The Analysis of LITTLE HOUSE CAPITAL LLC's Holdings & P&L


Currently, LITTLE HOUSE CAPITAL LLC holds 113 types of securities in its portfolio with a total value $445.1M. In the most recent quarter, they have increased their positions in KLAC (+7.9K shares, valued at $2.4M), MSFT (+2.9K shares, valued at $1.1M), GOOGL (+3.0K shares, valued at $1.1M); decreased their positions in TSM (-1.4K shares, valued at $675.8K), IBM (-2.1K shares, valued at $581.3K), N/A (-8.0K shares, valued at $571.6K); initiated new positions in TXN (+3.0K shares, valued at $893.4K), EMR (+6.0K shares, valued at $865.7K), DOW (+26.7K shares, valued at $729.8K).


1M P&L
-2.6M-0.77%
3M P&L
+100.7K+0.03%
HY P&L
+27.8M+9.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A110.8M
31.2%
2Semiconductors41.3M
11.6%
3Drug Manufacturers - General23.0M
6.5%

Top Industries by Stock Count

1N/A26 stocks
28.9%
2Semiconductors6 stocks
6.7%
3Drug Manufacturers - General5 stocks
5.6%
Stock Holdings
AAPL
APPLE INC
1.07%
Shares76.8K
Event2026-06-30
Filed2026-08-07
GOOGL
ALPHABET INC
6.16%
Shares51.6K
Event2026-06-30
Filed2026-08-07
MSFT
MICROSOFT CORP
6.81%
Shares45.7K
Event2026-06-30
Filed2026-08-07
FESM
FIDELITY COVINGTON TRUST
1.67%
Shares335.9K
Event2026-06-30
Filed2026-08-07
NVDA
NVIDIA CORPORATION
2.05%
Shares79.8K
Event2026-06-30
Filed2026-08-07
IJH
ISHARES TR
1.54%
Shares196.6K
Event2026-06-30
Filed2026-08-07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-4.61%
Shares29.2K
Event2026-06-30
Filed2026-08-07
EFA
ISHARES TR
2.68%
Shares131.4K
Event2026-06-30
Filed2026-08-07
BROADCOM INC
BROADCOM INC
-0.23%
Shares34.0K
Event2026-06-30
Filed2026-08-07
AMZN
AMAZON COM INC
-0.48%
Shares52.5K
Event2026-06-30
Filed2026-08-07
IEF
ISHARES TR
1.87%
Shares115.7K
Event2026-06-30
Filed2026-08-07
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
1.47%
Shares31.9K
Event2026-06-30
Filed2026-08-07
JNJ
JOHNSON & JOHNSON
6.21%
Shares40.1K
Event2026-06-30
Filed2026-08-07
EEM
ISHARES TR
0.93%
Shares144.8K
Event2026-06-30
Filed2026-08-07
SHY
ISHARES TR
1.88%
Shares118.1K
Event2026-06-30
Filed2026-08-07
META PLATFORMS INC
META PLATFORMS INC
2.25%
Shares14.6K
Event2026-06-30
Filed2026-08-07
PULS
PGIM ETF TR
0.19%
Shares160.2K
Event2026-06-30
Filed2026-08-07
GS
GOLDMAN SACHS GROUP INC
0.83%
Shares7.8K
Event2026-06-30
Filed2026-08-07
CAT
CATERPILLAR INC
-3.32%
Shares7.0K
Event2026-06-30
Filed2026-08-07
VCIT
VANGUARD SCOTTSDALE FDS
0.73%
Shares85.5K
Event2026-06-30
Filed2026-08-07
WMT
WALMART INC
-4.68%
Shares62.3K
Event2026-06-30
Filed2026-08-07
ISHARES TR
ISHARES TR
3.08%
Shares62.7K
Event2026-06-30
Filed2026-08-07
SPTM
SPDR SERIES TRUST
0.83%
Shares67.1K
Event2026-06-30
Filed2026-08-07
LLY
ELI LILLY & CO
3.61%
Shares5.1K
Event2026-06-30
Filed2026-08-07
GTX
GARRETT MOTION INC
-4.03%
Shares160.8K
Event2026-06-30
Filed2026-08-07
EXXON MOBIL CORP
EXXON MOBIL CORP
0.66%
Shares42.5K
Event2026-06-30
Filed2026-08-07
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.36%
Shares7.7K
Event2026-06-30
Filed2026-08-07
ASML
ASML HLDG NV
0.91%
Shares2.8K
Event2026-06-30
Filed2026-08-07
