Little House Capital LLC

13F filer · CIK 0001748814

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$445MU.S. long equity reported on 13F

Positions874 new · 2 closed

Net flow last quarter+$4.12MBuys minus sells

Top 10 positions weight31.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202687 positions
AAPLApple Inc.	$22.2M	5.00%	0.00%	+1.1%	Q4 2018
GOOGLAlphabet Inc.	$18.5M	4.15%	0.00%	+6.2%	Q4 2018
MSFTMicrosoft Corp	$17.1M	3.83%	0.00%	+6.8%	Q4 2018
NVDANvidia Corp	$16M	3.59%	0.00%	+2.1%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14M	3.14%	0.00%	-4.6%	Q4 2020
AVGOBroadcom Inc.	$12.8M	2.88%	0.00%	-0.2%	Q4 2018
AMZNAmazon Com Inc	$12.5M	2.81%	0.00%	-0.5%	Q4 2018
JPMJPMorgan Chase & Co	$10.4M	2.34%	0.00%	+1.5%	Q4 2018
JNJJohnson & Johnson	$10.2M	2.29%	0.00%	+6.2%	Q4 2018
METAMeta Platforms, Inc.	$8.23M	1.85%	Not reported	+2.3%	Q4 2018
PULSPulse Electronics Corp	$7.94M	1.78%	0.91%	+0.2%	Q1 2022
GSGoldman Sachs Group Inc	$7.89M	1.77%	0.00%	+0.8%	Q4 2018
CATCaterpillar Inc	$7.49M	1.68%	0.00%	-3.3%	Q4 2018
WMTWalmart Inc.	$7.06M	1.59%	0.00%	-4.7%	Q4 2018
LLYELI LILLY & Co	$6.09M	1.37%	0.00%	+3.6%	Q1 2019
GTXGarrett Motion Inc.	$5.83M	1.31%	0.09%	-4.0%	Q1 2019
XOMExxonMobil Holdings Corp	$5.81M	1.31%	0.00%	+0.7%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$5.78M	1.30%	Not reported	+0.4%	Q4 2018
ASMLAsml Holding NV	$5.51M	1.24%	0.00%	+0.9%	Q3 2023
COSTCostco Wholesale Corp	$5.29M	1.19%	0.00%	+3.9%	Q1 2019
BRK.BBerkshire Hathaway Inc	$5.15M	1.16%	Not reported	-8.2%	Q4 2018
HSTHost Hotels & Resorts, Inc.	$4.71M	1.06%	0.03%	+4.3%	Q1 2026
