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LHC

Little House Capital Portfolio holdings

AUM $445M
1-Year Est. Return 35.1%
This Fund
S&P 500
This Quarter Est. Return
+19.79%
1 Year Est. Return
+35.1%
3 Year Est. Return
+108.15%
5 Year Est. Return
+134.04%
10 Year Est. Return
–
AUM
$445M
AUM Growth
+$57.8M
Cap. Flow
+$5.99M
Cap. Flow %
1.35%
Top 10 Hldgs %
35.51%
Holding
116
New
4
Increased
79
Reduced
23
Closed
3

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.18M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.08M
3
DOW icon
Dow Inc
DOW
+$968K
4
BABA icon
Alibaba
BABA
+$854K
5
EMR icon
Emerson Electric
EMR
+$851K

Top Sells

Rank Stock Value
1
CRH icon
CRH
CRH
+$1.51M
2
BSX icon
Boston Scientific
BSX
+$843K
3
NFLX icon
Netflix
NFLX
+$705K
4
TSM icon
TSMC
TSM
+$574K
5
IBM icon
IBM
IBM
+$521K

Sector Composition

Rank Sector Weight
1 Miscellaneous 27.68%
2 Technology 26.6%
3 Financials 9.1%
4 Communication Services 7.43%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.67T
$22.2M 5%
76,837
+816
+1% +$233K
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.14T
$18.5M 4.15%
51,645
+2,995
+6% +$1.08M
MSFT icon
3
Microsoft
MSFT
$3.71T
$17.1M 3.83%
45,717
+2,914
+7% +$1.18M
FESM icon
4
Fidelity Enhanced Small Cap Core ETF
FESM
$6.49B
$16.2M 3.64%
335,887
+5,525
+2% +$243K
NVDA icon
5
NVIDIA
NVDA
$5.56T
$16M 3.59%
79,770
+1,604
+2% +$330K
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$126B
$15.2M 3.41%
196,578
+2,973
+2% +$218K
TSM icon
7
TSMC
TSM
$2.22T
$14M 3.14%
29,248
-1,415
-5% -$574K
EFA icon
8
iShares MSCI EAFE ETF
EFA
$80.1B
$13.7M 3.07%
131,422
+3,435
+3% +$353K
AVGO icon
9
Broadcom
AVGO
$1.7T
$12.8M 2.88%
33,963
-80
-0.2% -$32.1K
AMZN icon
10
Amazon
AMZN
$2.79T
$12.5M 2.81%
52,514
-252
-0.5% -$63.3K
IEF icon
11
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$10.9M 2.46%
115,743
+2,122
+2% +$201K
JPM icon
12
JPMorgan Chase
JPM
$953B
$10.4M 2.34%
31,858
+462
+1% +$143K
JNJ icon
13
Johnson & Johnson
JNJ
$663B
$10.2M 2.29%
40,136
+2,346
+6% +$547K
EEM icon
14
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$9.9M 2.22%
144,755
+1,330
+0.9% +$86.9K
SHY icon
15
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$9.69M 2.18%
118,056
+2,181
+2% +$179K
META icon
16
Meta Platforms (Facebook)
META
$1.57T
$8.23M 1.85%
14,606
+321
+2% +$196K
PULS icon
17
PGIM Ultra Short Bond ETF
PULS
$18.7B
$7.94M 1.78%
160,215
+310
+0.2% +$15.4K
GS icon
18
Goldman Sachs
GS
$302B
$7.89M 1.77%
7,799
+64
+0.8% +$62.4K
CAT icon
19
Caterpillar
CAT
$374B
$7.49M 1.68%
7,038
-242
-3% -$213K
VCIT icon
20
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.1B
$7.07M 1.59%
85,540
+618
+0.7% +$51.1K
WMT icon
21
Walmart Inc
WMT
$850B
$7.06M 1.59%
62,317
-3,061
-5% -$380K
AGG icon
22
iShares Core US Aggregate Bond ETF
AGG
$138B
$6.21M 1.39%
62,722
+1,873
+3% +$185K
SPTM icon
23
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$6.09M 1.37%
67,132
+551
+0.8% +$48.5K
LLY icon
24
Eli Lilly
LLY
$1.02T
$6.09M 1.37%
5,078
+177
+4% +$181K
GTX icon
25
Garrett Motion
GTX
$5.22B
$5.83M 1.31%
160,833
-6,754
-4% -$188K
1
2 3 4 5

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Little House Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Little House Capital held 116 positions worth $445M, up 15% from $387M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Little House Capital's Q2 2026 filing shows 4 new, 79 increased, 23 reduced and 3 closed positions. Its largest new stake was Dow Inc: 26,674 shares worth $730K. The largest sale was CRH, an estimated $1.51M.

By sector, the portfolio is most concentrated in Miscellaneous at 28% of assets, down from 29% a quarter earlier, followed by Technology and Financials.

  • Little House Capital's largest Q2 2026 buy was Dow Inc: 26,674 shares worth $730K.
  • Little House Capital added most to Microsoft in Q2 2026, an estimated $1.18M increase.
  • Little House Capital's biggest Q2 2026 reduction was Netflix, cutting an estimated $705K.
  • Little House Capital fully exited CRH in Q2 2026, selling an estimated $1.51M.
  • Little House Capital's ten largest holdings make up 36% of its $445M portfolio in Q2 2026.
  • Little House Capital opened 4 new positions and closed 3 in Q2 2026.
  • Little House Capital's portfolio value rose 15% quarter-over-quarter to $445M.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.