Little House Capital LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Little House Capital LLC reported 121 stock positions worth $399.2 million. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Apple (AAPL, 4.5%) and Nvidia (NVDA, 4.4%). Compared with Q1 2025, it opened 10 new positions, sold out of 20, added to 64 and reduced 41. The biggest buy was Nvidia (NVDA, shares +8%) and the biggest sale Apple (AAPL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001748814
- Portfolio Value
- $399.2M (Q2 2025)
- SEC Filing
- 0001951757-25-000586 ↗ filed Jul 8, 2025
Holdings Value
Holdings 121 stocks · $399.2M
| MSFT Microsoft Corp. | 5.46% | 43,802 | $21.8M | Reduce -4.4% |
| AAPL Apple Inc. | 4.50% | 87,541 | $18.0M | Reduce -9.3% |
| NVDA Nvidia Corp. | 4.36% | 110,092 | $17.4M | Add +8.0% |
| AMZN Amazon.com Inc. | 3.54% | 64,376 | $14.1M | Add +6.8% |
| IJH iShares Core S&P Midcap ETF | 3.08% | 198,364 | $12.3M | Add +1.3% |
| FESM Fidelity Enhanced Small Cap | 2.95% | 368,493 | $11.8M | Add +2.8% |
| META Meta Platforms Inc. Class A | 2.92% | 15,775 | $11.6M | Add +5.5% |
| IEF iShares 7-10 Year Treasury B | 2.84% | 118,204 | $11.3M | Add +5.5% |
| AVGO Broadcom Inc. | 2.70% | 39,065 | $10.8M | Add +10.5% |
| GOOGL Alphabet Inc. Class A | 2.54% | 57,563 | $10.1M | Reduce -8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.41% | 19,804 | $9.6M | Add +17.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.24% | 119,167 | $8.9M | Add +4.9% |
| EFA iShares MSCI Eafe ETF | 2.20% | 98,049 | $8.8M | Add +2.5% |
| JPST JPMorgan Ultra-Short Income | 2.16% | 169,961 | $8.6M | Add +5.8% |
| JPM JPMorgan Chase & Co. | 2.02% | 27,820 | $8.1M | Reduce -16.1% |
| WMT Walmart Inc. | 1.97% | 80,332 | $7.9M | Reduce -5.1% |
| VCIT Vanguard Int-Term Corporate | 1.82% | 87,555 | $7.3M | Add +5.1% |
| ORCL Oracle Corp. | 1.67% | 30,579 | $6.7M | Add +20.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.67% | 29,383 | $6.7M | Add +70.2% |
| JNJ Johnson & Johnson | 1.61% | 42,015 | $6.4M | Add +46.3% |
| PULS Pgim Ultra Short Bond ETF | 1.60% | 128,772 | $6.4M | Add +5.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.58% | 76,161 | $6.3M | Add +1.2% |
| MA Mastercard Inc. Class A | 1.55% | 11,039 | $6.2M | Reduce -6.8% |
| EEM iShares MSCI Emerging Market | 1.48% | 122,674 | $5.9M | Add +2.9% |
| GS Goldman Sachs Group Inc. | 1.34% | 7,569 | $5.4M | Reduce -12.4% |
| NFLX Netflix Inc. | 1.25% | 3,721 | $5.0M | Add +39.8% |
| AGG iShares Core U.S. Aggregate | 1.22% | 49,273 | $4.9M | Add +5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 7,670 | $4.7M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 1.14% | 4,617 | $4.6M | Add +14.6% |
| V Visa Inc. Class A | 1.07% | 12,015 | $4.3M | Add +1.3% |
| CVX Chevron Corp. | 0.94% | 26,310 | $3.8M | Reduce -18.5% |
| JEPI JPMorgan Equity Premium Inco | 0.94% | 65,839 | $3.7M | Add +4.6% |
| LLY Eli Lilly & Co. | 0.93% | 4,750 | $3.7M | Reduce -2.9% |
| RTX RTX Corp. | 0.91% | 24,973 | $3.6M | Reduce -29.4% |
| ETN Eaton Corp. PLC | 0.84% | 9,433 | $3.4M | Add +8.2% |
| WM Waste Management Inc. | 0.84% | 14,691 | $3.4M | Add +3.5% |
| GE General Electric filed as GE AEROSPACE | 0.83% | 12,902 | $3.3M | Add +97.5% |
| PG The Procter & Gamble Co. | 0.83% | 20,828 | $3.3M | Add +19.1% |
| PSA Public Storage | 0.77% | 10,478 | $3.1M | Add +13.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.72% | 9,814 | $2.9M | Add +0.2% |