VRTXVertex Pharmaceuticals Inc / Ma	$4.54M	1.02%	0.00%	+1.9%	Q4 2020
MUMicron Technology Inc	$4.52M	1.02%	0.00%	-9.5%	Q1 2019
MAMastercard Inc	$3.43M	0.77%	0.00%	+1.0%	Q4 2018
MRKMerck & Co., Inc.	$3.38M	0.76%	0.00%	+3.3%	Q4 2018
GEGeneral Electric Co	$3.36M	0.76%	0.00%	+0.9%	Q1 2024
ORCLOracle Corp	$3.24M	0.73%	0.00%	+3.9%	Q4 2018
SOSouthern Co	$3.18M	0.72%	0.00%	+1.5%	Q1 2019
MRVLMarvell Technology, Inc.	$3.15M	0.71%	0.00%	-14.2%	Q1 2026
RTXRTX Corp	$3.14M	0.70%	0.00%	-0.4%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$3.03M	0.68%	0.00%	+43.2%	Q1 2025
ATIAti Inc	$3.03M	0.68%	0.01%	+6.3%	Q1 2026
VVisa Inc.	$2.88M	0.65%	0.00%	-1.8%	Q4 2018
INTCIntel Corp	$2.78M	0.62%	0.00%	+2.8%	Q4 2018
UNPUnion Pacific Corp	$2.72M	0.61%	0.00%	+1.4%	Q4 2018
KLACKla Corp	$2.68M	0.60%	0.00%	-11.2%	Q4 2018
TJXTJX Companies Inc	$2.58M	0.58%	0.00%	+2.0%	Q4 2018
WMBWilliams Companies, Inc.	$2.57M	0.58%	0.00%	+1.9%	Q2 2020
VZVerizon Communications Inc	$2.56M	0.58%	0.00%	+4.7%	Q4 2018
HDHome Depot, Inc.	$2.52M	0.57%	0.00%	+0.3%	Q1 2019
MTZMastec Inc	$2.52M	0.57%	0.01%	-8.3%	Q1 2026
GOOGAlphabet Inc.	$2.29M	0.51%	Not reported	+0.6%	Q4 2018
PANWPalo Alto Networks Inc	$2.25M	0.51%	0.00%	+0.3%	Q4 2023
PWRQuanta Services, Inc.	$2.22M	0.50%	0.00%	+5.5%	Q1 2022
IBMInternational Business Machines Corp	$2.2M	0.50%	0.00%	-20.9%	Q4 2018
AEPAmerican Electric Power Co Inc	$2.17M	0.49%	0.00%	-0.4%	Q4 2018
BLKBlackRock, Inc.	$2.09M	0.47%	0.00%	+58.4%	Q4 2018
NOWServiceNow, Inc.	$2.05M	0.46%	0.00%	+26.6%	Q2 2021
CSCOCisco Systems, Inc.	$2.01M	0.45%	0.00%	+0.7%	Q4 2018

