Littlejohn Financial Services, Inc. Portfolio Holdings

Littlejohn Financial Services, Inc.

  • $129 Billion
  • Q2 2025

Littlejohn Financial Services, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 62 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 $13.9B, Ishares Tr Ibonds 2026 Term Hi with a value of $12B, Ishares Treasury Floating Rate with a value of $5.65B, Ishares Tr with a value of $5.37B, and Select Sector Spdr Fund Health with a value of $5.07B.

Examining the 13F form we can see an increase of $2.84B in the current position value, from $127B to 129B.

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 $129 Billion
ETFs: $77.8 Billion
Technology: $14.9 Billion
Industrials: $12.2 Billion
Consumer Cyclical: $8.08 Billion
Healthcare: $3.61 Billion
Consumer Defensive: $3.06 Billion
Utilities: $2.06 Billion
Energy: $1.83 Billion
Other: $3.9 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $129 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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