LITTLE HOUSE CAPITAL LLC

CIK

1748814

Location

BRAINTREE, MA

Portfolio Value

Small $276,306,758

Diversification

Diversified

Filing Date

Global Rank

#3,547 / 8,605 ▲ 54 · as of Mar 2026

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

-0.5%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.1%

SPY

+76.5%

Annualised alpha

-0.8%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

82 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

−0.6 pts

Top 5

26.7%

−3.8 pts

Top 10

43.9%

−4.2 pts

HHI

277

Diversified−42

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.1%	$88,810,060	19
Financial Services	13.6%	$37,549,990	13
Communication Services	10.1%	$27,911,939	4
Healthcare	9.3%	$25,679,054	8
Consumer Cyclical	8.9%	$24,720,455	9
Industrials	8.9%	$24,564,999	12
Consumer Defensive	5.9%	$16,296,234	4
Energy	3.5%	$9,635,327	2
Utilities	2.7%	$7,359,054	4
Unclassified	1.8%	$5,014,771	1
Real Estate	1.7%	$4,678,534	3
Basic Materials	1.5%	$4,086,341	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	+11,861	25,476	$3,064,508
ORCL	Oracle Corp	+7,247	21,283	$3,130,942
NOW	ServiceNow, Inc.	+5,268	16,303	$1,704,478
BMY	Bristol Myers Squibb Co	+3,198	26,872	$1,629,786
JPM	Jpmorgan Chase & Co	+2,572	31,396	$9,235,447
WULF	Terawulf Inc.	+2,000	22,000	$317,460
WMB	Williams Companies, Inc.	+1,883	33,897	$2,467,023
MSFT	Microsoft Corp	+1,687	42,803	$15,844,386
BAC	Bank Of America Corp /De/	+1,258	32,241	$1,571,748
VZ	Verizon Communications Inc	+1,129	57,816	$2,902,363
JNJ	Johnson & Johnson	+586	37,790	$9,237,387
GS	Goldman Sachs Group Inc	+556	7,735	$6,543,732
SO	Southern Co	+457	32,797	$3,165,566
PG	PROCTER & GAMBLE Co	+406	8,696	$1,256,050
IBM	International Business Machines Corp	+307	9,906	$2,401,115
COST	Costco Wholesale Corp /New	+267	5,446	$5,426,557
CME	Cme Group Inc.	+224	9,661	$2,853,376
UNP	Union Pacific Corp	+218	9,854	$2,390,777
CAT	Caterpillar Inc	+203	7,280	$5,157,588
TJX	Tjx Companies Inc /De/	+195	16,709	$2,668,427
LMT	Lockheed Martin Corp	+122	2,597	$1,569,600
XOM	Exxon Mobil Corp	+113	42,251	$7,168,304
CRH	Crh Public Ltd Co	+80	14,348	$1,508,261
BSX	Boston Scientific Corp	+67	13,440	$843,360
AMGN	Amgen Inc	+28	4,831	$1,699,787
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−14,111	65,378	$8,125,177
NVDA	Nvidia Corp	−11,713	78,166	$13,632,150
