LITTLE HOUSE CAPITAL LLC

CIK

1748814

Location

BRAINTREE, MA

Portfolio Value

Small $327,672,261

Diversification

Diversified

Filing Date

Global Rank

#3,536 / 8,633 ▲ 122

Top Industry

Semiconductors 16.8%

3Y Alpha vs SPY

+42.0%

Period ended 51 days ago

Filed Aug 7, 2026 · 13d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+330.0%

SPY

+76.2%

Annualised alpha

+41.8%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

84 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.8%

−0.1 pts

Top 5

27.5%

+0.5 pts

Top 10

44.0%

+0.1 pts

HHI

276

Diversified−1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.1%	$118,405,024	20
Financial Services	12.4%	$40,494,950	13
Communication Services	10.1%	$33,075,917	4
Industrials	9.4%	$30,844,469	13
Consumer Cyclical	9.3%	$30,468,350	10
Healthcare	8.6%	$28,147,101	7
Consumer Defensive	4.6%	$15,057,082	4
Energy	2.6%	$8,381,215	2
Utilities	2.3%	$7,390,542	4
Real Estate	1.9%	$6,220,346	3
Unclassified	1.8%	$5,779,253	1
Basic Materials	1.0%	$3,408,012	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HST	Host Hotels & Resorts, Inc.	+8,154	198,590	$4,708,568
OHI	Omega Healthcare Investors Inc	+8,011	26,204	$1,249,406
KLAC	Kla Corp	+7,892	8,893	$2,683,107
BABA	Alibaba Group Holding Ltd	+6,817	20,577	$1,974,980
NOW	ServiceNow, Inc.	+4,343	20,646	$2,049,734
GOOGL	Alphabet Inc.	+3,033	58,120	$20,744,184
WULF	Terawulf Inc.	+3,000	25,000	$617,500
MSFT	Microsoft Corp	+2,914	45,717	$17,053,355
VZ	Verizon Communications Inc	+2,691	60,507	$2,561,866
WSM	Williams Sonoma Inc	+2,583	6,974	$1,625,639
JNJ	Johnson & Johnson	+2,346	40,136	$10,193,339
NVDA	Nvidia Corp	+1,604	79,770	$15,961,179
CRWD	CrowdStrike Holdings, Inc.	+1,198	3,972	$3,031,192
BAC	Bank Of America Corp /De/	+938	33,179	$1,890,539
ATI	Ati Inc	+908	15,355	$3,026,470
MRK	Merck & Co., Inc.	+842	26,318	$3,381,863
ORCL	Oracle Corp	+830	22,113	$3,240,660
AAPL	Apple Inc.	+816	76,837	$22,233,554
BLK	BlackRock, Inc.	+800	2,171	$2,087,546
WMB	Williams Companies, Inc.	+627	34,524	$2,566,514
BMY	Bristol Myers Squibb Co	+540	27,412	$1,579,479
INTC	Intel Corp	+538	19,898	$2,778,357
SO	Southern Co	+474	33,271	$3,184,367
JPM	Jpmorgan Chase & Co	+462	31,858	$10,428,079
SBUX	Starbucks Corp	+354	8,174	$835,301
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
MFC	Manulife Financial Corp	−9,458	25,947	$1,051,112
NFLX	Netflix Inc	−8,006	21,603	$1,542,454
GTX	Garrett Motion Inc.	−6,754	160,833	$5,826,979
WMT	Walmart Inc.	−3,061	62,317	$7,058,023
IBM	International Business Machines Corp	−2,067	7,839	$2,204,405
ALL	Allstate Corp	−1,822	8,197	$1,950,394
MRVL	Marvell Technology, Inc.	−1,755	10,572	$3,149,293
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,415	29,248	$13,967,967
PG	PROCTER & GAMBLE Co	−1,185	7,511	$1,101,413
CME	Cme Group Inc.	−1,169	8,492	$1,875,288
BRK-B	Berkshire Hathaway Inc	−916	10,300	$5,154,017
MTZ	Mastec Inc	−550	6,065	$2,523,403
MU	Micron Technology Inc	−411	3,919	$4,523,662
AMZN	Amazon Com Inc	−252	52,514	$12,516,186
CAT	Caterpillar Inc	−242	7,038	$7,494,766
V	Visa Inc.	−149	8,387	$2,877,495
WM	Waste Management Inc	−105	8,590	$1,914,539
CLS	Celestica Inc	−104	2,587	$943,737
AVGO	Broadcom Inc.	−80	33,963	$12,829,523
RTX	RTX Corp	−69	16,535	$3,137,185
AEP	American Electric Power Co Inc	−61	15,836	$2,166,523
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	2,997	$893,315
EMR	Emerson Electric Co	6,047	$865,628
DOW	Dow Inc.	26,674	$729,800
TSLA	Tesla, Inc.	536	$225,441
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CRH	Crh Public Ltd Co	14,348	$1,508,261
BSX	Boston Scientific Corp	13,440	$843,360
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 tracked positions · $327,672,261 total · filing declares 113 positions · $445,104,037 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	76,837	+816	$22,233,554	+15.2%	6.79%
GOOGL	Alphabet Inc. Communication Services	Added	58,120	+3,033	$20,744,184	+31.0%	6.33%