Q1 2026Reported May 7, 202685 positions
AAPLApple Inc.	$19.3M	4.98%	0.00%	-4.5%	Q4 2018
MSFTMicrosoft Corp	$15.8M	4.09%	0.00%	+4.1%	Q4 2018
GOOGLAlphabet Inc.	$14M	3.61%	0.00%	-3.4%	Q4 2018
NVDANvidia Corp	$13.6M	3.52%	0.00%	-13.0%	Q1 2019
AMZNAmazon Com Inc	$11M	2.84%	0.00%	-1.9%	Q4 2018
AVGOBroadcom Inc.	$10.5M	2.72%	0.00%	-5.1%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.4M	2.68%	0.00%	-3.3%	Q4 2020
JNJJohnson & Johnson	$9.24M	2.38%	0.00%	+1.6%	Q4 2018
JPMJPMorgan Chase & Co	$9.24M	2.38%	0.00%	+8.9%	Q4 2018
METAMeta Platforms, Inc.	$8.17M	2.11%	Not reported	-1.9%	Q4 2018
WMTWalmart Inc.	$8.13M	2.10%	0.00%	-17.8%	Q4 2018
PULSPulse Electronics Corp	$7.92M	2.04%	0.91%	+28.1%	Q1 2022
XOMExxonMobil Holdings Corp	$7.17M	1.85%	0.00%	+0.3%	Q4 2018
GSGoldman Sachs Group Inc	$6.54M	1.69%	0.00%	+7.7%	Q4 2018
COSTCostco Wholesale Corp	$5.43M	1.40%	0.00%	+5.2%	Q1 2019
BRK.BBerkshire Hathaway Inc	$5.37M	1.39%	Not reported	-36.2%	Q4 2018
CATCaterpillar Inc	$5.16M	1.33%	0.00%	+2.9%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$5.01M	1.29%	Not reported	-1.6%	Q4 2018
LLYELI LILLY & Co	$4.51M	1.16%	0.00%	+0.2%	Q1 2019
VRTXVertex Pharmaceuticals Inc / Ma	$4M	1.03%	0.00%	+0.3%	Q4 2020
HSTHost Hotels & Resorts, Inc.	$3.65M	0.94%	0.03%	New	Q1 2026
ASMLAsml Holding NV	$3.62M	0.94%	0.00%	-1.2%	Q3 2023
MAMastercard Inc	$3.31M	0.85%	0.00%	-6.0%	Q4 2018
RTXRTX Corp	$3.2M	0.83%	0.00%	-2.5%	Q2 2020
SOSouthern Co	$3.17M	0.82%	0.00%	+1.4%	Q1 2019
ORCLOracle Corp	$3.13M	0.81%	0.00%	+51.6%	Q4 2018
MRKMerck & Co., Inc.	$3.06M	0.79%	0.00%	+87.1%	Q4 2018
GTXGarrett Motion Inc.	$3.05M	0.79%	0.09%	Not reported	Q1 2019
VZVerizon Communications Inc	$2.9M	0.75%	0.00%	+2.0%	Q4 2018
CMECme Group Inc.	$2.85M	0.74%	0.00%	+2.4%	Q2 2020
NFLXNetflix Inc	$2.85M	0.73%	0.00%	-14.3%	Q1 2019
TJXTJX Companies Inc	$2.67M	0.69%	0.00%	+1.2%	Q4 2018
VVisa Inc.	$2.58M	0.67%	0.00%	-12.4%	Q4 2018
GEGeneral Electric Co	$2.53M	0.65%	0.00%	-3.3%	Q1 2024
WMBWilliams Companies, Inc.	$2.47M	0.64%	0.00%	+5.9%	Q2 2020
IBMInternational Business Machines Corp	$2.4M	0.62%	0.00%	+3.2%	Q4 2018
UNPUnion Pacific Corp	$2.39M	0.62%	0.00%	+2.3%	Q4 2018
HDHome Depot, Inc.	$2.35M	0.61%	0.00%	-13.1%	Q1 2019
MTZMastec Inc	$2.13M	0.55%	0.01%	New	Q1 2026
ATIAti Inc	$2.1M	0.54%	0.01%	New	Q1 2026
AEPAmerican Electric Power Co Inc	$2.08M	0.54%	0.00%	-1.0%	Q4 2018
ALLAllstate Corp	$2.08M	0.54%	0.00%	New	Q1 2026
WMWaste Management Inc	$2M	0.52%	0.00%	-12.6%	Q4 2018
GOOGAlphabet Inc.	$1.85M	0.48%	Not reported	-24.1%	Q4 2018
BABAAlibaba Group Holding Ltd	$1.73M	0.45%	0.00%	Not reported	Q1 2019
NOWServiceNow, Inc.	$1.7M	0.44%	0.00%	+47.7%	Q2 2021
AMGNAmgen Inc	$1.7M	0.44%	0.00%	+0.6%	Q4 2018
BMYBristol Myers Squibb Co	$1.63M	0.42%	0.00%	+13.5%	Q1 2019
MCDMcdonalds Corp	$1.63M	0.42%	0.00%	-0.5%	Q4 2018
PWRQuanta Services, Inc.	$1.6M	0.41%	0.00%	-0.6%	Q1 2022

