Little House Capital LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Little House Capital LLC reported 112 stock positions worth $387.4 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Microsoft (MSFT, 4.1%) and Alphabet Class A (GOOGL, 3.6%). Compared with Q4 2025, it opened 15 new positions, sold out of 12, added to 41 and reduced 48. The biggest buy was a new position in Host Hotels & Resorts (HST) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −87%).

Most Recent 13F
Q2 2026
Location
BRAINTREE, MA
CIK
0001748814
Portfolio Value
$387.4M (Q1 2026)
SEC Filing
0001951757-26-000788 ↗ filed May 7, 2026

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 Q1 2025 Q2 2025: $399.2M Q2 2025 Q3 2025: $435.0M Q3 2025 Q4 2025: $398.4M Q4 2025 Q1 2026: $387.4M $387.4M Q1 2026 Q2 2026: $445.1M Q2 2026

Holdings 112 stocks · $387.4M
AAPL Apple Inc. 4.98% 76,021 $19.3M Reduce -4.5%
MSFT Microsoft Corp. 4.09% 42,803 $15.8M Add +4.1%
GOOGL Alphabet Inc. Class A 3.61% 48,650 $14.0M Reduce -3.4%
NVDA Nvidia Corp. 3.52% 78,166 $13.6M Reduce -13.0%
IJH iShares Core S&P Midcap ETF 3.38% 193,605 $13.1M Add +1.1%
FESM Fidelity Enhanced Small Cap 3.24% 330,362 $12.6M Reduce -6.5%
EFA iShares MSCI Eafe ETF 3.21% 127,987 $12.4M Add +31.5%
AMZN Amazon.com Inc. 2.84% 52,766 $11.0M Reduce -1.9%
IEF iShares 7-10 Year Treasury B 2.80% 113,621 $10.8M Reduce -1.7%
AVGO Broadcom Inc. 2.72% 34,043 $10.5M Reduce -5.1%
TSM Taiwan Semiconductor-SP ADR 2.68% 30,663 $10.4M Reduce -3.3%
SHY iShares 1-3 Year Treasury Bo 2.47% 115,875 $9.6M Add +54.6%
JNJ Johnson & Johnson 2.38% 37,790 $9.2M Add +1.6%
JPM JPMorgan Chase & Co. 2.38% 31,396 $9.2M Add +8.9%
META Meta Platforms Inc. Class A 2.11% 14,285 $8.2M Reduce -1.9%
EEM iShares MSCI Emerging Market 2.10% 143,425 $8.1M Add +21.1%
WMT Walmart Inc. 2.10% 65,378 $8.1M Reduce -17.8%
PULS Pgim Ultra Short Bond ETF 2.04% 159,905 $7.9M Add +28.1%
XOM Exxon Mobil Corp. 1.85% 42,251 $7.2M Add +0.3%
VCIT Vanguard Int-Term Corporate 1.81% 84,922 $7.0M Reduce -0.9%
GS Goldman Sachs Group Inc. 1.69% 7,735 $6.5M Add +7.7%
AGG iShares Core U.S. Aggregate 1.56% 60,849 $6.0M Add +28.8%
COST Costco Wholesale Corp. 1.40% 5,446 $5.4M Add +5.2%
BRK.B Berkshire Hathaway Inc. Class B 1.39% 11,216 $5.4M Reduce -36.2%
SPTM SS SPDR P S&P 1500 Comp ETF 1.36% 66,581 $5.3M Reduce -41.7%
CAT Caterpillar Inc. 1.33% 7,280 $5.2M Add +2.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.29% 7,711 $5.0M Reduce -1.6%
LLY Eli Lilly & Co. 1.16% 4,901 $4.5M Add +0.2%
VRTX Vertex Pharmaceuticals Inc. 1.03% 8,961 $4.0M Add +0.3%
HST Host Hotels & Resorts Inc. 0.94% 190,436 $3.6M New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.94% 2,743 $3.6M Reduce -1.1%
MA Mastercard Inc. Class A 0.85% 6,617 $3.3M Reduce -6.0%
RTX RTX Corp. 0.83% 16,604 $3.2M Reduce -2.5%
SO The Southern Co. 0.82% 32,797 $3.2M Add +1.4%
ORCL Oracle Corp. 0.81% 21,283 $3.1M Add +51.6%
MRK Merck & Co. Inc. 0.79% 25,476 $3.1M Add +87.1%
GTX Garrett Motion Inc. 0.79% 167,587 $3.0M New
VZ Verizon Communications Inc. 0.75% 57,816 $2.9M Add +2.0%
