Little House Capital LLC Top Holdings and 13F Report (2025) About Little House Capital LLCInvestment ActivityLittle House Capital LLC has $363.84 million in total holdings as of March 31, 2025.Little House Capital LLC owns shares of 131 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 25.22% of the portfolio was purchased this quarter.About 17.50% of the portfolio was sold this quarter.This quarter, Little House Capital LLC has purchased 109 new stocks and bought additional shares in 48 stocks.Little House Capital LLC sold shares of 34 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $21,432,233Microsoft $17,200,805Amazon.com $11,466,399iShares Core S&P Mid-Cap ETF $11,424,479NVIDIA $11,045,932 Largest New Holdings this Quarter 31609A206 - FIDELITY COVINGTON TRUST $10,565,021 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $7,725,920 Holding46641Q332 - JPMorgan Equity Premium Income ETF $3,595,150 Holding74460D109 - Public Storage $2,760,596 HoldingG29183103 - Eaton $2,370,086 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 358,379 shares (about $10.57M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 113,600 shares (about $7.73M)iShares 7-10 Year Treasury Bond ETF 39,722 shares (about $3.79M)iShares 1-3 Year Treasury Bond ETF 43,707 shares (about $3.62M)JPMorgan Equity Premium Income ETF 62,918 shares (about $3.60M) Largest Sales this Quarter iShares Russell 2000 ETF 60,485 shares (about $12.07M)SPDR S&P 500 ETF Trust 13,993 shares (about $7.83M)UnitedHealth Group 6,856 shares (about $3.59M)Digital Realty Trust 19,782 shares (about $2.83M)Walmart 23,301 shares (about $2.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLittle House Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,432,233$1,647,318 ▼-7.1%96,4855.9%Computer and TechnologyMSFTMicrosoft$17,200,805$588,614 ▼-3.3%45,8214.7%Computer and TechnologyAMZNAmazon.com$11,466,399$1,244,491 ▼-9.8%60,2673.2%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$11,424,479$2,662,631 ▲30.4%195,7923.1%ETFNVDANVIDIA$11,045,932$1,101,244 ▼-9.1%101,9193.0%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$10,680,058$3,788,271 ▲55.0%111,9862.9%ETFFIDELITY COVINGTON TRUST$10,565,021$10,565,021 ▲New Holding358,3792.9%ENHANCED SMALLGOOGLAlphabet$9,670,557$322,579 ▼-3.2%62,5362.7%Computer and TechnologyBRK.BBerkshire Hathaway$9,010,455$1,417,770 ▼-13.6%16,9182.5%FinanceMETAMeta Platforms$8,620,804$768,881 ▼-8.2%14,9572.4%Computer and TechnologyJPMJPMorgan Chase & Co.$8,137,947$139,332 ▲1.7%33,1752.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$8,133,317$2,073,302 ▲34.2%160,6422.2%ETFEFAiShares MSCI EAFE ETF$7,819,666$1,614,001 ▲26.0%95,6772.1%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$7,725,920$7,725,920 ▲New Holding113,6002.1%ETFWMTWalmart$7,434,140$2,045,593 ▼-21.6%84,6812.0%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$6,811,620$567,090 ▲9.1%83,3121.9%ETFMAMastercard$6,492,812$630,317 ▼-8.8%11,8461.8%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$6,224,813$3,615,857 ▲138.6%75,2431.7%ManufacturingPULSPGIM Ultra Short Bond ETF$6,076,644$334,881 ▲5.8%122,1931.7%ETFAVGOBroadcom$5,921,382$495,095 ▼-7.7%35,3661.6%Computer and TechnologyCVXChevron$5,399,882$2,069,015 ▲62.1%32,2791.5%EnergyEEMiShares MSCI Emerging Markets ETF$5,211,706$646,279 ▼-11.0%119,2611.4%FinanceJNJJohnson & Johnson$4,761,419$1,659,556 ▲53.5%28,7111.3%MedicalGSThe Goldman Sachs Group$4,719,217$649,514 ▼-12.1%8,6391.3%FinanceRTXRTX$4,681,978$199,222 ▲4.4%35,3461.3%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$4,624,937$1,936,966 ▼-29.5%46,7541.3%FinanceSPYSPDR S&P 500 ETF Trust$4,339,928$7,827,870 ▼-64.3%7,7581.2%FinanceVVisa$4,157,669$10,164 ▼-0.2%11,8631.1%Business ServicesLLYEli Lilly and Company$4,039,546$1,045,607 ▲34.9%4,8911.1%MedicalCOSTCostco Wholesale$3,811,952$569,428 ▲17.6%4,0301.0%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$3,595,150$3,595,150 ▲New Holding62,9181.0%ETFORCLOracle$3,554,640$1,029,972 ▼-22.5%25,4251.0%Computer and TechnologyWMWaste Management$3,287,470$1,008,235 ▲44.2%14,2000.9%Business ServicesVRTXVertex Pharmaceuticals$3,057,760$762,622 ▲33.2%6,3070.8%MedicalUNHUnitedHealth Group$3,023,478$3,590,675 ▼-54.3%5,7730.8%MedicalPGProcter & Gamble$2,981,022$963,907 ▲47.8%17,4920.8%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$2,866,639$225,261 ▼-7.3%17,2690.8%Computer and TechnologyPSAPublic Storage$2,760,596$2,760,596 ▲New Holding9,2240.8%FinanceHDHome Depot$2,648,018$155,033 ▲6.2%7,2250.7%Retail/WholesaleSOSouthern$2,600,857$1,542,069 ▲145.6%28,2860.7%UtilitiesCATCaterpillar$2,549,720$142,476 ▲5.9%7,7310.7%IndustrialsWMBWilliams Companies$2,501,072$272,206 ▼-9.8%41,8520.7%EnergyNFLXNetflix$2,481,462$200,494 ▼-7.5%2,6610.7%Consumer DiscretionaryIBMInternational Business Machines$2,435,748$37,052 ▲1.5%9,7950.7%Computer and TechnologyCRMSalesforce$2,427,384$110,299 ▲4.8%9,0450.7%Computer and TechnologyETNEaton$2,370,086$2,370,086 ▲New Holding8,7190.7%IndustrialsMRKMerck & Co., Inc.