| WMB Williams Cos Inc. | 0.67% | 42,321 | $2.7M | Add +1.1% |
| SONY Sony Group Corp. - SP ADR | 0.66% | 101,667 | $2.6M | Add +49.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.66% | 5,156 | $2.6M | Add +28.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.65% | 5,830 | $2.6M | Reduce -7.6% |
| CRM Salesforce Inc. | 0.65% | 9,486 | $2.6M | Add +4.9% |
| HD Home Depot Inc. | 0.64% | 6,959 | $2.6M | Reduce -3.7% |
| CAT Caterpillar Inc. | 0.61% | 6,272 | $2.4M | Reduce -18.9% |
| SO The Southern Co. | 0.61% | 26,312 | $2.4M | Reduce -7.0% |
| CME Cme Group Inc. | 0.57% | 8,224 | $2.3M | Add +27.3% |
| GOOG Alphabet Inc. Class C | 0.56% | 12,616 | $2.2M | Add +2.2% |
| MRK Merck & Co. Inc. | 0.50% | 25,236 | $2.0M | Add +1.2% |
| MSI Motorola Solutions Inc. | 0.49% | 4,682 | $2.0M | Add +87.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.48% | 15,505 | $1.9M | Add +1.2% |
| CB Chubb Ltd. | 0.45% | 6,167 | $1.8M | Add +163.9% |
| VZ Verizon Communications Inc. | 0.44% | 40,639 | $1.8M | Reduce -16.9% |
| MCD McDonald's Corp. | 0.43% | 5,853 | $1.7M | Add +0.9% |
| AEP American Electric Power | 0.41% | 15,921 | $1.7M | Add +5.3% |
| ATO Atmos Energy Corp. | 0.41% | 10,667 | $1.6M | Add +7.4% |
| PGR Progressive Corp. | 0.40% | 6,010 | $1.6M | Add +25.5% |
| KLAC KLA Corp. | 0.39% | 1,740 | $1.6M | Reduce -3.6% |
| KO The Coca-Cola Co. | 0.37% | 21,136 | $1.5M | Reduce -0.5% |
| PANW Palo Alto Networks Inc. | 0.35% | 6,889 | $1.4M | Add +4.7% |
| LMT Lockheed Martin Corp. | 0.35% | 3,002 | $1.4M | New |
| AMGN Amgen Inc. | 0.35% | 4,950 | $1.4M | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 29,165 | $1.4M | Add +0.6% |
| DLR Digital Realty Trust Inc. | 0.34% | 7,760 | $1.4M | Reduce -4.7% |
| BA The Boeing Co. | 0.33% | 6,291 | $1.3M | New |
| CARR Carrier Global Corp. | 0.33% | 17,917 | $1.3M | Add +6.9% |
| MLM Martin Marietta Materials | 0.32% | 2,358 | $1.3M | Add +24.9% |
| ET Energy Transfer LP | 0.31% | 68,968 | $1.3M | New |
| CRH CRH PLC | 0.31% | 13,461 | $1.2M | Add +51.3% |
| PWR Quanta Services Inc. | 0.31% | 3,265 | $1.2M | Add +7.3% |
| VMC Vulcan Materials Co. | 0.30% | 4,555 | $1.2M | Add +46.0% |
| MFC Manulife Financial Corp. | 0.29% | 36,417 | $1.2M | Add +2.6% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 25,028 | $1.2M | Add +31.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.29% | 49,607 | $1.2M | Reduce -0.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.29% | 52,430 | $1.2M | Reduce -0.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.29% | 54,654 | $1.1M | Add +0.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.29% | 45,234 | $1.1M | Reduce -0.1% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.28% | 43,419 | $1.1M | Add +0.1% |
| MDT Medtronic PLC | 0.28% | 12,774 | $1.1M | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.27% | 4,640 | $1.1M | Add +7.3% |
| SPOT Spotify Technology SA | 0.26% | 1,378 | $1.1M | New |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.26% | 40,342 | $1.1M | Add +0.1% |
| BSX Boston Scientific Corp. | 0.26% | 9,789 | $1.1M | Add +4.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.26% | 3,293 | $1.0M | New |
| ABT Abbott Laboratories | 0.26% | 7,557 | $1.0M | Reduce -48.8% |
| PEG Public Service Enterprise GP | 0.25% | 12,083 | $1.0M | Add +3.5% |
