☆LITTLE HOUSE CAPITAL LLC
Quality Q
0.370
AUM ($M)
445
Positions
113
Turnover
0.07
Top-10 wt
36%
Herfindahl
0.021
History (qtrs)
6
Excess Return
—
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Holdings · 116 positions · portfolio value $445M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | ADD | — | 5.0% | +0.0% | 22.2 | 76,837 | +816 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 4.1% | +0.5% | 18.5 | 51,645 | +2,995 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 3.8% | -0.3% | 17.1 | 45,717 | +2,914 | 5 | — |
| ☆FESM funds › | FIDELITY COVINGTON TRUST | ADD | — | 3.6% | +0.4% | 16.2 | 335,887 | +5,525 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 3.6% | +0.1% | 16.0 | 79,770 | +1,604 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 3.4% | +0.0% | 15.2 | 196,578 | +2,973 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 3.1% | +0.5% | 14.0 | 29,248 | -1,415 | 5 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 3.1% | -0.1% | 13.7 | 131,422 | +3,435 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 2.9% | +0.2% | 12.8 | 33,963 | -80 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 2.8% | -0.0% | 12.5 | 52,514 | -252 | 5 | — |
| ☆IEF funds › | ISHARES TR | ADD | — | 2.5% | -0.3% | 10.9 | 115,743 | +2,122 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 2.3% | -0.0% | 10.4 | 31,858 | +462 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 2.3% | -0.1% | 10.2 | 40,136 | +2,346 | 5 | — |
| ☆EEM funds › | ISHARES TR | ADD | — | 2.2% | +0.1% | 9.9 | 144,755 | +1,330 | 5 | — |
| ☆SHY funds › | ISHARES TR | ADD | — | 2.2% | -0.3% | 9.7 | 118,056 | +2,181 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 1.8% | -0.3% | 8.2 | 14,606 | +321 | 5 | — |
| ☆PULS funds › | PGIM ETF TR | ADD | — | 1.8% | -0.3% | 7.9 | 160,215 | +310 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 1.8% | +0.1% | 7.9 | 7,799 | +64 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 1.7% | +0.4% | 7.5 | 7,038 | -242 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.6% | -0.2% | 7.1 | 85,540 | +618 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.6% | -0.5% | 7.1 | 62,317 | -3,061 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 1.4% | -0.2% | 6.2 | 62,722 | +1,873 | 5 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | ADD | — | 1.4% | +0.0% | 6.1 | 67,132 | +551 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 1.4% | +0.2% | 6.1 | 5,078 | +177 | 5 | — |
| ☆GTX funds › | GARRETT MOTION INC | TRIM | — | 1.3% | +0.5% | 5.8 | 160,833 | -6,754 | 2 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 1.3% | -0.5% | 5.8 | 42,530 | +279 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 1.3% | +0.0% | 5.8 | 7,739 | +28 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | ADD | — | 1.2% | +0.3% | 5.5 | 2,768 | +25 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 1.2% | -0.2% | 5.3 | 5,658 | +212 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 1.2% | -0.2% | 5.2 | 10,300 | -916 | 5 | — |
| ☆HST funds › | HOST HOTELS & RESORTS INC | ADD | — | 1.1% | +0.1% | 4.7 | 198,590 | +8,154 | 2 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | ADD | — | 1.0% | -0.0% | 4.5 | 9,134 | +173 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 1.0% | +0.6% | 4.5 | 3,919 | -411 | 4 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.8% | -0.1% | 3.4 | 6,685 | +68 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.8% | -0.0% | 3.4 | 26,318 | +842 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.8% | +0.1% | 3.4 | 8,992 | +84 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.7% | -0.1% | 3.2 | 22,113 | +830 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.7% | -0.1% | 3.2 | 33,271 | +474 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 0.7% | +0.4% | 3.1 | 10,572 | -1,755 | 2 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.7% | -0.1% | 3.1 | 16,535 | -69 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | ADD | — | 0.7% | +0.4% | 3.0 | 3,972 | +1,198 | 5 | — |