CME Cme Group Inc. 0.74% 9,661 $2.9M Add +2.4%
NFLX Netflix Inc. 0.73% 29,609 $2.8M Reduce -14.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.69% 16,709 $2.7M Add +1.2%
V Visa Inc. Class A 0.67% 8,536 $2.6M Reduce -12.4%
GE General Electric filed as GE AEROSPACE 0.65% 8,908 $2.5M Reduce -3.3%
WMB Williams Cos Inc. 0.64% 33,897 $2.5M Add +5.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.62% 9,906 $2.4M Add +3.2%
UNP Union Pacific Corp. 0.62% 9,854 $2.4M Add +2.3%
HD Home Depot Inc. 0.61% 7,134 $2.3M Reduce -13.1%
MTZ Mastec Inc. 0.55% 6,615 $2.1M New
ATI Ati Inc. 0.54% 14,447 $2.1M New
AEP American Electric Power 0.54% 15,897 $2.1M Reduce -1.0%
ALL Allstate Corp. 0.54% 10,019 $2.1M New
WM Waste Management Inc. 0.52% 8,695 $2.0M Reduce -12.6%
GOOG Alphabet Inc. Class C 0.48% 6,437 $1.8M Reduce -24.1%
BABA Alibaba Group Holding-SP ADR 0.45% 13,760 $1.7M New
NOW ServiceNow Inc. 0.44% 16,303 $1.7M Add +47.7%
AMGN Amgen Inc. 0.44% 4,831 $1.7M Add +0.6%
BMY Bristol-Myers Squibb Co. 0.42% 26,872 $1.6M Add +13.5%
MCD McDonald's Corp. 0.42% 5,242 $1.6M Reduce -0.5%
PWR Quanta Services Inc. 0.41% 2,919 $1.6M Reduce -0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.41% 32,241 $1.6M Add +4.1%
LMT Lockheed Martin Corp. 0.41% 2,597 $1.6M Add +4.9%
CRH CRH PLC 0.39% 14,348 $1.5M Add +0.6%
KO The Coca-Cola Co. 0.38% 19,572 $1.5M Reduce -0.8%
KLAC KLA Corp. 0.38% 1,001 $1.5M Reduce -0.3%
MU Micron Technology Inc. 0.38% 4,330 $1.5M Reduce -3.1%
MLM Martin Marietta Materials 0.37% 2,445 $1.4M Reduce -0.8%
BLK BlackRock Inc. 0.34% 1,371 $1.3M Add +1.1%
CSCO Cisco Systems Inc. 0.34% 16,969 $1.3M Reduce -0.3%
PG The Procter & Gamble Co. 0.32% 8,696 $1.3M Add +4.9%
ATO Atmos Energy Corp. 0.32% 6,658 $1.2M Reduce -31.7%
MRVL Marvell Technology Inc. 0.32% 12,327 $1.2M New
MFC Manulife Financial Corp. 0.31% 35,405 $1.2M Reduce -1.9%
VMC Vulcan Materials Co. 0.29% 4,182 $1.1M Reduce -0.9%
BA The Boeing Co. 0.29% 5,690 $1.1M Reduce -1.8%
JPST JPMorgan Ultra-Short Income 0.29% 22,220 $1.1M Reduce -86.7%
CRWD CrowdStrike Holdings Inc. Class A 0.28% 2,774 $1.1M Reduce -2.8%
PANW Palo Alto Networks Inc. 0.27% 6,580 $1.1M No change
CMDY iShares Bloomberg Roll Selec 0.26% 17,260 $1.0M New
PLTR Palantir Technologies Inc. Class A 0.26% 6,803 $995K New
IBDX iShares Ibonds Dec 2032 TC 0.26% 39,152 $989K Reduce -7.5%
IBDY iShares Ibonds Dec 2033 Corp. 0.25% 38,157 $986K Reduce -7.7%
TFI SS SPDR N Ice Muni Bond ETF 0.25% 21,687 $983K Add +32.1%
IBDU iShares Ibonds Dec 2029 Term 0.24% 39,443 $917K Reduce -13.1%
IBDV iShares Ibonds Dec 2030 Corp. 0.24% 41,715 $913K Reduce -14.4%
IBDW iShares Ibonds Dec 2031 Corp. 0.24% 43,544 $911K Reduce -14.6%
PEG Public Service Enterprise GP 0.23% 10,869 $880K Reduce -0.2%
IBDZ ISHARESIBONDSDEC2034TMCORP 0.23% 33,452 $872K Reduce -15.0%
INTC Intel Corp. 0.22% 19,360 $854K New
BSX Boston Scientific Corp. 0.22% 13,440 $843K Add +0.5%
MAR Marriott International Class A 0.21% 2,490 $814K No change
IWF iShares Russell 1000 Growth 0.21% 1,904 $812K Add +5.4%
IBCA iShares Ibonds Dec 2035 TC 0.21% 31,551 $809K New
