Sponsored

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

Currently, LITTLEJOHN FINANCIAL SERVICES, INC. holds 61 types of securities in its portfolio with a total value $133.1M. In the most recent quarter, they have increased their positions in WMT (+22.6K shares, valued at $2.8M), V (+8.3K shares, valued at $2.5M), CF (+18.6K shares, valued at $2.4M); decreased their positions in LLY (-1.9K shares, valued at $1.7M), N/A (-10.6K shares, valued at $1.3M), TFLO (-22.3K shares, valued at $1.1M); initiated new positions in WMT (+22.6K shares, valued at $2.8M), V (+8.3K shares, valued at $2.5M), CF (+18.6K shares, valued at $2.4M).

1M P&L

+1.4M+1.23%

3M P&L

+2.8M+2.39%

HY P&L

+6.6M+5.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A69.7M

60.9%

2Discount Stores5.7M

5.0%

3Software - Infrastructure5.6M

4.9%

Top Industries by Stock Count

1N/A26 stocks

46.4%

2Software - Infrastructure5 stocks

8.9%

3Software - Application4 stocks

7.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IBHF ISHARES TR598.0K shares-1.08%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR23.1K shares-1.95%2026-03-312026-04-23

IBHI ISHARES TR252.0K shares2.61%2026-03-312026-04-23

ITA ISHARES TR24.1K shares-7.47%2026-03-312026-04-23

USMV ISHARES TR54.2K shares0.28%2026-03-312026-04-23

IBHH ISHARES TR212.7K shares-2.03%2026-03-312026-04-23

IBDU ISHARES TR144.0K shares-4.98%2026-03-312026-04-23

IBTG ISHARES TR138.6K shares-4.34%2026-03-312026-04-23

Sponsored

IBDT ISHARES TR125.2K shares-3.85%2026-03-312026-04-23

TFLO ISHARES TR58.4K shares-27.61%2026-03-312026-04-23

BKR BAKER HUGHES COMPANY48.4K shares-15.10%2026-03-312026-04-23

IBB ISHARES TR17.1K shares-6.59%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION2.9K shares-0.75%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC23.9K shares-30.72%2026-03-312026-04-23

WM WASTE MGMT INC DEL12.3K shares-4.15%2026-03-312026-04-23

EEM ISHARES TR49.5K shares-0.00%2026-03-312026-04-23

Sponsored

WMT WALMART INC22.6K sharesnew addition2026-03-312026-04-23

CB CHUBB LTD SWITZ8.6K shares-4.12%2026-03-312026-04-23

IYK ISHARES TR39.3K shares-3.30%2026-03-312026-04-23

MCD MCDONALDS CORP8.5K shares-3.37%2026-03-312026-04-23

V VISA INC8.3K sharesnew addition2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F43.9K shares-6.34%2026-03-312026-04-23

AAPL APPLE INC9.5K shares-0.89%2026-03-312026-04-23

CF CF INDUSTRIES HOLD18.6K sharesnew addition2026-03-312026-04-23

Sponsored

PG PROCTER & GAMBLE CO15.7K sharesnew addition2026-03-312026-04-23

JEPI J P MORGAN EXCHANGE TRADED F38.0K shares-4.05%2026-03-312026-04-23

ALPHABET INC ALPHABET INC6.8K shares-5.17%2026-03-312026-04-23

IEZ ISHARES TR67.6K shares-0.70%2026-03-312026-04-23

POWL POWELL INDS INC3.6K shares-11.47%2026-03-312026-04-23

MSFT MICROSOFT CORP5.0K shares14.01%2026-03-312026-04-23

AMZN AMAZON COM INC7.9K shares-3.60%2026-03-312026-04-23

VTI VANGUARD INDEX FDS4.8K shares-3.61%2026-03-312026-04-23

Sponsored

NVDA NVIDIA CORPORATION7.5K shares-7.69%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS5.9K shares-1.52%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC8.2K shares44.57%2026-03-312026-04-23

CRM SALESFORCE INC6.4K shares11.92%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC3.0K shares42.08%2026-03-312026-04-23

META META PLATFORMS INC2.0K shares408.25%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC16.0K shares6.92%2026-03-312026-04-23