Q4 2025Reported Feb 6, 202683 positions
AAPLApple Inc.	$21.6M	5.43%	0.00%	-12.1%	Q4 2018
MSFTMicrosoft Corp	$19.9M	4.99%	0.00%	-10.0%	Q4 2018
NVDANvidia Corp	$16.8M	4.21%	0.00%	-16.7%	Q1 2019
GOOGLAlphabet Inc.	$15.8M	3.96%	0.00%	-8.5%	Q4 2018
AMZNAmazon Com Inc	$12.4M	3.12%	0.00%	-17.3%	Q4 2018
AVGOBroadcom Inc.	$12.4M	3.12%	0.00%	-8.3%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.63M	2.42%	0.00%	-6.9%	Q4 2020
METAMeta Platforms, Inc.	$9.61M	2.41%	Not reported	-6.5%	Q4 2018
JPMJPMorgan Chase & Co	$9.29M	2.33%	0.00%	+2.9%	Q4 2018
WMTWalmart Inc.	$8.86M	2.22%	0.00%	-6.5%	Q4 2018
BRK.BBerkshire Hathaway Inc	$8.84M	2.22%	Not reported	-13.6%	Q4 2018
JNJJohnson & Johnson	$7.7M	1.93%	0.00%	-7.7%	Q4 2018
GSGoldman Sachs Group Inc	$6.31M	1.58%	0.00%	-7.4%	Q4 2018
PULSPulse Electronics Corp	$6.19M	1.55%	0.71%	-4.1%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$5.34M	1.34%	Not reported	+1.5%	Q4 2018
LLYELI LILLY & Co	$5.26M	1.32%	0.00%	+3.2%	Q1 2019
XOMExxonMobil Holdings Corp	$5.07M	1.27%	0.00%	+920.8%	Q4 2018
COSTCostco Wholesale Corp	$4.47M	1.12%	0.00%	-7.5%	Q1 2019
CATCaterpillar Inc	$4.05M	1.02%	0.00%	-20.2%	Q4 2018
VRTXVertex Pharmaceuticals Inc / Ma	$4.05M	1.02%	0.00%	-8.4%	Q4 2020
MAMastercard Inc	$4.02M	1.01%	0.00%	-36.1%	Q4 2018
VVisa Inc.	$3.42M	0.86%	0.00%	-17.7%	Q4 2018
NFLXNetflix Inc	$3.24M	0.81%	0.00%	-9.3%	Q1 2019
RTXRTX Corp	$3.12M	0.78%	0.00%	-30.7%	Q2 2020
ASMLAsml Holding NV	$2.97M	0.75%	0.00%	-3.8%	Q3 2023
SONYSony Group Corp	$2.91M	0.73%	0.00%	-3.9%	Q1 2025
IBMInternational Business Machines Corp	$2.84M	0.71%	0.00%	-3.2%	Q4 2018
GEGeneral Electric Co	$2.84M	0.71%	0.00%	-29.8%	Q1 2024
HDHome Depot, Inc.	$2.82M	0.71%	0.00%	-4.2%	Q1 2019
SOSouthern Co	$2.82M	0.71%	0.00%	+6.9%	Q1 2019
ORCLOracle Corp	$2.74M	0.69%	0.00%	-27.4%	Q4 2018
GOOGAlphabet Inc.	$2.66M	0.67%	Not reported	-27.9%	Q4 2018
CMECme Group Inc.	$2.58M	0.65%	0.00%	+13.9%	Q2 2020
TJXTJX Companies Inc	$2.54M	0.64%	0.00%	+4.1%	Q4 2018
EMREmerson Electric Co	$2.36M	0.59%	0.00%	+124.1%	Q2 2020
VZVerizon Communications Inc	$2.31M	0.58%	0.00%	+37.5%	Q4 2018
UNPUnion Pacific Corp	$2.23M	0.56%	0.00%	+53.2%	Q4 2018
WMWaste Management Inc	$2.19M	0.55%	0.00%	-5.2%	Q4 2018
SAPSap SE	$1.95M	0.49%	0.00%	New	Q4 2025
WMBWilliams Companies, Inc.	$1.92M	0.48%	0.00%	-24.7%	Q2 2020
AEPAmerican Electric Power Co Inc	$1.85M	0.46%	0.00%	-3.4%	Q4 2018
CRHCRH Public Ltd Co	$1.78M	0.45%	0.00%	+0.2%	Q4 2024
BACBank of America Corp	$1.7M	0.43%	0.00%	-1.3%	Q1 2019
NOWServiceNow, Inc.	$1.69M	0.42%	0.00%	+9.6%	Q2 2021
ATOAtmos Energy Corp	$1.63M	0.41%	0.01%	-9.1%	Q3 2023
MCDMcdonalds Corp	$1.61M	0.40%	0.00%	-11.1%	Q4 2018
AMGNAmgen Inc	$1.57M	0.39%	0.00%	-4.8%	Q4 2018
MLMMartin Marietta Materials Inc	$1.53M	0.39%	0.00%	-7.6%	Q4 2024
BLKBlackRock, Inc.	$1.45M	0.36%	0.00%	-13.9%	Q4 2018
MRKMerck & Co., Inc.	$1.43M	0.36%	0.00%	-11.7%	Q4 2018

