LITTLEJOHN FINANCIAL SERVICES, INC.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in LITTLEJOHN FINANCIAL SERVICES, INC.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IBHF | ISHARES TR | 10.31% | 13.723 M $ | 597952 | 2024/12/31 | -78.582 K $ | -0.56 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 10.00% | 13.311 M $ | 23063 | 2024/12/31 | -873.371 K $ | -6.04 % |
| 2026/03/31 | IBHI | ISHARES TR | 4.41% | 5.866 M $ | 251958 | 2024/12/31 | -85.945 K $ | -1.48 % |
| 2026/03/31 | ITA | ISHARES TR | 3.96% | 5.270 M $ | 24091 | 2024/12/31 | 105.706 K $ | 1.89 % |
| 2026/03/31 | USMV | ISHARES TR | 3.78% | 5.028 M $ | 54216 | 2025/09/30 | -76.769 K $ | -1.51 % |
| 2026/03/31 | IBHH | ISHARES TR | 3.75% | 4.991 M $ | 212662 | 2024/12/31 | -45.582 K $ | -0.89 % |
| 2026/03/31 | IBDU | ISHARES TR | 2.52% | 3.348 M $ | 143958 | 2025/03/31 | -22.725 K $ | -0.64 % |
| 2026/03/31 | IBTG | ISHARES TR | 2.39% | 3.175 M $ | 138571 | 2025/03/31 | 5.794 K $ | 0.17 % |
| 2026/03/31 | IBDT | ISHARES TR | 2.38% | 3.170 M $ | 125155 | 2025/03/31 | -16.921 K $ | -0.51 % |
| 2026/03/31 | TFLO | ISHARES TR | 2.22% | 2.954 M $ | 58354 | 2024/12/31 | 13.704 K $ | 0.34 % |
| 2026/03/31 | BKR | BAKER HUGHES COMPANY | 2.22% | 2.952 M $ | 48355 | 2025/09/30 | 883.387 K $ | 34.06 % |
| 2026/03/31 | IBB | ISHARES TR | 2.17% | 2.891 M $ | 17120 | 2025/06/30 | 1.466 K $ | 0.05 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 2.17% | 2.884 M $ | 2894 | 2024/12/31 | 391.006 K $ | 15.55 % |
| 2026/03/31 | MRK | MERCK & CO INC | 2.16% | 2.873 M $ | 23886 | 2024/12/31 | 518.159 K $ | 14.28 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 2.12% | 2.828 M $ | 12306 | 2025/03/31 | 129.417 K $ | 4.59 % |
| 2026/03/31 | EEM | ISHARES TR | 2.11% | 2.814 M $ | 49549 | 2025/06/30 | 103.063 K $ | 3.80 % |
| 2026/03/31 | WMT | WALMART INC | 2.11% | 2.812 M $ | 22629 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CB | CHUBB LTD SWITZ | 2.11% | 2.804 M $ | 8603 | 2024/12/31 | 123.917 K $ | 4.42 % |
| 2026/03/31 | IYK | ISHARES TR | 2.07% | 2.749 M $ | 39261 | 2025/12/31 | 126.269 K $ | 4.65 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 1.98% | 2.634 M $ | 8475 | 2024/12/31 | 45.258 K $ | 1.69 % |
| 2026/03/31 | V | VISA INC | 1.88% | 2.507 M $ | 8294 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JEPQ | J P MORGAN EXCHANGE TRADED F | 1.83% | 2.436 M $ | 43883 | 2024/12/31 | -121.825 K $ | -4.47 % |
| 2026/03/31 | AAPL | APPLE INC | 1.82% | 2.421 M $ | 9540 | 2024/12/31 | -173.941 K $ | -6.65 % |
| 2026/03/31 | CF | CF INDUSTRIES HOLD | 1.81% | 2.411 M $ | 18568 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 1.70% | 2.265 M $ | 15683 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.62% | 2.154 M $ | 38001 | 2024/12/31 | -22.179 K $ | -0.98 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.47% | 1.956 M $ | 6801 | 2024/12/31 | -182.455 K $ | -8.13 % |
| 2026/03/31 | IEZ | ISHARES TR | 1.47% | 1.956 M $ | 67553 | 2025/12/31 | 549.650 K $ | 38.72 % |