ADBE ADOBE INC4.4K sharesnew addition2026-03-312026-04-23

Sponsored

IBDR ISHARES TR36.2K shares0.50%2026-03-312026-04-23

IVV ISHARES TR1.3K shares-16.89%2026-03-312026-04-23

CRWV COREWEAVE INC9.7K shares-35.12%2026-03-312026-04-23

PHYS SPROTT ASSET MANAGEMENT LP21.1K shares0.00%2026-03-312026-04-23

SYM SYMBOTIC INC11.4K shares51.19%2026-03-312026-04-23

ORCL ORACLE CORP4.1K sharesnew addition2026-03-312026-04-23

HOOD ROBINHOOD MKTS INC7.9K sharesnew addition2026-03-312026-04-23

TTD THE TRADE DESK INC19.7K sharesnew addition2026-03-312026-04-23

Sponsored

SPY STATE STR SPDR S&P 500 ETF T663 shares0.00%2026-03-312026-04-23

IBHG ISHARES TR18.6K shares11.36%2026-03-312026-04-23

LLY ELI LILLY & CO441 shares-81.07%2026-03-312026-04-23

BIL SPDR SERIES TRUST4.3K shares70.22%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS520 shares0.00%2026-03-312026-04-23

BA BOEING CO1.5K shares12.93%2026-03-312026-04-23

OXY OCCIDENTAL PETE CORP4.7K shares-47.64%2026-03-312026-04-23

PSLV SPROTT ASSET MANAGEMENT LP11.8K sharesnew addition2026-03-312026-04-23

Sponsored

TSLA TESLA INC771 shares0.65%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP1.3K sharesnew addition2026-03-312026-04-23

NFLX NETFLIX INC.2.7K shares13.52%2026-03-312026-04-23

IWB ISHARES TR581 shares0.00%2026-03-312026-04-23

XRPI VOLATILITY SHS TR10.2K shares0.00%2026-03-312026-04-23

IBHF

ISHARES TR

-1.08%

Shares598.0K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-1.95%

Shares23.1K

Event2026-03-31

Filed2026-04-23

IBHI

ISHARES TR

2.61%

Shares252.0K

Event2026-03-31

Filed2026-04-23

ITA

ISHARES TR

-7.47%

Shares24.1K

Event2026-03-31

Filed2026-04-23

USMV

ISHARES TR

0.28%

Shares54.2K

Event2026-03-31

Filed2026-04-23

IBHH

ISHARES TR

-2.03%

Shares212.7K

Event2026-03-31

Filed2026-04-23

IBDU

ISHARES TR

-4.98%

Shares144.0K

Event2026-03-31

Filed2026-04-23

IBTG

ISHARES TR

-4.34%

Shares138.6K

Event2026-03-31

Filed2026-04-23

IBDT

ISHARES TR

-3.85%

Shares125.2K

Event2026-03-31

Filed2026-04-23

TFLO

ISHARES TR

-27.61%

Shares58.4K

Event2026-03-31

Filed2026-04-23

BKR

BAKER HUGHES COMPANY

-15.10%

Shares48.4K

Event2026-03-31

Filed2026-04-23

IBB

ISHARES TR

-6.59%

Shares17.1K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

-0.75%

Shares2.9K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

-30.72%

Shares23.9K

Event2026-03-31

Filed2026-04-23

WASTE MGMT INC DEL

-4.15%

Shares12.3K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

-0.00%

Shares49.5K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

New

Shares22.6K

Event2026-03-31

Filed2026-04-23

CHUBB LTD SWITZ

-4.12%

Shares8.6K

Event2026-03-31

Filed2026-04-23

IYK

ISHARES TR

-3.30%

Shares39.3K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-3.37%

Shares8.5K

Event2026-03-31

Filed2026-04-23

VISA INC

New

Shares8.3K

Event2026-03-31

Filed2026-04-23

JEPQ

J P MORGAN EXCHANGE TRADED F

-6.34%

Shares43.9K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.89%

Shares9.5K

Event2026-03-31

Filed2026-04-23

CF INDUSTRIES HOLD

New

Shares18.6K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

New

Shares15.7K

Event2026-03-31

Filed2026-04-23

JEPI

J P MORGAN EXCHANGE TRADED F

-4.05%

Shares38.0K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-5.17%

Shares6.8K

Event2026-03-31

Filed2026-04-23

IEZ

ISHARES TR

-0.70%

Shares67.6K

Event2026-03-31

Filed2026-04-23

POWL

POWELL INDS INC

-11.47%

Shares3.6K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

14.01%

Shares5.0K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-3.60%

Shares7.9K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-3.61%

Shares4.8K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-7.69%

Shares7.5K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-1.52%

Shares5.9K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

44.57%

Shares8.2K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

11.92%

Shares6.4K

Event2026-03-31

Filed2026-04-23

CRWD

CROWDSTRIKE HLDGS INC

42.08%

Shares3.0K

Event2026-03-31

Filed2026-04-23