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LITTLE HOUSE CAPITAL LLC

Q1 2026 · 13F-HR

LITTLE HOUSE CAPITAL LLCholdings as filed

Filed 2026-05-07 · accession 0001951757-26-000788

$387.4M
Reported value
112
Positions
2026-03-31
Period end
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The Brief · LITTLE HOUSE CAPITAL LLC · Q1 2026

AI · grounded in 13F

LITTLE HOUSE CAPITAL LLC established a new position in HST valued at $3.6M. The fund also opened new stakes in GTX for $3.0M and MTZ for $2.1M. On the sell side, the fund trimmed its holdings in JEPI by 94% and JPST by 86.7%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$19.3M4.98%76,021CommonSOLE
594918104MSFTMICROSOFT CORP$15.8M4.09%42,803CommonSOLE
02079K305GOOGLALPHABET INC$14.0M3.61%48,650CommonSOLE
67066G104NVDANVIDIA CORPORATION$13.6M3.52%78,166CommonSOLE
464287507IJHISHARES TR$13.1M3.38%193,605CommonSOLE
31609A206FESMFIDELITY COVINGTON TRUST$12.6M3.24%330,362CommonSOLE
464287465EFAISHARES TR$12.4M3.21%127,987CommonSOLE
023135106AMZNAMAZON COM INC$11.0M2.84%52,766CommonSOLE
464287440IEFISHARES TR$10.8M2.80%113,621CommonSOLE
11135F101AVGOBROADCOM INC$10.5M2.72%34,043CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$10.4M2.68%30,663CommonSOLE
464287457SHYISHARES TR$9.6M2.47%115,875CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.2M2.38%37,790CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$9.2M2.38%31,396CommonSOLE
30303M102METAMETA PLATFORMS INC$8.2M2.11%14,285CommonSOLE
464287234EEMISHARES TR$8.1M2.10%143,425CommonSOLE
931142103WMTWALMART INC$8.1M2.10%65,378CommonSOLE
69344A107PULSPGIM ETF TR$7.9M2.04%159,905CommonSOLE
30231G102XOMEXXON MOBIL CORP$7.2M1.85%42,251CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$7.0M1.81%84,922CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.5M1.69%7,735CommonSOLE
464287226AGGISHARES TR$6.0M1.56%60,849CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.4M1.40%5,446CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.4M1.39%11,216CommonSOLE
78464A805SPTMSPDR SERIES TRUST$5.3M1.36%66,581CommonSOLE
149123101CATCATERPILLAR INC$5.2M1.33%7,280CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$5.0M1.29%7,711CommonSOLE
532457108LLYELI LILLY & CO$4.5M1.16%4,901CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.0M1.03%8,961CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$3.6M0.94%190,436CommonSOLE
N07059210ASMLASML HLDG NV$3.6M0.94%2,743CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.3M0.85%6,617CommonSOLE
75513E101RTXRTX CORPORATION$3.2M0.83%16,604CommonSOLE
842587107SOSOUTHERN CO$3.2M0.82%32,797CommonSOLE
68389X105ORCLORACLE CORP$3.1M0.81%21,283CommonSOLE
58933Y105MRKMERCK & CO INC$3.1M0.79%25,476CommonSOLE
366505105GTXGARRETT MOTION INC$3.0M0.79%167,587CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.9M0.75%57,816CommonSOLE
12572Q105CMECME GROUP INC$2.9M0.74%9,661CommonSOLE
64110L106NFLXNETFLIX INC.$2.8M0.73%29,609CommonSOLE
872540109TJXTJX COS INC NEW$2.7M0.69%16,709CommonSOLE
92826C839VVISA INC$2.6M0.67%8,536CommonSOLE
369604301GEGE AEROSPACE$2.5M0.65%8,908CommonSOLE
969457100WMBWILLIAMS COS INC$2.5M0.64%33,897CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.4M0.62%9,906CommonSOLE
907818108UNPUNION PAC CORP$2.4M0.62%9,854CommonSOLE
437076102HDHOME DEPOT INC$2.3M0.61%7,134CommonSOLE
576323109MTZMASTEC INC$2.1M0.55%6,615CommonSOLE
01741R102ATIATI INC$2.1M0.54%14,447CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2.1M0.54%15,897CommonSOLE
