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Portfolio (Quarterly) Guide ↗

LITTLEJOHN FINANCIAL SERVICES, INC.

· CIK 0002031637
13F Portfolio $136M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 58 New
Page 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 23,522.0 $14.4M 10.65% NEW $614.31 +16.3%
2 IBHF ISHARES TR 604,478.0 $14.0M 10.28% NEW $23.08 -1.2%
3 IBHI ISHARES TR 245,559.0 $5.8M 4.28% NEW $23.63 -1.1%
4 ITA ISHARES TR 26,036.0 $5.6M 4.12% NEW $214.69 +3.9%
5 IBHH ISHARES TR 217,059.0 $5.1M 3.79% NEW $23.68 -0.7%
6 USMV ISHARES TR 54,063.0 $5.1M 3.75% NEW $94.16 +2.0%
7 TFLO ISHARES TR 80,616.0 $4.1M 3.00% NEW $50.46 +0.3%
8 MRK MERCK & CO INC Healthcare 34,475.0 $3.6M 2.67% NEW $105.26 +10.1%
9 IBDU ISHARES TR 151,505.0 $3.5M 2.61% NEW $23.41 -1.1%
10 ISHARES TR 144,853.0 $3.3M 2.44% NEW $22.88
11 IBDT ISHARES TR 130,166.0 $3.3M 2.44% NEW $25.45 -0.9%
12 IBB ISHARES TR 18,327.0 $3.1M 2.28% NEW $168.77 +0.2%
13 WM WASTE MGMT INC DEL Industrials 12,839.0 $2.8M 2.08% NEW $219.70 -0.1%
14 CB CHUBB LIMITED Financial Services 8,973.0 $2.8M 2.06% NEW $312.12 +5.8%
15 JEPQ J P MORGAN EXCHANGE TRADED F 46,856.0 $2.7M 2.01% NEW $58.12 +3.4%
16 IYK ISHARES TR 40,601.0 $2.7M 2.00% NEW $66.92 +8.3%
17 EEM ISHARES TR 49,550.0 $2.7M 2.00% NEW $54.71 +20.7%
18 MCD MCDONALDS CORP Consumer Cyclical 8,771.0 $2.7M 1.98% NEW $305.63 -7.0%
19 AAPL APPLE INC Technology 9,626.0 $2.6M 1.93% NEW $271.87 +12.2%
20 BKR BAKER HUGHES COMPANY Energy 56,956.0 $2.6M 1.91% NEW $45.54 +44.5%
Page 1 of 3  ·  58 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 31.0%
Technology 21.6%
Industrials 11.5%
Healthcare 9.8%
Consumer Cyclical 9.5%
Energy 4.7%
Communication Services 4.4%
Consumer Defensive 4.0%
Basic Materials 3.5%