Fund HoldingsLITTLE HOUSE CAPITAL LLC

Total Portfolio Value
$274.16M
Total Bought
$35.04M
Total Sold
$13.66M
Net Transaction
+$21.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)013,472+13,47206,4032.34%+6,403
MICROSOFT CORP(MSFT)046,891+46,891017,6336.43%+17,633
APPLE INC(AAPL)092,154+92,154017,7426.47%+17,742
BROADCOM INC(AVGO)03,431+3,43103,8301.40%+3,830
AMAZON COM INC(AMZN)48,75751,610+2,8536,1987,8422.86%+1,644
META PLATFORMS INC(META)6,4178,252+1,8351,9262,9211.07%+994
COSTCO WHSL CORP NEW(COST)2,2993,313+1,0141,2992,1870.80%+888
BOEING CO(BA)08,608+8,60802,2440.82%+2,244
JPMORGAN CHASE & CO(JPM)31,30431,371+674,5405,3361.95%+797
ACCENTURE PLC IRELAND
SHS CLASS A
8,1989,419+1,2212,5183,3051.21%+788
PALO ALTO NETWORKS INC(PANW)02,608+2,60807690.28%+769
SCHWAB CHARLES CORP(SCHW)51,76952,418+6492,8423,6061.32%+764
ELI LILLY & CO(LLY)1,3572,515+1,1587291,4660.53%+737
ALPHABET INC(GOOG)9,14113,536+4,3951,2051,9080.70%+702
DUKE ENERGY CORP NEW(DUK)9,39515,589+6,1948291,5130.55%+684
HOME DEPOT INC(HD)5,2936,504+1,2111,5992,2540.82%+655
MARRIOTT INTL INC NEW(MAR)4,2716,530+2,2598401,4730.54%+633
UNION PAC CORP(UNP)6,4117,843+1,4321,3051,9260.70%+621
KLA CORP(KLAC)4,4644,581+1172,0472,6630.97%+616
VISA INC(V)13,12713,779+6523,0193,5871.31%+568
S&P GLOBAL INC(SPGI)01,270+1,27005590.20%+559
ALPHABET INC(GOOG)42,18043,325+1,1455,5206,0522.21%+532
GOLDMAN SACHS GROUP INC(GS)8,4898,424-652,7473,2501.19%+503
MICROCHIP TECHNOLOGY INC.(MCHP)05,136+5,13604630.17%+463
ISHARES TR63,95858,527-5,43111,30411,7474.28%+443
VERTEX PHARMACEUTICALS INC(VRTX)1,4612,320+8595089440.34%+436
SPDR SER TR
ST STR PR SP1500
78,52477,795-7294,1224,5471.66%+425
CATERPILLAR INC(CAT)6,2177,068+8511,6972,0900.76%+392
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
108,489115,745+7,2565,4445,8142.12%+370
ISHARES TR020,425+20,42505,6612.06%+5,661
ISHARES TR71,80170,357-1,4444,9495,3011.93%+353
STRYKER CORPORATION(SYK)01,139+1,13903410.12%+341
PUBLIC SVC ENTERPRISE GRP IN(PEG)7,98112,526+4,5454547660.28%+312
MASTERCARD INCORPORATED(MA)10,11110,108-34,0034,3111.57%+308
ABBOTT LABS02,738+2,73803010.11%+301
UNITEDHEALTH GROUP INC(UNH)8,5038,707+2044,2874,5841.67%+297
TAIWAN SEMICONDUCTOR MFG LTD(TSM)16,15116,325+1741,4041,6980.62%+294
AMGEN INC(AMGN)6,6177,190+5731,7782,0710.76%+292
NVIDIA CORPORATION(NVDA)6,2306,050-1802,7102,9961.09%+286
SALESFORCE INC(CRM)4,6974,69709521,2360.45%+284
CHIPOTLE MEXICAN GRILL INC(CMG)0540+54001,2350.45%+1,235
RTX CORPORATION(RTX)03,234+3,23402720.10%+272
CONSTELLATION BRANDS INC(STZ)01,112+1,11202690.10%+269
INTERNATIONAL BUSINESS MACHS(IBM)13,08912,822-2671,8362,0970.76%+261
NETFLIX INC(NFLX)1,9202,008+887259780.36%+253
DOLLAR GEN CORP NEW(DG)01,681+1,68102290.08%+229
ORACLE CORP(ORCL)23,69425,913+2,2192,5102,7321.00%+222