| 2026/03/31 | POWL | POWELL INDS INC | 1.46% | 1.945 M $ | 3596 | 2025/09/30 | -562.262 K $ | -43.43 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.39% | 1.850 M $ | 4998 | 2024/12/31 | -497.364 K $ | -23.46 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 1.23% | 1.640 M $ | 7874 | 2024/12/31 | -184.188 K $ | -9.77 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 1.17% | 1.551 M $ | 4835 | 2024/12/31 | -72.531 K $ | -4.31 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.99% | 1.314 M $ | 7536 | 2024/12/31 | -98.784 K $ | -6.49 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.96% | 1.271 M $ | 5911 | 2024/12/31 | -28.329 K $ | -2.15 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.90% | 1.199 M $ | 8193 | 2025/09/30 | -178.340 K $ | -17.70 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.90% | 1.196 M $ | 6405 | 2025/06/30 | -447.767 K $ | -29.53 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.88% | 1.166 M $ | 2988 | 2025/09/30 | -164.770 K $ | -16.71 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.87% | 1.163 M $ | 2033 | 2025/06/30 | -35.184 K $ | -13.33 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 0.86% | 1.150 M $ | 15985 | 2025/06/30 | -146.210 K $ | -11.97 % |
| 2026/03/31 | ADBE | ADOBE INC | 0.81% | 1.076 M $ | 4425 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IBDR | ISHARES TR | 0.66% | 877.586 K $ | 36204 | 2025/03/31 | 360.000 $ | 0.04 % |
| 2026/03/31 | IVV | ISHARES TR | 0.66% | 873.995 K $ | 1338 | 2024/12/31 | -51.085 K $ | -4.63 % |
| 2026/03/31 | CRWV | COREWEAVE INC | 0.56% | 749.509 K $ | 9675 | 2025/12/31 | 87.384 K $ | 8.18 % |
| 2026/03/31 | PHYS | SPROTT ASSET MANAGEMENT LP | 0.56% | 746.366 K $ | 21060 | 2025/03/31 | 50.965 K $ | 7.33 % |
| 2026/03/31 | SYM | SYMBOTIC INC | 0.46% | 607.783 K $ | 11424 | 2025/12/31 | -47.602 K $ | -10.59 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.45% | 605.211 K $ | 4114 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HOOD | ROBINHOOD MKTS INC | 0.41% | 545.117 K $ | 7866 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TTD | THE TRADE DESK INC | 0.34% | 446.850 K $ | 19694 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.32% | 431.175 K $ | 663 | 2024/12/31 | -20.937 K $ | -4.63 % |
| 2026/03/31 | IBHG | ISHARES TR | 0.31% | 412.216 K $ | 18627 | 2024/12/31 | -3.178 K $ | -0.85 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.30% | 405.619 K $ | 441 | 2024/12/31 | -360.940 K $ | -14.42 % |
| 2026/03/31 | BIL | SPDR SERIES TRUST | 0.29% | 391.853 K $ | 4276 | 2025/06/30 | 653.000 $ | 0.28 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.23% | 310.726 K $ | 520 | 2025/09/30 | -15.381 K $ | -4.72 % |
| 2026/03/31 | BA | BOEING CO | 0.23% | 302.526 K $ | 1520 | 2024/12/31 | -24.349 K $ | -8.33 % |
| 2026/03/31 | OXY | OCCIDENTAL PETE CORP | 0.23% | 302.510 K $ | 4654 | 2024/12/31 | 212.269 K $ | 58.07 % |
| 2026/03/31 | PSLV | SPROTT ASSET MANAGEMENT LP | 0.22% | 288.534 K $ | 11830 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TSLA | TESLA INC | 0.22% | 286.619 K $ | 771 | 2024/12/31 | -59.725 K $ | -17.34 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.21% | 278.399 K $ | 1303 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.19% | 257.586 K $ | 2679 | 2024/12/31 | 5.640 K $ | 2.55 % |
| 2026/03/31 | IWB | ISHARES TR | 0.16% | 207.161 K $ | 581 | 2025/09/30 | -9.807 K $ | -4.52 % |
| 2026/03/31 | XRPI | VOLATILITY SHS TR | 0.06% | 77.195 K $ | 10184 | 2025/12/31 | -30.450 K $ | -28.29 % |
| 2026/03/31 | ASML | ASML HOLDING N V | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | ETHA | ISHARES ETHEREUM TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | APD | AIR PRODS & CHEMS INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | XYLD | GLOBAL X FDS | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DKNG | DRAFTKINGS INC NEW | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |