The Analysis of LITTLEJOHN FINANCIAL SERVICES, INC.'s Holdings


Currently, LITTLEJOHN FINANCIAL SERVICES, INC. holds 61 types of securities in its portfolio with a total value $137.2M. In the most recent quarter, they have increased their positions in USMV (+53.9K shares, valued at $5.1M), BKR (+56.6K shares, valued at $2.8M), PEP (+18.2K shares, valued at $2.6M); decreased their positions in NVDA (-23.6K shares, valued at $4.4M), MSFT (-2.4K shares, valued at $1.3M), TFLO (-16.9K shares, valued at $856.5K); initiated new positions in USMV (+53.9K shares, valued at $5.1M), BKR (+56.6K shares, valued at $2.8M), PEP (+18.2K shares, valued at $2.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR24.0K shares-4.42%2025-09-302025-10-28history
IBHF ISHARES TR590.0K shares14.05%2025-09-302025-10-28history
IBHI ISHARES TR234.9K shares12.47%2025-09-302025-10-28history
ITA ISHARES TR26.5K shares-6.81%2025-09-302025-10-28history
USMV ISHARES TR53.9K sharesnew addition2025-09-302025-10-28history
IBHH ISHARES TR207.0K shares3.10%2025-09-302025-10-28history
TFLO ISHARES TR94.5K shares-15.19%2025-09-302025-10-28history
IBDU ISHARES TR140.6K shares4.40%2025-09-302025-10-28history
Sponsored
IBDT ISHARES TR121.5K shares-0.23%2025-09-302025-10-28history
IBTG ISHARES TR134.5K shares8.61%2025-09-302025-10-28history
MRK MERCK & CO INC35.7K shares-0.39%2025-09-302025-10-28history
BKR BAKER HUGHES COMPANY56.6K sharesnew addition2025-09-302025-10-28history
IBB ISHARES TR18.8K shares62.28%2025-09-302025-10-28history
EEM ISHARES TR50.5K shares78.29%2025-09-302025-10-28history
COST COSTCO WHSL CORP NEW2.9K shares192.86%2025-09-302025-10-28history
CB CHUBB LIMITED9.4K shares154.89%2025-09-302025-10-28history
Sponsored
MCD MCDONALDS CORP8.7K shares34.03%2025-09-302025-10-28history
ADP AUTOMATIC DATA PROCESSING IN9.0K shares206.95%2025-09-302025-10-28history
WM WASTE MGMT INC DEL11.9K shares9.37%2025-09-302025-10-28history
JEPQ J P MORGAN EXCHANGE TRADED F44.5K shares5.04%2025-09-302025-10-28history
PEP PEPSICO INC18.2K sharesnew addition2025-09-302025-10-28history
LLY ELI LILLY & CO3.3K shares707.39%2025-09-302025-10-28history
AAPL APPLE INC9.8K shares-23.79%2025-09-302025-10-28history
PG PROCTER AND GAMBLE CO16.2K sharesnew addition2025-09-302025-10-28history
Sponsored
MSFT MICROSOFT CORP4.6K shares-34.47%2025-09-302025-10-28history
APD AIR PRODS & CHEMS INC8.7K shares108.73%2025-09-302025-10-28history
XYLD GLOBAL X FDS54.4K shares1.73%2025-09-302025-10-28history
JEPI J P MORGAN EXCHANGE TRADED F37.2K shares3.72%2025-09-302025-10-28history
AMZN AMAZON COM INC8.4K shares-20.65%2025-09-302025-10-28history
GOOGL ALPHABET INC7.5K shares315.73%2025-09-302025-10-28history
VTI VANGUARD INDEX FDS5.2K shares0.48%2025-09-302025-10-28history
SLB SCHLUMBERGER LTD45.8K shares0.84%2025-09-302025-10-28history
Sponsored
NVDA NVIDIA CORPORATION8.1K shares-74.44%2025-09-302025-10-28history
UBER UBER TECHNOLOGIES INC15.4K shares-20.17%2025-09-302025-10-28history
CRM SALESFORCE INC5.9K shares-1.89%2025-09-302025-10-28history
VIG VANGUARD SPECIALIZED FUNDS6.2K shares3.88%2025-09-302025-10-28history
SMCI SUPER MICRO COMPUTER INC24.2K sharesnew addition2025-09-302025-10-28history
CPRT COPART INC24.5K sharesnew addition2025-09-302025-10-28history
POWL POWELL INDS INC3.5K sharesnew addition2025-09-302025-10-28history
ASML ASML HOLDING N V1.1K sharesnew addition2025-09-302025-10-28history
Sponsored
CRWD CROWDSTRIKE HLDGS INC2.1K sharesnew addition2025-09-302025-10-28history
PLTR PALANTIR TECHNOLOGIES INC5.7K sharesnew addition2025-09-302025-10-28history
ODFL OLD DOMINION FREIGHT LINE IN7.4K sharesnew addition2025-09-302025-10-28history
IVV ISHARES TR1.4K shares-12.21%2025-09-302025-10-28history
IBDR ISHARES TR35.7K shares10.19%2025-09-302025-10-28history
PHYS SPROTT ASSET MANAGEMENT LP21.1K shares110.60%2025-09-302025-10-28history
DUOL DUOLINGO INC1.4K sharesnew addition2025-09-302025-10-28history
SPY SPDR S&P 500 ETF TR663 shares3.11%2025-09-302025-10-28history
Sponsored
TSLA TESLA INC840 shares1.33%2025-09-302025-10-28history
BIL SPDR SERIES TRUST4.0K shares8.88%2025-09-302025-10-28history
OXY OCCIDENTAL PETE CORP6.9K shares0.00%2025-09-302025-10-28history
NFLX NETFLIX INC268 shares0.00%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS506 sharesnew addition2025-09-302025-10-28history
BA BOEING CO1.3K shares-6.00%2025-09-302025-10-28history
META META PLATFORMS INC394 shares1.55%2025-09-302025-10-28history
TXN TEXAS INSTRS INC1.6K sharesnew addition2025-09-302025-10-28history
Sponsored
IBHE ISHARES TR12.3K shares-50.32%2025-09-302025-10-28history
IBHG ISHARES TR12.2K shares0.00%2025-09-302025-10-28history
MSTR STRATEGY INC800 shares0.00%2025-09-302025-10-28history
IWB ISHARES TR581 sharesnew addition2025-09-302025-10-28history
HD HOME DEPOT INC516 shares-29.99%2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available