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

Currently, LITTLE HOUSE CAPITAL LLC holds 112 types of securities in its portfolio with a total value $387.4M. In the most recent quarter, they have increased their positions in HST (+190.4K shares, valued at $3.6M), SHY (+40.9K shares, valued at $3.4M), GTX (+167.6K shares, valued at $3.0M); decreased their positions in JPST (-145.1K shares, valued at $7.3M), SPTM (-47.6K shares, valued at $3.8M), JEPI (-57.5K shares, valued at $3.3M); initiated new positions in HST (+190.4K shares, valued at $3.6M), GTX (+167.6K shares, valued at $3.0M), MTZ (+6.6K shares, valued at $2.1M).

1M P&L

+13.0M+3.38%

3M P&L

+22.2M+5.89%

HY P&L

+44.7M+12.63%

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/A112.0M

32.5%

2Semiconductors26.3M

7.6%

3Software - Infrastructure22.1M

6.4%

Top Industries by Stock Count

1N/A30 stocks

29.7%

2Software - Infrastructure5 stocks

5.0%

3Semiconductors4 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC76.0K shares-4.48%2026-03-312026-05-07

MSFT MICROSOFT CORP42.8K shares4.10%2026-03-312026-05-07

ALPHABET INC ALPHABET INC48.6K shares-3.44%2026-03-312026-05-07

NVDA NVIDIA CORPORATION78.2K shares-13.03%2026-03-312026-05-07

IJH ISHARES TR193.6K shares1.08%2026-03-312026-05-07

FESM FIDELITY COVINGTON TRUST330.4K shares-6.46%2026-03-312026-05-07

EFA ISHARES TR128.0K shares31.48%2026-03-312026-05-07

AMZN AMAZON COM INC52.8K shares-1.92%2026-03-312026-05-07

Sponsored

IEF ISHARES TR113.6K shares-1.67%2026-03-312026-05-07

BROADCOM INC BROADCOM INC34.0K shares-5.08%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC30.7K shares-3.26%2026-03-312026-05-07

SHY ISHARES TR115.9K shares54.61%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON37.8K shares1.58%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO31.4K shares8.92%2026-03-312026-05-07

META META PLATFORMS INC14.3K shares-1.91%2026-03-312026-05-07

EEM ISHARES TR143.4K shares21.05%2026-03-312026-05-07

Sponsored

WMT WALMART INC65.4K shares-17.75%2026-03-312026-05-07

PULS PGIM ETF TR159.9K shares28.14%2026-03-312026-05-07

XOM EXXON MOBIL CORP42.3K shares0.27%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS84.9K shares-0.93%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC7.7K shares7.74%2026-03-312026-05-07

AGG ISHARES TR60.8K shares28.80%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION5.4K shares5.16%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.2K shares-36.21%2026-03-312026-05-07

Sponsored

SPTM SPDR SERIES TRUST66.6K shares-41.68%2026-03-312026-05-07

CAT CATERPILLAR INC7.3K shares2.87%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T7.7K shares-1.60%2026-03-312026-05-07

LLY ELI LILLY & CO4.9K shares0.16%2026-03-312026-05-07

VRTX VERTEX PHARMACEUTICALS INC9.0K shares0.25%2026-03-312026-05-07

HST HOST HOTELS & RESORTS INC190.4K sharesnew addition2026-03-312026-05-07

ASML ASML HLDG NV2.7K shares-1.15%2026-03-312026-05-07

MA MASTERCARD INCORPORATED6.6K shares-6.04%2026-03-312026-05-07

Sponsored

RTX RTX CORPORATION16.6K shares-2.53%2026-03-312026-05-07

SO SOUTHERN CO32.8K shares1.41%2026-03-312026-05-07

ORCL ORACLE CORP21.3K shares51.63%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC25.5K shares87.12%2026-03-312026-05-07

GTX GARRETT MOTION INC167.6K sharesnew addition2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC57.8K shares1.99%2026-03-312026-05-07

CME CME GROUP INC9.7K shares2.37%2026-03-312026-05-07

NFLX NETFLIX INC.29.6K shares-14.33%2026-03-312026-05-07

Sponsored

TJX TJX COS INC NEW16.7K shares1.18%2026-03-312026-05-07

V VISA INC8.5K shares-12.40%2026-03-312026-05-07

GE AEROSPACE GE AEROSPACE8.9K shares-3.32%2026-03-312026-05-07

WMB WILLIAMS COS INC33.9K shares5.88%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS9.9K shares3.20%2026-03-312026-05-07

UNP UNION PAC CORP9.9K shares2.26%2026-03-312026-05-07

HD HOME DEPOT INC7.1K shares-13.10%2026-03-312026-05-07

MTZ MASTEC INC6.6K sharesnew addition2026-03-312026-05-07

Sponsored

ATI ATI INC14.4K sharesnew addition2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC15.9K shares-0.97%2026-03-312026-05-07

ALL ALLSTATE CORP10.0K sharesnew addition2026-03-312026-05-07

WM WASTE MGMT INC DEL8.7K shares-12.60%2026-03-312026-05-07

ALPHABET INC ALPHABET INC6.4K shares-24.05%2026-03-312026-05-07

BABA ALIBABA GROUP HLDG LTD13.8K sharesnew addition2026-03-312026-05-07

NOW SERVICENOW INC16.3K shares47.74%2026-03-312026-05-07

AMGN AMGEN INC4.8K shares0.58%2026-03-312026-05-07

Sponsored

BMY BRISTOL-MYERS SQUIBB CO26.9K shares13.51%2026-03-312026-05-07

MCD MCDONALDS CORP5.2K shares-0.47%2026-03-312026-05-07

PWR QUANTA SVCS INC2.9K shares-0.61%2026-03-312026-05-07

BAC BANK AMERICA CORP32.2K shares4.06%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP2.6K shares4.93%2026-03-312026-05-07

