | Add +26.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.12% | 113,600 | $7.7M | New |
| WMT Walmart Inc. | 2.04% | 84,681 | $7.4M | Reduce -21.6% |
| VCIT Vanguard Int-Term Corporate | 1.87% | 83,312 | $6.8M | Add +9.1% |
| MA Mastercard Inc. Class A | 1.78% | 11,846 | $6.5M | Reduce -8.8% |
| SHY iShares 1-3 Year Treasury Bo | 1.71% | 75,243 | $6.2M | Add +138.6% |
| PULS Pgim Ultra Short Bond ETF | 1.67% | 122,193 | $6.1M | Add +5.8% |
| AVGO Broadcom Inc. | 1.63% | 35,366 | $5.9M | Reduce -7.7% |
| CVX Chevron Corp. | 1.48% | 32,279 | $5.4M | Add +62.1% |
| EEM iShares MSCI Emerging Market | 1.43% | 119,261 | $5.2M | Reduce -11.0% |
| JNJ Johnson & Johnson | 1.31% | 28,711 | $4.8M | Add +53.5% |
| GS Goldman Sachs Group Inc. | 1.30% | 8,639 | $4.7M | Reduce -12.1% |
| RTX RTX Corp. | 1.29% | 35,346 | $4.7M | Add +4.4% |
| AGG iShares Core U.S. Aggregate | 1.27% | 46,754 | $4.6M | Reduce -29.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 7,758 | $4.3M | Reduce -64.3% |
| V Visa Inc. Class A | 1.14% | 11,863 | $4.2M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 1.11% | 4,891 | $4.0M | Add +34.9% |
| COST Costco Wholesale Corp. | 1.05% | 4,030 | $3.8M | Add +17.6% |
| JEPI JPMorgan Equity Premium Inco | 0.99% | 62,918 | $3.6M | New |
| ORCL Oracle Corp. | 0.98% | 25,425 | $3.6M | Reduce -22.5% |
| WM Waste Management Inc. | 0.90% | 14,200 | $3.3M | Add +44.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.84% | 6,307 | $3.1M | Add +33.2% |
| UNH Unitedhealth Group Inc. | 0.83% | 5,773 | $3.0M | Reduce -54.3% |
| PG The Procter & Gamble Co. | 0.82% | 17,492 | $3.0M | Add +47.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.79% | 17,269 | $2.9M | Reduce -7.3% |
| PSA Public Storage | 0.76% | 9,224 | $2.8M | New |
| HD Home Depot Inc. | 0.73% | 7,225 | $2.6M | Add +6.2% |
| SO The Southern Co. | 0.71% | 28,286 | $2.6M | Add +145.6% |
| CAT Caterpillar Inc. | 0.70% | 7,731 | $2.5M | Add +5.9% |
| WMB Williams Cos Inc. | 0.69% | 41,852 | $2.5M | Reduce -9.8% |
| NFLX Netflix Inc. | 0.68% | 2,661 | $2.5M | Reduce -7.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.67% | 9,795 | $2.4M | Add +1.5% |
| CRM Salesforce Inc. | 0.67% | 9,045 | $2.4M | Add +4.8% |
| ETN Eaton Corp. PLC | 0.65% | 8,719 | $2.4M | New |
| MRK Merck & Co. Inc. | 0.61% | 24,928 | $2.2M | Add +2.9% |
| VZ Verizon Communications Inc. | 0.61% | 48,913 | $2.2M | Add +19.3% |
| COP Conocophillips | 0.59% | 20,574 | $2.2M | New |
| SBUX Starbucks Corp. | 0.57% | 20,960 | $2.1M | New |
| ABT Abbott Laboratories | 0.54% | 14,744 | $2.0M | New |
| GOOG Alphabet Inc. Class C | 0.53% | 12,347 | $1.9M | Add +5.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 15,324 | $1.9M | Add +2.0% |
| MCD McDonald's Corp. | 0.50% | 5,802 | $1.8M | Add +2.9% |
| SONY Sony Group Corp. - SP ADR | 0.47% | 68,063 | $1.7M | New |
| CME Cme Group Inc. | 0.47% | 6,459 | $1.7M | New |
| AEP American Electric Power | 0.45% | 15,117 | $1.7M | Add +136.5% |
| AMGN Amgen Inc. | 0.43% | 5,009 | $1.6M | Add +12.0% |
| ATO Atmos Energy Corp. | 0.42% | 9,934 | $1.5M | Add +22.4% |
| KO The Coca-Cola Co. | 0.42% | 21,233 | $1.5M | Add +1.6% |
| USFR Wisdomtree Floating Rate Tre | 0.41% | 29,608 | $1.5M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 4,015 | $1.4M | New |
| LRCX Lam Research Corp. | 0.38% | 19,199 | $1.4M | Add +38.4% |
| PCAR Paccar Inc. | 0.38% | 14,206 | $1.4M | New |
| PGR Progressive Corp. | 0.37% | 4,790 | $1.4M | Add +52.3% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 6,531 | $1.3M | Add +205.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.36% | 14,153 | $1.3M | New |
| KLAC KLA Corp. | 0.34% | 1,806 | $1.2M | Add +16.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 28,997 | $1.2M | Reduce -0.7% |
| BLK BlackRock Inc. | 0.32% | 1,243 | $1.2M | New |
