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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OXY OCCIDENTAL PETE CORP Energy 4,846.0 $235K 0.17% +192.0 +4.1% $48.57 +21.7%
62 RDW REDWIRE CORPORATION Industrials 18,763.0 $229K 0.17% NEW $12.23 -11.1%
63 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 4,497.0 $224K 0.16% NEW $49.86 +4.3%
64 IWB ISHARES TR 529.0 $217K 0.16% -52.0 -8.9% $409.50 +2.8%
65 GLRY NORTHERN LTS FD TR IV 4,845.0 $212K 0.15% NEW $43.69 -10.9%
66 BIBL NORTHERN LTS FD TR IV 3,655.0 $212K 0.15% NEW $57.88 -4.2%
67 DELL DELL TECHNOLOGIES INC Technology 480.0 $207K 0.15% NEW $431.46 +5.7%
68 FDLS NORTHERN LTS FD TR IV 4,797.0 $203K 0.15% NEW $42.27 +0.9%
69 SMR NUSCALE PWR CORP Utilities 20,000.0 $201K 0.15% NEW $10.03 -7.4%
70 MED MEDIFAST INC Consumer Cyclical 13,834.0 $147K 0.11% NEW $10.61 +14.8%
71 XRPI VOLATILITY SHS TR 10,184.0 $58K 0.04% $5.74 +30.7%
Page 4 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%