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CIK: 0001748814
Total reported value
$445.1M
$445.1M
116 檔
16.8%
According to the latest 13F quarterly dataset, Little House Capital LLC managed an equity portfolio of $445.1M at the end of Q2 2024, spanning 116 distinct U.S. exchange-listed positions.
During Q2 2024, Little House Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.62% | -0.26% | +4.88% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.06% | +0.02% | +11.35% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.87% | +0.01% | -0.32% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.60% | -0.03% | +19.53% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.26% | +0.07% | +979.08% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.21% | -0.08% | -0.53% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.13% | -0.26% | -3.06% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.12% | +0.54% | +26.07% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.67% | -0.26% | +14.42% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.66% | -0.34% | +4.54% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.64% | +0.03% | +0.10% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.44% | -0.04% | +12.97% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.42% | -0.51% | +5.76% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.11% | -0.23% | +9.39% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.97% | — | +6.74% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +0.16% | -14.41% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.76% | +0.12% | -3.41% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.74% | -0.14% | -2.84% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.68% | +0.08% | +4.59% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.60% | -0.08% | +2.57% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.60% | -0.08% | +7.72% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | +0.01% | -1.69% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.25% | — | +18.18% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | -0.03% | -0.19% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | -0.02% | -1.18% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.08% | — | -7.61% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.09% | +6.62% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.04% | +0.46% | +2.37% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.21% | +4.17% | |
| 30 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.00% | — | +24.32% | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.90% | +0.22% | -0.65% | |
| 32 | DOW | Dow Inc | Stock-Materials | 0.87% | +0.16% | NEW | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.83% | +0.19% | NEW | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.21% | +4.93% | |
| 35 | DELL | Dell Technologies -c | Stock-Tech | 0.80% | — | +216.92% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.77% | — | +4.58% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.75% | -0.05% | +40.58% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.35% | +32.53% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.04% | +2.83% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.29% | +623.65% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | -0.12% | +9.58% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.03% | -4.55% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.13% | +17.15% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | — | +3.98% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.62% | -0.09% | +0.37% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.61% | — | +12.23% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | — | +25.46% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.59% | — | +38.06% | |
| 49 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.58% | — | +5064.21% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.17% | -23.19% |
According to official SEC Form 13F filings, Little House Capital LLC reported a total U.S. public equity portfolio value of $445.1M across 116 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, IWM) accounted for 16.8% of total reported equity market value during Q2 2024.
During Q2 2024, Little House Capital LLC's top holdings by market value included MSFT (6.6%)、AAPL (6.1%)、IWM (3.9%). The largest single position, MSFT, represented 6.6% of total portfolio value.
In Q2 2024, Little House Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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