Top 50 Littlejohn Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBHF | ISHARES TR | 10.31% | 598.0K | $13.7M | -1.08%(-6.53K) | $23.26(-2.32%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 10% | 23.1K | $13.3M | -1.95%(-459) | $502.62(+42.20%) | 2026-03-31 | |
| IBHI | ISHARES TR | 4.41% | 252.0K | $5.9M | +2.61%(+6.40K) | $23.42(-0.05%) | 2026-03-31 | |
| ITA | ISHARES TR | 3.96% | 24.1K | $5.3M | -7.47%(-1.95K) | $147.50(+53.03%) | 2026-03-31 | |
| USMV | ISHARES TR | 3.78% | 54.2K | $5.0M | +0.28%(+153) | $94.50(-0.20%) | 2026-03-31 | |
| IBHH | ISHARES TR | 3.75% | 212.7K | $5.0M | -2.03%(-4.40K) | $23.41(+0.45%) | 2026-03-31 | |
| IBDU | ISHARES TR | 2.52% | 144.0K | $3.3M | -4.98%(-7.55K) | $23.02(+0.64%) | 2026-03-31 | |
| IBTG | ISHARES TR | 2.39% | 138.6K | $3.2M | -4.34%(-6.28K) | $22.88(-0.08%) | 2026-03-31 | |
| IBDT | ISHARES TR | 2.38% | 125.2K | $3.2M | -3.85%(-5.01K) | $25.22(+0.06%) | 2026-03-31 | |
| TFLO | ISHARES TR | 2.22% | 58.4K | $3.0M | -27.61%(-22.26K) | $50.54(+0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.87% | +29.05% |
| Top 20 Holdings Unweighted | +9.16% | +30.07% |
Sign up free to track Littlejohn Financial Services, Inc., compare funds side by side, and get alerts the moment positions change.