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

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 Q3 2024 Q4 2024: $350.0M Q4 2024 Q1 2025: $363.8M $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 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
IWF iShares Russell 1000 Growth 0.19% 1,930 $697K Reduce -13.4%
TT Trane Technologies PLC 0.19% 2,056 $693K Reduce -3.6%
SH Proshares Short S&P500 0.19% 15,512 $691K New
IBIT iShares Bitcoin Trust ETF 0.18% 14,309 $670K New
FISV Fiserv Inc. 0.17% 2,820 $623K New
MAR Marriott International Class A 0.17% 2,526 $602K Add +19.4%
IDXX Idexx Laboratories Inc. 0.16% 1,402 $589K New
MUB iShares National Muni Bond E 0.16% 5,447 $574K Add +54.4%
TDG Transdigm Group Inc. 0.15% 400 $553K No change
XOM Exxon Mobil Corp. 0.15% 4,608 $548K Add +26.2%
SPHQ Invesco S&P 500 Quality ETF 0.14% 7,470 $496K New
EBC Eastern Bankshares Inc. 0.13% 29,526 $484K No change
SMMD iShares Russell 2500 ETF 0.13% 7,545 $472K Add +9.1%
DHR Danaher Corp. 0.11% 1,963 $402K Reduce -81.5%
BND Vanguard Total Bond Market 0.11% 5,348 $393K New
IWM iShares Russell 2000 ETF 0.10% 1,894 $378K Reduce -97.0%
HDV iShares Core High Dividend E 0.10% 3,100 $375K New
IEFA iShares Core MSCI Eafe ETF 0.10% 4,907 $371K Reduce -10.5%
IVW iShares S&P 500 Growth ETF 0.10% 3,913 $363K No change
GBIL Goldman Sachs Access Treasur 0.08% 3,051 $306K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.08% 11,185 $305K New
MCO Moody's Corp. 0.08% 591 $275K No change
SCHW Schwab (charles) Corp. 0.07% 3,229 $253K No change
IEMG iShares Core MSCI Emerging 0.07% 4,502 $243K Reduce -9.9%
PSX Phillips 66 0.06% 1,904 $235K New
XLF SS Financial Select Sector 0.06% 4,712 $235K New
CHTR Charter Communications Inc. Class A 0.06% 631 $233K No change
FVD First Trust Value Line DVD 0.06% 4,982 $222K New
KIM Kimco Realty Corp. 0.06% 10,350 $220K No change
ACN Accenture PLC Class A 0.06% 662 $207K New
WULF Terawulf Inc. 0.01% 15,677 $43K 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

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