| DLR Digital Realty Trust Inc. | 0.32% | 8,145 | $1.2M | Reduce -70.8% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 19,019 | $1.2M | New |
| MDT Medtronic PLC | 0.32% | 12,857 | $1.2M | New |
| IBDU iShares Ibonds Dec 2029 Term | 0.32% | 49,834 | $1.2M | Add +2.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.31% | 52,442 | $1.1M | Add +1.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.31% | 45,299 | $1.1M | Reduce -7.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.31% | 54,502 | $1.1M | Add +3.0% |
| PANW Palo Alto Networks Inc. | 0.31% | 6,580 | $1.1M | Add +30.6% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.30% | 43,390 | $1.1M | Reduce -3.4% |
| MFC Manulife Financial Corp. | 0.30% | 35,488 | $1.1M | Add +5.1% |
| MSI Motorola Solutions Inc. | 0.30% | 2,500 | $1.1M | Add +36.1% |
| CARR Carrier Global Corp. | 0.29% | 16,764 | $1.1M | Add +42.6% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.29% | 40,305 | $1.0M | New |
| UNP Union Pacific Corp. | 0.28% | 4,323 | $1.0M | New |
| DE Deere & Co. | 0.28% | 2,150 | $1.0M | New |
| PEG Public Service Enterprise GP | 0.26% | 11,674 | $961K | Add +5.5% |
| BSX Boston Scientific Corp. | 0.26% | 9,365 | $945K | New |
| NOW ServiceNow Inc. | 0.26% | 1,181 | $940K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 1,414 | $937K | New |
| IBDT iShares Ibonds Dec 2028 ETF | 0.26% | 36,988 | $934K | Reduce -0.0% |
| MLM Martin Marietta Materials | 0.25% | 1,888 | $903K | Add +51.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 9,118 | $854K | New |
| TFI SS SPDR N Ice Muni Bond ETF | 0.22% | 17,761 | $800K | Reduce -1.1% |
| CRH CRH PLC | 0.22% | 8,897 | $783K | Reduce -0.1% |
| PWR Quanta Services Inc. | 0.21% | 3,044 | $774K | New |
| WDAY Workday Inc. Class A | 0.21% | 3,307 | $772K | New |
| RMD Resmed Inc. | 0.20% | 3,299 | $739K | New |
| VMC Vulcan Materials Co. | 0.20% | 3,121 | $728K | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.20% | 1,425 | $724K | Add +21.7% |
| CB Chubb Ltd. | 0.19% | 2,337 | $706K | New |
Portfolio Sells Q4 2024 → Q1 2025
| IWM iShares Russell 2000 ETF | Reduce -97.0% | 0.10% | −3.83 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -64.3% | 1.19% | −2.45 |
| AAPL Apple Inc. | Reduce -7.1% | 5.89% | −1.54 |
| NVDA Nvidia Corp. | Reduce -9.1% | 3.04% | −1.26 |
| DLR Digital Realty Trust Inc. | Reduce -70.8% | 0.32% | −1.09 |
| AMZN Amazon.com Inc. | Reduce -9.8% | 3.15% | −1.04 |
| UNH Unitedhealth Group Inc. | Reduce -54.3% | 0.83% | −0.99 |
| MSFT Microsoft Corp. | Reduce -3.3% | 4.73% | −0.98 |
| AVGO Broadcom Inc. | Reduce -7.7% | 1.63% | −0.91 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 2.66% | −0.84 |
| WMT Walmart Inc. | Reduce -21.6% | 2.04% | −0.74 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.72 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.60 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.60 |
| DHR Danaher Corp. | Reduce -81.5% | 0.11% | −0.59 |
| ORCL Oracle Corp. | Reduce -22.5% | 0.98% | −0.58 |
| AGG iShares Core U.S. Aggregate | Reduce -29.5% | 1.27% | −0.57 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.52 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −0.37 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.37 |
| META Meta Platforms Inc. Class A | Reduce -8.2% | 2.37% | −0.36 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.35 |
| GS Goldman Sachs Group Inc. | Reduce -12.1% | 1.30% | −0.31 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.30 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.30 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -7.3% | 0.79% | −0.26 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.24 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.21 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.20 |
| TGT Target Corp. | Sold out | 0.00% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -8.8% | 1.78% | −0.17 |
