Little House Capital Llc Portfolio Shifts in Q3 2026: Focus on Technology and Real Estate
Little House Capital's $443 million portfolio saw significant changes this quarter, with notable increases in **FIDELITY COVINGTON TRUST (FESM)** and **BROADCOM INC (GTX)** shares.
As of June 30th, 2026, Little House Capital Llc's portfolio has experienced a dynamic shift in its holdings composition. The total portfolio value stands at $443 million, reflecting adjustments made during the quarter.
The investor demonstrated a clear preference for Technology stocks this period, evidenced by substantial increases in several key positions:
- FIDELITY COVINGTON TRUST (FESM): This holding saw an impressive increase of over 788% in its share count during the quarter.
- KLA CORP (KLAC)**: Another Technology stock, shares increased by approximately 7,892 units, representing a significant buy.
Simultaneously, Little House Capital maintained and slightly adjusted its exposure to other sectors:
- NVIDIA CORPORATION (NVDA)**: Despite a nominal decrease in share count (+1604 shares), the portfolio percentage allocation remained unchanged at approximately 3.59%, suggesting price appreciation offset minor selling.
In addition to Technology, the investor focused on Real Estate and Consumer Cyclical sectors:
- HOST HOTELS & RESORTS INC (HST)**: This Real Estate holding benefited from a significant increase in share count (+8154 shares), boosting its portfolio allocation.
- BROADCOM INC (GTX)**: Shares increased by over 6,000 units (+6754) within the Consumer Cyclical sector.
Conversely, Little House Capital also made notable exits or reductions in certain sectors:
- MANULIFE FINL CORP (MFC)**: This Financial Services holding saw a substantial reduction of over 26% in its share count during the quarter.
The portfolio's sector allocation highlights a continued diversification strategy, with Technology remaining a strong focus at around 25.4%, while Real Estate and Consumer Cyclical also feature prominently (10.6% & 6.87%). The investor appears to be actively managing their positions.