Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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. (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBHF | ISHARES TR | $13.7M | 10.31% | 597,952 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $13.3M | 10.00% | 23,063 | Trimmed |
| 3 | IBHI | ISHARES TR | $5.9M | 4.41% | 251,958 | Added |
| 4 | ITA | ISHARES TR | $5.3M | 3.96% | 24,091 | Trimmed |
| 5 | USMV | ISHARES TR | $5.0M | 3.78% | 54,216 | Added |
| 6 | IBHH | ISHARES TR | $5.0M | 3.75% | 212,662 | Trimmed |
| 7 | IBDU | ISHARES TR | $3.3M | 2.52% | 143,958 | Trimmed |
| 8 | IBTG | ISHARES TR | $3.2M | 2.39% | 138,571 | Trimmed |
| 9 | IBDT | ISHARES TR | $3.2M | 2.38% | 125,155 | Trimmed |
| 10 | BKR | BAKER HUGHES COMPANY | $3.0M | 2.22% | 48,355 | Trimmed |
| 11 | TFLO | ISHARES TR | $3.0M | 2.22% | 58,354 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $2.9M | 2.17% | 2,894 | Trimmed |
| 13 | IBB | ISHARES TR | $2.9M | 2.17% | 17,120 | Trimmed |
| 14 | MRK | MERCK & CO INC | $2.9M | 2.16% | 23,886 | Trimmed |
| 15 | WM | WASTE MGMT INC DEL | $2.8M | 2.12% | 12,306 | Trimmed |
| 16 | WMT | WALMART INC | $2.8M | 2.11% | 22,629 | New |
| 17 | CB | CHUBB LTD SWITZ | $2.8M | 2.11% | 8,603 | Trimmed |
| 18 | EEM | ISHARES TR | $2.8M | 2.11% | 49,549 | Trimmed |
| 19 | IYK | ISHARES TR | $2.7M | 2.07% | 39,261 | Trimmed |
| 20 | MCD | MCDONALDS CORP | $2.6M | 1.98% | 8,475 | Trimmed |
| 21 | V | VISA INC | $2.5M | 1.88% | 8,294 | New |
| 22 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.83% | 43,883 | Trimmed |
| 23 | AAPL | APPLE INC | $2.4M | 1.82% | 9,540 | Trimmed |
| 24 | CF | CF INDUSTRIES HOLD | $2.4M | 1.81% | 18,568 | New |
| 25 | PG | PROCTER & GAMBLE CO | $2.3M | 1.70% | 15,683 | New |
Source: SEC Form 13F filings · as of 2026-03-31