Portfolio (Quarterly)
Guide ↗
LITTLE HOUSE CAPITAL LLC
· CIK 0001748814| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | IBDY | ISHARES TR | — | 39,157.0 | $1.0M | 0.23% | NEW | — | $25.74 | -1.3% |
| 82 | CMDY | ISHARES U S ETF TR | — | 17,755.0 | $981K | 0.22% | NEW | — | $55.23 | +12.6% |
| 83 | IWF | ISHARES TR | — | 7,856.0 | $975K | 0.22% | NEW | — | $124.17 | -1.9% |
| 84 | CLS | CELESTICA INC | Technology | 2,587.0 | $944K | 0.21% | NEW | — | $364.80 | -15.8% |
| 85 | — | J P MORGAN EXCHANGE TRADED F | — | 18,593.0 | $940K | 0.21% | NEW | — | $50.57 | — |
| 86 | IBDU | ISHARES TR | — | 40,451.0 | $937K | 0.21% | NEW | — | $23.16 | -0.3% |
| 87 | IBDV | ISHARES TR | — | 42,798.0 | $933K | 0.21% | NEW | — | $21.80 | -0.6% |
| 88 | IBDW | ISHARES TR | — | 44,660.0 | $931K | 0.21% | NEW | — | $20.84 | -0.8% |
| 89 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 2,490.0 | $923K | 0.21% | NEW | — | $370.59 | -3.2% |
| 90 | IBDZ | ISHARES TR | — | 34,368.0 | $895K | 0.20% | NEW | — | $26.05 | -1.5% |
| 91 | TXN | TEXAS INSTRS INC | Technology | 2,997.0 | $893K | 0.20% | NEW | — | $298.09 | -12.2% |
| 92 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 10,895.0 | $884K | 0.20% | NEW | — | $81.16 | -8.8% |
| 93 | EMR | EMERSON ELEC CO | Industrials | 6,047.0 | $866K | 0.19% | NEW | — | $143.16 | +10.6% |
| 94 | IBCA | ISHARES TR | — | 32,669.0 | $837K | 0.19% | NEW | — | $25.61 | -1.8% |
| 95 | SBUX | STARBUCKS CORP | Consumer Cyclical | 8,174.0 | $835K | 0.19% | NEW | — | $102.19 | +6.2% |
| 96 | MUB | ISHARES TR | — | 7,640.0 | $822K | 0.18% | NEW | — | $107.62 | -2.0% |
| 97 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 7,044.0 | $822K | 0.18% | NEW | — | $116.67 | +52.1% |
| 98 | IBDT | ISHARES TR | — | 29,639.0 | $748K | 0.17% | NEW | — | $25.25 | -0.2% |
| 99 | DOW | DOW HLDGS INC | Basic Materials | 26,674.0 | $730K | 0.16% | NEW | — | $27.36 | +10.9% |
| 100 | GEV | GE VERNOVA INC | Utilities | 600.0 | $705K | 0.16% | NEW | — | $1174.91 | -18.9% |
① 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%