StockDriftsStockDriftsTop 50 Littlejohn Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 10.71% | 20.0K | $14.7M | -13.22%(-3.05K) | $502.62(+43.41%) | 2026-06-30 | |
| IBHF | ISHARES TR | 5.39% | 327.3K | $7.4M | -45.27%(-270.70K) | $23.26(-3.30%) | 2026-06-30 | |
| IBHI | ISHARES TR | 4.85% | 285.2K | $6.7M | +13.20%(+33.27K) | $23.40(-0.45%) | 2026-06-30 | |
| ITA | ISHARES TR | 4.31% | 24.5K | $5.9M | +1.58%(+381) | $193.80(+29.97%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 4.19% | 11.0K | $5.8M | new | $424.27(+27.47%) | 2026-06-30 | |
| IBHH | ISHARES TR | 3.68% | 215.5K | $5.1M | +1.32%(+2.81K) | $23.41(-0.14%) | 2026-06-30 | |
| IGV | ISHARES TR | 3.36% | 51.0K | $4.6M | new | $84.11(+23.26%) | 2026-06-30 | |
| IBMR | ISHARES TR | 2.4% | 142.6K | $3.3M | new | $25.36(-0.39%) | 2026-06-30 | |
| IBDT | ISHARES TR | 2.33% | 127.1K | $3.2M | +1.54%(+1.93K) | $25.22(-0.24%) | 2026-06-30 | |
| IBB | ISHARES TR | 2.31% | 16.7K | $3.2M | -2.22%(-380) | $131.10(+52.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.69% |
Littlejohn Financial Services INC reports $137.61M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (10.7%), IBHF (5.4%) and IBHI (4.8%). The top 20 holdings account for 63.47% of reported assets. Its disclosed equity book has returned +17.14% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Littlejohn Financial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031637). View Littlejohn Financial Services INC’s 13F filings on SEC