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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBHG ISHARES TR 42,898.0 $947K 0.69% +24K +130.3% $22.08 -0.3%
42 NOW SERVICENOW INC Technology 7,699.0 $764K 0.56% NEW $99.28 +45.8%
43 IVV ISHARES TR 1,006.0 $753K 0.55% -332.0 -24.8% $748.89 +3.2%
44 IBD NORTHERN LTS FD TR IV 31,298.0 $744K 0.54% NEW $23.77 -0.9%
45 PTL NORTHERN LTS FD TR IV 2,464.0 $705K 0.51% NEW $286.09 -1.2%
46 IBDR ISHARES TR 26,843.0 $650K 0.47% -9K -25.9% $24.23 +0.0%
47 SYM SYMBOTIC INC Industrials 14,292.0 $642K 0.47% +3K +25.1% $44.95 -11.3%
48 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 21,060.0 $635K 0.46% $30.17 +12.0%
49 IONQ IONQ INC Technology 11,393.0 $607K 0.44% NEW $53.26 -26.4%
50 INTC INTEL CORP Technology 3,853.0 $538K 0.39% NEW $139.63 -35.9%
51 SPY STATE STR SPDR S&P 500 ETF T Financial Services 663.0 $495K 0.36% $746.77 +3.0%
52 VOO VANGUARD INDEX FDS 668.0 $459K 0.33% +148.0 +28.5% $686.81 +3.0%
53 LLY ELI LILLY & CO Healthcare 349.0 $419K 0.30% -92.0 -20.9% $1199.43 -2.2%
54 KLAC KLA CORP Technology 1,354.0 $409K 0.30% NEW $301.71 -41.8%
55 LRCX LAM RESEARCH CORP Technology 912.0 $395K 0.29% -391.0 -30.0% $433.33 -30.3%
56 WWJD NORTHERN LTS FD TR IV 7,899.0 $301K 0.22% NEW $38.13 +7.8%
57 ISMD NORTHERN LTS FD TR IV 5,993.0 $300K 0.22% NEW $50.00 -1.8%
58 TSLA TESLA INC Consumer Cyclical 675.0 $284K 0.21% -96.0 -12.4% $420.60 -17.1%
59 MU MICRON TECHNOLOGY INC Technology 221.0 $255K 0.18% NEW $1154.29 -19.2%
60 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,963.0 $237K 0.17% NEW $47.74 -14.1%
Page 3 of 4  ·  71 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%