Little House Capital LLC Portfolio Holdings by Sector

Little House Capital LLC

$346 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IJH IEF JPST EFA SPTM VCIT SHY PULS 32 stocks	$90,529 26.33% of portfolio	22	9	12	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CRWD PANW 4 stocks	$23,291 6.77% of portfolio	2	2	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$23,160 6.74% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$20,218 5.88% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$19,832 5.77% of portfolio	-	3	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY MRK AMGN BMY 5 stocks	$13,756 4.0% of portfolio	5	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$11,466 3.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$11,245 3.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$10,650 3.1% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$9,347 2.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$9,010 2.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$5,947 1.73% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX TDG 2 stocks	$5,234 1.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO AEP PEG 3 stocks	$5,211 1.52% of portfolio	3	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$5,211 1.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW WULF 3 stocks	$5,013 1.46% of portfolio	1	1	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT PCAR DE 3 stocks	$4,941 1.44% of portfolio	3	-	2	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW WDAY 3 stocks	$4,139 1.2% of portfolio	3	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT BSX 3 stocks	$4,054 1.18% of portfolio	3	-	3	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$3,867 1.12% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN GE 2 stocks	$3,677 1.07% of portfolio	2	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$3,287 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX 1 stocks	$3,057 0.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$3,023 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FISV ACN 3 stocks	$2,994 0.87% of portfolio	3	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2,980 0.87% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$2,760 0.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME SPGI MCO 3 stocks	$2,712 0.79% of portfolio	2	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$2,647 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB 1 stocks	$2,501 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$2,481 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CHTR 2 stocks	$2,450 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC ASML 2 stocks	$2,163 0.63% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$2,160 0.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB 2 stocks	$2,060 0.6% of portfolio	2	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$1,866 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR TT 2 stocks	$1,754 0.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM VMC CRH.L 3 stocks	$1,630 0.47% of portfolio	1	2	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities ATO 1 stocks	$1,535 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1,520 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate DLR 1 stocks	$1,167 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$1,105 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$1,094 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$1,021 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX DHR 2 stocks	$990 0.29% of portfolio	1	1	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$773 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RMD 1 stocks	$738 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$601 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services EBC 1 stocks	$484 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$235 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate KIM 1 stocks	$219 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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Little House Capital LLC Portfolio Holdings by Sector

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