BRK-B	Berkshire Hathaway Inc	−6,366	11,216	$5,374,707
NFLX	Netflix Inc	−4,952	29,609	$2,846,905
AAPL	Apple Inc.	−3,568	76,021	$19,293,369
ATO	Atmos Energy Corp	−3,094	6,658	$1,229,865
AVGO	Broadcom Inc.	−1,823	34,043	$10,536,648
GOOGL	Alphabet Inc.	−1,733	48,650	$13,989,794
WM	Waste Management Inc	−1,253	8,695	$1,998,024
V	Visa Inc.	−1,208	8,536	$2,579,920
HD	Home Depot, Inc.	−1,075	7,134	$2,346,301
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,032	30,663	$10,362,560
AMZN	Amazon Com Inc	−1,032	52,766	$10,989,574
MFC	Manulife Financial Corp	−667	35,405	$1,219,348
RTX	RTX Corp	−431	16,604	$3,202,911
MA	Mastercard Inc	−425	6,617	$3,306,250
GE	General Electric Co	−306	8,908	$2,527,823
META	Meta Platforms, Inc.	−278	14,285	$8,172,877
KO	Coca Cola Co	−158	19,572	$1,488,450
AEP	American Electric Power Co Inc	−156	15,897	$2,083,778
MU	Micron Technology Inc	−140	4,330	$1,462,847
SPY	Spdr S&P 500 ETF Trust	−125	7,711	$5,014,771
CLS	Celestica Inc	−105	2,691	$758,000
BA	Boeing Co	−103	5,690	$1,132,480
CRWD	CrowdStrike Holdings, Inc.	−79	2,774	$270,749
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
HST	Host Hotels & Resorts, Inc.	190,436	$3,648,753
GTX	Garrett Motion Inc.	167,587	$3,045,055
MTZ	Mastec Inc	6,615	$2,128,310
ATI	Ati Inc	14,447	$2,101,460
ALL	Allstate Corp	10,019	$2,077,339
BABA	Alibaba Group Holding Ltd	13,760	$1,726,329
MRVL	Marvell Technology, Inc.	12,327	$1,220,989
PLTR	Palantir Technologies Inc.	6,803	$995,142
INTC	Intel Corp	19,360	$854,356
WSM	Williams Sonoma Inc	4,391	$800,611
OHI	Omega Healthcare Investors Inc	18,193	$797,217
SBUX	Starbucks Corp	7,820	$700,593
RMD	Resmed Inc	3,096	$694,990
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
SONY	Sony Group Corp	113,772	$2,912,563
EMR	Emerson Electric Co	17,770	$2,358,434
SAP	Sap SE	8,033	$1,951,296
MDT	Medtronic plc	13,144	$1,262,612
ABT	Abbott Laboratories	9,113	$1,141,767
STAG	STAG Industrial, Inc.	25,961	$954,326
EME	EMCOR Group, Inc.	1,482	$906,672
SPOT	Spotify Technology S.A.	1,373	$797,314
IDXX	Idexx Laboratories Inc /De	1,156	$782,068
TT	Trane Technologies plc	2,008	$781,513
IBIT	iShares Bitcoin Trust ETF	14,647	$727,223
TSLA	Tesla, Inc.	566	$254,541
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 positions · $276,306,758 total · as of Mar 31, 2026

