Littlejohn Financial Services, Inc. (CIK: 0002031637) is a financial institution headquartered at 2000 West Harvard Avenue, Suite 100, Roseburg, Oregon 97471. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $137.61 M, comprising 71 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 43.7%. Quarterly turnover: 23.8%. ▲ 25 new, +17 added, −26 reduced, ×14 exited.

Top Buys

Q2 2026

1. DIA Spdr Dow Jones Industrial Average Etf Trust

+$5.77 M

2. IGV Ishares Expanded Tech-Software Sector Etf

+$4.62 M

3. IBMR Ishares Ibonds Dec 2029 Term Muni Bond Etf

+$3.3 M

4. FTNT Fortinet

+$2.32 M

5. NOC Northrop Grumman Corporation

+$2.14 M

Top Sells

Q2 2026

1. IBHF Ishares Ibonds 2026 Term High Yield And Income Etf

−$6.13 M

2. USMV Ishares Msci Usa Min Vol Factor Etf

−$5.03 M

3. IBDU Ishares Ibonds Dec 2029 Term Corporate Etf

−$3.35 M

4. IYK Ishares Us Consumer Staples Etf

−$2.75 M

5. CF Cf Industries Holdings

−$2.41 M

Stocks/ETFs

+3.71%

$136.97 M 99.54%

Options

$0 0.00%

Debt

$0 0.00%

Other

-38.60%

$635,380 0.46%

Name	Shares	Market Value	Weight	Change	Activity
Invesco Qqq Trust Series I ETF-QQQ	20,013	$14.74 M	10.71%	▼ 3,050	Reduce -13.2%
Ishares Ibonds 2026 Term High Yield And Income Etf ETF-IBHF	327,252	$7.41 M	5.39%	▼ 270,700	Reduce -45.3%
Ishares Ibonds 2029 Term High Yield And Income Etf ETF-IBHI	285,227	$6.67 M	4.85%	▲ 33,269	Add 13.2%
Ishares Us Aerospace & Defense Etf ETF-ITA	24,472	$5.93 M	4.31%	▲ 381	Add 1.6%
Spdr Dow Jones Industrial Average Etf Trust ETF-DIA	11,048	$5.77 M	4.19%	▲ 11,048	New Buy
Ishares Ibonds 2028 Term High Yield And Income Etf ETF-IBHH	215,473	$5.06 M	3.68%	▲ 2,811	Add 1.3%
Ishares Expanded Tech-Software Sector Etf ETF-IGV	50,966	$4.62 M	3.36%	▲ 50,966	New Buy
Ishares Ibonds Dec 2029 Term Muni Bond Etf ETF-IBMR	142,624	$3.3 M	2.40%	▲ 142,624	New Buy
Ishares Ibonds Dec 2028 Term Corporate Etf ETF-IBDT	127,084	$3.21 M	2.33%	▲ 1,929	Add 1.5%
Ishares Biotechnology Etf ETF-IBB	16,740	$3.18 M	2.31%	▼ 380	Reduce -2.2%

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Littlejohn Financial Services, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Littlejohn Financial Services, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Littlejohn Financial Services, Inc. Quarterly 13F Statistics

Discover detailed insights into Littlejohn Financial Services, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Littlejohn Financial Services, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Littlejohn Financial Services, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Littlejohn Financial Services, Inc. 13F Filings, Portfolio & Analysis

Littlejohn Financial Services, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Littlejohn Financial Services, Inc.'s Portfolio

Littlejohn Financial Services, Inc. Quarterly 13F Statistics

Littlejohn Financial Services, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)