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Portfolio (Quarterly) Guide ↗

LITTLE HOUSE CAPITAL LLC

· CIK 0001748814
13F Portfolio $445M AUM 113 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 113 New
Page 2 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 62,317.0 $7.1M 1.59% NEW $113.26 -7.9%
22 AGG ISHARES TR 62,722.0 $6.2M 1.40% NEW $98.98 -1.1%
23 SPTM SPDR SERIES TRUST 67,132.0 $6.1M 1.37% NEW $90.79 +2.4%
24 LLY ELI LILLY & CO Healthcare 5,078.0 $6.1M 1.37% NEW $1199.45 -0.8%
25 GTX GARRETT MOTION INC Consumer Cyclical 160,833.0 $5.8M 1.31% NEW $36.23 -25.3%
26 XOM EXXON MOBIL CORP Energy 42,530.0 $5.8M 1.31% NEW $136.72 +15.7%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,739.0 $5.8M 1.30% NEW $746.74 +2.6%
28 ASML ASML HLDG NV Technology 2,768.0 $5.5M 1.24% NEW $1989.55 -12.3%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,658.0 $5.3M 1.19% NEW $935.51 +2.2%
30 BERKSHIRE HATHAWAY INC DEL 10,300.0 $5.2M 1.16% NEW $500.37
31 HST HOST HOTELS & RESORTS INC Real Estate 198,590.0 $4.7M 1.06% NEW $23.71 -5.4%
32 VRTX VERTEX PHARMACEUTICALS INC Healthcare 9,134.0 $4.5M 1.02% NEW $496.73 +10.2%
33 MU MICRON TECHNOLOGY INC Technology 3,919.0 $4.5M 1.02% NEW $1154.32 -18.7%
34 MA MASTERCARD INCORPORATED Financial Services 6,685.0 $3.4M 0.77% NEW $513.62 +16.5%
35 MRK MERCK & CO INC Healthcare 26,318.0 $3.4M 0.76% NEW $128.50 +19.2%
36 GE GE AEROSPACE Industrials 8,992.0 $3.4M 0.76% NEW $373.74 -5.2%
37 ORCL ORACLE CORP Technology 22,113.0 $3.2M 0.73% NEW $146.55 +1.6%
38 SO SOUTHERN CO Utilities 33,271.0 $3.2M 0.71% NEW $95.71 -6.2%
39 MRVL MARVELL TECHNOLOGY INC Technology 10,572.0 $3.1M 0.71% NEW $297.89 -17.7%
40 RTX RTX CORPORATION Industrials 16,535.0 $3.1M 0.70% NEW $189.74 +11.7%
Page 2 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.0%
Financial Services 12.8%
Communication Services 9.6%
Consumer Cyclical 9.5%
Industrials 9.4%
Healthcare 8.8%
Consumer Defensive 4.7%
Energy 2.6%
Utilities 2.5%
Real Estate 1.9%