| ☆ATI funds › | ATI INC | ADD | — | 0.7% | +0.1% | 3.0 | 15,355 | +908 | 2 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.6% | -0.0% | 2.9 | 8,387 | -149 | 5 | — |
| ☆INTC funds › | INTEL CORP | ADD | — | 0.6% | +0.4% | 2.8 | 19,898 | +538 | 2 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.6% | -0.0% | 2.7 | 9,996 | +142 | 5 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 0.6% | +0.2% | 2.7 | 8,893 | +7,892 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 0.6% | -0.1% | 2.6 | 17,043 | +334 | 5 | — |
| ☆WMB funds › | WILLIAMS COS INC | ADD | — | 0.6% | -0.1% | 2.6 | 34,524 | +627 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.6% | -0.2% | 2.6 | 60,507 | +2,691 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.6% | -0.0% | 2.5 | 7,155 | +21 | 5 | — |
| ☆MTZ funds › | MASTEC INC | TRIM | — | 0.6% | +0.0% | 2.5 | 6,065 | -550 | 2 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.5% | +0.0% | 2.3 | 6,475 | +38 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | ADD | — | 0.5% | +0.2% | 2.3 | 6,598 | +18 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | ADD | — | 0.5% | +0.1% | 2.2 | 3,078 | +159 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.5% | -0.1% | 2.2 | 7,839 | -2,067 | 5 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | TRIM | — | 0.5% | -0.1% | 2.2 | 15,836 | -61 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | ADD | — | 0.5% | +0.1% | 2.1 | 2,171 | +800 | 4 | — |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 0.5% | +0.0% | 2.0 | 20,646 | +4,343 | 4 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.5% | +0.1% | 2.0 | 17,079 | +110 | 4 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | ADD | — | 0.4% | -0.0% | 2.0 | 20,577 | +6,817 | 2 | — |
| ☆ALL funds › | ALLSTATE CORP | TRIM | — | 0.4% | -0.1% | 2.0 | 8,197 | -1,822 | 2 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 0.4% | -0.1% | 1.9 | 8,590 | -105 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.4% | +0.0% | 1.9 | 33,179 | +938 | 5 | — |
| ☆CME funds › | CME GROUP INC | TRIM | — | 0.4% | -0.3% | 1.9 | 8,492 | -1,169 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.4% | -0.0% | 1.8 | 4,840 | +9 | 5 | — |
| ☆WSM funds › | WILLIAMS SONOMA INC | ADD | — | 0.4% | +0.2% | 1.6 | 6,974 | +2,583 | 2 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.4% | -0.0% | 1.6 | 19,746 | +174 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 0.4% | -0.1% | 1.6 | 27,412 | +540 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.3% | -0.4% | 1.5 | 21,603 | -8,006 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.3% | -0.1% | 1.4 | 5,311 | +69 | 5 | — |
| ☆MLM funds › | MARTIN MARIETTA MATLS INC | ADD | — | 0.3% | -0.1% | 1.4 | 2,450 | +5 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.3% | -0.1% | 1.3 | 2,646 | +49 | 5 | — |
| ☆VMC funds › | VULCAN MATLS CO | ADD | — | 0.3% | -0.0% | 1.3 | 4,289 | +107 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.3% | -0.0% | 1.3 | 5,796 | +106 | 5 | — |
| ☆OHI funds › | OMEGA HEALTHCARE INVS INC | ADD | — | 0.3% | +0.1% | 1.2 | 26,204 | +8,011 | 2 | — |
| ☆ATO funds › | ATMOS ENERGY CORP | ADD | — | 0.3% | -0.1% | 1.2 | 6,707 | +49 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.2% | -0.1% | 1.1 | 7,511 | -1,185 | 5 | — |
| ☆MFC funds › | MANULIFE FINL CORP | TRIM | — | 0.2% | -0.1% | 1.1 | 25,947 | -9,458 | 5 | — |
| ☆TFI funds › | SPDR SERIES TRUST | ADD | — | 0.2% | -0.0% | 1.0 | 22,105 | +418 | 5 | — |