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
3.89%
Shares5.7K
Event2026-06-30
Filed2026-08-07
BRK.B
BERKSHIRE HATHAWAY INC DEL
-8.17%
Shares10.3K
Event2026-06-30
Filed2026-08-07
HST
HOST HOTELS & RESORTS INC
4.28%
Shares198.6K
Event2026-06-30
Filed2026-08-07
VRTX
VERTEX PHARMACEUTICALS INC
1.93%
Shares9.1K
Event2026-06-30
Filed2026-08-07
MU
MICRON TECHNOLOGY INC
-9.49%
Shares3.9K
Event2026-06-30
Filed2026-08-07
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
1.03%
Shares6.7K
Event2026-06-30
Filed2026-08-07
MRK
MERCK & CO INC
3.31%
Shares26.3K
Event2026-06-30
Filed2026-08-07
GE
GE AEROSPACE
0.94%
Shares9.0K
Event2026-06-30
Filed2026-08-07
ORACLE CORP
ORACLE CORP
3.90%
Shares22.1K
Event2026-06-30
Filed2026-08-07
SOUTHERN CO
SOUTHERN CO
1.45%
Shares33.3K
Event2026-06-30
Filed2026-08-07
MRVL
MARVELL TECHNOLOGY INC
-14.24%
Shares10.6K
Event2026-06-30
Filed2026-08-07
RTX CORPORATION
RTX CORPORATION
-0.42%
Shares16.5K
Event2026-06-30
Filed2026-08-07
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
43.19%
Shares4.0K
Event2026-06-30
Filed2026-08-07
ATI INC
ATI INC
6.29%
Shares15.4K
Event2026-06-30
Filed2026-08-07
VISA INC
VISA INC
-1.75%
Shares8.4K
Event2026-06-30
Filed2026-08-07
INTC
INTEL CORP
2.78%
Shares19.9K
Event2026-06-30
Filed2026-08-07
UNP
UNION PAC CORP
1.44%
Shares10.0K
Event2026-06-30
Filed2026-08-07
KLAC
KLA CORP
788.41%
Shares8.9K
Event2026-06-30
Filed2026-08-07
TJX
TJX COS INC NEW
2.00%
Shares17.0K
Event2026-06-30
Filed2026-08-07
WMB
WILLIAMS COS INC
1.85%
Shares34.5K
Event2026-06-30
Filed2026-08-07
VZ
VERIZON COMMUNICATIONS INC
4.65%
Shares60.5K
Event2026-06-30
Filed2026-08-07
HD
HOME DEPOT INC
0.29%
Shares7.2K
Event2026-06-30
Filed2026-08-07
MTZ
MASTEC INC
-8.31%
Shares6.1K
Event2026-06-30
Filed2026-08-07
GOOG
ALPHABET INC
0.59%
Shares6.5K
Event2026-06-30
Filed2026-08-07
PANW
PALO ALTO NETWORKS INC
0.27%
Shares6.6K
Event2026-06-30
Filed2026-08-07
QUANTA SVCS INC
QUANTA SVCS INC
5.45%
Shares3.1K
Event2026-06-30
Filed2026-08-07
IBM
INTERNATIONAL BUSINESS MACHS
-20.87%
Shares7.8K
Event2026-06-30
Filed2026-08-07
AEP
AMERICAN ELEC PWR CO INC
-0.38%
Shares15.8K
Event2026-06-30
Filed2026-08-07
BLK
BLACKROCK INC
58.35%
Shares2.2K
Event2026-06-30
Filed2026-08-07
SERVICENOW INC
SERVICENOW INC
26.64%
Shares20.6K
Event2026-06-30
Filed2026-08-07
CISCO SYS INC
CISCO SYS INC
0.65%
Shares17.1K
Event2026-06-30
Filed2026-08-07
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
49.54%
Shares20.6K
Event2026-06-30
Filed2026-08-07
ALL
ALLSTATE CORP
-18.19%
Shares8.2K
Event2026-06-30
Filed2026-08-07
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-1.21%
Shares8.6K
Event2026-06-30
Filed2026-08-07
BAC
BANK OF AMER CORP
2.91%
Shares33.2K
Event2026-06-30
Filed2026-08-07
CME
CME GROUP INC
-12.10%
Shares8.5K
Event2026-06-30
Filed2026-08-07
AMGN
AMGEN INC
0.19%
Shares4.8K
Event2026-06-30
Filed2026-08-07
WSM
WILLIAMS SONOMA INC
58.82%
Shares7.0K
Event2026-06-30
Filed2026-08-07
KO
COCA COLA CO
0.89%
Shares19.7K
Event2026-06-30
Filed2026-08-07
BMY
BRISTOL-MYERS SQUIBB CO
2.01%
Shares27.4K
Event2026-06-30
Filed2026-08-07
NETFLIX INC.
NETFLIX INC.
