Little House Capital
Latest statistics and disclosures from Little House Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, AMZN, FESM, and represent 21.84% of Little House Capital's stock portfolio.
- Added to shares of these 10 stocks: NOW, BLK, ASML, VRTX, MU, CVX, TSM, CAT, CSCO, T.
- Started 12 new stock positions in T, BKNG, BLK, MU, CSCO, ZTS, ANET, STAG, CSX, EMR. TSLA, NOW.
- Reduced shares in these 10 stocks: ETN, ORCL, PSA, PG, CB, , CRWD, WM, MRK, GOOGL.
- Sold out of its positions in CHTR, ET, USMV, SH, PSA, BIL, UBER, BND, ETN, CB.
- Little House Capital was a net buyer of stock by $5.0M.
- Little House Capital has $435M in assets under management (AUM), dropping by 8.95%.
- Central Index Key (CIK): 0001748814
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Portfolio Holdings for Little House Capital
Little House Capital holds 123 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.4 | $24M | +4% | 46k | 517.95 |
|
| Apple (AAPL) | 5.3 | $23M | +3% | 91k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 4.6 | $20M | -2% | 108k | 186.58 |
|
| Amazon (AMZN) | 3.3 | $14M | 65k | 219.57 |
|
|
| Fidelity Covington Trust Enhanced Small (FESM) | 3.2 | $14M | +2% | 379k | 36.56 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $13M | -4% | 55k | 243.10 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.1 | $13M | +3% | 205k | 65.26 |
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| Broadcom (AVGO) | 3.0 | $13M | 39k | 329.91 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.7 | $12M | +2% | 121k | 96.46 |
|
| Meta Platforms Cl A (META) | 2.6 | $11M | 16k | 734.36 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $10M | +2% | 20k | 502.74 |
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 2.3 | $9.9M | +2% | 122k | 80.65 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $9.5M | +15% | 34k | 279.29 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.2 | $9.5M | +3% | 102k | 93.37 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $8.8M | 28k | 315.43 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.0 | $8.8M | +2% | 174k | 50.73 |
|
| Wal-Mart Stores (WMT) | 2.0 | $8.8M | +5% | 85k | 103.06 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.7 | $7.5M | 89k | 84.11 |
|
|
| Johnson & Johnson (JNJ) | 1.7 | $7.5M | -4% | 40k | 185.42 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.5 | $6.7M | +2% | 126k | 53.40 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.5 | $6.5M | 130k | 49.83 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.5 | $6.5M | +2% | 78k | 82.96 |
|
| Mastercard Incorporated Cl A (MA) | 1.4 | $6.3M | 11k | 568.80 |
|
|
| Goldman Sachs (GS) | 1.4 | $6.2M | +2% | 7.8k | 796.39 |
|
| Oracle Corporation (ORCL) | 1.3 | $5.4M | -36% | 19k | 281.24 |
|
| Chevron Corporation (CVX) | 1.2 | $5.4M | +31% | 35k | 155.29 |
|
| Costco Wholesale Corporation (COST) | 1.2 | $5.2M | +21% | 5.6k | 925.64 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $5.1M | 7.7k | 666.18 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $4.9M | 49k | 100.25 |
|
|
| Netflix (NFLX) | 1.0 | $4.6M | +2% | 3.8k | 1198.76 |
|
| Caterpillar (CAT) | 1.0 | $4.2M | +41% | 8.9k | 477.13 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $4.1M | 25k | 167.33 |
|
|
| Visa Com Cl A (V) | 0.9 | $4.0M | 12k | 341.37 |
|
|
| Ge Aerospace Com New (GE) | 0.9 | $4.0M | 13k | 300.81 |
|
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $3.8M | 67k | 57.10 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $3.8M | +67% | 9.8k | 391.64 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $3.6M | 4.7k | 763.01 |
|
|
| Home Depot (HD) | 0.8 | $3.5M | +23% | 8.6k | 405.20 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.8 | $3.4M | +16% | 118k | 28.79 |
|
| Southern Company (SO) | 0.7 | $2.9M | +14% | 30k | 94.77 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.9M | -6% | 12k | 243.54 |
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| International Business Machines (IBM) | 0.6 | $2.8M | 9.9k | 282.15 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $2.8M | +139% | 2.9k | 968.10 |
|
| Williams Companies (WMB) | 0.6 | $2.7M | 43k | 63.35 |
|
|
| Waste Management (WM) | 0.5 | $2.3M | -28% | 11k | 220.83 |
|
| TJX Companies (TJX) | 0.5 | $2.3M | +2% | 16k | 144.54 |
|
| Cme (CME) | 0.5 | $2.2M | 8.3k | 270.19 |
|
|
| salesforce (CRM) | 0.4 | $1.9M | -14% | 8.1k | 237.00 |
|
| Motorola Solutions Com New (MSI) | 0.4 | $1.9M | -11% | 4.1k | 457.32 |
|
| Kla Corp Com New (KLAC) | 0.4 | $1.9M | 1.8k | 1078.56 |
|
|
| American Electric Power Company (AEP) | 0.4 | $1.9M | +4% | 17k | 112.50 |
|
| Servicenow (NOW) | 0.4 | $1.9M | NEW | 2.0k | 920.28 |
|
| Blackrock (BLK) | 0.4 | $1.8M | NEW | 1.6k | 1166.10 |
|
| Atmos Energy Corporation (ATO) | 0.4 | $1.8M | 11k | 170.75 |
|
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| Verizon Communications (VZ) | 0.4 | $1.8M | 41k | 43.95 |
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| McDonald's Corporation (MCD) | 0.4 | $1.8M | 5.9k | 303.89 |
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| CRH Ord (CRH) | 0.4 | $1.7M | +5% | 14k | 119.90 |
|
| Martin Marietta Materials (MLM) | 0.4 | $1.7M | +13% | 2.7k | 630.31 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.6M | +7% | 31k | 51.59 |
|
| Progressive Corporation (PGR) | 0.4 | $1.5M | +3% | 6.2k | 246.93 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.5M | -39% | 3.1k | 490.38 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.5M | +35% | 6.3k | 236.36 |
|
| Vulcan Materials Company (VMC) | 0.3 | $1.4M | 4.6k | 307.62 |