Q3 2025Reported Nov 3, 202597 positions
MSFTMicrosoft Corp	$23.7M	5.44%	0.00%	+4.3%	Q4 2018
AAPLApple Inc.	$23.1M	5.30%	0.00%	+3.4%	Q4 2018
NVDANvidia Corp	$20.1M	4.63%	0.00%	-2.0%	Q1 2019
AMZNAmazon Com Inc	$14.3M	3.28%	0.00%	+1.1%	Q4 2018
GOOGLAlphabet Inc.	$13.4M	3.08%	0.00%	-4.4%	Q4 2018
AVGOBroadcom Inc.	$12.9M	2.97%	0.00%	+0.1%	Q4 2018
METAMeta Platforms, Inc.	$11.4M	2.63%	Not reported	-1.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$10.2M	2.35%	Not reported	+2.8%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.51M	2.19%	0.00%	+15.8%	Q4 2020
JPMJPMorgan Chase & Co	$8.84M	2.03%	0.00%	+0.7%	Q4 2018
WMTWalmart Inc.	$8.76M	2.01%	0.00%	+5.8%	Q4 2018
JNJJohnson & Johnson	$7.47M	1.72%	0.00%	-4.1%	Q4 2018
PULSPulse Electronics Corp	$6.48M	1.49%	0.74%	+1.0%	Q1 2022
MAMastercard Inc	$6.26M	1.44%	0.00%	-0.2%	Q4 2018
GSGoldman Sachs Group Inc	$6.17M	1.42%	0.00%	+2.4%	Q4 2018
ORCLOracle Corp	$5.44M	1.25%	0.00%	-36.8%	Q4 2018
CVXChevron Corp	$5.39M	1.24%	0.00%	+32.0%	Q4 2018
COSTCostco Wholesale Corp	$5.18M	1.19%	0.00%	+21.3%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$5.15M	1.18%	Not reported	+0.7%	Q4 2018
NFLXNetflix Inc	$4.57M	1.05%	0.00%	+2.4%	Q1 2019
CATCaterpillar Inc	$4.23M	0.97%	0.00%	+41.5%	Q4 2018
RTXRTX Corp	$4.11M	0.95%	0.00%	-1.6%	Q2 2020
VVisa Inc.	$4.04M	0.93%	0.00%	-1.5%	Q4 2018
GEGeneral Electric Co	$3.95M	0.91%	0.00%	+1.8%	Q1 2024
VRTXVertex Pharmaceuticals Inc / Ma	$3.82M	0.88%	0.00%	+67.4%	Q4 2020
LLYELI LILLY & Co	$3.62M	0.83%	0.00%	-0.2%	Q1 2019
HDHome Depot, Inc.	$3.47M	0.80%	0.00%	+23.1%	Q1 2019
SONYSony Group Corp	$3.41M	0.78%	0.00%	+16.5%	Q1 2025
SOSouthern Co	$2.87M	0.66%	0.00%	+15.0%	Q1 2019
GOOGAlphabet Inc.	$2.86M	0.66%	Not reported	-6.9%	Q4 2018
IBMInternational Business Machines Corp	$2.8M	0.64%	0.00%	+1.0%	Q4 2018
ASMLAsml Holding NV	$2.79M	0.64%	0.00%	+139.1%	Q3 2023
WMBWilliams Companies, Inc.	$2.69M	0.62%	0.00%	+0.5%	Q2 2020
WMWaste Management Inc	$2.32M	0.53%	0.00%	-28.6%	Q4 2018
TJXTJX Companies Inc	$2.29M	0.53%	0.00%	+2.3%	Q4 2018
CMECme Group Inc.	$2.24M	0.51%	0.00%	+0.8%	Q2 2020
CRMSalesforce, Inc.	$1.91M	0.44%	0.00%	-14.8%	Q4 2018
MSIMotorola Solutions, Inc.	$1.89M	0.44%	0.00%	-11.6%	Q1 2024
KLACKla Corp	$1.89M	0.43%	0.00%	+0.8%	Q4 2018
AEPAmerican Electric Power Co Inc	$1.87M	0.43%	0.00%	+4.4%	Q4 2018
NOWServiceNow, Inc.	$1.85M	0.43%	0.00%	Not reported	Q2 2021
BLKBlackRock, Inc.	$1.84M	0.42%	0.00%	Not reported	Q4 2018
ATOAtmos Energy Corp	$1.83M	0.42%	0.01%	+0.6%	Q3 2023
VZVerizon Communications Inc	$1.81M	0.42%	0.00%	+1.4%	Q4 2018
MCDMcdonalds Corp	$1.8M	0.41%	0.00%	+1.2%	Q4 2018
CRHCRH Public Ltd Co	$1.71M	0.39%	0.00%	+5.7%	Q4 2024
MLMMartin Marietta Materials Inc	$1.68M	0.39%	0.00%	+13.1%	Q4 2024
BACBank of America Corp	$1.62M	0.37%	0.00%	+7.7%	Q1 2019
PGRProgressive Corp	$1.53M	0.35%	0.00%	+3.0%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.53M	0.35%	0.00%	-39.6%	Q1 2025

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