Little House Capital as of Dec. 31, 2024
Portfolio Holdings for Little House Capital
Little House Capital holds 109 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $26M | 104k | 250.42 | |
| Microsoft Corporation (MSFT) | 5.7 | $20M | 47k | 421.50 | |
| NVIDIA Corporation (NVDA) | 4.3 | $15M | 112k | 134.29 | |
| Amazon (AMZN) | 4.2 | $15M | 67k | 219.39 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.9 | $14M | 62k | 220.96 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.6 | $13M | 22k | 586.08 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $12M | 65k | 189.30 | |
| Wal-Mart Stores (WMT) | 2.8 | $9.8M | 108k | 90.35 | |
| Meta Platforms Cl A (META) | 2.7 | $9.5M | 16k | 585.52 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.7 | $9.4M | 150k | 62.31 | |
| Broadcom (AVGO) | 2.5 | $8.9M | 38k | 231.84 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $8.9M | 20k | 453.27 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $7.8M | 33k | 239.71 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $6.8M | 13k | 526.55 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.9 | $6.7M | 72k | 92.45 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $6.4M | 66k | 96.90 | |
| UnitedHealth (UNH) | 1.8 | $6.4M | 13k | 505.88 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.8 | $6.1M | 76k | 80.27 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.7 | $6.0M | 120k | 50.37 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $5.7M | 76k | 75.61 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.6 | $5.7M | 116k | 49.55 | |
| Goldman Sachs (GS) | 1.6 | $5.6M | 9.8k | 572.63 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $5.6M | 134k | 41.82 | |
| Oracle Corporation (ORCL) | 1.6 | $5.5M | 33k | 166.64 | |
| Digital Realty Trust (DLR) | 1.4 | $5.0M | 28k | 177.33 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $3.9M | 34k | 115.72 | |
| Visa Com Cl A (V) | 1.1 | $3.8M | 12k | 316.04 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $3.7M | 19k | 197.49 | |
| Costco Wholesale Corporation (COST) | 0.9 | $3.1M | 3.4k | 916.39 | |
| salesforce (CRM) | 0.8 | $2.9M | 8.6k | 334.34 | |
| Chevron Corporation (CVX) | 0.8 | $2.9M | 20k | 144.84 | |
| Eli Lilly & Co. (LLY) | 0.8 | $2.8M | 3.6k | 772.01 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.7M | 19k | 144.62 | |
| Caterpillar (CAT) | 0.8 | $2.6M | 7.3k | 362.75 | |
| Home Depot (HD) | 0.8 | $2.6M | 6.8k | 388.99 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $2.6M | 32k | 81.98 | |
| Netflix (NFLX) | 0.7 | $2.6M | 2.9k | 891.32 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $2.5M | 80k | 31.44 | |
| Williams Companies (WMB) | 0.7 | $2.5M | 46k | 54.12 | |
| Danaher Corporation (DHR) | 0.7 | $2.4M | 11k | 229.54 | |
| Merck & Co (MRK) | 0.7 | $2.4M | 24k | 99.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.2M | 12k | 190.44 | |
| International Business Machines (IBM) | 0.6 | $2.1M | 9.6k | 219.83 | |
| Emcor (EME) | 0.6 | $2.1M | 4.6k | 453.90 | |
| Emerson Electric (EMR) | 0.6 | $2.1M | 17k | 123.93 | |
| Waste Management (WM) | 0.6 | $2.0M | 9.8k | 201.79 | |
| Procter & Gamble Company (PG) | 0.6 | $2.0M | 12k | 167.64 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $1.9M | 4.7k | 402.70 | |
| Dell Technologies CL C (DELL) | 0.5 | $1.8M | 16k | 115.24 | |
| TJX Companies (TJX) | 0.5 | $1.8M | 15k | 120.81 | |
| Verizon Communications (VZ) | 0.5 | $1.6M | 41k | 39.99 | |
| McDonald's Corporation (MCD) | 0.5 | $1.6M | 5.6k | 289.91 | |
| Sterling Construction Company (STRL) | 0.4 | $1.3M | 7.8k | 168.45 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $1.3M | 22k | 60.30 | |
| Coca-Cola Company (KO) | 0.4 | $1.3M | 21k | 62.26 | |
