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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 IBDR ISHARES TR 26,843.0 $650K 0.47% -9K -25.9% $24.23 +0.0%
22 LLY ELI LILLY & CO Healthcare 349.0 $419K 0.30% -92.0 -20.9% $1199.43 -2.2%
23 LRCX LAM RESEARCH CORP Technology 912.0 $395K 0.29% -391.0 -30.0% $433.33 -30.3%
24 TSLA TESLA INC Consumer Cyclical 675.0 $284K 0.21% -96.0 -12.4% $420.60 -17.1%
25 IWB ISHARES TR 529.0 $217K 0.16% -52.0 -8.9% $409.50 +2.8%
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%