LHC
Little House Capital Portfolio holdings
AUM
$435M
1-Year Est. Return
25.59%
1 Year Est. Return
+25.59%
AUM
$435M
AUM Growth
+$35.7M
(+9%)
Holding
133
Top Buys
| 1 | +$1.85M | |
| 2 | +$1.84M | |
| 3 | +$1.62M | |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$1.54M |
| 5 |
Micron Technology
MU
|
+$1.32M |
Top Sells
| 1 | +$3.37M | |
| 2 | +$3.16M | |
| 3 | +$3.07M | |
| 4 |
Procter & Gamble
PG
|
+$2.85M |
| 5 |
Chubb
CB
|
+$1.79M |
Sector Composition
| 1 | Technology | 27.12% |
| 2 | Financials | 10.58% |
| 3 | Communication Services | 8.32% |
| 4 | Industrials | 5.73% |
| 5 | Consumer Discretionary | 5.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$332B
| $5.39M | 1.24% |
34,726
+8,416
|
|
||
27
Costco
COST
$428B
| $5.18M | 1.19% |
5,598
+981
|
|
||
28
SPDR S&P 500 ETF Trust
SPY
$719B
| $5.15M | 1.18% |
7,724
+54
|
|
||
29
iShares Core US Aggregate Bond ETF
AGG
$137B
| $4.94M | 1.14% |
49,321
+48
|
|
||
30
Netflix
NFLX
$373B
| $4.57M | 1.05% |
38,100
+890
|
|
||
31
Caterpillar
CAT
$303B
| $4.23M | 0.97% |
8,873
+2,601
|
|
||
32
RTX Corp
RTX
$271B
| $4.11M | 0.95% |
24,571
-402
|
|
||
33
Visa
V
$633B
| $4.04M | 0.93% |
11,833
-182
|
|
||
34
GE Aerospace
GE
$343B
| $3.95M | 0.91% |
13,132
+230
|
|
||
35
JPMorgan Equity Premium Income ETF
JEPI
$42.7B
| $3.82M | 0.88% |
66,976
+1,137
|
|
||
|
36
Vertex Pharmaceuticals
VRTX
$112B
| $3.82M | 0.88% |
9,760
+3,930
|
|
||
37
Eli Lilly
LLY
$929B
| $3.62M | 0.83% |
4,742
-8
|
|
||
38
Home Depot
HD
$378B
| $3.47M | 0.8% |
8,564
+1,605
|
|
||
39
Sony
SONY
$144B
| $3.41M | 0.78% |
118,437
+16,770
|
|
||
40
Southern Company
SO
$97.9B
| $2.87M | 0.66% |
30,249
+3,937
|
|
||
41
Alphabet (Google) Class C
GOOG
$3.99T
| $2.86M | 0.66% |
11,747
-869
|
|
||
42
IBM
IBM
$286B
| $2.8M | 0.64% |
9,914
+100
|
|
||
43
ASML
ASML
$527B
| $2.79M | 0.64% |
2,883
+1,677
|
|
||
44
Williams Companies
WMB
$75.2B
| $2.69M | 0.62% |
42,524
+203
|
|
||
45
Waste Management
WM
$89.1B
| $2.32M | 0.53% |
10,489
-4,202
|
|
||
46
TJX Companies
TJX
$175B
| $2.29M | 0.53% |
15,867
+362
|
|
||
47
CME Group
CME
$101B
| $2.24M | 0.51% |
8,287
+63
|
|
||
48
Salesforce
CRM
$213B
| $1.91M | 0.44% |
8,078
-1,408
|
|
||
49
Motorola Solutions
MSI
$66.7B
| $1.89M | 0.44% |
4,141
-541
|
|
||
50
KLA
KLAC
$206B
| $1.89M | 0.43% |
1,753
+13
|
|