| ☆IBDX funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 1.0 | 40,189 | +1,037 | 5 | — |
| ☆IBDY funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 1.0 | 39,157 | +1,000 | 5 | — |
| ☆CMDY funds › | ISHARES U S ETF TR | ADD | — | 0.2% | -0.0% | 1.0 | 17,755 | +495 | 2 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 1.0 | 7,856 | +5,952 | 5 | — |
| ☆CLS funds › | CELESTICA INC | TRIM | — | 0.2% | +0.0% | 0.9 | 2,587 | -104 | 5 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.2% | -0.1% | 0.9 | 18,593 | -3,627 | 5 | — |
| ☆IBDU funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.9 | 40,451 | +1,008 | 5 | — |
| ☆IBDV funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.9 | 42,798 | +1,083 | 5 | — |
| ☆IBDW funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.9 | 44,660 | +1,116 | 5 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | HOLD | — | 0.2% | -0.0% | 0.9 | 2,490 | +0 | 5 | — |
| ☆IBDZ funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.9 | 34,368 | +916 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.2% | +0.2% | 0.9 | 2,997 | +2,997 | 1 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | ADD | — | 0.2% | -0.0% | 0.9 | 10,895 | +26 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | NEW | — | 0.2% | +0.2% | 0.9 | 6,047 | +6,047 | 1 | — |
| ☆IBCA funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.8 | 32,669 | +1,118 | 2 | — |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.2% | +0.0% | 0.8 | 8,174 | +354 | 2 | — |
| ☆MUB funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.8 | 7,640 | +90 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.2% | -0.1% | 0.8 | 7,044 | +241 | 2 | — |
| ☆IBDT funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.7 | 29,639 | +737 | 5 | — |
| ☆DOW funds › | DOW HLDGS INC | NEW | — | 0.2% | +0.2% | 0.7 | 26,674 | +26,674 | 1 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.2% | +0.0% | 0.7 | 600 | +13 | 5 | — |
| ☆EBC funds › | EASTERN BANKSHARES INC | HOLD | — | 0.1% | -0.0% | 0.7 | 29,526 | +0 | 5 | — |
| ☆WULF funds › | TERAWULF INC | ADD | — | 0.1% | +0.1% | 0.6 | 25,000 | +3,000 | 5 | — |
| ☆RMD funds › | RESMED INC | ADD | — | 0.1% | -0.0% | 0.6 | 3,140 | +44 | 2 | — |
| ☆SMMD funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 6,555 | +304 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | ADD | — | 0.1% | -0.0% | 0.6 | 1,437 | +9 | 5 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.6 | 1,857 | +0 | 5 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.5 | 3,913 | +0 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 4,489 | +199 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 0.1% | +0.0% | 0.4 | 4,642 | +205 | 5 | — |
| ☆CSX funds › | CSX CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 5,872 | +0 | 4 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | HOLD | — | 0.1% | +0.0% | 0.3 | 1,632 | +0 | 4 | — |
| ☆KIM funds › | KIMCO REALTY CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 10,350 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.1% | +0.1% | 0.2 | 536 | +536 | 1 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,667 | 0 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -13,440 | 0 | — |
| ☆CRH funds › | CRH PLC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -14,348 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 445 | 113 | 0.07 | 36% | 0.021 | 0.369 | — | in |
| 2026Q1 | 387 | 112 | 0.14 | 34% | 0.020 | 0.244 | — | in |
| 2025Q4 | 398 | 109 | 0.08 | 37% | 0.022 | 0.311 | — | in |
| 2025Q3 | 435 | 123 | 0.08 | 36% | 0.021 | 0.331 | — | in |
| 2025Q2 | 399 | 121 | 0.12 | 35% | 0.020 | 0.282 | — | entered |
| 2025Q1 | 364 | 131 | 0.00 | 33% | 0.019 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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