Little House Capital
Latest statistics and disclosures from Little House Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, GOOGL, FESM, and represent 21.94% of Little House Capital's stock portfolio.
- Added to shares of these 10 stocks: XOM, NFLX, SAP, NOW, EMR, PG, UNP, VZ, BSX, CME.
- Started 1 new stock position in SAP.
- Reduced shares in these 10 stocks: CVX (-$5.4M), NVDA, AAPL, AMZN, MA, MSFT, , MSI, PGR, GOOGL.
- Sold out of its positions in T, BKNG, CARR, CVX, CL, DHR, DLR, MCO, MSI, PGR. CRM, SCHW, TDG, ZTS, RCL.
- Little House Capital was a net seller of stock by $-43M.
- Little House Capital has $398M in assets under management (AUM), dropping by -8.41%.
- Central Index Key (CIK): 0001748814
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Portfolio Holdings for Little House Capital
Little House Capital holds 109 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $22M | -12% | 80k | 271.86 |
|
| Microsoft Corporation (MSFT) | 5.0 | $20M | -9% | 41k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 4.2 | $17M | -16% | 90k | 186.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $16M | -8% | 50k | 313.00 |
|
| Fidelity Covington Trust Enhanced Small (FESM) | 3.3 | $13M | -6% | 353k | 37.78 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.2 | $13M | -6% | 192k | 66.00 |
|
| Amazon (AMZN) | 3.1 | $12M | -17% | 54k | 230.82 |
|
| Broadcom (AVGO) | 3.1 | $12M | -8% | 36k | 346.10 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.8 | $11M | -4% | 116k | 96.16 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $9.6M | -6% | 32k | 303.89 |
|
| Meta Platforms Cl A (META) | 2.4 | $9.6M | -6% | 15k | 660.07 |
|
| Spdr Series Trust State Street Spd (SPTM) | 2.4 | $9.4M | -6% | 114k | 82.50 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.3 | $9.3M | -4% | 97k | 96.03 |
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $9.3M | +2% | 29k | 322.22 |
|
| Wal-Mart Stores (WMT) | 2.2 | $8.9M | -6% | 80k | 111.41 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $8.8M | -13% | 18k | 502.64 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.1 | $8.5M | -3% | 167k | 50.59 |
|
| Johnson & Johnson (JNJ) | 1.9 | $7.7M | -7% | 37k | 206.95 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.8 | $7.2M | -3% | 86k | 83.75 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $6.5M | -5% | 119k | 54.71 |
|
| Goldman Sachs (GS) | 1.6 | $6.3M | -7% | 7.2k | 878.96 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.6 | $6.2M | -3% | 75k | 82.82 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.6 | $6.2M | -4% | 125k | 49.59 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $5.3M | 7.8k | 681.95 |
|
|
| Eli Lilly & Co. (LLY) | 1.3 | $5.3M | +3% | 4.9k | 1074.69 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $5.1M | +920% | 42k | 120.34 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $4.7M | -4% | 47k | 99.88 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $4.5M | -7% | 5.2k | 862.36 |
|
| Caterpillar (CAT) | 1.0 | $4.1M | -20% | 7.1k | 572.90 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.0 | $4.1M | -8% | 8.9k | 453.36 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $4.0M | -36% | 7.0k | 570.87 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $3.5M | -8% | 61k | 57.24 |
|
| Visa Com Cl A (V) | 0.9 | $3.4M | -17% | 9.7k | 350.71 |
|
| Netflix (NFLX) | 0.8 | $3.2M | +807% | 35k | 93.76 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $3.1M | -30% | 17k | 183.40 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $3.0M | -3% | 2.8k | 1069.89 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.7 | $2.9M | -3% | 114k | 25.60 |
|
| International Business Machines (IBM) | 0.7 | $2.8M | -3% | 9.6k | 296.20 |
|
| Ge Aerospace Com New (GE) | 0.7 | $2.8M | -29% | 9.2k | 308.03 |
|
| Home Depot (HD) | 0.7 | $2.8M | -4% | 8.2k | 344.09 |
|
| Southern Company (SO) | 0.7 | $2.8M | +6% | 32k | 87.20 |
|
| Oracle Corporation (ORCL) | 0.7 | $2.7M | -27% | 14k | 194.92 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.7M | -27% | 8.5k | 313.80 |
|
| Cme (CME) | 0.6 | $2.6M | +13% | 9.4k | 273.07 |
|
| TJX Companies (TJX) | 0.6 | $2.5M | +4% | 17k | 153.61 |
|
| Emerson Electric (EMR) | 0.6 | $2.4M | +124% | 18k | 132.72 |
|
| Verizon Communications (VZ) | 0.6 | $2.3M | +37% | 57k | 40.73 |
|
| Union Pacific Corporation (UNP) | 0.6 | $2.2M | +53% | 9.6k | 231.33 |
|
| Waste Management (WM) | 0.5 | $2.2M | -5% | 9.9k | 219.70 |
|
| Sap Se Spon Adr (SAP) | 0.5 | $2.0M | NEW | 8.0k | 242.91 |
|
| Williams Companies (WMB) | 0.5 | $1.9M | -24% | 32k | 60.11 |
|
| American Electric Power Company (AEP) | 0.5 | $1.9M | -3% | 16k | 115.31 |
|
| CRH Ord (CRH) | 0.4 | $1.8M | 14k | 124.80 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $1.7M | 31k | 55.00 |
|
|
