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Littlejohn Financial Services - Q1 2026 13F Filings

LI

Littlejohn Financial Services, Inc.

CIK: 0002031637
Address: Oregon Roseburg 2000 West Harvard Avenue Suite 100
$133.11 M
Portfolio Value
61
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. WMT Walmart
+$2.81 M
2. V Visa
+$2.51 M
3. CF Cf Industries Holdings
+$2.41 M
4. PG The Procter & Gamble Company
+$2.27 M
5. ADBE Adobe
+$1.08 M

Top Sells

Q1 2026
1. ADP Automatic Data Processing
−$2.31 M
2. APD Air Products And Chemicals
−$2.19 M
3. XYLD Global X S&P 500 Covered Call Etf
−$2.16 M
4. LLY Eli Lilly And Company
−$1.74 M
5. MRK Merck & Co
−$1.27 M

Asset Allocation

Stocks/ETFs
-2.18%
$132.08 M 99.22%
Options
$0 0.00%
Debt
$0 0.00%
Other
+48.82%
$1.03 M 0.78%

Sector Allocation (Stocks)

Littlejohn Financial Services Q1 2026 Filing Summary

Littlejohn Financial Services, Inc. filed its 13F report for Q1 2026 on April 23, 2026. The portfolio totaled 133.11 M reflecting a -1.92% change from the prior quarter, spanning 61 assets. The top 10 holdings comprised 46.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 7 complete exits.

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FAQs for Littlejohn Financial Services’s Q1 2026 Filing

Littlejohn Financial Services submitted their Form 13F-HR for the Q1 2026 period on 04/23/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Littlejohn Financial Services reported a managed portfolio value of 133.11 M, consisting of 61 individual positions.

This page displays the raw filing documents. To see which stocks Littlejohn Financial Services bought or sold during Q1 2026, please visit Littlejohn Financial Services's Portfolio Analysis page.