LHC
Little House Capital Portfolio holdings
AUM
$435M
1-Year Est. Return
25.59%
1 Year Est. Return
+25.59%
AUM
$399M
AUM Growth
+$35.4M
(+9.7%)
Holding
141
Top Buys
| 1 | +$2.74M | |
| 2 | +$2.03M | |
| 3 | +$1.64M | |
| 4 |
Netflix
NFLX
|
+$1.42M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.4M |
Top Sells
| 1 | +$3.02M | |
| 2 | +$2.16M | |
| 3 | +$2.06M | |
| 4 |
Apple
AAPL
|
+$1.84M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
26
Netflix
NFLX
$468B
| $4.98M | 1.25% |
3,721
+1,060
|
|
||
27
iShares Core US Aggregate Bond ETF
AGG
$132B
| $4.89M | 1.22% |
49,273
+2,519
|
|
||
28
SPDR S&P 500 ETF Trust
SPY
$666B
| $4.74M | 1.19% |
7,670
-88
|
|
||
29
Costco
COST
$409B
| $4.57M | 1.14% |
4,617
+587
|
|
||
30
Visa
V
$650B
| $4.27M | 1.07% |
12,015
+152
|
|
||
31
Chevron
CVX
$310B
| $3.77M | 0.94% |
26,310
-5,969
|
|
||
32
JPMorgan Equity Premium Income ETF
JEPI
$41B
| $3.74M | 0.94% |
65,839
+2,921
|
|
||
33
Eli Lilly
LLY
$827B
| $3.7M | 0.93% |
4,750
-141
|
|
||
34
RTX Corp
RTX
$237B
| $3.65M | 0.91% |
24,973
-10,373
|
|
||
35
Eaton
ETN
$145B
| $3.37M | 0.84% |
9,433
+714
|
|
||
36
Waste Management
WM
$81.3B
| $3.36M | 0.84% |
14,691
+491
|
|
||
37
GE Aerospace
GE
$324B
| $3.32M | 0.83% |
12,902
+6,371
|
|
||
38
Procter & Gamble
PG
$343B
| $3.32M | 0.83% |
20,828
+3,336
|
|
||
39
Public Storage
PSA
$48.8B
| $3.07M | 0.77% |
10,478
+1,254
|
|
||
40
IBM
IBM
$286B
| $2.89M | 0.72% |
9,814
+19
|
|
||
41
Williams Companies
WMB
$72.8B
| $2.66M | 0.67% |
42,321
+469
|
|
||
42
Sony
SONY
$165B
| $2.65M | 0.66% |
101,667
+33,604
|
|
||
43
CrowdStrike
CRWD
$135B
| $2.63M | 0.66% |
5,156
+1,141
|
|
||
44
Vertex Pharmaceuticals
VRTX
$104B
| $2.6M | 0.65% |
5,830
-477
|
|
||
45
Salesforce
CRM
$228B
| $2.59M | 0.65% |
9,486
+441
|
|
||
46
Home Depot
HD
$369B
| $2.55M | 0.64% |
6,959
-266
|
|
||
47
Caterpillar
CAT
$264B
| $2.43M | 0.61% |
6,272
-1,459
|
|
||
48
Southern Company
SO
$101B
| $2.42M | 0.61% |
26,312
-1,974
|
|
||
49
CME Group
CME
$99.7B
| $2.27M | 0.57% |
8,224
+1,765
|
|
||
50
Alphabet (Google) Class C
GOOG
$3.38T
| $2.24M | 0.56% |
12,616
+269
|
|