LHC

Little House Capital Portfolio holdings

AUM $399M
1-Year Est. Return 22.27%
This Quarter Est. Return
1 Year Est. Return
+22.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Top Sells

1
+$3.02M
2
+$2.16M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 24.82%
2 Financials 10.93%
3 Communication Services 8.04%
4 Industrials 6.26%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
26
Netflix
NFLX
$510B
$4.98M 1.25%
3,721
+1,060
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$133B
$4.89M 1.22%
49,273
+2,519
SPY icon
28
SPDR S&P 500 ETF Trust
SPY
$660B
$4.74M 1.19%
7,670
-88
COST icon
29
Costco
COST
$415B
$4.57M 1.14%
4,617
+587
V icon
30
Visa
V
$664B
$4.27M 1.07%
12,015
+152
CVX icon
31
Chevron
CVX
$308B
$3.77M 0.94%
26,310
-5,969
JEPI icon
32
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$3.74M 0.94%
65,839
+2,921
LLY icon
33
Eli Lilly
LLY
$720B
$3.7M 0.93%
4,750
-141
RTX icon
34
RTX Corp
RTX
$211B
$3.65M 0.91%
24,973
-10,373
ETN icon
35
Eaton
ETN
$145B
$3.37M 0.84%
9,433
+714
WM icon
36
Waste Management
WM
$86.8B
$3.36M 0.84%
14,691
+491
GE icon
37
GE Aerospace
GE
$318B
$3.32M 0.83%
12,902
+6,371
PG icon
38
Procter & Gamble
PG
$354B
$3.32M 0.83%
20,828
+3,336
PSA icon
39
Public Storage
PSA
$54B
$3.07M 0.77%
10,478
+1,254
IBM icon
40
IBM
IBM
$262B
$2.89M 0.72%
9,814
+19
WMB icon
41
Williams Companies
WMB
$76.3B
$2.66M 0.67%
42,321
+469
SONY icon
42
Sony
SONY
$173B
$2.65M 0.66%
101,667
+33,604
CRWD icon
43
CrowdStrike
CRWD
$122B
$2.63M 0.66%
5,156
+1,141
VRTX icon
44
Vertex Pharmaceuticals
VRTX
$107B
$2.6M 0.65%
5,830
-477
CRM icon
45
Salesforce
CRM
$231B
$2.59M 0.65%
9,486
+441
HD icon
46
Home Depot
HD
$390B
$2.55M 0.64%
6,959
-266
CAT icon
47
Caterpillar
CAT
$247B
$2.43M 0.61%
6,272
-1,459
SO icon
48
Southern Company
SO
$108B
$2.42M 0.61%
26,312
-1,974
CME icon
49
CME Group
CME
$96.6B
$2.27M 0.57%
8,224
+1,765
GOOG icon
50
Alphabet (Google) Class C
GOOG
$3.07T
$2.24M 0.56%
12,616
+269
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