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Filers›Asset Manager›LITTLEJOHN FINANCIAL SERVICES, INC.
DOSSIER · 13F-HR · Q1 2026

LITTLEJOHN FINANCIAL SERVICES, INC.

LITTLEJOHN FINANCIAL SERVICES's asset manager based in Stamford, CT — $133M in tracked AUM across 61 positions as of Q1 2026.

LF
LITTLEJOHN FINANCIAL SERVICES·Stamford, CT·Asset Manager
CIK 0002031637 · last filed Mar 31, 2026
Total AUM
$133M
▲ 0.7%
vs prior
Holdings
61
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LITTLEJOHN FINANCIAL SERVICES, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IBHF
ISHARES TR
$14M598K10.3%
02
QQQ
INVESCO QQQ TR
$13M23K10.0%
03
IBHI
ISHARES TR
$6M252K4.4%
04
ITA
ISHARES TR
$5M24K4.0%
05
USMV
ISHARES TR
$5M54K3.8%
06
IBHH
ISHARES TR
$5M213K3.7%
07
IBDU
ISHARES TR
$3M144K2.5%
08
IBTG
ISHARES TR
$3M139K2.4%
09
IBDT
ISHARES TR
$3M125K2.4%
10
TFLO
ISHARES TR
$3M58K2.2%

Filing history

Filing history loading…
AI Agent · grounded in LITTLEJOHN
haiku-4-5 · 61 positions indexed
Sector mix
  • Financials9%
  • Health Care52%
  • Communications7%
  • Industrials20%
  • Energy4%
  • Other8%
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