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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDR ISHARES TR 36,204.0 $878K 0.66% $24.24 -0.1%
42 IVV ISHARES TR 1,338.0 $874K 0.66% -272.0 -16.9% $653.21 +14.2%
43 CRWV COREWEAVE INC Technology 9,675.0 $750K 0.56% -5K -35.1% $77.47 +38.9%
44 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 21,060.0 $746K 0.56% $35.44 -3.0%
45 SYM SYMBOTIC INC Industrials 11,424.0 $608K 0.46% +4K +51.2% $53.20 -6.1%
46 ORCL ORACLE CORP Technology 4,114.0 $605K 0.46% NEW $147.11 +29.0%
47 HOOD ROBINHOOD MKTS INC Financial Services 7,866.0 $545K 0.41% NEW $69.30 +9.6%
48 TTD THE TRADE DESK INC Technology 19,694.0 $447K 0.34% NEW $22.69 -7.4%
49 SPY STATE STR SPDR S&P 500 ETF T Financial Services 663.0 $431K 0.32% $650.34 +14.2%
50 IBHG ISHARES TR 18,627.0 $412K 0.31% +2K +11.4% $22.13 -0.1%
51 LLY ELI LILLY & CO Healthcare 441.0 $406K 0.30% -2K -81.1% $919.77 +13.3%
52 BIL SPDR SERIES TRUST 4,276.0 $392K 0.29% +2K +70.2% $91.64 -0.1%
53 VOO VANGUARD INDEX FDS 520.0 $311K 0.23% $597.55 +14.3%
54 BA BOEING CO Industrials 1,520.0 $303K 0.23% +174.0 +12.9% $199.03 +10.3%
55 OXY OCCIDENTAL PETE CORP Energy 4,654.0 $303K 0.23% -4K -47.6% $65.00 -9.5%
56 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 11,830.0 $289K 0.22% NEW $24.39 +1.1%
57 TSLA TESLA INC Consumer Cyclical 771.0 $287K 0.21% +5.0 +0.7% $371.75 +12.2%
58 LRCX LAM RESEARCH CORP Technology 1,303.0 $278K 0.21% NEW $213.66 +41.5%
59 NFLX NETFLIX INC. Communication Services 2,679.0 $258K 0.19% +319.0 +13.5% $96.15 -7.1%
60 IWB ISHARES TR 581.0 $207K 0.16% $356.56 +13.6%
Page 3 of 4  ·  61 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%