MUB iShares National Muni Bond E 0.21% 7,550 $801K Add +40.0%
WSM Williams-Sonoma Inc. 0.21% 4,391 $801K New
OHI Omega Healthcare Investors 0.21% 18,193 $797K New
CLS Celestica Inc. 0.20% 2,691 $758K Reduce -3.8%
IBDT iShares Ibonds Dec 2028 ETF 0.19% 28,902 $732K Reduce -13.7%
SBUX Starbucks Corp. 0.18% 7,820 $701K New
RMD Resmed Inc. 0.18% 3,096 $695K New
SPGI S&P Global Inc. 0.16% 1,428 $607K Add +0.2%
EBC Eastern Bankshares Inc. 0.15% 29,526 $578K No change
GEV GE Vernova Inc. 0.13% 587 $512K No change
SMMD iShares Russell 2500 ETF 0.12% 6,251 $477K Add +2.4%
IWM iShares Russell 2000 ETF 0.12% 1,857 $461K Reduce -0.1%
IVW iShares S&P 500 Growth ETF 0.11% 3,913 $443K No change
IEFA iShares Core MSCI Eafe ETF 0.10% 4,290 $388K Add +13.2%
WULF Terawulf Inc. 0.08% 22,000 $317K Add +10.0%
IEMG iShares Core MSCI Emerging 0.08% 4,437 $309K Add +27.9%
CSX CSX Corp. 0.06% 5,872 $241K No change
KIM Kimco Realty Corp. 0.06% 10,350 $233K No change
JEPI JPMorgan Equity Premium Inco 0.05% 3,667 $208K Reduce -94.0%
ANET Arista Networks Inc. 0.05% 1,632 $200K No change

Portfolio Sells Q4 2025 → Q1 2026
JPST JPMorgan Ultra-Short Income Reduce -86.7% 0.29% −1.83
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -41.7% 1.36% −1.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -36.2% 1.39% −0.83
JEPI JPMorgan Equity Premium Inco Reduce -94.0% 0.05% −0.82
SONY Sony Group Corp. - SP ADR Sold out 0.00% −0.73
NVDA Nvidia Corp. Reduce -13.0% 3.52% −0.69
EMR Emerson Electric Co. Sold out 0.00% −0.59
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.49
AAPL Apple Inc. Reduce -4.5% 4.98% −0.45
AVGO Broadcom Inc. Reduce -5.1% 2.72% −0.40
GOOGL Alphabet Inc. Class A Reduce -3.4% 3.61% −0.35
MDT Medtronic PLC Sold out 0.00% −0.32
META Meta Platforms Inc. Class A Reduce -1.9% 2.11% −0.30
ABT Abbott Laboratories Sold out 0.00% −0.29
AMZN Amazon.com Inc. Reduce -1.9% 2.84% −0.28
STAG Stag Industrial Inc. Sold out 0.00% −0.24
EME Emcor Group Inc. Sold out 0.00% −0.23
SPOT Spotify Technology SA Sold out 0.00% −0.20
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.20
TT Trane Technologies PLC Sold out 0.00% −0.20
V Visa Inc. Class A Reduce -12.4% 0.67% −0.19
GOOG Alphabet Inc. Class C Reduce -24.1% 0.48% −0.19
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.18
MA Mastercard Inc. Class A Reduce -6.0% 0.85% −0.16
WMT Walmart Inc. Reduce -17.8% 2.10% −0.13
FESM Fidelity Enhanced Small Cap Reduce -6.5% 3.24% −0.11
HD Home Depot Inc. Reduce -13.1% 0.61% −0.10
ATO Atmos Energy Corp. Reduce -31.7% 0.32% −0.09
NFLX Netflix Inc. Reduce -14.3% 0.73% −0.08
TSLA Tesla Inc. Sold out 0.00% −0.06
GE General Electric Reduce -3.3% 0.65% −0.06
CRWD CrowdStrike Holdings Inc. Class A Reduce -2.8% 0.28% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.6% 1.29% −0.05
IBDZ ISHARESIBONDSDEC2034TMCORP Reduce -15.0% 0.23% −0.04
IBDW iShares Ibonds Dec 2031 Corp. Reduce -14.6% 0.24% −0.04
IBDV iShares Ibonds Dec 2030 Corp. Reduce -14.4% 0.24% −0.03
WM Waste Management Inc. Reduce -12.6% 0.52% −0.03
IBDU iShares Ibonds Dec 2029 Term Reduce -13.1% 0.24% −0.03
