Little House Capital LLC

Name: LITTLE HOUSE CAPITAL LLC 13F holdings, Q2 2025
Creator: LITTLE HOUSE CAPITAL LLC
Published: 2025-07-08

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

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%
TDG Transdigm Group Inc.	0.15%	400	$608K	No change
MUB iShares National Muni Bond E	0.15%	5,564	$581K	Add +2.1%
EBC Eastern Bankshares Inc.	0.11%	29,526	$451K	No change
XOM Exxon Mobil Corp.	0.11%	4,134	$446K	Reduce -10.3%
IVW iShares S&P 500 Growth ETF	0.11%	3,913	$431K	No change
SMMD iShares Russell 2500 ETF	0.10%	6,108	$414K	Reduce -19.1%
IWM iShares Russell 2000 ETF	0.10%	1,858	$401K	Reduce -1.9%
DHR Danaher Corp.	0.09%	1,757	$347K	Reduce -10.5%
IEFA iShares Core MSCI Eafe ETF	0.08%	3,789	$316K	Reduce -22.8%
BIL SS SPDR BB 1-3M T-Bill ETF	0.08%	3,333	$306K	Reduce -76.5%
MCO Moody's Corp.	0.07%	591	$296K	No change
GEV GE Vernova Inc.	0.07%	548	$290K	New
SCHW Schwab (charles) Corp.	0.07%	3,143	$287K	Reduce -2.7%
CHTR Charter Communications Inc. Class A	0.06%	631	$258K	No change
USMV iShares MSCI USA Min Vol Fac	0.06%	2,585	$243K	Reduce -71.7%
SH Proshares Short S&P500	0.06%	5,647	$224K	Reduce -63.6%
KIM Kimco Realty Corp.	0.05%	10,350	$218K	No change
IEMG iShares Core MSCI Emerging	0.05%	3,482	$209K	Reduce -22.7%
BND Vanguard Total Bond Market	0.05%	2,784	$205K	Reduce -47.9%
UBER Uber Technologies Inc.	0.05%	2,144	$200K	New
WULF Terawulf Inc.	0.02%	17,677	$77K	Add +12.8%

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