Portfolio (Quarterly) Guide ↗

LITTLEJOHN FINANCIAL SERVICES, INC.

· CIK 0002031637

13F Portfolio $133M AUM 61 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 10 New 13 Added 30 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	8,986	$2.3M	1.70%	SOLD
2	APD	AIR PRODS & CHEMS INC	Basic Materials	8,873	$2.2M	1.61%	SOLD
3	XYLD	GLOBAL X FDS	—	53,125	$2.2M	1.59%	SOLD
4	ASML	ASML HOLDING N V	Technology	1,044	$1.1M	0.82%	SOLD
5	DKNG	DRAFTKINGS INC NEW	Consumer Cyclical	29,830	$1.0M	0.76%	SOLD
6	ETHA	ISHARES ETHEREUM TR	Financial Services	44,926	$1.0M	0.74%	SOLD
7	TXN	TEXAS INSTRS INC	Technology	2,122	$368K	0.27%	SOLD

Sector Allocation

Financial Services 31.9%

Technology 20.8%

Consumer Defensive 12.3%

Industrials 8.8%

Consumer Cyclical 7.1%

Communication Services 5.2%

Healthcare 5.1%

Energy 5.0%

Basic Materials 3.7%