IBDT iShares Ibonds Dec 2028 ETF Reduce -13.7% 0.19% −0.03
BA The Boeing Co. Reduce -1.8% 0.29% −0.02
IBDY iShares Ibonds Dec 2033 Corp. Reduce -7.7% 0.25% −0.02
IBDX iShares Ibonds Dec 2032 TC Reduce -7.5% 0.26% −0.02
MFC Manulife Financial Corp. Reduce -1.9% 0.31% −0.01
MLM Martin Marietta Materials Reduce -0.8% 0.37% −0.01
CLS Celestica Inc. Reduce -3.8% 0.20% −0.01
VMC Vulcan Materials Co. Reduce -0.9% 0.29% −0.01
IWM iShares Russell 2000 ETF Reduce -0.1% 0.12% +0.00
PEG Public Service Enterprise GP Reduce -0.2% 0.23% +0.01
IEF iShares 7-10 Year Treasury B Reduce -1.7% 2.80% +0.01
CSCO Cisco Systems Inc. Reduce -0.3% 0.34% +0.01

Portfolio Buys Q4 2025 → Q1 2026
HST Host Hotels & Resorts Inc. New 0.94% +0.94
SHY iShares 1-3 Year Treasury Bo Add +54.6% 2.47% +0.91
EFA iShares MSCI Eafe ETF Add +31.5% 3.21% +0.86
GTX Garrett Motion Inc. New 0.79% +0.79
XOM Exxon Mobil Corp. Add +0.3% 1.85% +0.58
MTZ Mastec Inc. New 0.55% +0.55
ATI Ati Inc. New 0.54% +0.54
ALL Allstate Corp. New 0.54% +0.54
PULS Pgim Ultra Short Bond ETF Add +28.1% 2.04% +0.49
EEM iShares MSCI Emerging Market Add +21.1% 2.10% +0.48
JNJ Johnson & Johnson Add +1.6% 2.38% +0.45
BABA Alibaba Group Holding-SP ADR New 0.45% +0.45
MRK Merck & Co. Inc. Add +87.1% 0.79% +0.43
AGG iShares Core U.S. Aggregate Add +28.8% 1.56% +0.38
MRVL Marvell Technology Inc. New 0.32% +0.32
CAT Caterpillar Inc. Add +2.9% 1.33% +0.31
COST Costco Wholesale Corp. Add +5.2% 1.40% +0.28
CMDY iShares Bloomberg Roll Selec New 0.26% +0.26
PLTR Palantir Technologies Inc. Class A New 0.26% +0.26
INTC Intel Corp. New 0.22% +0.22
IBCA iShares Ibonds Dec 2035 TC New 0.21% +0.21
WSM Williams-Sonoma Inc. New 0.21% +0.21
OHI Omega Healthcare Investors New 0.21% +0.21
IJH iShares Core S&P Midcap ETF Add +1.1% 3.38% +0.20
SBUX Starbucks Corp. New 0.18% +0.18
RMD Resmed Inc. New 0.18% +0.18
VZ Verizon Communications Inc. Add +2.0% 0.75% +0.17
WMB Williams Cos Inc. Add +5.9% 0.64% +0.15
ORCL Oracle Corp. Add +51.6% 0.81% +0.12
SO The Southern Co. Add +1.4% 0.82% +0.11
GS Goldman Sachs Group Inc. Add +7.7% 1.69% +0.11
LMT Lockheed Martin Corp. Add +4.9% 0.41% +0.10
BMY Bristol-Myers Squibb Co. Add +13.5% 0.42% +0.10
CME Cme Group Inc. Add +2.4% 0.74% +0.09
TFI SS SPDR N Ice Muni Bond ETF Add +32.1% 0.25% +0.07
MUB iShares National Muni Bond E Add +40.0% 0.21% +0.06
UNP Union Pacific Corp. Add +2.3% 0.62% +0.06
JPM JPMorgan Chase & Co. Add +8.9% 2.38% +0.05
TJX TJX Companies Inc. Add +1.2% 0.69% +0.05
AMGN Amgen Inc. Add +0.6% 0.44% +0.04
PG The Procter & Gamble Co. Add +4.9% 0.32% +0.03
WULF Terawulf Inc. Add +10.0% 0.08% +0.02
IEMG iShares Core MSCI Emerging Add +27.9% 0.08% +0.02
VRTX Vertex Pharmaceuticals Inc. Add +0.3% 1.03% +0.02
NOW ServiceNow Inc. Add +47.7% 0.44% +0.02
IEFA iShares Core MSCI Eafe ETF Add +13.2% 0.10% +0.02
SMMD iShares Russell 2500 ETF Add +2.4% 0.12% +0.01
IWF iShares Russell 1000 Growth Add +5.4% 0.21% −0.00
BAC Bank of America Corp. Add +4.1% 0.41% −0.02
BLK BlackRock Inc. Add +1.1% 0.34% −0.02

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