LITTLE HOUSE CAPITAL LLC
RIA/Wealth
LITTLE HOUSE CAPITAL LLC is a RIA/Wealth based in Braintree, MA led by Robert Cheney Stimson, reporting $601.4M in AUM as of Q3 2025 with MSFT as the largest holding (5% allocation).
CEORobert Cheney Stimson
- Portfolio Value
- $435.0M
- Positions
- 123
- Top Holding
- MSFT at 5.44%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LITTLE HOUSE CAPITAL LLC's portfolio (36.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $23.7M | 5.44% | +$973.7K Bought | 0.00% 45.7K shares | |
Consumer Electronics Technology | $23.1M | 5.30% | +$765.7K Bought | 0.00% 90.5K shares | |
Semiconductors Technology | $20.1M | 4.63% | -$411.2K Sold | 0.00% 107.9K shares | |
Specialty Retail Consumer Cyclical | $14.3M | 3.28% | +$154.1K Bought | 0.00% 65.1K shares | |
ETF ETF | $13.8M | 3.18% | +$375.6K Bought | — 378.8K shares | |
Internet Content & Information Communication Services | $13.4M | 3.08% | -$613.8K Sold | 0.00% 55.0K shares | |
ETF ETF | $13.4M | 3.07% | +$429.7K Bought | — 204.9K shares | |
Semiconductors Technology | $12.9M | 2.97% | +$13.2K Bought | 0.00% 39.1K shares | |
ETF ETF | $11.7M | 2.68% | +$256.2K Bought | — 120.9K shares | |
Internet Content & Information Communication Services | $11.4M | 2.63% | -$147.6K Sold | 0.00% 15.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LITTLE HOUSE CAPITAL LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+139.05% | |
+67.41% | |
+41.47% | |
+41.43% | |
+35.52% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for LITTLE HOUSE CAPITAL LLC
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