$132 Million is the total value of LITTLE HOUSE CAPITAL LLC's 105 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 116.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WITM | Exit | Wits Basin Preciousequity | $0 | – | -30,000 | -100.0% | 0.00% | – |
| Exit | Lazard Intl Strategic Equity Port Inst CLequity | $0 | – | -10,454 | -100.0% | -0.10% | – | |
| IWM | Exit | iShares Russell 2000 ETFequity | $0 | – | -1,370 | -100.0% | -0.14% | – |
| ANET | Exit | Arista Networks Incequity | $0 | – | -2 | -100.0% | -0.37% | – |
| NSRGY | Exit | Nestle SA F Sponsored ADRequity | $0 | – | -14,098 | -100.0% | -0.96% | – |
| Exit | Cohen & Steers Instlequity | $0 | – | -115 | -100.0% | -3.52% | – | |
| BIIB | Exit | Biogen Inc Comequity | $0 | – | -59 | -100.0% | -9.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 8.1% |
| MICROSOFT CORP | 20 | Q3 2023 | 5.9% |
| AMAZON COM INC | 20 | Q3 2023 | 4.3% |
| Wal-Mart Stores Inc | 20 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 2.9% |
| Unitedhealth GRP Inc | 20 | Q3 2023 | 2.5% |
| Visa Inc Class A | 20 | Q3 2023 | 2.8% |
| Alphabet Inc. Class A | 20 | Q3 2023 | 2.3% |
| Verizon Communicatn | 20 | Q3 2023 | 3.0% |
| Amgen Incorporated | 20 | Q3 2023 | 2.3% |
View LITTLE HOUSE CAPITAL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
View LITTLE HOUSE CAPITAL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.