LHC

Little House Capital Portfolio holdings

AUM $387M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.39M
3
+$3.13M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.07M
5
BABA icon
Alibaba
BABA
+$2.07M

Top Sells

1
+$7.35M
2
+$3.93M
3
+$3.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.13M
5
SONY icon
Sony
SONY
+$2.91M

Sector Composition

1 Technology 23.48%
2 Financials 9.7%
3 Communication Services 7.68%
4 Healthcare 6.63%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBC icon
101
Eastern Bankshares
EBC
$4.27B
$578K 0.15%
29,526
GEV icon
102
GE Vernova
GEV
$251B
$512K 0.13%
587
SMMD icon
103
iShares Russell 2500 ETF
SMMD
$3.21B
$477K 0.12%
6,251
+145
IWM icon
104
iShares Russell 2000 ETF
IWM
$77B
$461K 0.12%
1,857
-1
IVW icon
105
iShares S&P 500 Growth ETF
IVW
$73.2B
$443K 0.11%
3,913
IEFA icon
106
iShares Core MSCI EAFE ETF
IEFA
$182B
$388K 0.1%
4,290
+501
WULF icon
107
TeraWulf
WULF
$11.9B
$317K 0.08%
22,000
+2,000
IEMG icon
108
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$309K 0.08%
4,437
+967
CSX icon
109
CSX Corp
CSX
$87.3B
$241K 0.06%
5,872
KIM icon
110
Kimco Realty
KIM
$16.3B
$233K 0.06%
10,350
JEPI icon
111
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$208K 0.05%
3,667
-57,451
ANET icon
112
Arista Networks
ANET
$194B
$200K 0.05%
1,632
STAG icon
113
STAG Industrial
STAG
$7.12B
– –
-25,961
TSLA icon
114
Tesla
TSLA
$1.47T
– –
-566
TT icon
115
Trane Technologies
TT
$101B
– –
-2,008
ABT icon
116
Abbott
ABT
$159B
– –
-9,113
EME icon
117
Emcor
EME
$36.3B
– –
-1,482
EMR icon
118
Emerson Electric
EMR
$77.4B
– –
-17,770
IBIT icon
119
iShares Bitcoin Trust
IBIT
$47.9B
– –
-14,647
IDXX icon
120
Idexx Laboratories
IDXX
$44.3B
– –
-1,156
MDT icon
121
Medtronic
MDT
$105B
– –
-13,144
SAP icon
122
SAP
SAP
$216B
– –
-8,033
SONY icon
123
Sony
SONY
$129B
– –
-113,772
SPOT icon
124
Spotify
SPOT
$102B
– –
-1,373
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