020002101ALLALLSTATE CORP$2.1M0.54%10,019CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.0M0.52%8,695CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.48%6,437CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.7M0.45%13,760CommonSOLE
81762P102NOWSERVICENOW INC$1.7M0.44%16,303CommonSOLE
031162100AMGNAMGEN INC$1.7M0.44%4,831CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.42%26,872CommonSOLE
580135101MCDMCDONALDS CORP$1.6M0.42%5,242CommonSOLE
74762E102QUREQUANTA SVCS INC$1.6M0.41%2,919CommonSOLE
060505104BACBANK AMERICA CORP$1.6M0.41%32,241CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.6M0.41%2,597CommonSOLE
G25508105CRHCRH PLC$1.5M0.39%14,348CommonSOLE
191216100KOCOCA COLA CO$1.5M0.38%19,572CommonSOLE
482480100KLACKLA CORP$1.5M0.38%1,001CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.5M0.38%4,330CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.4M0.37%2,445CommonSOLE
09290D101BLKBLACKROCK INC$1.3M0.34%1,371CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.34%16,969CommonSOLE
742718109PGPROCTER & GAMBLE CO$1.3M0.32%8,696CommonSOLE
049560105ATOATMOS ENERGY CORP$1.2M0.32%6,658CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.2M0.32%12,327CommonSOLE
56501R106MFCMANULIFE FINL CORP$1.2M0.31%35,405CommonSOLE
929160109VMCVULCAN MATLS CO$1.1M0.29%4,182CommonSOLE
097023105BABOEING CO$1.1M0.29%5,690CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.1M0.29%22,220CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.1M0.28%2,774CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.27%6,580CommonSOLE
46431W598CMDYISHARES U S ETF TR$1.0M0.26%17,260CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$995,1770.26%6,803CommonSOLE
46436E312IBDXISHARES TR$989,3740.26%39,152CommonSOLE
46436E130IBDYISHARES TR$986,3710.25%38,157CommonSOLE
78468R721TFISPDR SERIES TRUST$983,3040.25%21,687CommonSOLE
46436E205IBDUISHARES TR$917,4440.24%39,443CommonSOLE
46436E726IBDVISHARES TR$913,1420.24%41,715CommonSOLE
46436E486IBDWISHARES TR$911,3660.24%43,544CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$879,8830.23%10,869CommonSOLE
46438G653IBDZISHARES TR$871,7680.23%33,452CommonSOLE
458140100INTCINTEL CORP$854,3570.22%19,360CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$843,3600.22%13,440CommonSOLE
571903202MARMARRIOTT INTL INC NEW$814,4040.21%2,490CommonSOLE
464287614IWFISHARES TR$811,8690.21%1,904CommonSOLE
46438G372IBCAISHARES TR$808,9780.21%31,551CommonSOLE
464288414MUBISHARES TR$801,4330.21%7,550CommonSOLE
969904101WSMWILLIAMS SONOMA INC$800,6110.21%4,391CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$797,2190.21%18,193CommonSOLE
15101Q207CLSCELESTICA INC$758,0010.20%2,691CommonSOLE
46435U515IBDTISHARES TR$732,0860.19%28,902CommonSOLE
855244109SBUXSTARBUCKS CORP$700,5740.18%7,820CommonSOLE
761152107RMDRESMED INC$695,0180.18%3,096CommonSOLE
78409V104SPGIS&P GLOBAL INC$607,3930.16%1,428CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$577,5290.15%29,526CommonSOLE
36828A101GEVGE VERNOVA INC$512,4120.13%587CommonSOLE
46435G268SMMDISHARES TR$477,2760.12%6,251CommonSOLE
464287655IWMISHARES TR$460,5360.12%1,857CommonSOLE
464287309IVWISHARES TR$442,5990.11%3,913CommonSOLE
46432F842IEFAISHARES TR$388,3910.10%4,290CommonSOLE
88080T104WULFTERAWULF INC$317,4600.08%22,000CommonSOLE
46434G103IEMGISHARES INC$309,4890.08%4,437CommonSOLE
126408103CSXCSX CORP$241,0460.06%5,872CommonSOLE
49446R109KIMKIMCO REALTY CORP$232,5640.06%10,350CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$207,8300.05%3,667CommonSOLE
040413205ANETARISTA NETWORKS INC$200,3770.05%1,632CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.