Latest LITTLE HOUSE CAPITAL LLC Stock Portfolio

$387Million– No. of Holdings #112

LITTLE HOUSE CAPITAL LLC Performance:

2026 Q1: -1.79%YTD: -1.79%2025: 16.74%

Performance for 2026 Q1 is -1.79%, and YTD is -1.79%, and 2025 is 16.74%.

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

LITTLE HOUSE CAPITAL LLC is a hedge fund based in Braintree, MA. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, LITTLE HOUSE CAPITAL LLC reported an equity portfolio of $387.4 Millions as of 31 Mar, 2026.

The top stock holdings of LITTLE HOUSE CAPITAL LLC are AAPL, MSFT, GOOG. The fund has invested 5% of it's portfolio in APPLE INC and 4.1% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off SONY GROUP CORP (SONY), EMERSON ELEC CO (EMR) and SAP SE (SAP) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), SPDR SERIES TRUST (BIL) and BERKSHIRE HATHAWAY INC DEL. LITTLE HOUSE CAPITAL LLC opened new stock positions in HOST HOTELS & RESORTS INC (HST), GARRETT MOTION INC (GTX) and MASTEC INC (MTZ). The fund showed a lot of confidence in some stocks as they added substantially to MERCK & CO INC (MRK), ISHARES TR (IJR) and ORACLE CORP (ORCL).

LITTLE HOUSE CAPITAL LLC Equity Portfolio Value

Last Reported on: 07 May, 2026

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

Our best estimate is that LITTLE HOUSE CAPITAL LLC made a return of -1.79% in the last quarter. In trailing 12 months, it's portfolio return was 17.95%.

Performance
S&P 500

New Buys

Ticker	$ Bought
host hotels & resorts inc	3,648,750
garrett motion inc	3,045,050
mastec inc	2,128,310
ati inc	2,101,460
allstate corp	2,077,340
alibaba group hldg ltd	1,726,330
marvell technology inc	1,220,990
ishares u s etf tr	1,025,590

New stocks bought by LITTLE HOUSE CAPITAL LLC

Additions

Ticker	% Inc.
merck & co inc	87.12
ishares tr	54.61
oracle corp	51.63
servicenow inc	47.74
ishares tr	40.05
spdr series trust	32.13
ishares tr	31.48
ishares tr	28.8

Additions to existing portfolio by LITTLE HOUSE CAPITAL LLC

Reductions

Ticker	% Reduced
j p morgan exchange traded f	-94.00
j p morgan exchange traded f	-86.72
spdr series trust	-41.68
berkshire hathaway inc del	-36.21
atmos energy corp	-31.73
alphabet inc	-24.05
walmart inc	-17.75
ishares tr	-14.98

LITTLE HOUSE CAPITAL LLC reduced stake in above stock

Sold off

Ticker	$ Sold
sony group corp	-2,912,560
stag indl inc	-954,326
emerson elec co	-2,358,490
ishares bitcoin trust etf	-727,224
medtronic plc	-1,262,600
abbott labs	-1,141,790
sap se	-1,951,300
trane technologies plc	-781,633

LITTLE HOUSE CAPITAL LLC got rid off the above stocks

Sector Distribution

LITTLE HOUSE CAPITAL LLC has about 35.7% of it's holdings in Others sector.

Others
Technology
Financial Services
Communication Services
Healthcare
Industrials
Consumer Cyclical
Consumer Defensive
Energy
Utilities
Real Estate

Sector	%
Others	35.7
Technology	19.7
Financial Services	7.7
Communication Services	7.7
Healthcare	6.6
Industrials	6.2
Consumer Cyclical	5.9
Consumer Defensive	4.2
Energy	2.5
Utilities	1.9
Real Estate	1.2

Market Cap. Distribution

LITTLE HOUSE CAPITAL LLC has about 63.3% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
UNALLOCATED
LARGE-CAP

Category	%
MEGA-CAP	48.7
UNALLOCATED	35.7
LARGE-CAP	14.6

Stocks belong to which Index?

About 60.9% of the stocks held by LITTLE HOUSE CAPITAL LLC either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	60.9
Others	38.3

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.9 %
	ge vernova inc	33.6 %
PWR	quanta svcs inc	30.0 %
LMT	lockheed martin corp	24.2 %
WULF	terawulf inc	24.1 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	2.1 M
JNJ	johnson & johnson	1.4 M
TSM	taiwan semiconductor manufac	1.1 M
CAT	caterpillar inc	1.0 M
WMT	walmart inc	0.9 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-34.1 %
NOW	servicenow inc	-28.1 %
MSFT	microsoft corp	-23.1 %
ORCL	oracle corp	-21.2 %
SPGI	s&p global inc	-18.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.8 M
AAPL	apple inc	-1.4 M
AVGO	broadcom inc	-1.3 M
META	meta platforms inc	-1.3 M
GOOG	alphabet inc	-1.3 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 112 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for LITTLE HOUSE CAPITAL LLC last quarter.

Last Reported on: 07 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.98	76,021	19,293,400	reduced	-4.48

AAXJ	ishares tr	0.21	7,550	801,433	added	40.05

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

AEP	american elec pwr co inc	0.54	15,897	2,083,800	reduced	-0.97

AGT	ishares tr	0.12	6,251	477,276	added	2.37

ALL	allstate corp	0.54	10,019	2,077,340	new

AMGN	amgen inc	0.44	4,831	1,699,810	added	0.58

AMZN	amazon com inc	2.84	52,766	10,989,500	reduced	-1.92

ANET	arista networks inc	0.05	1,632	200,377	unchanged	0.00

ASML	asml hldg nv	0.94	2,743	3,623,170	reduced	-1.15

ATI	ati inc	0.54	14,447	2,101,460	new

ATO	atmos energy corp	0.32	6,658	1,229,900	reduced	-31.73

AVGO	broadcom inc	2.72	34,043	10,536,500	reduced	-5.08

BA	boeing co	0.29	5,690	1,132,480	reduced	-1.78

BABA	alibaba group hldg ltd	0.45	13,760	1,726,330	new

BAC	bank america corp	0.41	32,241	1,571,760	added	4.06

BBAX	j p morgan exchange traded f	0.29	22,220	1,124,550	reduced	-86.72

BBAX	j p morgan exchange traded f	0.05	3,667	207,830	reduced	-94.00

BGRN	ishares tr	0.19	28,902	732,086	reduced	-13.74

BIL	spdr series trust	1.36	66,581	5,263,900	reduced	-41.68