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Portfolio (Quarterly) Guide ↗

LITTLEJOHN FINANCIAL SERVICES, INC.

· CIK 0002031637
13F Portfolio $138M AUM 71 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 18 Added 25 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBHI ISHARES TR 285,227.0 $6.7M 4.85% +33K +13.2% $23.39 -0.1%
2 ITA ISHARES TR 24,472.0 $5.9M 4.31% +381.0 +1.6% $242.42 -4.0%
3 IBHH ISHARES TR 215,473.0 $5.1M 3.68% +3K +1.3% $23.50 -0.1%
4 IBDT ISHARES TR 127,084.0 $3.2M 2.33% +2K +1.5% $25.25 -0.3%
5 JEPQ J P MORGAN EXCHANGE TRADED F 44,746.0 $2.8M 2.00% +863.0 +2.0% $61.46 -2.1%
6 PG PROCTER & GAMBLE CO Consumer Defensive 16,788.0 $2.5M 1.79% +1K +7.0% $146.64 -2.0%
7 JEPI J P MORGAN EXCHANGE TRADED F 41,595.0 $2.3M 1.71% +4K +9.5% $56.48 +2.3%
8 MCD MCDONALDS CORP Consumer Cyclical 8,656.0 $2.3M 1.70% +181.0 +2.1% $270.31 -2.0%
9 MSFT MICROSOFT CORP Technology 6,188.0 $2.3M 1.68% +1K +23.8% $373.00 +37.7%
10 UBER UBER TECHNOLOGIES INC Technology 26,223.0 $1.9M 1.38% +10K +64.0% $72.16 +9.2%
11 POWL POWELL INDS INC Industrials 6,217.0 $1.8M 1.29% +3K +72.9% $286.38 -36.2%
12 NVDA NVIDIA CORPORATION Technology 7,738.0 $1.5M 1.12% +202.0 +2.7% $200.09 +8.7%
13 PLTR PALANTIR TECHNOLOGIES INC Technology 11,675.0 $1.4M 0.99% +3K +42.5% $116.67 +59.7%
14 CRM SALESFORCE INC Technology 6,638.0 $1.0M 0.76% +233.0 +3.6% $156.67 +63.4%
15 IBHG ISHARES TR 42,898.0 $947K 0.69% +24K +130.3% $22.08 -0.3%
16 SYM SYMBOTIC INC Industrials 14,292.0 $642K 0.47% +3K +25.1% $44.95 -11.3%
17 VOO VANGUARD INDEX FDS 668.0 $459K 0.33% +148.0 +28.5% $686.81 +3.0%
18 OXY OCCIDENTAL PETE CORP Energy 4,846.0 $235K 0.17% +192.0 +4.1% $48.57 +21.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.8%
Technology 21.5%
Industrials 10.4%
Consumer Defensive 9.8%
Communication Services 7.5%
Consumer Cyclical 6.0%
Healthcare 4.5%
Energy 3.2%
Utilities 0.3%