Latest LITTLE HOUSE CAPITAL LLC Stock Portfolio

LITTLE HOUSE CAPITAL LLC Performance:

2025 Q3: 6.13%YTD: 53.5%2024: 15.18%

Performance for 2025 Q3 is 6.13%, and YTD is 53.5%, and 2024 is 15.18%.

About LITTLE HOUSE CAPITAL LLC and 13F Hedge Fund Stock Holdings

LITTLE HOUSE CAPITAL LLC is a hedge fund based in BRAINTREE, MA. On 28-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $399.5 Millions. In it's latest 13F Holdings report, LITTLE HOUSE CAPITAL LLC reported an equity portfolio of $435 Millions as of 30 Sep, 2025.

The top stock holdings of LITTLE HOUSE CAPITAL LLC are MSFT, AAPL, NVDA. The fund has invested 5.4% of it's portfolio in MICROSOFT CORP and 5.3% of portfolio in APPLE INC.

The fund managers got completely rid off EATON CORP PLC (ETN), PUBLIC STORAGE OPER CO (PSA) and CHUBB LIMITED (CB) stocks. They significantly reduced their stock positions in PROCTER AND GAMBLE CO (PG), CROWDSTRIKE HLDGS INC (CRWD) and MERCK & CO INC (MRK). LITTLE HOUSE CAPITAL LLC opened new stock positions in SERVICENOW INC (NOW), BLACKROCK INC and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to ASML HOLDING N V, VERTEX PHARMACEUTICALS INC (VRTX) and CATERPILLAR INC (CAT).

LITTLE HOUSE CAPITAL LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LITTLE HOUSE CAPITAL LLC made a return of 6.13% in the last quarter. In trailing 12 months, it's portfolio return was 56.64%.

New Buys

Ticker	$ Bought
servicenow inc	1,853,440
blackrock inc	1,836,600
micron technology inc	1,324,840
cisco sys inc	1,180,770
at&t inc	1,100,170
emerson elec co	1,040,130
stag indl inc	914,859
zoetis inc	837,975

New stocks bought by LITTLE HOUSE CAPITAL LLC

Additions

Ticker	% Inc.
asml holding n v	139
vertex pharmaceuticals inc	67.41
caterpillar inc	41.47
terawulf inc	41.43
union pac corp	35.52
chevron corp new	31.99
home depot inc	23.06
costco whsl corp new	21.25

Additions to existing portfolio by LITTLE HOUSE CAPITAL LLC

Reductions

Ticker	% Reduced
procter and gamble co	-89.1
crowdstrike hldgs inc	-39.57
merck & co inc	-38.89
oracle corp	-36.77
lockheed martin corp	-29.31
waste mgmt inc del	-28.6
celestica inc	-28.48
idexx labs inc	-17.3

LITTLE HOUSE CAPITAL LLC reduced stake in above stock

Sold off

Ticker	$ Sold
energy transfer l p	-1,250,390
public storage oper co	-3,074,390
eaton corp plc	-3,367,560
chubb limited	-1,786,700
proshares tr	-224,073
spdr series trust	-305,736
vanguard bd index fds	-204,977
ishares tr	-242,654

LITTLE HOUSE CAPITAL LLC got rid off the above stocks

Sector Distribution

LITTLE HOUSE CAPITAL LLC has about 35.1% of it's holdings in Others sector.

Sector	%
Others	35.1
Technology	23.3
Communication Services	8.1
Financial Services	7.5
Industrials	5.7
Consumer Cyclical	5.6
Healthcare	5.5
Consumer Defensive	3.8
Energy	2
Utilities	1.7
Basic Materials	1.1

Market Cap. Distribution

LITTLE HOUSE CAPITAL LLC has about 64.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	44.2
UNALLOCATED	35.5
LARGE-CAP	19.9

Stocks belong to which Index?

About 63.5% of the stocks held by LITTLE HOUSE CAPITAL LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	63.5
Others	36.3

Top 5 Winners (%)		%
WULF	terawulf inc	77.3 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
ORCL	oracle corp	28.6 %
CRH	crh plc	28.5 %

Top 5 Winners ($)		$
AAPL	apple inc	4.3 M
GOOG	alphabet inc	3.8 M
NVDA	nvidia corporation	3.1 M
AVGO	broadcom inc	2.1 M
ORCL	oracle corp	1.9 M

Top 5 Losers (%)		%
CARR	carrier global corporation	-18.4 %
TDG	transdigm group inc	-13.3 %
CRM	salesforce inc	-13.1 %
CL	colgate palmolive co	-11.9 %
NFLX	netflix inc	-10.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-0.5 M
CRM	salesforce inc	-0.3 M
VRTX	vertex pharmaceuticals inc	-0.3 M
COST	costco whsl corp new	-0.3 M
CARR	carrier global corporation	-0.2 M

LITTLE HOUSE CAPITAL LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LITTLE HOUSE CAPITAL LLC

LITTLE HOUSE CAPITAL LLC has 123 stocks in it's portfolio. About 36.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for LITTLE HOUSE CAPITAL LLC last quarter.

Last Reported on: 03 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.30	90,548	23,056,200	added	3.43

AAXJ	ishares tr	0.14	5,793	616,844	added	4.12

ABT	abbott labs	0.23	7,593	1,016,970	added	0.48

AEP	american elec pwr co inc	0.43	16,617	1,869,440	added	4.37

AGT	ishares tr	0.11	6,411	472,689	added	4.96

AMGN	amgen inc	0.33	5,045	1,423,700	added	1.92

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	3.29	65,078	14,289,100	added	1.09

ANET	arista networks inc	0.06	1,632	237,799	new

ATO	atmos energy corp	0.42	10,733	1,832,640	added	0.62

AVGO	broadcom inc	2.97	39,105	12,901,000	added	0.1

BA	boeing co	0.32	6,430	1,387,790	added	2.21

BAC	bank america corp	0.37	31,403	1,620,080	added	7.67

BBAX	j p morgan exchange traded f	2.02	173,669	8,810,240	added	2.18

BBAX	j p morgan exchange traded f	0.88	66,976	3,824,300	added	1.73

BGRN	ishares tr	0.22	37,423	955,047	added	2.27

BIL	spdr series trust	2.27	122,423	9,873,440	added	2.73

BIL	spdr series trust	0.18	17,592	801,675	added	3.97

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BIV	vanguard bd index fds	0.00	0.00	0.00	sold off	-100