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


Currently, LITTLEJOHN FINANCIAL SERVICES, INC. holds 58 types of securities in its portfolio with a total value $135.7M. In the most recent quarter, they have increased their positions in IYK (+40.6K shares, valued at $2.7M), IEZ (+68.0K shares, valued at $1.4M), CRWV (+14.9K shares, valued at $1.1M); decreased their positions in LLY (-948 shares, valued at $1.0M), TFLO (-13.9K shares, valued at $702.4K), N/A (-518 shares, valued at $318.2K); initiated new positions in IYK (+40.6K shares, valued at $2.7M), IEZ (+68.0K shares, valued at $1.4M), CRWV (+14.9K shares, valued at $1.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
INVESCO QQQ TR INVESCO QQQ TR23.5K shares-2.15%2025-12-312026-02-05history
IBHF ISHARES TR604.5K shares2.46%2025-12-312026-02-05history
IBHI ISHARES TR245.6K shares4.54%2025-12-312026-02-05history
ITA ISHARES TR26.0K shares-1.82%2025-12-312026-02-05history
IBHH ISHARES TR217.1K shares4.87%2025-12-312026-02-05history
USMV ISHARES TR54.1K shares0.31%2025-12-312026-02-05history
TFLO ISHARES TR80.6K shares-14.72%2025-12-312026-02-05history
MERCK & CO INC MERCK & CO INC34.5K shares-3.30%2025-12-312026-02-05history
Sponsored
IBDU ISHARES TR151.5K shares7.76%2025-12-312026-02-05history
IBTG ISHARES TR144.9K shares7.71%2025-12-312026-02-05history
IBDT ISHARES TR130.2K shares7.17%2025-12-312026-02-05history
IBB ISHARES TR18.3K shares-2.33%2025-12-312026-02-05history
WM WASTE MGMT INC DEL12.8K shares7.86%2025-12-312026-02-05history
CB CHUBB LIMITED9.0K shares-4.86%2025-12-312026-02-05history
JEPQ J P MORGAN EXCHANGE TRADED F46.9K shares5.21%2025-12-312026-02-05history
IYK ISHARES TR40.6K sharesnew addition2025-12-312026-02-05history
Sponsored
EEM ISHARES TR49.5K shares-1.97%2025-12-312026-02-05history
MCD MCDONALDS CORP8.8K shares0.26%2025-12-312026-02-05history
AAPL APPLE INC9.6K shares-1.79%2025-12-312026-02-05history
BKR BAKER HUGHES COMPANY57.0K shares0.70%2025-12-312026-02-05history
COST COSTCO WHSL CORP NEW2.9K shares0.07%2025-12-312026-02-05history
LLY ELI LILLY & CO2.3K shares-28.92%2025-12-312026-02-05history
ADP AUTOMATIC DATA PROCESSING IN9.0K shares0.22%2025-12-312026-02-05history
JEPI J P MORGAN EXCHANGE TRADED F39.6K shares6.38%2025-12-312026-02-05history
Sponsored
ALPHABET INC ALPHABET INC7.2K shares-4.42%2025-12-312026-02-05history
APD AIR PRODS & CHEMS INC8.9K shares1.43%2025-12-312026-02-05history
XYLD GLOBAL X FDS53.1K shares-2.37%2025-12-312026-02-05history
MSFT MICROSOFT CORP4.4K shares-4.98%2025-12-312026-02-05history
AMZN AMAZON COM INC8.2K shares-2.60%2025-12-312026-02-05history
VTI VANGUARD INDEX FDS5.0K shares-4.35%2025-12-312026-02-05history
NVDA NVIDIA CORPORATION8.2K shares0.70%2025-12-312026-02-05history
CRM SALESFORCE INC5.7K shares-2.50%2025-12-312026-02-05history
Sponsored
IEZ ISHARES TR68.0K sharesnew addition2025-12-312026-02-05history
VIG VANGUARD SPECIALIZED FUNDS6.0K shares-2.96%2025-12-312026-02-05history
POWL POWELL INDS INC4.1K shares14.88%2025-12-312026-02-05history
UBER UBER TECHNOLOGIES INC14.9K shares-2.71%2025-12-312026-02-05history
ASML ASML HOLDING N V1.0K shares-4.40%2025-12-312026-02-05history
IVV ISHARES TR1.6K shares16.67%2025-12-312026-02-05history
CRWV COREWEAVE INC14.9K sharesnew addition2025-12-312026-02-05history
DRAFTKINGS INC NEW DRAFTKINGS INC NEW29.8K sharesnew addition2025-12-312026-02-05history
Sponsored
ETHA ISHARES ETHEREUM TR44.9K sharesnew addition2025-12-312026-02-05history
PLTR PALANTIR TECHNOLOGIES INC5.7K shares-1.41%2025-12-312026-02-05history
CRWD CROWDSTRIKE HLDGS INC2.1K shares-1.82%2025-12-312026-02-05history
IBDR ISHARES TR36.0K shares0.87%2025-12-312026-02-05history
PHYS SPROTT ASSET MANAGEMENT LP21.1K shares0.00%2025-12-312026-02-05history
SPY SPDR S&P 500 ETF TR663 shares0.00%2025-12-312026-02-05history
SYM SYMBOTIC INC7.6K sharesnew addition2025-12-312026-02-05history
IBHG ISHARES TR16.7K shares36.67%2025-12-312026-02-05history
Sponsored
TXN TEXAS INSTRS INC2.1K shares36.29%2025-12-312026-02-05history
OXY OCCIDENTAL PETE CORP8.9K shares29.03%2025-12-312026-02-05history
TSLA TESLA INC766 shares-8.81%2025-12-312026-02-05history
VANGUARD INDEX FDS VANGUARD INDEX FDS520 shares2.77%2025-12-312026-02-05history
BA BOEING CO1.3K shares-0.07%2025-12-312026-02-05history
META META PLATFORMS INC400 shares1.52%2025-12-312026-02-05history
BIL SPDR SERIES TRUST2.5K shares-37.73%2025-12-312026-02-05history
NFLX NETFLIX INC2.4K shares780.60%2025-12-312026-02-05history
Sponsored
IWB ISHARES TR581 shares0.00%2025-12-312026-02-05history
XRPI VOLATILITY SHS TR10.2K sharesnew addition2025-12-312026-02-05history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available