| CLS Celestica Inc. | 0.25% | 6,393 | $998K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.24% | 1,206 | $966K | Reduce -14.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.23% | 36,593 | $930K | Reduce -1.1% |
| IBIT iShares Bitcoin Trust ETF | 0.23% | 15,097 | $924K | Add +5.5% |
| TT Trane Technologies PLC | 0.22% | 2,036 | $891K | Reduce -1.0% |
| IDXX Idexx Laboratories Inc. | 0.21% | 1,572 | $843K | Add +12.1% |
| CL Colgate-Palmolive Co. | 0.21% | 9,217 | $838K | New |
| SPGI S&P Global Inc. | 0.20% | 1,507 | $795K | Add +5.8% |
| IWF iShares Russell 1000 Growth | 0.19% | 1,822 | $774K | Reduce -5.6% |
| EME Emcor Group Inc. | 0.19% | 1,433 | $766K | New |
| TFI SS SPDR N Ice Muni Bond ETF | 0.19% | 16,920 | $756K | Reduce -4.7% |
| MAR Marriott International Class A | 0.17% | 2,556 | $698K | Add +1.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -9.3% | 4.50% | −1.39 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.83 |
| COP Conocophillips | Sold out | 0.00% | −0.59 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.57 |
| CVX Chevron Corp. | Reduce -18.5% | 0.94% | −0.54 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.41 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.38 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.38 |
| RTX RTX Corp. | Reduce -29.4% | 0.91% | −0.37 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.32 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -76.5% | 0.08% | −0.28 |
| ABT Abbott Laboratories | Reduce -48.8% | 0.26% | −0.28 |
| DE Deere & Co. | Sold out | 0.00% | −0.28 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.26 |
| MA Mastercard Inc. Class A | Reduce -6.8% | 1.55% | −0.23 |
| JPM JPMorgan Chase & Co. | Reduce -16.1% | 2.02% | −0.22 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.21 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.20 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -7.6% | 0.65% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -2.9% | 0.93% | −0.18 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -71.7% | 0.06% | −0.17 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.17 |
| VZ Verizon Communications Inc. | Reduce -16.9% | 0.44% | −0.17 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.14 |
| SH Proshares Short S&P500 | Reduce -63.6% | 0.06% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -8.0% | 2.54% | −0.12 |
| SO The Southern Co. | Reduce -7.0% | 0.61% | −0.11 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.10 |
| CAT Caterpillar Inc. | Reduce -18.9% | 0.61% | −0.09 |
| HD Home Depot Inc. | Reduce -3.7% | 0.64% | −0.09 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.08 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.08 |
| AMGN Amgen Inc. | Reduce -1.2% | 0.35% | −0.08 |
| WMT Walmart Inc. | Reduce -5.1% | 1.97% | −0.08 |
| PSX Phillips 66 | Sold out | 0.00% | −0.06 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.06 |
| FVD First Trust Value Line DVD | Sold out | 0.00% | −0.06 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -47.9% | 0.05% | −0.06 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.37% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -10.3% | 0.11% | −0.04 |
| MDT Medtronic PLC | Reduce -0.7% | 0.28% | −0.04 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -4.7% | 0.19% | −0.03 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -0.5% | 0.29% | −0.03 |
