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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%

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. <br><br> 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. <br><br> 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
$387Million
  as of May 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 -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 inc3,648,750
garrett motion inc3,045,050
mastec inc2,128,310
ati inc2,101,460
allstate corp2,077,340
alibaba group hldg ltd1,726,330
marvell technology inc1,220,990
ishares u s etf tr1,025,590
New stocks bought by LITTLE HOUSE CAPITAL LLC

Additions

Ticker% Inc.
merck & co inc87.12
ishares tr54.61
oracle corp51.63
servicenow inc47.74
ishares tr40.05
spdr series trust32.13
ishares tr31.48
ishares tr28.8
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%
Others35.7
Technology19.7
Financial Services7.7
Communication Services7.7
Healthcare6.6
Industrials6.2
Consumer Cyclical5.9
Consumer Defensive4.2
Energy2.5
Utilities1.9
Real Estate1.2

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-CAP48.7
UNALLOCATED35.7
LARGE-CAP14.6

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 50060.9
Others38.3
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.

$387.35MTotal Value
124Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of LITTLE HOUSE CAPITAL LLC, last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LITTLE HOUSE CAPITAL LLC's holding in Ishares Tr over time
0.21%7,550
$801.4K
0.21%
increased 40.05 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
LITTLE HOUSE CAPITAL LLC's holding in Ishares Tr over time
0.12%6,251
$477.3K
0.12%
increased 2.37 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
LITTLE HOUSE CAPITAL LLC's holding in Asml Hldg Nv over time
0.94%2,743
$3.62M
0.94%
decreased 1.15 percentreduced
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
LITTLE HOUSE CAPITAL LLC's holding in Alibaba Group Hldg Ltd over time
0.45%13,760
$1.73M
0.45%
new position
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
0.29%22,220
$1.12M
0.29%
decreased 86.72 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
0.05%3,667
$207.8K
0.05%
decreased 94 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
LITTLE HOUSE CAPITAL LLC's holding in Ishares Tr over time
0.19%28,902
$732.1K
0.19%
decreased 13.74 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LITTLE HOUSE CAPITAL LLC's holding in Spdr Series Trust over time
1.36%66,581
$5.26M
1.36%
decreased 41.68 percentreduced