| Bank of America Corporation (BAC) | 0.4 | $1.3M | 29k | 43.95 | |
| Royal Caribbean Cruises (RCL) | 0.4 | $1.2M | 5.4k | 230.69 | |
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.3 | $1.2M | 49k | 24.58 | |
| Amgen (AMGN) | 0.3 | $1.2M | 4.5k | 260.65 | |
| Atmos Energy Corporation (ATO) | 0.3 | $1.1M | 8.1k | 139.28 | |
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.3 | $1.1M | 45k | 25.10 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $1.1M | 52k | 21.36 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $1.1M | 49k | 22.80 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $1.1M | 53k | 20.35 | |
| Caci Intl Cl A (CACI) | 0.3 | $1.1M | 2.6k | 404.06 | |
| Manulife Finl Corp (MFC) | 0.3 | $1.0M | 34k | 30.71 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $1.0M | 2.0k | 520.26 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $1.0M | 14k | 72.23 | |
| Kla Corp Com New (KLAC) | 0.3 | $979k | 1.6k | 630.05 | |
| Southern Company (SO) | 0.3 | $948k | 12k | 82.32 | |
| Public Service Enterprise (PEG) | 0.3 | $935k | 11k | 84.49 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $921k | 37k | 24.90 | |
| Palo Alto Networks (PANW) | 0.3 | $917k | 5.0k | 181.96 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $896k | 2.2k | 401.58 | |
| Motorola Solutions Com New (MSI) | 0.2 | $849k | 1.8k | 462.24 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $824k | 1.3k | 636.05 | |
| CRH Ord (CRH) | 0.2 | $824k | 8.9k | 92.52 | |
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $820k | 18k | 45.62 | |
| Vulcan Materials Company (VMC) | 0.2 | $807k | 3.1k | 257.23 | |
| Carrier Global Corporation (CARR) | 0.2 | $802k | 12k | 68.26 | |
| Trane Technologies SHS (TT) | 0.2 | $788k | 2.1k | 369.36 | |
| Progressive Corporation (PGR) | 0.2 | $754k | 3.1k | 239.61 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $722k | 3.9k | 185.13 | |
| Advanced Micro Devices (AMD) | 0.2 | $715k | 5.9k | 120.79 | |
| Target Corporation (TGT) | 0.2 | $693k | 5.1k | 135.18 | |
| Martin Marietta Materials (MLM) | 0.2 | $643k | 1.2k | 516.50 | |
| Marriott Intl Cl A (MAR) | 0.2 | $590k | 2.1k | 278.94 | |
| American Electric Power Company (AEP) | 0.2 | $590k | 6.4k | 92.23 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $587k | 7.5k | 78.18 | |
| S&p Global (SPGI) | 0.2 | $583k | 1.2k | 498.03 | |
| Eastern Bankshares (EBC) | 0.1 | $509k | 30k | 17.25 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $507k | 400.00 | 1267.28 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $470k | 6.9k | 68.00 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $400k | 3.0k | 131.29 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $397k | 3.9k | 101.53 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $393k | 3.7k | 107.58 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $390k | 10k | 37.53 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $385k | 5.5k | 70.28 | |
| Norfolk Southern (NSC) | 0.1 | $381k | 1.6k | 234.72 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $376k | 3.5k | 106.54 | |
| Ge Aerospace Com New (GE) | 0.1 | $357k | 2.1k | 166.83 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $301k | 677.00 | 444.68 | |
| Tesla Motors (TSLA) | 0.1 | $283k | 701.00 | 403.74 | |
| Moody's Corporation (MCO) | 0.1 | $280k | 591.00 | 473.37 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $261k | 5.0k | 52.22 | |
| Kimco Realty Corporation (KIM) | 0.1 | $243k | 10k | 23.43 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $239k | 3.2k | 74.01 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $216k | 631.00 | 342.77 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $206k | 615.00 | 334.25 |
