Portfolio (Quarterly)
Guide ↗
LITTLEJOHN FINANCIAL SERVICES, INC.
· CIK 0002031637| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | USMV | ISHARES TR | — | 54,216 | $5.0M | 3.78% | SOLD |
| 2 | IBDU | ISHARES TR | — | 143,958 | $3.3M | 2.52% | SOLD |
| 3 | IYK | ISHARES TR | — | 39,261 | $2.7M | 2.07% | SOLD |
| 4 | CF | CF INDUSTRIES HOLD | Basic Materials | 18,568 | $2.4M | 1.81% | SOLD |
| 5 | IEZ | ISHARES TR | — | 67,553 | $2.0M | 1.47% | SOLD |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 2,988 | $1.2M | 0.88% | SOLD |
| 7 | ADBE | ADOBE INC | Technology | 4,425 | $1.1M | 0.81% | SOLD |
| 8 | CRWV | COREWEAVE INC | Technology | 9,675 | $750K | 0.56% | SOLD |
| 9 | ORCL | ORACLE CORP | Technology | 4,114 | $605K | 0.46% | SOLD |
| 10 | HOOD | ROBINHOOD MKTS INC | Financial Services | 7,866 | $545K | 0.41% | SOLD |
| 11 | TTD | THE TRADE DESK INC | Technology | 19,694 | $447K | 0.34% | SOLD |
| 12 | BIL | SPDR SERIES TRUST | — | 4,276 | $392K | 0.29% | SOLD |
| 13 | BA | BOEING CO | Industrials | 1,520 | $303K | 0.23% | SOLD |
| 14 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 11,830 | $289K | 0.22% | SOLD |
| 15 | NFLX | NETFLIX INC. | Communication Services | 2,679 | $258K | 0.19% | SOLD |
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%