MSFT	Microsoft Corp Technology	Added	45,717	+2,914	$17,053,355	+7.6%	5.20%
NVDA	Nvidia Corp Technology	Added	79,770	+1,604	$15,961,179	+17.1%	4.87%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	29,248	-1,415	$13,967,967	+34.8%	4.26%
AVGO	Broadcom Inc. Technology	Reduced	33,963	-80	$12,829,523	+21.8%	3.92%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	52,514	-252	$12,516,186	+13.9%	3.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	31,858	+462	$10,428,079	+12.9%	3.18%
JNJ	Johnson & Johnson Healthcare	Added	40,136	+2,346	$10,193,339	+10.3%	3.11%
META	Meta Platforms, Inc. Communication Services	Added	14,606	+321	$8,227,413	+0.7%	2.51%
GS	Goldman Sachs Group Inc Financial Services	Added	7,799	+64	$7,887,674	+20.5%	2.41%
CAT	Caterpillar Inc Industrials	Reduced	7,038	-242	$7,494,766	+45.3%	2.29%
WMT	Walmart Inc. Consumer Defensive	Reduced	62,317	-3,061	$7,058,023	−13.1%	2.15%
LLY	ELI LILLY & Co Healthcare	Added	5,078	+177	$6,090,706	+35.1%	1.86%
GTX	Garrett Motion Inc. Consumer Cyclical	Reduced	160,833	-6,754	$5,826,979	+91.4%	1.78%
XOM	ExxonMobil Holdings Corp Energy	Added	42,530	+279	$5,814,701	−18.9%	1.77%
SPY	Spdr S&P 500 ETF Trust	Added	7,739	+28	$5,779,253	+15.2%	1.76%
ASML	Asml Holding NV Technology	Added	2,768	+25	$5,506,769	+52.0%	1.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,658	+212	$5,292,889	−2.5%	1.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,300	-916	$5,154,017	−4.1%	1.57%
HST	Host Hotels & Resorts, Inc. Real Estate	Added	198,590	+8,154	$4,708,568	+29.0%	1.44%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	9,134	+173	$4,537,131	+13.4%	1.38%
MU	Micron Technology Inc Technology	Reduced	3,919	-411	$4,523,662	+209.2%	1.38%
MA	Mastercard Inc Financial Services	Added	6,685	+68	$3,433,416	+3.8%	1.05%
MRK	Merck & Co., Inc. Healthcare	Added	26,318	+842	$3,381,863	+10.4%	1.03%
GE	General Electric Co Industrials	Added	8,992	+84	$3,360,580	+32.9%	1.03%
ORCL	Oracle Corp Technology	Added	22,113	+830	$3,240,660	+3.5%	0.99%
SO	Southern Co Utilities	Added	33,271	+474	$3,184,367	+0.6%	0.97%
MRVL	Marvell Technology, Inc. Technology	Reduced	10,572	-1,755	$3,149,293	+157.9%	0.96%
RTX	RTX Corp Industrials	Reduced	16,535	-69	$3,137,185	−2.1%	0.96%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,972	+1,198	$3,031,192	+179.9%	0.93%
ATI	Ati Inc Industrials	Added	15,355	+908	$3,026,470	+44.0%	0.92%
V	Visa Inc. Financial Services	Reduced	8,387	-149	$2,877,495	+11.5%	0.88%
INTC	Intel Corp Technology	Added	19,898	+538	$2,778,357	+225.2%	0.85%
UNP	Union Pacific Corp Industrials	Added	9,996	+142	$2,718,912	+13.7%	0.83%
KLAC	Kla Corp Technology	Added	8,893	+7,892	$2,683,107	+82.0%	0.82%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	17,043	+334	$2,582,014	−3.2%	0.79%
WMB	Williams Companies, Inc. Energy	Added	34,524	+627	$2,566,514	+4.0%	0.78%
VZ	Verizon Communications Inc Communication Services	Added	60,507	+2,691	$2,561,866	−11.7%	0.78%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,155	+21	$2,523,425	+7.5%	0.77%
MTZ	Mastec Inc Industrials	Reduced	6,065	-550	$2,523,403	+18.6%	0.77%
PANW	Palo Alto Networks Inc Technology	Added	6,598	+18	$2,250,049	+113.3%	0.69%
PWR	Quanta Services, Inc. Industrials	Added	3,078	+159	$2,216,283	+38.3%	0.68%
IBM	International Business Machines Corp Technology	Reduced	7,839	-2,067	$2,204,405	−8.2%	0.67%
AEP	American Electric Power Co Inc Utilities	Reduced	15,836	-61	$2,166,523	+4.0%	0.66%
BLK	BlackRock, Inc. Financial Services	Added	2,171	+800	$2,087,546	+58.3%	0.64%
NOW	ServiceNow, Inc. Technology	Added	20,646	+4,343	$2,049,734	+20.3%	0.63%
CSCO	Cisco Systems, Inc. Technology	Added	17,079	+110	$2,006,099	+52.4%	0.61%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	20,577	+6,817	$1,974,980	+14.4%	0.60%
ALL	Allstate Corp Financial Services	Reduced	8,197	-1,822	$1,950,394	−6.1%	0.60%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.