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

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	76,021	-3,568	$19,293,369	−10.8%	6.98%
MSFT	Microsoft Corp Technology	Added	42,803	+1,687	$15,844,386	−20.3%	5.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	48,650	-1,733	$13,989,794	−11.3%	5.06%
NVDA	Nvidia Corp Technology	Reduced	78,166	-11,713	$13,632,150	−18.7%	4.93%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	52,766	-1,032	$10,989,574	−11.5%	3.98%
AVGO	Broadcom Inc. Technology	Reduced	34,043	-1,823	$10,536,648	−15.1%	3.81%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	30,663	-1,032	$10,362,560	+7.6%	3.75%
JNJ	Johnson & Johnson Healthcare	Added	37,790	+586	$9,237,387	+20.0%	3.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	31,396	+2,572	$9,235,447	−0.6%	3.34%
META	Meta Platforms, Inc. Communication Services	Reduced	14,285	-278	$8,172,877	−15.0%	2.96%
WMT	Walmart Inc. Consumer Defensive	Reduced	65,378	-14,111	$8,125,177	−8.3%	2.94%
XOM	Exxon Mobil Corp Energy	Added	42,251	+113	$7,168,304	+41.4%	2.59%
GS	Goldman Sachs Group Inc Financial Services	Added	7,735	+556	$6,543,732	+3.7%	2.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,446	+267	$5,426,557	+21.5%	1.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	11,216	-6,366	$5,374,707	−39.2%	1.95%
CAT	Caterpillar Inc Industrials	Added	7,280	+203	$5,157,588	+27.2%	1.87%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,711	-125	$5,014,771	−6.2%	1.81%
LLY	ELI LILLY & Co Healthcare	Added	4,901	+8	$4,507,792	−14.3%	1.63%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	8,961	+22	$4,001,444	−1.3%	1.45%
HST	Host Hotels & Resorts, Inc. Real Estate	NEW	190,436	NEW	$3,648,753	NEW	1.32%
ASML	Asml Holding NV Technology	Reduced	2,743	-32	$3,623,036	+22.0%	1.31%
MA	Mastercard Inc Financial Services	Reduced	6,617	-425	$3,306,250	−17.8%	1.20%
RTX	RTX Corp Industrials	Reduced	16,604	-431	$3,202,911	+2.5%	1.16%
SO	Southern Co Utilities	Added	32,797	+457	$3,165,566	+12.3%	1.15%
ORCL	Oracle Corp Technology	Added	21,283	+7,247	$3,130,942	+14.4%	1.13%
MRK	Merck & Co., Inc. Healthcare	Added	25,476	+11,861	$3,064,508	+113.8%	1.11%
GTX	Garrett Motion Inc. Consumer Cyclical	NEW	167,587	NEW	$3,045,055	NEW	1.10%
VZ	Verizon Communications Inc Communication Services	Added	57,816	+1,129	$2,902,363	+25.7%	1.05%
CME	Cme Group Inc. Financial Services	Added	9,661	+224	$2,853,376	+10.7%	1.03%
NFLX	Netflix Inc Communication Services	Reduced	29,609	-4,952	$2,846,905	−12.1%	1.03%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	16,709	+195	$2,668,427	+5.2%	0.97%
V	Visa Inc. Financial Services	Reduced	8,536	-1,208	$2,579,920	−24.5%	0.93%
GE	General Electric Co Industrials	Reduced	8,908	-306	$2,527,823	−10.9%	0.91%
WMB	Williams Companies, Inc. Energy	Added	33,897	+1,883	$2,467,023	+28.2%	0.89%
IBM	International Business Machines Corp Technology	Added	9,906	+307	$2,401,115	−15.6%	0.87%
UNP	Union Pacific Corp Industrials	Added	9,854	+218	$2,390,777	+7.3%	0.87%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,134	-1,075	$2,346,301	−16.9%	0.85%
MTZ	Mastec Inc Industrials	NEW	6,615	NEW	$2,128,310	NEW	0.77%
ATI	Ati Inc Industrials	NEW	14,447	NEW	$2,101,460	NEW	0.76%
AEP	American Electric Power Co Inc Utilities	Reduced	15,897	-156	$2,083,778	+12.6%	0.75%
ALL	Allstate Corp Financial Services	NEW	10,019	NEW	$2,077,339	NEW	0.75%
WM	Waste Management Inc Industrials	Reduced	8,695	-1,253	$1,998,024	−8.6%	0.72%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	NEW	13,760	NEW	$1,726,329	NEW	0.62%
NOW	ServiceNow, Inc. Technology	Added	16,303	+5,268	$1,704,478	+0.8%	0.62%
AMGN	Amgen Inc Healthcare	Added	4,831	+28	$1,699,787	+8.1%	0.62%
BMY	Bristol Myers Squibb Co Healthcare	Added	26,872	+3,198	$1,629,786	+27.6%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,242	-25	$1,629,161	+1.2%	0.59%
PWR	Quanta Services, Inc. Industrials	Reduced	2,919	-18	$1,602,589	+29.3%	0.58%
BAC	Bank Of America Corp /De/ Financial Services	Added	32,241	+1,258	$1,571,748	−7.8%	0.57%
LMT	Lockheed Martin Corp Industrials	Added	2,597	+122	$1,569,600	+31.1%	0.57%