| EEM iShares MSCI Emerging Market | Reduce -11.0% | 1.43% | −0.17 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.17 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.11 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.11 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.11 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -13.4% | 0.19% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.6% | 2.48% | −0.06 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.06 |
| NFLX Netflix Inc. | Reduce -7.5% | 0.68% | −0.05 |
| TT Trane Technologies PLC | Reduce -3.6% | 0.19% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.7% | 0.33% | −0.03 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -7.0% | 0.31% | −0.03 |
| VMC Vulcan Materials Co. | Reduce -0.6% | 0.20% | −0.03 |
| WMB Williams Cos Inc. | Reduce -9.8% | 0.69% | −0.03 |
| CRH CRH PLC | Reduce -0.1% | 0.22% | −0.02 |
| IBDY iShares Ibonds Dec 2033 Corp. | Reduce -3.4% | 0.30% | −0.02 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -1.1% | 0.22% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| FESM Fidelity Enhanced Small Cap | New | 2.90% | +2.90 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 2.12% | +2.12 |
| IEF iShares 7-10 Year Treasury B | Add +55.0% | 2.94% | +1.03 |
| JEPI JPMorgan Equity Premium Inco | New | 0.99% | +0.99 |
| SHY iShares 1-3 Year Treasury Bo | Add +138.6% | 1.71% | +0.97 |
| PSA Public Storage | New | 0.76% | +0.76 |
| CVX Chevron Corp. | Add +62.1% | 1.48% | +0.66 |
| ETN Eaton Corp. PLC | New | 0.65% | +0.65 |
| COP Conocophillips | New | 0.59% | +0.59 |
| SBUX Starbucks Corp. | New | 0.57% | +0.57 |
| ABT Abbott Laboratories | New | 0.54% | +0.54 |
| JNJ Johnson & Johnson | Add +53.5% | 1.31% | +0.54 |
| JPST JPMorgan Ultra-Short Income | Add +34.2% | 2.24% | +0.51 |
| EFA iShares MSCI Eafe ETF | Add +26.0% | 2.15% | +0.51 |
| SONY Sony Group Corp. - SP ADR | New | 0.47% | +0.47 |
| CME Cme Group Inc. | New | 0.47% | +0.47 |
| IJH iShares Core S&P Midcap ETF | Add +30.4% | 3.14% | +0.47 |
| SO The Southern Co. | Add +145.6% | 0.71% | +0.44 |
| USFR Wisdomtree Floating Rate Tre | New | 0.41% | +0.41 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.39% | +0.39 |
| PCAR Paccar Inc. | New | 0.38% | +0.38 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.36% | +0.36 |
| WM Waste Management Inc. | Add +44.2% | 0.90% | +0.34 |
| BLK BlackRock Inc. | New | 0.32% | +0.32 |
| BMY Bristol-Myers Squibb Co. | New | 0.32% | +0.32 |
| MDT Medtronic PLC | New | 0.32% | +0.32 |
| LLY Eli Lilly & Co. | Add +34.9% | 1.11% | +0.31 |
| VRTX Vertex Pharmaceuticals Inc. | Add +33.2% | 0.84% | +0.30 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | New | 0.29% | +0.29 |
| AEP American Electric Power | Add +136.5% | 0.45% | +0.29 |
| UNP Union Pacific Corp. | New | 0.28% | +0.28 |
| DE Deere & Co. | New | 0.28% | +0.28 |
| BSX Boston Scientific Corp. | New | 0.26% | +0.26 |
| NOW ServiceNow Inc. | New | 0.26% | +0.26 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.26% | +0.26 |
| GE General Electric | Add +205.5% | 0.36% | +0.26 |
| PG The Procter & Gamble Co. | Add +47.8% | 0.82% | +0.25 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.23% | +0.23 |
| PWR Quanta Services Inc. | New | 0.21% | +0.21 |
| WDAY Workday Inc. Class A | New | 0.21% | +0.21 |
| RMD Resmed Inc. | New | 0.20% | +0.20 |
| CB Chubb Ltd. | New | 0.19% | +0.19 |
| SH Proshares Short S&P500 | New | 0.19% | +0.19 |
| IBIT iShares Bitcoin Trust ETF | New | 0.18% | +0.18 |
| FISV Fiserv Inc. | New | 0.17% | +0.17 |
| RTX RTX Corp. | Add +4.4% | 1.29% | +0.17 |
| IDXX Idexx Laboratories Inc. | New | 0.16% | +0.16 |
| PGR Progressive Corp. | Add +52.3% | 0.37% | +0.16 |
| COST Costco Wholesale Corp. | Add +17.6% | 1.05% | +0.15 |
| VZ Verizon Communications Inc. | Add +19.3% | 0.61% | +0.14 |
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 |