|
|
| Amgen (AMGN) | 0.3 | $1.4M | 5.0k | 282.20 |
|
|
| Coca-Cola Company (KO) | 0.3 | $1.4M | 21k | 66.32 |
|
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| Boeing Company (BA) | 0.3 | $1.4M | +2% | 6.4k | 215.83 |
|
| Quanta Services (PWR) | 0.3 | $1.4M | 3.3k | 414.42 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $1.3M | -4% | 6.6k | 203.62 |
|
| Digital Realty Trust (DLR) | 0.3 | $1.3M | 7.7k | 172.88 |
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| Micron Technology (MU) | 0.3 | $1.3M | NEW | 7.9k | 167.32 |
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| Merck & Co (MRK) | 0.3 | $1.3M | -38% | 15k | 83.93 |
|
| Medtronic SHS (MDT) | 0.3 | $1.3M | +5% | 14k | 95.24 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $1.2M | +2% | 51k | 23.47 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.2M | +5% | 26k | 45.10 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $1.2M | +2% | 54k | 22.15 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.3 | $1.2M | +2% | 46k | 25.62 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $1.2M | 56k | 21.22 |
|
|
| Cisco Systems (CSCO) | 0.3 | $1.2M | NEW | 17k | 68.42 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.3 | $1.2M | +2% | 44k | 26.23 |
|
| Manulife Finl Corp (MFC) | 0.3 | $1.2M | 37k | 31.15 |
|
|
| Celestica (CLS) | 0.3 | $1.1M | -28% | 4.6k | 246.38 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.3 | $1.1M | +3% | 42k | 26.47 |
|
| At&t (T) | 0.3 | $1.1M | NEW | 39k | 28.24 |
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| Carrier Global Corporation (CARR) | 0.2 | $1.1M | 18k | 59.70 |
|
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | -29% | 2.1k | 499.30 |
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| Emerson Electric (EMR) | 0.2 | $1.0M | NEW | 7.9k | 131.18 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $1.0M | +7% | 1.5k | 698.00 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $1.0M | -3% | 3.2k | 323.54 |
|
| Public Service Enterprise (PEG) | 0.2 | $1.0M | 12k | 83.46 |
|
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| Abbott Laboratories (ABT) | 0.2 | $1.0M | 7.6k | 133.94 |
|
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $991k | 15k | 65.00 |
|
|
| Boston Scientific Corporation (BSX) | 0.2 | $970k | 9.9k | 97.63 |
|
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| Emcor (EME) | 0.2 | $959k | +3% | 1.5k | 649.54 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $955k | +2% | 37k | 25.52 |
|
| Stag Industrial (STAG) | 0.2 | $915k | NEW | 26k | 35.29 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $887k | +3% | 1.9k | 468.41 |
|
| Trane Technologies SHS (TT) | 0.2 | $870k | 2.1k | 422.01 |
|
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| Zoetis Cl A (ZTS) | 0.2 | $838k | NEW | 5.7k | 146.32 |
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| IDEXX Laboratories (IDXX) | 0.2 | $831k | -17% | 1.3k | 638.89 |
|
| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.2 | $802k | +3% | 18k | 45.57 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $750k | 9.4k | 79.94 |
|
|
| Booking Holdings (BKNG) | 0.2 | $718k | NEW | 133.00 | 5399.27 |
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| S&p Global (SPGI) | 0.2 | $694k | -5% | 1.4k | 486.71 |
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| Marriott Intl Cl A (MAR) | 0.1 | $649k | -2% | 2.5k | 260.44 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $617k | +4% | 5.8k | 106.48 |
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| Eastern Bankshares (EBC) | 0.1 | $536k | 30k | 18.15 |
|
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| TransDigm Group Incorporated (TDG) | 0.1 | $527k | 400.00 | 1318.02 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $482k | +2% | 4.0k | 120.72 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $473k | +4% | 6.4k | 73.73 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $465k | 4.1k | 112.74 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $449k | 1.9k | 241.90 |
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| Ge Vernova (GEV) | 0.1 | $355k | +5% | 577.00 | 614.92 |
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| Procter & Gamble Company (PG) | 0.1 | $349k | -89% | 2.3k | 153.63 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $346k | +4% | 4.0k | 87.31 |
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| Danaher Corporation (DHR) | 0.1 | $329k | -5% | 1.7k | 198.26 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $300k | 3.1k | 95.46 |
|
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| Terawulf (WULF) | 0.1 | $286k | +41% | 25k | 11.42 |
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| Moody's Corporation (MCO) | 0.1 | $282k | 591.00 | 476.48 |
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| Tesla Motors (TSLA) | 0.1 | $273k | NEW | 613.00 | 444.60 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $242k | +5% | 3.7k | 65.92 |
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| Arista Networks Com Shs (ANET) | 0.1 | $238k | NEW | 1.6k | 145.71 |
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| Kimco Realty Corporation (KIM) | 0.1 | $226k | 10k | 21.85 |
|
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| CSX Corporation (CSX) | 0.0 | $209k | NEW | 5.9k | 35.51 |
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Past Filings by Little House Capital
SEC 13F filings are viewable for Little House Capital going back to 2018
- 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
- Little House Capital 2021 Q3 filed Nov. 15, 2021