Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

LITTLEJOHN FINANCIAL SERVICES, INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

LITTLEJOHN FINANCIAL SERVICES, INC. (CIK 2031637) reported $133.1M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IBHF ($13.7M, 10.31%), QQQ ($13.3M, 10.00%), IBHI ($5.9M, 4.41%), ITA ($5.3M, 3.96%), USMV ($5.0M, 3.78%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IBHFISHARES TR$13.7M10.31%597,952Trimmed
2QQQINVESCO QQQ TR$13.3M10.00%23,063Trimmed
3IBHIISHARES TR$5.9M4.41%251,958Added
4ITAISHARES TR$5.3M3.96%24,091Trimmed
5USMVISHARES TR$5.0M3.78%54,216Added
6IBHHISHARES TR$5.0M3.75%212,662Trimmed
7IBDUISHARES TR$3.3M2.52%143,958Trimmed
8IBTGISHARES TR$3.2M2.39%138,571Trimmed
9IBDTISHARES TR$3.2M2.38%125,155Trimmed
10BKRBAKER HUGHES COMPANY$3.0M2.22%48,355Trimmed
11TFLOISHARES TR$3.0M2.22%58,354Trimmed
12COSTCOSTCO WHOLESALE CORPORATION$2.9M2.17%2,894Trimmed
13IBBISHARES TR$2.9M2.17%17,120Trimmed
14MRKMERCK & CO INC$2.9M2.16%23,886Trimmed
15WMWASTE MGMT INC DEL$2.8M2.12%12,306Trimmed
16WMTWALMART INC$2.8M2.11%22,629New
17CBCHUBB LTD SWITZ$2.8M2.11%8,603Trimmed
18EEMISHARES TR$2.8M2.11%49,549Trimmed
19IYKISHARES TR$2.7M2.07%39,261Trimmed
20MCDMCDONALDS CORP$2.6M1.98%8,475Trimmed
21VVISA INC$2.5M1.88%8,294New
22JEPQJ P MORGAN EXCHANGE TRADED F$2.4M1.83%43,883Trimmed
23AAPLAPPLE INC$2.4M1.82%9,540Trimmed
24CFCF INDUSTRIES HOLD$2.4M1.81%18,568New
25PGPROCTER & GAMBLE CO$2.3M1.70%15,683New

Source: SEC Form 13F filings · as of 2026-03-31