LITTLEJOHN FINANCIAL SERVICES, INC.
Filing Date
Global Rank
#6,527
/ 8,603
▲ 158
· as of Mar 2026
Top Industry
Discount Stores
11.7%
3Y Alpha vs SPY
-3.5%
Period ended 3 months ago
Filed Apr 23, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+19.9%
SPY
+24.4%
Annualised alpha
-3.1%
Max drawdown
−16.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.3%
−2.4 pts
Top 5
39.8%
−3.5 pts
Top 10
60.9%
−2.9 pts
HHI
714
Diversified−113
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 22.0% | $13,742,677 |
| Technology | 19.4% | $12,129,832 |
| Consumer Defensive | 12.8% | $7,961,252 |
| Financial Services | 11.0% | $6,890,765 |
| Consumer Cyclical | 7.3% | $4,560,481 |
| Industrials | 7.0% | $4,386,650 |
| Communication Services | 6.1% | $3,823,276 |
| Healthcare | 5.3% | $3,278,864 |
| Energy | 5.2% | $3,254,582 |
| Basic Materials | 3.9% | $2,410,869 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SYM | Symbotic Inc. | +3,868 | 11,424 | $607,756 | |
| PLTR | Palantir Technologies Inc. | +2,526 | 8,193 | $1,198,472 | |
| META | Meta Platforms, Inc. | +1,633 | 2,033 | $1,163,140 | |
| UBER | Uber Technologies, Inc | +1,035 | 15,985 | $1,149,801 | |
| CRWD | CrowdStrike Holdings, Inc. | +885 | 2,988 | $291,636 | |
| CRM | Salesforce, Inc. | +682 | 6,405 | $1,195,621 | |
| MSFT | Microsoft Corp | +614 | 4,998 | $1,850,109 | |
| NFLX | Netflix Inc | +319 | 2,679 | $257,585 | |
| BA | Boeing Co | +174 | 1,520 | $302,525 | |
| TSLA | Tesla, Inc. | +5 | 771 | $286,619 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MRK | Merck & Co., Inc. | −10,589 | 23,886 | $2,873,246 | |
| BKR | Baker Hughes Co | −8,601 | 48,355 | $2,952,072 | |
| CRWV | CoreWeave, Inc. | −5,237 | 9,675 | $749,522 | |
| OXY | Occidental Petroleum Corp /De/ | −4,235 | 4,654 | $302,510 | |
| LLY | ELI LILLY & Co | −1,889 | 441 | $405,618 | |
| NVDA | Nvidia Corp | −628 | 7,536 | $1,314,278 | |
| WM | Waste Management Inc | −533 | 12,306 | $2,827,795 | |
| POWL | Powell Industries Inc | −466 | 3,596 | $648,574 | |
| QQQ | Invesco Qqq Trust, Series 1 | −459 | 23,063 | $13,311,502 | |
| GOOGL | Alphabet Inc. | −371 | 6,801 | $1,955,695 | |
| CB | Chubb Ltd | −370 | 8,603 | $2,803,975 | |
| MCD | Mcdonalds Corp | −296 | 8,475 | $2,633,945 | |
| AMZN | Amazon Com Inc | −294 | 7,874 | $1,639,917 | |
| AAPL | Apple Inc. | −86 | 9,540 | $2,421,156 | |
| COST | Costco Wholesale Corp /New | −22 | 2,894 | $2,883,668 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WMT | Walmart Inc. | 22,629 | $2,812,332 | |
| V | Visa Inc. | 8,294 | $2,506,778 | |
| CF | CF Industries Holdings, Inc. | 18,568 | $2,410,869 | |
| PG | PROCTER & GAMBLE Co | 15,683 | $2,265,252 | |
| ADBE | Adobe Inc. | 4,425 | $1,075,629 | |
| ORCL | Oracle Corp | 4,114 | $605,210 | |
| HOOD | Robinhood Markets, Inc. | 7,866 | $545,113 | |
| TTD | Trade Desk, Inc. | 19,694 | $446,856 | |
| PSLV | Sprott Physical Silver Trust | 11,830 | $288,533 | |
| LRCX | Lam Research Corp | 1,303 | $278,398 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADP | Automatic Data Processing Inc | 8,986 | $2,311,468 | |
| APD | Air Products & Chemicals, Inc. | 8,873 | $2,191,808 | |
| ASML | Asml Holding NV | 1,044 | $1,116,933 | |
| DKNG | DraftKings Inc. | 29,830 | $1,027,941 | |
| ETHA | iShares Ethereum Trust ETF | 44,926 | $1,007,690 | |
| TXN | Texas Instruments Inc | 2,122 | $368,145 | |
| No positions match the current search. | ||||
37 positions ·
$62,439,248 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 23,063 | $13,311,502 | 21.32% | |
| BKR |
Baker Hughes Co
Energy
|
Reduced | 48,355 | $2,952,072 | 4.73% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,894 | $2,883,668 | 4.62% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 23,886 | $2,873,246 | 4.60% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 12,306 | $2,827,795 | 4.53% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 22,629 | $2,812,332 | 4.50% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 8,603 | $2,803,975 | 4.49% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 8,475 | $2,633,945 | 4.22% | |
| V |
Visa Inc.
Financial Services
|
NEW | 8,294 | $2,506,778 | 4.01% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,540 | $2,421,156 | 3.88% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
NEW | 18,568 | $2,410,869 | 3.86% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 15,683 | $2,265,252 | 3.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,801 | $1,955,695 | 3.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,998 | $1,850,109 | 2.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,874 | $1,639,917 | 2.63% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,536 | $1,314,278 | 2.10% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 8,193 | $1,198,472 | 1.92% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 6,405 | $1,195,621 | 1.91% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,033 | $1,163,140 | 1.86% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 15,985 | $1,149,801 | 1.84% | |
| ADBE |
Adobe Inc.
Technology
|
NEW | 4,425 | $1,075,629 | 1.72% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Reduced | 9,675 | $749,522 | 1.20% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 21,060 | $746,366 | 1.20% | |
| POWL |
Powell Industries Inc
Industrials
|
Reduced | 3,596 | $648,574 | 1.04% | |
| SYM |
Symbotic Inc.
Industrials
|
Added | 11,424 | $607,756 | 0.97% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 4,114 | $605,210 | 0.97% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
NEW | 7,866 | $545,113 | 0.87% | |
| TTD |
Trade Desk, Inc.
Communication Services
|
NEW | 19,694 | $446,856 | 0.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 663 | $431,175 | 0.69% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 441 | $405,618 | 0.65% | |
| BA |
Boeing Co
Industrials
|
Added | 1,520 | $302,525 | 0.48% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Reduced | 4,654 | $302,510 | 0.48% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 2,988 | $291,636 | 0.47% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
NEW | 11,830 | $288,533 | 0.46% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 771 | $286,619 | 0.46% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,303 | $278,398 | 0.45% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 2,679 | $257,585 | 0.41% |