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Latest LITTLE HOUSE CAPITAL LLC Stock Portfolio

$445Million | No. of Holdings #113

LITTLE HOUSE CAPITAL LLC Performance

2026 Q2+12.66%
YTD+10.64%
2025+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 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, LITTLE HOUSE CAPITAL LLC reported an equity portfolio of $445.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LITTLE HOUSE CAPITAL LLC are AAPL, GOOG, MSFT. The fund has invested 5% of it's portfolio in APPLE INC and 4.2% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off CRH PLC (CRH), BOSTON SCIENTIFIC CORP (BSX) and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in NETFLIX INC. (NFLX), MANULIFE FINL CORP (MFC) and INTERNATIONAL BUSINESS MACHS (IBM). LITTLE HOUSE CAPITAL LLC opened new stock positions in TEXAS INSTRS INC (TXN), EMERSON ELEC CO (EMR) and DOW HLDGS INC (DOW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), WILLIAMS SONOMA INC (WSM) and BLACKROCK INC.
LITTLE HOUSE CAPITAL LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$445Million
  as of Aug 07, 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 12.66% in the last quarter. In trailing 12 months, it's portfolio return was 21.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
texas instrs inc893,362
emerson elec co865,665
dow hldgs inc729,797
tesla inc225,371
New stocks bought by LITTLE HOUSE CAPITAL LLC

Additions

Ticker% Inc.
ishares tr312
williams sonoma inc58.82
blackrock inc58.35
alibaba group hldg ltd49.54
omega healthcare invs inc44.03
crowdstrike hldgs inc43.19
servicenow inc26.64
terawulf inc13.64
Additions to existing portfolio by LITTLE HOUSE CAPITAL LLC

Reductions

Ticker% Reduced
netflix inc.-27.04
manulife finl corp-26.71
international business machs-20.87
allstate corp-18.19
j p morgan exchange traded f-16.32
marvell technology inc-14.24
procter & gamble co-13.63
cme group inc-12.1
LITTLE HOUSE CAPITAL LLC reduced stake in above stock

Sold off

Ticker$ Sold
crh plc-1,508,270
boston scientific corp-843,360
j p morgan exchange traded f-207,830
LITTLE HOUSE CAPITAL LLC got rid off the above stocks

Sector Distribution

LITTLE HOUSE CAPITAL LLC has about 34.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
  • Real Estate
Sector%
Others34.7
Technology22
Communication Services7.4
Financial Services7.2
Industrials6.8
Consumer Cyclical6.4
Healthcare6.3
Consumer Defensive3.4
Energy1.9
Utilities1.7
Real Estate1.4

Market Cap. Distribution

LITTLE HOUSE CAPITAL LLC has about 63.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP49
UNALLOCATED34.7
LARGE-CAP14.7
MID-CAP1.6

Stocks belong to which Index?

About 60.2% 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 50060.2
Others38.8
Top 5 Winners (%)%
MU
micron technology inc
230.2 %
INTC
intel corp
207.4 %
MRVL
marvell technology inc
186.5 %
PANW
palo alto networks inc
112.4 %
KLAC
kla corp
99.1 %
Top 5 Winners ($)$
TSM
taiwan semiconductor manufac
4.2 M
GOOG
alphabet inc
3.5 M
fidelity covington trust
3.4 M
MU
micron technology inc
3.4 M
GTX
garrett motion inc
3.0 M
Top 5 Losers (%)%
IJR
ishares tr
-60.2 %
CME
cme group inc
-23.7 %
NFLX
netflix inc.
-22.3 %
BABA
alibaba group hldg ltd
-20.4 %
PLTR
palantir technologies inc
-20.0 %
Top 5 Losers ($)$
IJR
ishares tr
-1.5 M
XOM
exxon mobil corp
-1.4 M
WMT
walmart inc
-0.7 M
CME
cme group inc
-0.7 M
NFLX
netflix inc.
-0.6 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 113 stocks in it's portfolio. About 35.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for LITTLE HOUSE CAPITAL LLC last quarter.

$445.10MTotal Value
116Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LITTLE HOUSE CAPITAL LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LITTLE HOUSE CAPITAL LLC's holding in Ishares Tr over time
0.18%7,640
$822.3K
0.18%
increased 1.19 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
LITTLE HOUSE CAPITAL LLC's holding in Ishares Tr over time
0.14%6,555
$600.7K
0.14%
increased 4.86 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
LITTLE HOUSE CAPITAL LLC's holding in Asml Hldg Nv over time
1.24%2,768
$5.51M
1.24%
increased 0.91 percentadded
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
LITTLE HOUSE CAPITAL LLC's holding in Alibaba Group Hldg Ltd over time
0.44%20,577
$1.97M
0.44%
increased 49.54 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
LITTLE HOUSE CAPITAL LLC's holding in J P Morgan Exchange Traded F over time
0.21%18,593
$940.2K
0.21%
decreased 16.32 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
LITTLE HOUSE CAPITAL LLC's holding in J P Morgan Exchange Traded F over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BGRN
Ishares Tr

Ishares Tr

BGRN
LITTLE HOUSE CAPITAL LLC's holding in Ishares Tr over time
0.17%29,639
$748.4K
0.17%
increased 2.55 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LITTLE HOUSE CAPITAL LLC's holding in Spdr Series Trust over time
1.37%67,132
$6.09M
1.37%
increased 0.83 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LITTLE HOUSE CAPITAL LLC's holding in Spdr Series Trust over time
0.23%22,105
$1.01M
0.23%
increased 1.93 percentadded