Littlejohn Financial Services, Inc. Portfolio Holdings

Littlejohn Financial Services, Inc.

  • $137 Billion
  • Q3 2025

Littlejohn Financial Services, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $14.4B, Ishares Tr Ibonds 2026 Term Hi with a value of $13.8B, Ishares Tr Ibonds 2029 Term Hi with a value of $5.6B, Ishares Tr with a value of $5.55B, and Ishares Msci Usa Min Vol Facto with a value of $5.13B.

Examining the 13F form we can see an increase of $7.76B in the current position value, from $129B to 137B.

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 $137 Billion
ETFs: $82.4 Billion
Technology: $13.5 Billion
Consumer Defensive: $7.74 Billion
Industrials: $7.67 Billion
Consumer Cyclical: $6.18 Billion
Healthcare: $5.49 Billion
Energy: $4.66 Billion
Financial Services: $3.29 Billion
Other: $4.82 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.4 Billion 10.52% of portfolio
24,040
Q3 2025 Reduced 4.42%
$0
$13.8 Billion 10.06% of portfolio
589,986
Q3 2025 Added 14.05%
$0
$5.6 Billion 4.08% of portfolio
234,884
Q3 2025 Added 12.47%
$0
$5.55 Billion 4.05% of portfolio
26,519
Q3 2025 Reduced 6.81%
$0
$5.13 Billion 3.74% of portfolio
53,895
Q3 2025 New
$0
$4.94 Billion 3.6% of portfolio
206,971
Q3 2025 Added 3.1%
$0
$4.78 Billion 3.49% of portfolio
94,535
Q3 2025 Reduced 15.19%
$0
$3.3 Billion 2.41% of portfolio
140,594
Q3 2025 Added 4.4%
$0
$3.1 Billion 2.26% of portfolio
121,461
Q3 2025 Reduced 0.23%
$0
$3.09 Billion 2.25% of portfolio
134,486
Q3 2025 Added 8.61%
$218B
$2.99 Billion 2.18% of portfolio
35,653
Q3 2025 Reduced 0.39%
$48.5B
$2.76 Billion 2.01% of portfolio
56,558
Q3 2025 New
$0
$2.71 Billion 1.98% of portfolio
18,765
Q3 2025 Added 62.28%
$0
$2.7 Billion 1.97% of portfolio
50,544
Q3 2025 Added 78.29%
$403B
$2.7 Billion 1.97% of portfolio
2,914
Q3 2025 Added 192.86%
$220B
$2.66 Billion 1.94% of portfolio
8,748
Q3 2025 Added 34.03%
$108B
$2.63 Billion 1.92% of portfolio
8,966
Q3 2025 Added 206.95%
$82B
$2.63 Billion 1.92% of portfolio
11,903
Q3 2025 Added 9.37%
$0
$2.56 Billion 1.87% of portfolio
44,536
Q3 2025 Added 5.04%
$201B
$2.55 Billion 1.86% of portfolio
18,174
Q3 2025 New
$356B
$2.49 Billion 1.82% of portfolio
16,234
Q3 2025 New
$820B
$2.5 Billion 1.82% of portfolio
3,278
Q3 2025 Added 707.39%
$4.35T
$2.5 Billion 1.82% of portfolio
9,801
Q3 2025 Reduced 23.79%
$3.86T
$2.39 Billion 1.74% of portfolio
4,614
Q3 2025 Reduced 34.47%
$53.8B
$2.39 Billion 1.74% of portfolio
8,748
Q3 2025 Added 108.73%
$0
$2.14 Billion 1.56% of portfolio
54,417
Q3 2025 Added 1.73%
$0
$2.13 Billion 1.55% of portfolio
37,230
Q3 2025 Added 3.72%
$2.49T
$1.84 Billion 1.34% of portfolio
8,386
Q3 2025 Reduced 20.65%
$1.68T
$1.82 Billion 1.33% of portfolio
7,504
Q3 2025 Added 315.73%
$0
$1.72 Billion 1.25% of portfolio
5,244
Q3 2025 Added 0.48%
$51.1B
$1.58 Billion 1.15% of portfolio
45,834
Q3 2025 Added 0.84%
$191B
$1.51 Billion 1.1% of portfolio
15,367
Q3 2025 Reduced 20.17%
$505B
$1.51 Billion 1.1% of portfolio
8,107
Q3 2025 Reduced 74.44%
$260B
$1.39 Billion 1.01% of portfolio
5,870
Q3 2025 Reduced 1.89%
$0
$1.33 Billion 0.97% of portfolio
6,185
Q3 2025 Added 3.88%
Super Micro Computer Inc
-
$1.16 Billion 0.85% of portfolio
-
Q3 2025 New
$10.2B
$1.1 Billion 0.8% of portfolio
24,466
Q3 2025 New
$4.5B
$1.08 Billion 0.79% of portfolio
3,536
Q3 2025 New
$117B
$1.05 Billion 0.77% of portfolio
2,142
Q3 2025 New
$421B
$1.06 Billion 0.77% of portfolio
1,092
Q3 2025 New
$394B
$1.05 Billion 0.76% of portfolio
5,748
Q3 2025 New
$15.7B
$1.05 Billion 0.76% of portfolio
7,424
Q3 2025 New
$0
$924 Million 0.67% of portfolio
1,380
Q3 2025 Reduced 12.21%
$0
$868 Million 0.63% of portfolio
35,715
Q3 2025 Added 10.19%
$0
$624 Million 0.45% of portfolio
21,060
Q3 2025 Added 110.6%
$8.28B
$461 Million 0.34% of portfolio
1,431
Q3 2025 New
$0
$442 Million 0.32% of portfolio
663
Q3 2025 Added 3.11%
$0
$370 Million 0.27% of portfolio
4,034
Q3 2025 Added 8.88%
$1.44T
$374 Million 0.27% of portfolio
840
Q3 2025 Added 1.33%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $137 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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