ANALOG DEVICES INC(ADI)7,1727,424+2521,2561,4740.54%+218
BANK AMERICA CORP06,262+6,26202110.08%+211
CORNING INC(GLW)06,569+6,56902000.07%+200
STAG INDL INC(STAG)26,69628,466+1,7709211,1180.41%+196
INTUIT(INTU)1,6151,629+148251,0180.37%+193
BERKSHIRE HATHAWAY INC DEL16,19516,435+2405,6735,8622.14%+189
ASML HOLDING N V
N Y REGISTRY SHS
1,0661,070+46288100.30%+182
THERMO FISHER SCIENTIFIC INC(TMO)4,4634,590+1272,2592,4360.89%+177
MERCK & CO INC(MRK)27,91527,943+282,8743,0461.11%+173
HILTON WORLDWIDE HLDGS INC(HLT)5,7905,717-738701,0410.38%+171
MCDONALDS CORP(MCD)5,1475,133-141,3561,5220.56%+166
LAM RESEARCH CORP(LRCX)1,1961,168-287509150.33%+165
ISHARES TR141,904137,876-4,0285,3855,5442.02%+159
PACCAR INC(PCAR)13,37413,264-1101,1371,2950.47%+158
ISHARES TR2,8583,026+1687609170.33%+157
WASTE MGMT INC DEL(WM)010,295+10,29501,8440.67%+1,844
PARKER-HANNIFIN CORP(PH)2,6762,589-871,0421,1930.43%+150
XYLEM INC(XYL)4,7034,980+2774285700.21%+141
PGIM ETF TR
PGIM ULTRA SH BD
192,513195,533+3,0209,5279,6573.52%+130
ETF SER SOLUTIONS
CLEARSHS ULTRA
098,438+98,43809,8503.59%+9,850
TRANE TECHNOLOGIES PLC(TT)2,8082,793-155706810.25%+111
ISHARES TR46,99647,851+8551,1031,2070.44%+104
ISHARES TR53,63654,500+8641,1751,2570.46%+83
GE HEALTHCARE TECHNOLOGIES I(GEHC)7,3097,443+1344975750.21%+78
SPDR SER TR
ST STR NUVEE ETF
020,199+20,19909490.35%+949
ISHARES TR
IBDS DEC28 ETF
49,12849,909+7811,1811,2520.46%+72
ISHARES TR58,47957,945-5341,1341,2040.44%+70
TRANSDIGM GROUP INC(TDG)40040003374050.15%+67
LULULEMON ATHLETICA INC(LULU)0913+91304670.17%+467
WALMART INC(WMT)32,31133,203+8925,1675,2341.91%+67
AUTODESK INC1,8811,862-193894530.17%+64
ISHARES TR9,1419,14106256860.25%+61
ISHARES TR
RUSEL 2500 ETF
6,1196,395+2763343940.14%+60
ISHARES TR
IBONDS 27 ETF
51,25152,069+8181,1861,2460.45%+60
PUBLIC STORAGE(PSA)5,0554,531-5241,3321,3820.50%+50
ISHARES TR
CORE MSCI EAFE
5,4575,678+2213513990.15%+48
ATMOS ENERGY CORP(ATO)3,5553,597+423774170.15%+40
KIMCO RLTY CORP(KIM)10,35010,35001822210.08%+39
PHILLIPS 66(PSX)1,6761,795+1192012390.09%+38
ISHARES TR57,03855,352-1,6861,1621,1980.44%+35
MOODYS CORP(MCO)661616-452092410.09%+32
ISHARES TR909929+202232540.09%+32
ISHARES INC
CORE MSCI EMKT
4,7274,960+2332252510.09%+26
ISHARES TR03,919+3,91904250.15%+425
DISNEY WALT CO(DIS)4,5554,308-2473693890.14%+20
DOW INC(DOW)43,21440,852-2,3622,2282,2400.82%+12
TESLA INC(TSLA)05,901+5,90101,4660.53%+1,466
GLATFELTER CORPORATION13,09414,594+1,50026280.01%+2
COCA COLA CO(KO)19,42518,383-1,0421,0871,0830.40%-4
CARRIER GLOBAL CORPORATION(CARR)11,63811,101-5376426380.23%-5
AT&T INC(T)010,074+10,07401690.06%+169
STARBUCKS CORP(SBUX)2,7252,506-2192492410.09%-8
TEXAS INSTRS INC(TXN)01,913+1,91303260.12%+326
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