Littlejohn Financial Services, Inc. holds a diversified book of 71 stocks worth $137.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR Dow Jones Indus Avg and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 11% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show LITTLEJOHN FINANCIAL SERVICES, INC.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Littlejohn Financial Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $14.7M | 20.0K | 10.7% | ▼−13% Reduced · −3K sh | |
| 2 | Ishares TR IBON 2026 TE ETF | $7.4M | 327.3K | 5.4% | ▼−45% Reduced · −271K sh | |
| 3 | Ishares TR IBONDS 29 TR HI | $6.7M | 285.2K | 4.8% | ▲+13% Added · +33K sh | |
| 4 | Ishares TR US AER DEF ETF | $5.9M | 24.5K | 4.3% | ▲+1.6% Added · +381 sh | |
| 5 | State STR SPDR Dow Jones Ind UT SER 1 | $5.8M | 11.0K | 4.2% | ▲New New position | |
| 6 | Ishares TR IBONDS 28 TR HI | $5.1M | 215.5K | 3.7% | ▲+1.3% Added · +3K sh | |
| 7 | Ishares TR EXPANDED TECH | $4.6M | 51.0K | 3.4% | ▲New New position | |
| 8 | Ishares TR IBONDS DEC 2029 | $3.3M | 142.6K | 2.4% | ▲New New position | |
| 9 | Ishares TR IBDS DEC28 ETF | $3.2M | 127.1K | 2.3% | ▲+1.5% Added · +2K sh | |
| 10 | Ishares TR ISHARES BIOTECH | $3.2M | 16.7K | 2.3% | ▼−2.2% Reduced · −380 sh | |
| 11 | Ishares TR IBONDS 26 TRM TS | $3.1M | 135.1K | 2.2% | ▼−2.5% Reduced · −3K sh | |
| 12 | Merck & Co Inc COM | $2.9M | 22.4K | 2.1% | ▼−6.0% Reduced · −1K sh | |
| 13 | Ishares TR MSCI EMG MKT ETF | $2.9M | 42.0K | 2.1% | ▼−15% Reduced · −8K sh | |
| 14 | Chubb Limited COM | $2.8M | 8.1K | 2.0% | ▼−6.1% Reduced · −523 sh | |
| 15 | Visa Inc COM CL A | $2.8M | 8.0K | 2.0% | ▼−3.3% Reduced · −275 sh | |
| 16 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $2.8M | 44.7K | 2.0% | ▲+2.0% Added · +863 sh | |
| 17 | Apple Inc COM | $2.7M | 9.4K | 2.0% | ▼−0.9% Reduced · −91 sh | |
| 18 | Waste Mgmt Inc Del COM | $2.7M | 12.0K | 1.9% | ▼−2.5% Reduced · −314 sh | |
| 19 | Procter & Gamble Co COM | $2.5M | 16.8K | 1.8% | ▲+7.0% Added · +1K sh | |
| 20 | Walmart Inc COM | $2.4M | 21.6K | 1.8% | ▼−4.5% Reduced · −1K sh | |
| 21 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.3M | 41.6K | 1.7% | ▲+9.4% Added · +4K sh | |
| 22 | McDonalds Corp COM | $2.3M | 8.7K | 1.7% | ▲+2.1% Added · +181 sh | |
| 23 | Alphabet Inc CAP STK CL A | $2.3M | 6.5K | 1.7% | ▼−4.1% Reduced · −279 sh | |
| 24 | Fortinet Inc COM | $2.3M | 15.1K | 1.7% | ▲New New position | |
| 25 | Microsoft Corp COM | $2.3M | 6.2K | 1.7% | ▲+24% Added · +1K sh | |
| 26 | Costco Wholesale Corporation COM | $2.3M | 2.5K | 1.7% | ▼−15% Reduced · −433 sh | |
| 27 | Baker Hughes Company CL A | $2.1M | 38.7K | 1.6% | ▼−20% Reduced · −10K sh | |
| 28 | Northrop Grumman Corp COM | $2.1M | 4.2K | 1.6% | ▲New New position | |
| 29 | Ishares TR TRS FLT RT BD | $2.1M | 42.1K | 1.6% | ▼−28% Reduced · −16K sh | |
| 30 | Comcast Corp New CL A | $2.1M | 86.8K | 1.5% | ▲New New position | |
| 31 | Uber Technologies Inc COM | $1.9M | 26.2K | 1.4% | ▲+64% Added · +10K sh | |
| 32 | Powell Inds Inc COM | $1.8M | 6.2K | 1.3% | ▲+73% Added · +3K sh | |
| 33 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 4.7K | 1.3% | ▼−2.9% Reduced · −142 sh | |
| 34 | Amazon Com Inc COM | $1.7M | 7.1K | 1.2% | ▼−10% Reduced · −823 sh | |
| 35 | Intuit COM | $1.6M | 6.1K | 1.1% | ▲New New position | |
| 36 | Nvidia Corporation COM | $1.5M | 7.7K | 1.1% | ▲+2.7% Added · +202 sh | |
| 37 | Vanguard Specialized Funds DIV APP ETF | $1.4M | 5.9K | 1.0% | ▼−0.6% Reduced · −38 sh | |
| 38 | Palantir Technologies Inc CL A | $1.4M | 11.7K | 1.0% | ▲+42% Added · +3K sh | |
| 39 | Meta Platforms Inc CL A | $1.1M | 1.9K | 0.8% | ▼−5.1% Reduced · −103 sh | |
| 40 | Salesforce Inc COM | $1.0M | 6.6K | 0.8% | ▲+3.6% Added · +233 sh | |
| 41 | Ishares TR IBON 2027 TE ETF | $947K | 42.9K | 0.7% | ▲+130% Added · +24K sh | |
| 42 | Servicenow Inc COM | $764K | 7.7K | 0.6% | ▲New New position | |
| 43 | Ishares TR CORE S&P500 ETF | $753K | 1.0K | 0.5% | ▼−25% Reduced · −332 sh | |
| 44 | Northern LTS FD TR IV INSPIRE CORP BD | $744K | 31.3K | 0.5% | ▲New New position | |
| 45 | Northern LTS FD TR IV INSPIRE 500 ETF | $705K | 2.5K | 0.5% | ▲New New position | |
| 46 | Ishares TR IBONDS DEC2026 | $650K | 26.8K | 0.5% | ▼−26% Reduced · −9K sh | |
| 47 | Symbotic Inc CLASS A COM | $642K | 14.3K | 0.5% | ▲+25% Added · +3K sh | |
| 48 | Sprott Asset Management LP PHYSICAL GOLD TR | $635K | 21.1K | 0.5% | —Held | |
| 49 | Ionq Inc COM | $607K | 11.4K | 0.4% | ▲New New position | |
| 50 | Intel Corp COM | $538K | 3.9K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 71 | $137.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 61 | $133.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 58 | $135.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 61 | $137.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 62 | $129.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 59 | $126.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 53 | $111.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.