Portfolio (Quarterly)
Guide ↗
LITTLE HOUSE CAPITAL LLC
· CIK 0001748814| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | EBC | EASTERN BANKSHARES INC | Financial Services | 29,526.0 | $657K | 0.15% | NEW | — | $22.24 | +0.7% |
| 102 | WULF | TERAWULF INC | Financial Services | 25,000.0 | $618K | 0.14% | NEW | — | $24.70 | -35.7% |
| 103 | RMD | RESMED INC | Healthcare | 3,140.0 | $612K | 0.14% | NEW | — | $194.90 | +21.5% |
| 104 | SMMD | ISHARES TR | — | 6,555.0 | $601K | 0.14% | NEW | — | $91.63 | +0.0% |
| 105 | SPGI | S&P GLOBAL INC | Financial Services | 1,437.0 | $585K | 0.13% | NEW | — | $407.27 | +6.7% |
| 106 | IWM | ISHARES TR | — | 1,857.0 | $558K | 0.12% | NEW | — | $300.45 | -0.6% |
| 107 | IVW | ISHARES TR | — | 3,913.0 | $538K | 0.12% | NEW | — | $137.53 | +0.7% |
| 108 | IEFA | ISHARES TR | — | 4,489.0 | $434K | 0.10% | NEW | — | $96.59 | +4.5% |
| 109 | IEMG | ISHARES INC | — | 4,642.0 | $385K | 0.09% | NEW | — | $82.84 | -1.0% |
| 110 | CSX | CSX CORP | Industrials | 5,872.0 | $279K | 0.06% | NEW | — | $47.53 | +9.5% |
| 111 | ANET | ARISTA NETWORKS INC | Technology | 1,632.0 | $277K | 0.06% | NEW | — | $169.88 | +17.5% |
| 112 | KIM | KIMCO REALTY CORP | Real Estate | 10,350.0 | $262K | 0.06% | NEW | — | $25.35 | -5.2% |
| 113 | TSLA | TESLA INC | Consumer Cyclical | 536.0 | $225K | 0.05% | NEW | — | $420.47 | -17.5% |
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%