Little House Capital Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$471K |
| 2 |
Walmart Inc
WMT
|
+$458K |
| 3 |
Goldman Sachs
GS
|
+$456K |
| 4 |
Nike
NKE
|
+$391K |
| 5 |
Blackrock
BLK
|
+$381K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TotalEnergies
TTE
|
+$8.33M |
| 2 |
Wells Fargo
WFC
|
+$548K |
| 3 |
Vanguard Morningstar Mid-Cap Growth ETF
VOT
|
+$325K |
| 4 |
IBM
IBM
|
+$119K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$115K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.16% |
| 2 | Technology | 13.83% |
| 3 | Healthcare | 11.72% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 8.26% |
Similar funds
Little House Capital's Q1 2019 Portfolio in Review
As of Q1 2019, Little House Capital held 297 positions worth $133M, up 29% from $104M the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Little House Capital deployed $8.65M of net new capital in Q1 2019, opening 200 new positions and adding to 62 existing holdings. Its largest new stake was iShares MSCI Emerging Markets ETF: 5,038 shares worth $216K.
By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was TotalEnergies, an estimated $8.33M trimmed.
- Little House Capital's largest Q1 2019 buy was iShares MSCI Emerging Markets ETF: 5,038 shares worth $216K.
- Little House Capital added most to UnitedHealth in Q1 2019, an estimated $471K increase.
- Little House Capital's biggest Q1 2019 reduction was TotalEnergies, cutting an estimated $8.33M.
- Little House Capital's ten largest holdings make up 26% of its $133M portfolio in Q1 2019.
- Little House Capital opened 200 new positions and closed 0 in Q1 2019.
- Little House Capital's portfolio value rose 29% quarter-over-quarter to $133M.
Based on Little House Capital's 13F filing for Q1 2019, filed 15 May 2019.