-27.04%
Shares21.6K
Event2026-06-30
Filed2026-08-07
MCD
MCDONALDS CORP
1.32%
Shares5.3K
Event2026-06-30
Filed2026-08-07
MLM
MARTIN MARIETTA MATLS INC
0.20%
Shares2.5K
Event2026-06-30
Filed2026-08-07
LMT
LOCKHEED MARTIN CORP
1.89%
Shares2.6K
Event2026-06-30
Filed2026-08-07
VMC
VULCAN MATLS CO
2.56%
Shares4.3K
Event2026-06-30
Filed2026-08-07
BA
BOEING CO
1.86%
Shares5.8K
Event2026-06-30
Filed2026-08-07
OHI
OMEGA HEALTHCARE INVS INC
44.03%
Shares26.2K
Event2026-06-30
Filed2026-08-07
ATO
ATMOS ENERGY CORP
0.74%
Shares6.7K
Event2026-06-30
Filed2026-08-07
PG
PROCTER & GAMBLE CO
-13.63%
Shares7.5K
Event2026-06-30
Filed2026-08-07
MFC
MANULIFE FINL CORP
-26.71%
Shares25.9K
Event2026-06-30
Filed2026-08-07
TFI
SPDR SERIES TRUST
1.93%
Shares22.1K
Event2026-06-30
Filed2026-08-07
IBDX
ISHARES TR
2.65%
Shares40.2K
Event2026-06-30
Filed2026-08-07
IBDY
ISHARES TR
2.62%
Shares39.2K
Event2026-06-30
Filed2026-08-07
CMDY
ISHARES U S ETF TR
2.87%
Shares17.8K
Event2026-06-30
Filed2026-08-07
IWF
ISHARES TR
312.61%
Shares7.9K
Event2026-06-30
Filed2026-08-07
CLS
CELESTICA INC
-3.86%
Shares2.6K
Event2026-06-30
Filed2026-08-07
JPST
J P MORGAN EXCHANGE TRADED F
-16.32%
Shares18.6K
Event2026-06-30
Filed2026-08-07
IBDU
ISHARES TR
2.56%
Shares40.5K
Event2026-06-30
Filed2026-08-07
IBDV
ISHARES TR
2.60%
Shares42.8K
Event2026-06-30
Filed2026-08-07
IBDW
ISHARES TR
2.56%
Shares44.7K
Event2026-06-30
Filed2026-08-07
MAR
MARRIOTT INTL INC NEW
0.00%
Shares2.5K
Event2026-06-30
Filed2026-08-07
IBDZ
ISHARES TR
2.74%
Shares34.4K
Event2026-06-30
Filed2026-08-07
TXN
TEXAS INSTRS INC
New
Shares3.0K
Event2026-06-30
Filed2026-08-07
PEG
PUBLIC SVC ENTERPRISE GROUP
0.24%
Shares10.9K
Event2026-06-30
Filed2026-08-07
EMR
EMERSON ELEC CO
New
Shares6.0K
Event2026-06-30
Filed2026-08-07
IBCA
ISHARES TR
3.54%
Shares32.7K
Event2026-06-30
Filed2026-08-07
SBUX
STARBUCKS CORP
4.53%
Shares8.2K
Event2026-06-30
Filed2026-08-07
MUB
ISHARES TR
1.19%
Shares7.6K
Event2026-06-30
Filed2026-08-07
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
3.54%
Shares7.0K
Event2026-06-30
Filed2026-08-07
IBDT
ISHARES TR
2.55%
Shares29.6K
Event2026-06-30
Filed2026-08-07
DOW
DOW HLDGS INC
New
Shares26.7K
Event2026-06-30
Filed2026-08-07
GEV
GE VERNOVA INC
2.21%
Shares600
Event2026-06-30
Filed2026-08-07
EBC
EASTERN BANKSHARES INC
0.00%
Shares29.5K
Event2026-06-30
Filed2026-08-07
WULF
TERAWULF INC
13.64%
Shares25.0K
Event2026-06-30
Filed2026-08-07
RMD
RESMED INC
1.42%
Shares3.1K
Event2026-06-30
Filed2026-08-07
SMMD
ISHARES TR
4.86%
Shares6.6K
Event2026-06-30
Filed2026-08-07
S&P GLOBAL INC
S&P GLOBAL INC
0.63%
Shares1.4K
Event2026-06-30
Filed2026-08-07
IWM
ISHARES TR
0.00%
Shares1.9K
Event2026-06-30
Filed2026-08-07
IVW
ISHARES TR
0.00%
Shares3.9K
Event2026-06-30
Filed2026-08-07
ISHARES TR
ISHARES TR
4.64%
Shares4.5K
Event2026-06-30
Filed2026-08-07
IEMG
ISHARES INC
4.62%
Shares4.6K
Event2026-06-30
Filed2026-08-07
CSX
CSX CORP
0.00%
Shares5.9K
Event2026-06-30
Filed2026-08-07
ANET
ARISTA NETWORKS INC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-08-07
KIM
KIMCO REALTY CORP
0.00%
Shares10.3K
Event2026-06-30
Filed2026-08-07
TSLA
TESLA INC
New
Shares536
Event2026-06-30
Filed2026-08-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available