Latest LITTLE HOUSE CAPITAL LLC Stock Portfolio

LITTLE HOUSE CAPITAL LLC Performance:

2025 Q4: -3.27%YTD: 10.31%2024: 12.28%

Performance for 2025 Q4 is -3.27%, and YTD is 10.31%, and 2024 is 12.28%.

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

LITTLE HOUSE CAPITAL LLC is a hedge fund based in Braintree, MA. On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, LITTLE HOUSE CAPITAL LLC reported an equity portfolio of $398.4 Millions as of 31 Dec, 2025.

The top stock holdings of LITTLE HOUSE CAPITAL LLC are AAPL, MSFT, NVDA. The fund has invested 5.4% of it's portfolio in APPLE INC and 5% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off CHEVRON CORP NEW (CVX), SALESFORCE INC (CRM) and MOTOROLA SOLUTIONS INC (MSI) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), KLA CORP (KLAC) and CELESTICA INC. LITTLE HOUSE CAPITAL LLC opened new stock positions in SAP SE. The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), NETFLIX INC (NFLX) and SERVICENOW INC (NOW).

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

Our best estimate is that LITTLE HOUSE CAPITAL LLC made a return of -3.27% in the last quarter. In trailing 12 months, it's portfolio return was 10.31%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sap se	1,951,300

New stocks bought by LITTLE HOUSE CAPITAL LLC

Additions

Ticker	% Inc.
exxon mobil corp	920
netflix inc	807
servicenow inc	447
procter and gamble co	265
emerson elec co	124
union pac corp	53.24
verizon communications inc	37.52
boston scientific corp	34.67

Additions to existing portfolio by LITTLE HOUSE CAPITAL LLC

Reductions

Ticker	% Reduced
micron technology inc	-43.55
kla corp	-42.73
celestica inc	-38.85
mastercard incorporated	-36.06
rtx corporation	-30.67
ge aerospace	-29.84
alphabet inc	-27.85
oracle corp	-27.4

LITTLE HOUSE CAPITAL LLC reduced stake in above stock

Sold off

Ticker	$ Sold
at&t inc	-1,100,170
chevron corp new	-5,392,640
carrier global corporation	-1,060,430
colgate palmolive co	-750,343
salesforce inc	-1,914,480
digital rlty tr inc	-1,326,490
progressive corp	-1,529,240
zoetis inc	-837,975

LITTLE HOUSE CAPITAL LLC got rid off the above stocks

Sector Distribution

LITTLE HOUSE CAPITAL LLC has about 36.9% of it's holdings in Others sector.

Sector	%
Others	36.9
Technology	21.2
Communication Services	8.4
Financial Services	7.2
Healthcare	6.5
Industrials	5.6
Consumer Cyclical	5.1
Consumer Defensive	4
Utilities	1.8
Energy	1.8
Basic Materials	1.1

Market Cap. Distribution

LITTLE HOUSE CAPITAL LLC has about 62.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.7
UNALLOCATED	37.4
LARGE-CAP	18.5

Stocks belong to which Index?

About 61.6% of the stocks held by LITTLE HOUSE CAPITAL LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.6
Others	38.2

Top 5 Winners (%)		%
MU	micron technology inc	55.2 %
LLY	eli lilly & co	40.0 %
GOOG	alphabet inc	27.5 %
GOOG	alphabet inc	24.8 %
MRK	merck & co inc	23.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc	3.7 M
LLY	eli lilly & co	1.5 M
AAPL	apple inc	1.5 M
JNJ	johnson & johnson	0.8 M
TSM	taiwan semiconductor mfg ltd	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-74.8 %
ORCL	oracle corp	-26.5 %
	ishares bitcoin trust etf	-23.1 %
	spotify technology s a	-16.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-21.2 M
NOW	servicenow inc	-5.0 M
MSFT	microsoft corp	-1.5 M
ORCL	oracle corp	-1.4 M
META	meta platforms inc	-1.1 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 109 stocks in it's portfolio. About 36.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for LITTLE HOUSE CAPITAL LLC last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.43	79,589	21,637,100	reduced	-12.1

AAXJ	ishares tr	0.14	5,391	577,454	reduced	-6.94

ABT	abbott labs	0.29	9,113	1,141,790	added	20.02

AEP	american elec pwr co inc	0.47	16,053	1,851,070	reduced	-3.39

AGT	ishares tr	0.12	6,106	457,593	reduced	-4.76

AMGN	amgen inc	0.40	4,803	1,571,990	reduced	-4.8

AMZN	amazon com inc	3.12	53,798	12,417,800	reduced	-17.33

ANET	arista networks inc	0.05	1,632	213,841	unchanged	0.00

ATO	atmos energy corp	0.41	9,752	1,634,740	reduced	-9.14

AVGO	broadcom inc	3.12	35,866	12,413,200	reduced	-8.28

BA	boeing co	0.32	5,793	1,257,780	reduced	-9.91

BAC	bank america corp	0.43	30,983	1,704,080	reduced	-1.34

BBAX	j p morgan exchange traded f	2.12	167,315	8,464,460	reduced	-3.66

BBAX	j p morgan exchange traded f	0.88	61,118	3,498,410	reduced	-8.75

BGRN	ishares tr	0.21	33,507	852,909	reduced	-10.46

BIL	spdr series trust	2.36	114,161	9,418,270	reduced	-6.75

BIL	spdr series trust	0.19	16,414	750,289	reduced	-6.7

BKNG	booking holdings inc	0.00	0.00	0.00	sold off	-100

BMY	bristol-myers squibb co	0.32	23,674	1,276,970	reduced	-10.05

BNDW	vanguard scottsdale fds	1.80	85,717	7,178,780	reduced	-3.65