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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALL ALLSTATE CORP Financial Services 8,197.0 $2.0M 0.44% NEW $237.93 +10.0%
62 WM WASTE MGMT INC DEL Industrials 8,590.0 $1.9M 0.43% NEW $222.87 -0.7%
63 BAC BANK OF AMER CORP Financial Services 33,179.0 $1.9M 0.42% NEW $56.98 +9.2%
64 CME CME GROUP INC Financial Services 8,492.0 $1.9M 0.42% NEW $220.83 +27.2%
65 AMGN AMGEN INC Healthcare 4,840.0 $1.8M 0.39% NEW $362.15 +21.6%
66 WSM WILLIAMS SONOMA INC Consumer Cyclical 6,974.0 $1.6M 0.36% NEW $233.10 +1.9%
67 KO COCA COLA CO Consumer Defensive 19,746.0 $1.6M 0.36% NEW $81.27 +10.8%
68 BMY BRISTOL-MYERS SQUIBB CO Healthcare 27,412.0 $1.6M 0.35% NEW $57.62 +17.3%
69 NFLX NETFLIX INC. Communication Services 21,603.0 $1.5M 0.35% NEW $71.40 +14.1%
70 MCD MCDONALDS CORP Consumer Cyclical 5,311.0 $1.4M 0.32% NEW $270.31 -1.3%
71 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,450.0 $1.4M 0.32% NEW $576.77 -7.7%
72 LMT LOCKHEED MARTIN CORP Industrials 2,646.0 $1.3M 0.30% NEW $509.47 +11.0%
73 VMC VULCAN MATLS CO Basic Materials 4,289.0 $1.3M 0.28% NEW $295.02 -7.2%
74 BA BOEING CO Industrials 5,796.0 $1.3M 0.28% NEW $216.47 -2.0%
75 OHI OMEGA HEALTHCARE INVS INC Real Estate 26,204.0 $1.2M 0.28% NEW $47.68 -1.5%
76 ATO ATMOS ENERGY CORP Utilities 6,707.0 $1.2M 0.26% NEW $172.28 -1.6%
77 PG PROCTER & GAMBLE CO Consumer Defensive 7,511.0 $1.1M 0.25% NEW $146.63 -1.1%
78 MFC MANULIFE FINL CORP Financial Services 25,947.0 $1.1M 0.24% NEW $40.51 +6.7%
79 TFI SPDR SERIES TRUST 22,105.0 $1.0M 0.23% NEW $45.80 -2.2%
80 IBDX ISHARES TR 40,189.0 $1.0M 0.23% NEW $25.19 -1.1%
Page 4 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%