$2,237,538$62,563 ▲2.9%24,9280.6%MedicalVZVerizon Communications$2,218,708$358,256 ▲19.3%48,9130.6%Computer and TechnologyCOPConocoPhillips$2,160,681$2,160,681 ▲New Holding20,5740.6%EnergySBUXStarbucks$2,055,986$2,055,986 ▲New Holding20,9600.6%Retail/WholesaleABTAbbott Laboratories$1,955,792$1,955,792 ▲New Holding14,7440.5%MedicalGOOGAlphabet$1,928,934$98,423 ▲5.4%12,3470.5%Computer and TechnologyTJXTJX Companies$1,866,522$36,419 ▲2.0%15,3240.5%Retail/WholesaleMCDMcDonald's$1,812,221$50,600 ▲2.9%5,8020.5%Retail/WholesaleSONYSony Group$1,728,120$1,728,120 ▲New Holding68,0630.5%Consumer StaplesCMECME Group$1,713,559$1,713,559 ▲New Holding6,4590.5%FinanceAEPAmerican Electric Power$1,651,800$953,252 ▲136.5%15,1170.5%UtilitiesAMGNAmgen$1,560,666$167,003 ▲12.0%5,0090.4%MedicalATOAtmos Energy$1,535,663$280,884 ▲22.4%9,9340.4%UtilitiesKOCoca-Cola$1,520,727$23,348 ▲1.6%21,2330.4%Consumer StaplesUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,490,171$1,490,171 ▲New Holding29,6080.4%FinanceCRWDCrowdStrike$1,415,609$1,415,609 ▲New Holding4,0150.4%Computer and TechnologyLAM RESEARCH CORP$1,395,790$387,061 ▲38.4%19,1990.4%COM NEWPCARPACCAR$1,383,255$1,383,255 ▲New Holding14,2060.4%Auto/Tires/TrucksPGRProgressive$1,355,753$465,598 ▲52.3%4,7900.4%FinanceGEGE Aerospace$1,307,080$879,192 ▲205.5%6,5310.4%IndustrialsBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,298,255$1,298,255 ▲New Holding14,1530.4%ETFKLACKLA$1,227,620$171,976 ▲16.3%1,8060.3%Computer and TechnologyBACBank of America$1,210,052$8,638 ▼-0.7%28,9970.3%FinanceBLACKROCK INC$1,176,485$1,176,485 ▲New Holding1,2430.3%COMDLRDigital Realty Trust$1,167,031$2,834,402 ▼-70.8%8,1450.3%FinanceBMYBristol-Myers Squibb$1,159,969$1,159,969 ▲New Holding19,0190.3%MedicalMDTMedtronic$1,155,330$1,155,330 ▲New Holding12,8570.3%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,152,653$31,919 ▲2.8%49,8340.3%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,139,031$14,987 ▲1.3%52,4420.3%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,132,030$85,541 ▼-7.0%45,2990.3%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,130,922$33,055 ▲3.0%54,5020.3%ETFPANWPalo Alto Networks$1,122,811$262,786 ▲30.6%6,5800.3%Computer and TechnologyIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,109,058$38,954 ▼-3.4%43,3900.3%ETFMFCManulife Financial$1,105,463$53,610 ▲5.1%35,4880.3%FinanceMSIMotorola Solutions$1,094,553$290,275 ▲36.1%2,5000.3%Computer and TechnologyCARRCarrier Global$1,062,859$317,767 ▲42.6%16,7640.3%Computer and TechnologyISHARES TR$1,039,275$1,039,275 ▲New Holding40,3050.3%IBONDS DEC 2034UNPUnion Pacific$1,021,306$1,021,306 ▲New Holding4,3230.3%TransportationDEDeere & Company$1,009,102$1,009,102 ▲New Holding2,1500.3%IndustrialsPEGPublic Service Enterprise Group$960,768$50,038 ▲5.5%11,6740.3%UtilitiesBSXBoston Scientific$944,741$944,741 ▲New Holding9,3650.3%MedicalNOWServiceNow$940,241$940,241 ▲New Holding1,1810.3%Computer and TechnologyASMLASML$936,969$936,969 ▲New Holding1,4140.3%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$934,308$126 ▼0.0%36,9880.3%ETFMLMMartin Marietta Materials$902,727$307,922 ▲51.8%1,8880.2%ConstructionUSMViShares MSCI USA Min Vol Factor ETF$853,992$853,992 ▲New Holding9,1180.2%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$800,478$9,329 ▼-1.2%17,7610.2%FinanceCRH PLC$782,669$792 ▼-0.1%8,8970.2%ORDPWRQuanta Services$773,724$773,724 ▲New Holding3,0440.2%ConstructionWDAYWorkday$772,284$772,284 ▲New Holding3,3070.2%Computer and TechnologyRMDResMed$738,513$738,513 ▲New Holding3,2990.2%MedicalVMCVulcan Materials$728,133$4,199 ▼-0.6%3,1210.2%ConstructionSPGIS&P Global$724,047$129,058 ▲21.7%1,4250.2%Business ServicesCBChubb$705,751$705,751 ▲New Holding2,3370.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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