| Servicenow (NOW) | 0.4 | $1.7M | +447% | 11k | 153.19 |
|
| Atmos Energy Corporation (ATO) | 0.4 | $1.6M | -9% | 9.8k | 167.63 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.6M | -11% | 5.3k | 305.66 |
|
| Amgen (AMGN) | 0.4 | $1.6M | -4% | 4.8k | 327.29 |
|
| Martin Marietta Materials (MLM) | 0.4 | $1.5M | -7% | 2.5k | 622.70 |
|
| Blackrock (BLK) | 0.4 | $1.5M | -13% | 1.4k | 1070.73 |
|
| Merck & Co (MRK) | 0.4 | $1.4M | -11% | 14k | 105.26 |
|
| Coca-Cola Company (KO) | 0.3 | $1.4M | -7% | 20k | 69.91 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.3M | -8% | 2.9k | 468.76 |
|
| Cisco Systems (CSCO) | 0.3 | $1.3M | 17k | 77.03 |
|
|
| Manulife Finl Corp (MFC) | 0.3 | $1.3M | -2% | 36k | 36.28 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.3M | -10% | 24k | 53.94 |
|
| Micron Technology (MU) | 0.3 | $1.3M | -43% | 4.5k | 285.41 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $1.3M | +34% | 13k | 95.35 |
|
| Medtronic SHS (MDT) | 0.3 | $1.3M | -2% | 13k | 96.06 |
|
| Boeing Company (BA) | 0.3 | $1.3M | -9% | 5.8k | 217.12 |
|
| Quanta Services (PWR) | 0.3 | $1.2M | -11% | 2.9k | 422.06 |
|
| Kla Corp Com New (KLAC) | 0.3 | $1.2M | -42% | 1.0k | 1215.04 |
|
| Palo Alto Networks (PANW) | 0.3 | $1.2M | 6.6k | 184.20 |
|
|
| Vulcan Materials Company (VMC) | 0.3 | $1.2M | -8% | 4.2k | 285.23 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.2M | +16% | 2.5k | 483.60 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.2M | +265% | 8.3k | 143.31 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.1M | +20% | 9.1k | 125.29 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.3 | $1.1M | -8% | 42k | 25.53 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.3 | $1.1M | -6% | 41k | 26.14 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $1.1M | -8% | 51k | 21.15 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $1.1M | -8% | 49k | 22.07 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $1.1M | -10% | 45k | 23.40 |
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.3 | $1.0M | -5% | 39k | 26.37 |
|
| Stag Industrial (STAG) | 0.2 | $954k | 26k | 36.76 |
|
|
| Emcor (EME) | 0.2 | $907k | 1.5k | 611.80 |
|
|
| Public Service Enterprise (PEG) | 0.2 | $874k | -11% | 11k | 80.30 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $855k | -4% | 1.8k | 473.30 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $853k | -10% | 34k | 25.45 |
|
| Celestica (CLS) | 0.2 | $827k | -38% | 2.8k | 295.61 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $797k | -7% | 1.4k | 580.71 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $782k | -11% | 1.2k | 676.53 |
|
| Trane Technologies SHS (TT) | 0.2 | $782k | -2% | 2.0k | 389.26 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $773k | 2.5k | 310.24 |
|
|
| Spdr Series Trust State Street Spd (TFI) | 0.2 | $750k | -6% | 16k | 45.71 |
|
| S&p Global (SPGI) | 0.2 | $745k | 1.4k | 522.60 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $727k | -3% | 15k | 49.65 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $578k | -6% | 5.4k | 107.11 |
|
| Eastern Bankshares (EBC) | 0.1 | $544k | 30k | 18.43 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $482k | -2% | 3.9k | 123.26 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $458k | -4% | 6.1k | 74.94 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $457k | 1.9k | 246.09 |
|
|
| Ge Vernova (GEV) | 0.1 | $384k | 587.00 | 653.59 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $339k | -4% | 3.8k | 89.46 |
|
| Tesla Motors (TSLA) | 0.1 | $255k | -7% | 566.00 | 449.59 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $233k | -5% | 3.5k | 67.22 |
|
| Terawulf (WULF) | 0.1 | $230k | -20% | 20k | 11.49 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $214k | 1.6k | 131.03 |
|
|
| CSX Corporation (CSX) | 0.1 | $213k | 5.9k | 36.25 |
|
|
| Kimco Realty Corporation (KIM) | 0.1 | $210k | 10k | 20.27 |
|
Past Filings by Little House Capital
SEC 13F filings are viewable for Little House Capital going back to 2018
- Little House Capital 2025 Q4 filed Feb. 6, 2026
- Little House Capital 2025 Q3 filed Nov. 3, 2025
- Little House Capital 2025 Q2 filed July 8, 2025
- Little House Capital 2025 Q1 filed April 25, 2025
- Little House Capital 2024 Q4 filed Jan. 30, 2025
- Little House Capital 2024 Q3 filed Oct. 21, 2024
- Little House Capital 2024 Q2 filed Aug. 2, 2024
- Little House Capital 2024 Q1 filed April 18, 2024
- Little House Capital 2023 Q3 filed Oct. 30, 2023
- Little House Capital 2023 Q2 filed July 18, 2023
- Little House Capital 2023 Q1 filed May 4, 2023
- Little House Capital 2022 Q4 filed Feb. 13, 2023
- Little House Capital 2022 Q3 filed Nov. 14, 2022
- Little House Capital 2022 Q2 filed Aug. 12, 2022
- Little House Capital 2022 Q1 filed May 16, 2022
- Little House Capital 2021 Q4 filed Feb. 15, 2022