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Little House Capital LLC

All holdings · as of Jun 30, 2026

113 positions

CompanyClassValueShares% of portfolio
MASTEC INC—$2.52M6,0650.6%
Alphabet Inc.—$2.29M6,4750.5%
Palo Alto Networks Inc—$2.25M6,5980.5%
Quanta Services Inc—$2.22M3,0780.5%
INTERNATIONAL BUSINESS MACHINES CORP—$2.20M7,8390.5%
AMERICAN ELECTRIC POWER CO INC—$2.17M15,8360.5%
BlackRock, Inc.—$2.09M2,1710.5%
ServiceNow Inc—$2.05M20,6460.5%
CISCO SYSTEMS, INC.—$2.01M17,0790.5%
Alibaba Group Holding LtdBABAADR$1.97M20,5770.4%
ALLSTATE CORP—$1.95M8,1970.4%
WASTE MANAGEMENT INC—$1.91M8,5900.4%
BANK OF AMERICA CORP /DE—$1.89M33,1790.4%
CME Group Inc—$1.88M8,4920.4%
AMGEN INC—$1.75M4,8400.4%
WILLIAMS SONOMA INC—$1.63M6,9740.4%
COCA COLA CO—$1.60M19,7460.4%
BRISTOL MYERS SQUIBB CO—$1.58M27,4120.4%
Netflix Inc—$1.54M21,6030.3%
MCDONALD'S CORP—$1.44M5,3110.3%
MARTIN MARIETTA MATERIALS INC—$1.41M2,4500.3%
LOCKHEED MARTIN CORP—$1.35M2,6460.3%
Vulcan Materials Co—$1.27M4,2890.3%
The Boeing Company—$1.25M5,7960.3%
OMEGA HEALTHCARE INVESTORS INC—$1.25M26,2040.3%
ATMOS ENERGY CORP—$1.16M6,7070.3%
PROCTER & GAMBLE Co—$1.10M7,5110.2%
MANULIFE FINL CORP—$1.05M25,9470.2%
SPDR SERIES TRUST—$1.01M22,1050.2%
ISHARES TR—$1.01M40,1890.2%
ISHARES TR—$1.01M39,1570.2%
ISHARES U S ETF TR—$980.6K17,7550.2%
ISHARES TR—$975.5K7,8560.2%
CELESTICA INCCLSCommon Stock$943.7K2,5870.2%
J P MORGAN EXCHANGE TRADED F—$940.2K18,5930.2%
ISHARES TR—$936.9K40,4510.2%
ISHARES TR—$933.0K42,7980.2%
ISHARES TR—$930.7K44,6600.2%
Marriott International Inc/MD—$922.8K2,4900.2%
ISHARES TR—$895.3K34,3680.2%
TEXAS INSTRUMENTS INC—$893.4K2,9970.2%
PUBLIC SERVICE ENTERPRISE GROUP INC—$884.3K10,8950.2%
EMERSON ELECTRIC CO—$865.7K6,0470.2%
ISHARES TR—$836.6K32,6690.2%
STARBUCKS CORP—$835.3K8,1740.2%
ISHARES TR—$822.3K7,6400.2%
Palantir Technologies Inc—$821.9K7,0440.2%
ISHARES TR—$748.4K29,6390.2%
DOW INC.—$729.8K26,6740.2%
GE Vernova Inc.—$704.9K6000.2%
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