Littlejohn Financial Services, Inc. Portfolio Holdings

Littlejohn Financial Services, Inc.

  • $127 Billion
  • Q1 2025

Littlejohn Financial Services, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $127 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $17.6B, Ishares Tr Ibonds 2026 Term Hi with a value of $7.23B, Invesco Qqq Trust, Series 1 with a value of $6.76B, Ishares Treasury Floating Rate with a value of $5.21B, and Spdr Dow Jones Industrial Average ETF Trust with a value of $4.98B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $112B to 127B.

Littlejohn Financial Services, Inc. is based out at Roseburg, OR

Below you can find more details about Littlejohn Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $77.1 Billion
Consumer Cyclical: $9.09 Billion
Industrials: $8.83 Billion
Technology: $8.34 Billion
Healthcare: $5.94 Billion
Consumer Defensive: $5.59 Billion
Financial Services: $2.52 Billion
Energy: $2.31 Billion
Other: $4.03 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.6 Billion 13.87% of portfolio
101,356
Q1 2025 Reduced 4.12%
$0
$7.23 Billion 5.71% of portfolio
311,308
Q1 2025 Reduced 1.16%
$0
$6.76 Billion 5.34% of portfolio
14,422
Q1 2025 Added 39.95%
$0
$5.21 Billion 4.11% of portfolio
102,788
Q1 2025 Added 11.81%
$0
$4.98 Billion 3.93% of portfolio
11,861
Q1 2025 Added 2.27%
$0
$4.86 Billion 3.84% of portfolio
31,739
Q1 2025 Reduced 0.37%
$0
$4.66 Billion 3.68% of portfolio
200,815
Q1 2025 Added 1,499.1%
$0
$4.49 Billion 3.55% of portfolio
192,140
Q1 2025 Added 1,696.54%
$270B
$3.42 Billion 2.7% of portfolio
31,585
Q1 2025 Added 288.07%
$0
$3.03 Billion 2.4% of portfolio
131,205
Q1 2025 New
$0
$3 Billion 2.37% of portfolio
118,703
Q1 2025 New
$0
$2.74 Billion 2.17% of portfolio
119,458
Q1 2025 New
$2.8T
$2.75 Billion 2.17% of portfolio
7,320
Q1 2025 Added 1.15%
$95B
$2.57 Billion 2.03% of portfolio
11,099
Q1 2025 New
$26.7B
$2.42 Billion 1.91% of portfolio
21,984
Q1 2025 Added 27.1%
$0
$2.33 Billion 1.84% of portfolio
58,975
Q1 2025 Added 3.98%
$0
$2.22 Billion 1.75% of portfolio
42,782
Q1 2025 Added 4.15%
$3.91B
$2.21 Billion 1.74% of portfolio
36,400
Q1 2025 Added 3.73%
$35.5B
$2.21 Billion 1.74% of portfolio
36,925
Q1 2025 New
$490B
$2.17 Billion 1.71% of portfolio
4,140
Q1 2025 Added 4.07%
$230B
$2.08 Billion 1.64% of portfolio
6,643
Q1 2025 Added 2.17%
$1.94T
$2.02 Billion 1.59% of portfolio
10,593
Q1 2025 Reduced 1.96%
$117B
$1.99 Billion 1.57% of portfolio
4,460
Q1 2025 New
$16.3B
$1.99 Billion 1.57% of portfolio
4,323
Q1 2025 Reduced 3.22%
$59.3B
$1.97 Billion 1.56% of portfolio
47,100
Q1 2025 Reduced 9.89%
$227B
$1.96 Billion 1.54% of portfolio
21,785
Q1 2025 Added 4.19%
$3.57T
$1.94 Billion 1.53% of portfolio
8,715
Q1 2025 Added 0.86%
$174B
$1.82 Billion 1.44% of portfolio
5,513
Q1 2025 New
$0
$1.7 Billion 1.34% of portfolio
6,180
Q1 2025 Reduced 11.84%
$18.6B
$1.65 Billion 1.3% of portfolio
8,311
Q1 2025 Added 2.2%
Blackrock Inc
-
$1.64 Billion 1.29% of portfolio
-
Q1 2025 Added 1.47%
$14.3B
$1.48 Billion 1.17% of portfolio
8,462
Q1 2025 New
$0
$1.14 Billion 0.9% of portfolio
5,867
Q1 2025 Added 5.5%
$125B
$1.13 Billion 0.9% of portfolio
3,758
Q1 2025 Reduced 15.0%
$65.4B
$1.11 Billion 0.88% of portfolio
3,765
Q1 2025 Added 33.75%
$80.2B
$1.1 Billion 0.87% of portfolio
10,022
Q1 2025 New
$818B
$1.09 Billion 0.86% of portfolio
4,220
Q1 2025 Added 588.42%
$419B
$960 Million 0.76% of portfolio
1,015
Q1 2025 Reduced 5.76%
$1.12B
$909 Million 0.72% of portfolio
44,982
Q1 2025 Added 36.03%
$127B
$881 Million 0.7% of portfolio
2,883
Q1 2025 Added 19.28%
Super Micro Computer Inc
-
$857 Million 0.68% of portfolio
-
Q1 2025 New
$0
$785 Million 0.62% of portfolio
32,411
Q1 2025 New
$0
$719 Million 0.57% of portfolio
1,279
Q1 2025 Added 18.98%
$0
$712 Million 0.56% of portfolio
30,628
Q1 2025 Reduced 85.42%
$922B
$436 Million 0.34% of portfolio
2,820
Q1 2025 Reduced 76.38%
$0
$429 Million 0.34% of portfolio
767
Q1 2025 Added 27.83%
$46B
$340 Million 0.27% of portfolio
6,889
Q1 2025 Reduced 2.52%
$785B
$335 Million 0.26% of portfolio
406
Q4 2024 New
$1.09B
$301 Million 0.24% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $127 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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