$135 Million is the total value of LITTLE HOUSE CAPITAL LLC's 108 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLT | New | Ishares 20 Pls Yearequity | $2,436,000 | – | 15,445 | +100.0% | 1.80% | – |
| TSM | New | Taiwan Semiconductor Manufacturing Co Ltdequity | $1,353,000 | – | 12,410 | +100.0% | 1.00% | – |
| DOW | New | Dow Incequity | $1,039,000 | – | 18,727 | +100.0% | 0.77% | – |
| GLW | New | Corning Incequity | $693,000 | – | 19,254 | +100.0% | 0.51% | – |
| BWA | New | BorgWarner Incequity | $642,000 | – | 16,628 | +100.0% | 0.47% | – |
| FRC | New | First Republic Bankequity | $634,000 | – | 4,321 | +100.0% | 0.47% | – |
| TGT | New | Target Corporationequity | $539,000 | – | 3,056 | +100.0% | 0.40% | – |
| BMY | New | Bristol-Myers Squibbequity | $470,000 | – | 7,592 | +100.0% | 0.35% | – |
| IWO | New | Ishares Russell 2000equity | $447,000 | – | 1,560 | +100.0% | 0.33% | – |
| MS | New | Morgan Stanleyequity | $347,000 | – | 5,073 | +100.0% | 0.26% | – |
| TSLA | New | Tesla Incequity | $333,000 | – | 473 | +100.0% | 0.25% | – |
| VRTX | New | Vertex Pharmaceuticals Incequity | $330,000 | – | 1,399 | +100.0% | 0.24% | – |
| PLTR | New | Palantir Technologies Incequity | $315,000 | – | 13,407 | +100.0% | 0.23% | – |
| IWM | New | Ishares Russell 2000equity | $296,000 | – | 1,513 | +100.0% | 0.22% | – |
| TJX | New | Tjx Companies Incequity | $251,000 | – | 3,677 | +100.0% | 0.18% | – |
| NRG | New | NRG Energy Incequity | $249,000 | – | 6,637 | +100.0% | 0.18% | – |
| TDG | New | Transdigm Group Incequity | $247,000 | – | 400 | +100.0% | 0.18% | – |
| COP | New | Conocophillipsequity | $239,000 | – | 5,990 | +100.0% | 0.18% | – |
| ETN | New | Eaton Corp Plcequity | $229,000 | – | 1,908 | +100.0% | 0.17% | – |
| UBER | New | Uber Technologies Incequity | $226,000 | – | 4,443 | +100.0% | 0.17% | – |
| DE | New | Deere & Coequity | $224,000 | – | 834 | +100.0% | 0.16% | – |
| MUB | New | Ishares National Muniequity | $211,000 | – | 1,804 | +100.0% | 0.16% | – |
| AKAM | New | Akamai Technologies Incequity | $201,000 | – | 1,919 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.