CRH PLC CRH PLC14.3K shares0.56%2026-03-312026-05-07

KO COCA COLA CO19.6K shares-0.80%2026-03-312026-05-07

KLAC KLA CORP1.0K shares-0.30%2026-03-312026-05-07

Sponsored

MU MICRON TECHNOLOGY INC4.3K shares-3.13%2026-03-312026-05-07

MLM MARTIN MARIETTA MATLS INC2.4K shares-0.77%2026-03-312026-05-07

BLACKROCK INC BLACKROCK INC1.4K shares1.11%2026-03-312026-05-07

CSCO CISCO SYS INC17.0K shares-0.26%2026-03-312026-05-07

PG PROCTER & GAMBLE CO8.7K shares4.90%2026-03-312026-05-07

ATO ATMOS ENERGY CORP6.7K shares-31.73%2026-03-312026-05-07

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC12.3K sharesnew addition2026-03-312026-05-07

MFC MANULIFE FINL CORP35.4K shares-1.85%2026-03-312026-05-07

Sponsored

VMC VULCAN MATLS CO4.2K shares-0.95%2026-03-312026-05-07

BA BOEING CO5.7K shares-1.78%2026-03-312026-05-07

JPST J P MORGAN EXCHANGE TRADED F22.2K shares-86.72%2026-03-312026-05-07

CRWD CROWDSTRIKE HLDGS INC2.8K shares-2.77%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC6.6K shares0.00%2026-03-312026-05-07

CMDY ISHARES U S ETF TR17.3K sharesnew addition2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC6.8K sharesnew addition2026-03-312026-05-07

IBDX ISHARES TR39.2K shares-7.50%2026-03-312026-05-07

Sponsored

IBDY ISHARES TR38.2K shares-7.65%2026-03-312026-05-07

TFI SPDR SERIES TRUST21.7K shares32.13%2026-03-312026-05-07

IBDU ISHARES TR39.4K shares-13.06%2026-03-312026-05-07

IBDV ISHARES TR41.7K shares-14.37%2026-03-312026-05-07

IBDW ISHARES TR43.5K shares-14.56%2026-03-312026-05-07

PEG PUBLIC SVC ENTERPRISE GROUP10.9K shares-0.17%2026-03-312026-05-07

IBDZ ISHARES TR33.5K shares-14.98%2026-03-312026-05-07

INTC INTEL CORP19.4K sharesnew addition2026-03-312026-05-07

Sponsored

BSX BOSTON SCIENTIFIC CORP13.4K shares0.50%2026-03-312026-05-07

MAR MARRIOTT INTL INC NEW2.5K shares0.00%2026-03-312026-05-07

IWF ISHARES TR1.9K shares5.43%2026-03-312026-05-07

IBCA ISHARES TR31.6K sharesnew addition2026-03-312026-05-07

MUB ISHARES TR7.5K shares40.05%2026-03-312026-05-07

WSM WILLIAMS SONOMA INC4.4K sharesnew addition2026-03-312026-05-07

OHI OMEGA HEALTHCARE INVS INC18.2K sharesnew addition2026-03-312026-05-07

CELESTICA INC CELESTICA INC2.7K shares-3.76%2026-03-312026-05-07

Sponsored

IBDT ISHARES TR28.9K shares-13.74%2026-03-312026-05-07

SBUX STARBUCKS CORP7.8K sharesnew addition2026-03-312026-05-07

RMD RESMED INC3.1K sharesnew addition2026-03-312026-05-07

SPGI S&P GLOBAL INC1.4K shares0.21%2026-03-312026-05-07

EBC EASTERN BANKSHARES INC29.5K shares0.00%2026-03-312026-05-07

GEV GE VERNOVA INC587 shares0.00%2026-03-312026-05-07

SMMD ISHARES TR6.3K shares2.37%2026-03-312026-05-07

IWM ISHARES TR1.9K shares-0.05%2026-03-312026-05-07

Sponsored

IVW ISHARES TR3.9K shares0.00%2026-03-312026-05-07

IEFA ISHARES TR4.3K shares13.22%2026-03-312026-05-07

WULF TERAWULF INC22.0K shares10.00%2026-03-312026-05-07

IEMG ISHARES INC4.4K shares27.87%2026-03-312026-05-07

CSX CSX CORP5.9K shares0.00%2026-03-312026-05-07

KIM KIMCO REALTY CORP10.3K shares0.00%2026-03-312026-05-07

JEPI J P MORGAN EXCHANGE TRADED F3.7K shares-94.00%2026-03-312026-05-07

ARISTA NETWORKS INC ARISTA NETWORKS INC1.6K shares0.00%2026-03-312026-05-07

Sponsored

AAPL

APPLE INC

-4.48%

Shares76.0K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

4.10%

Shares42.8K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-3.44%

Shares48.6K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-13.03%

Shares78.2K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

1.08%

Shares193.6K

Event2026-03-31

Filed2026-05-07

FESM

FIDELITY COVINGTON TRUST

-6.46%

Shares330.4K

Event2026-03-31

Filed2026-05-07

EFA

ISHARES TR

31.48%

Shares128.0K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-1.92%

Shares52.8K

Event2026-03-31

Filed2026-05-07

IEF

ISHARES TR

-1.67%

Shares113.6K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

-5.08%

Shares34.0K

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.26%

Shares30.7K

Event2026-03-31

Filed2026-05-07

SHY

ISHARES TR

54.61%

Shares115.9K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

1.58%

Shares37.8K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

8.92%

Shares31.4K

Event2026-03-31

Filed2026-05-07