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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
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIA STATE STR SPDR DOW JONES IND Financial Services 11,048.0 $5.8M 4.19% NEW $522.38 +2.4%
2 IGV ISHARES TR 50,966.0 $4.6M 3.36% NEW $90.60 +20.9%
3 IBMR ISHARES TR 142,624.0 $3.3M 2.40% NEW $23.16 +9.1%
4 FORTINET INC 15,106.0 $2.3M 1.69% NEW $153.62
5 NOC NORTHROP GRUMMAN CORP Industrials 4,201.0 $2.1M 1.55% NEW $509.28 +7.1%
6 CMCSA COMCAST CORP NEW Communication Services 86,848.0 $2.1M 1.55% NEW $24.55 +10.2%
7 INTU INTUIT Technology 6,056.0 $1.6M 1.15% NEW $261.01 +37.2%
8 NOW SERVICENOW INC Technology 7,699.0 $764K 0.56% NEW $99.28 +45.8%
9 IBD NORTHERN LTS FD TR IV 31,298.0 $744K 0.54% NEW $23.77 -0.9%
10 PTL NORTHERN LTS FD TR IV 2,464.0 $705K 0.51% NEW $286.09 -1.2%
11 IONQ IONQ INC Technology 11,393.0 $607K 0.44% NEW $53.26 -26.4%
12 INTC INTEL CORP Technology 3,853.0 $538K 0.39% NEW $139.63 -35.9%
13 KLAC KLA CORP Technology 1,354.0 $409K 0.30% NEW $301.71 -41.8%
14 WWJD NORTHERN LTS FD TR IV 7,899.0 $301K 0.22% NEW $38.13 +7.8%
15 ISMD NORTHERN LTS FD TR IV 5,993.0 $300K 0.22% NEW $50.00 -1.8%
16 MU MICRON TECHNOLOGY INC Technology 221.0 $255K 0.18% NEW $1154.29 -19.2%
17 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,963.0 $237K 0.17% NEW $47.74 -14.1%
18 RDW REDWIRE CORPORATION Industrials 18,763.0 $229K 0.17% NEW $12.23 -11.1%
19 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 4,497.0 $224K 0.16% NEW $49.86 +4.3%
20 GLRY NORTHERN LTS FD TR IV 4,845.0 $212K 0.15% NEW $43.69 -10.9%
Page 1 of 2  ·  25 positions

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%