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 | |
|---|---|---|---|---|---|---|
51
American Electric Power
AEP
$63B
| $1.87M | 0.43% |
16,617
+696
|
|
||
52
ServiceNow
NOW
$174B
| $1.85M | 0.43% |
+2,014
|
|
||
53
Blackrock
BLK
$167B
| $1.84M | 0.42% |
+1,575
|
|
||
54
Atmos Energy
ATO
$27.6B
| $1.83M | 0.42% |
10,733
+66
|
|
||
55
Verizon
VZ
$174B
| $1.81M | 0.42% |
41,220
+581
|
|
||
56
McDonald's
MCD
$220B
| $1.8M | 0.41% |
5,923
+70
|
|
||
57
CRH
CRH
$81B
| $1.71M | 0.39% |
14,234
+773
|
|
||
58
Martin Marietta Materials
MLM
$37.3B
| $1.68M | 0.39% |
2,667
+309
|
|
||
59
Bank of America
BAC
$396B
| $1.62M | 0.37% |
31,403
+2,238
|
|
||
60
Progressive
PGR
$133B
| $1.53M | 0.35% |
6,193
+183
|
|
||
61
CrowdStrike
CRWD
$129B
| $1.53M | 0.35% |
3,116
-2,040
|
|
||
62
Union Pacific
UNP
$141B
| $1.49M | 0.34% |
6,288
+1,648
|
|
||
63
Vulcan Materials
VMC
$38.8B
| $1.42M | 0.33% |
4,632
+77
|
|
||
64
Amgen
AMGN
$183B
| $1.42M | 0.33% |
5,045
+95
|
|
||
65
Coca-Cola
KO
$303B
| $1.42M | 0.33% |
21,353
+217
|
|
||
66
Boeing
BA
$153B
| $1.39M | 0.32% |
6,430
+139
|
|
||
67
Quanta Services
PWR
$69.3B
| $1.37M | 0.32% |
3,316
+51
|
|
||
68
Palo Alto Networks
PANW
$136B
| $1.34M | 0.31% |
6,580
-309
|
|
||
69
Digital Realty Trust
DLR
$55.3B
| $1.33M | 0.3% |
7,673
-87
|
|
||
|
70
Micron Technology
MU
$254B
| $1.32M | 0.3% |
+7,918
|
|
||
71
Merck
MRK
$250B
| $1.29M | 0.3% |
15,421
-9,815
|
|
||
72
Medtronic
MDT
$131B
| $1.29M | 0.3% |
13,529
+755
|
|
||
73
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.16B
| $1.19M | 0.27% |
50,625
+1,018
|
|
||
74
Bristol-Myers Squibb
BMY
$106B
| $1.19M | 0.27% |
26,319
+1,291
|
|
||
75
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.41B
| $1.19M | 0.27% |
53,523
+1,093
|
|