| SMMD iShares Russell 2500 ETF | Reduce -19.1% | 0.10% | −0.03 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -0.1% | 0.29% | −0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -0.0% | 0.29% | −0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -1.1% | 0.23% | −0.02 |
| DHR Danaher Corp. | Reduce -10.5% | 0.09% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -22.8% | 0.08% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +8.0% | 4.36% | +1.32 |
| AVGO Broadcom Inc. | Add +10.5% | 2.70% | +1.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +70.2% | 1.67% | +0.88 |
| ORCL Oracle Corp. | Add +20.3% | 1.67% | +0.70 |
| NFLX Netflix Inc. | Add +39.8% | 1.25% | +0.57 |
| META Meta Platforms Inc. Class A | Add +5.5% | 2.92% | +0.55 |
| GE General Electric | Add +97.5% | 0.83% | +0.47 |
| AMZN Amazon.com Inc. | Add +6.8% | 3.54% | +0.39 |
| LMT Lockheed Martin Corp. | New | 0.35% | +0.35 |
| BA The Boeing Co. | New | 0.33% | +0.33 |
| ET Energy Transfer LP | New | 0.31% | +0.31 |
| JNJ Johnson & Johnson | Add +46.3% | 1.61% | +0.30 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +28.4% | 0.66% | +0.27 |
| SPOT Spotify Technology SA | New | 0.26% | +0.26 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.26% | +0.26 |
| CB Chubb Ltd. | Add +163.9% | 0.45% | +0.25 |
| CLS Celestica Inc. | New | 0.25% | +0.25 |
| CL Colgate-Palmolive Co. | New | 0.21% | +0.21 |
| MSI Motorola Solutions Inc. | Add +87.3% | 0.49% | +0.19 |
| ETN Eaton Corp. PLC | Add +8.2% | 0.84% | +0.19 |
| EME Emcor Group Inc. | New | 0.19% | +0.19 |
| SONY Sony Group Corp. - SP ADR | Add +49.4% | 0.66% | +0.19 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +4.9% | 2.24% | +0.11 |
| VMC Vulcan Materials Co. | Add +46.0% | 0.30% | +0.10 |
| COST Costco Wholesale Corp. | Add +14.6% | 1.14% | +0.10 |
| CME Cme Group Inc. | Add +27.3% | 0.57% | +0.10 |
| PWR Quanta Services Inc. | Add +7.3% | 0.31% | +0.10 |
| CRH CRH PLC | Add +51.3% | 0.31% | +0.09 |
| MLM Martin Marietta Materials | Add +24.9% | 0.32% | +0.08 |
| GEV GE Vernova Inc. | New | 0.07% | +0.07 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.72% | +0.06 |
| UBER Uber Technologies Inc. | New | 0.05% | +0.05 |
| EEM iShares MSCI Emerging Market | Add +2.9% | 1.48% | +0.05 |
| IDXX Idexx Laboratories Inc. | Add +12.1% | 0.21% | +0.05 |
| FESM Fidelity Enhanced Small Cap | Add +2.8% | 2.95% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +5.5% | 0.23% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +2.5% | 2.20% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +4.7% | 0.35% | +0.04 |
| CARR Carrier Global Corp. | Add +6.9% | 0.33% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.56% | +0.03 |
| PGR Progressive Corp. | Add +25.5% | 0.40% | +0.03 |
| BAC Bank of America Corp. | Add +0.6% | 0.35% | +0.01 |
| PG The Procter & Gamble Co. | Add +19.1% | 0.83% | +0.01 |
| PSA Public Storage | Add +13.6% | 0.77% | +0.01 |
| MAR Marriott International Class A | Add +1.2% | 0.17% | +0.01 |
| WULF Terawulf Inc. | Add +12.8% | 0.02% | +0.01 |
| BSX Boston Scientific Corp. | Add +4.5% | 0.26% | +0.00 |
| SPGI S&P Global Inc. | Add +5.8% | 0.20% | 0.00 |
| PEG Public Service Enterprise GP | Add +3.5% | 0.25% | −0.01 |
| ATO Atmos Energy Corp. | Add +7.4% | 0.41% | −0.01 |
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 |