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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIBL NORTHERN LTS FD TR IV 3,655.0 $212K 0.15% NEW $57.88 -4.2%
22 DELL DELL TECHNOLOGIES INC Technology 480.0 $207K 0.15% NEW $431.46 +5.7%
23 FDLS NORTHERN LTS FD TR IV 4,797.0 $203K 0.15% NEW $42.27 +0.9%
24 SMR NUSCALE PWR CORP Utilities 20,000.0 $201K 0.15% NEW $10.03 -7.4%
25 MED MEDIFAST INC Consumer Cyclical 13,834.0 $147K 0.11% NEW $10.61 +14.8%
Page 2 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%