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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
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEZ ISHARES TR 67,553.0 $2.0M 1.47% -473.0 -0.7% $28.95 +10.2%
22 POWL POWELL INDS INC Industrials 3,596.0 $1.9M 1.46% -466.0 -11.5% $541.01 -49.9%
23 AMZN AMAZON COM INC Consumer Cyclical 7,874.0 $1.6M 1.23% -294.0 -3.6% $208.28 +28.9%
24 VTI VANGUARD INDEX FDS 4,835.0 $1.6M 1.17% -181.0 -3.6% $320.82 +13.8%
25 NVDA NVIDIA CORPORATION Technology 7,536.0 $1.3M 0.99% -628.0 -7.7% $174.40 +25.9%
26 VIG VANGUARD SPECIALIZED FUNDS 5,911.0 $1.3M 0.95% -91.0 -1.5% $215.06 +7.4%
27 IVV ISHARES TR 1,338.0 $874K 0.66% -272.0 -16.9% $653.21 +14.2%
28 CRWV COREWEAVE INC Technology 9,675.0 $750K 0.56% -5K -35.1% $77.47 +38.9%
29 LLY ELI LILLY & CO Healthcare 441.0 $406K 0.30% -2K -81.1% $919.77 +13.3%
30 OXY OCCIDENTAL PETE CORP Energy 4,654.0 $303K 0.23% -4K -47.6% $65.00 -9.5%
Page 2 of 2  ·  30 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 31.9%
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%