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CIK: 0002031637
Total reported value
$137.6M
$137.6M
59 檔
30.3%
According to the latest 13F quarterly dataset, Littlejohn Financial Services, Inc. managed an equity portfolio of $137.6M at the end of Q1 2025, spanning 59 distinct U.S. exchange-listed positions.
In Q1 2025, Littlejohn Financial Services, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 13.87% | — | -4.12% | |
| 2 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 5.71% | -4.92% | -1.16% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.34% | +0.71% | +39.95% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 4.11% | -0.67% | +11.81% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.93% | +4.19% | NEW | |
| 6 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 3.84% | +0.35% | -0.37% | |
| 7 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 3.68% | +0.44% | +1499.10% | |
| 8 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 3.55% | -0.07% | +1696.54% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.70% | +0.14% | +288.07% | |
| 10 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.40% | -2.52% | EXIT | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.37% | -0.05% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | +0.29% | +1.15% | |
| 13 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.17% | -0.14% | — | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.03% | -0.18% | — | |
| 15 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.91% | — | +27.10% | |
| 16 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 1.84% | — | +3.98% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.81% | +0.09% | +6.00% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.75% | +0.17% | +4.15% | |
| 19 | GIS | General Mills Inc | Stock-Consumer Staples | 1.74% | — | — | |
| 20 | BKH | Black Hills CORP | Stock-Utilities | 1.74% | — | +3.73% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.71% | — | +4.07% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.64% | -0.28% | +2.17% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | -0.01% | -1.96% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.57% | — | — | |
| 25 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.57% | — | -3.22% | |
| 26 | SLB | Slb LTD | Stock-Energy | 1.56% | — | -9.89% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.54% | -0.06% | +4.19% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.17% | +0.86% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.44% | — | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | +0.09% | -11.84% | |
| 31 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 1.30% | — | +2.20% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 1.29% | — | +1.47% | |
| 33 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.17% | — | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | +0.05% | +5.50% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.90% | -0.11% | -15.00% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.88% | — | +33.75% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.87% | — | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.01% | +588.42% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.50% | -5.76% | |
| 40 | SYM | Symbotic Inc | Stock-Industrials | 0.72% | +0.01% | +36.03% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | — | +19.28% | |
| 42 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.68% | — | — | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.62% | -0.19% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.11% | +18.98% | |
| 45 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.56% | — | -85.42% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.22% | -76.38% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | +0.04% | +27.83% | |
| 48 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.27% | -0.06% | -2.52% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | — | — | |
| 50 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.24% | +0.38% | +18.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBHI | Ishares Ibonds 2029 Tm Hy In | +3.4% | +1499.10% | Add |
| 2 | IBHH | Ishares Ibonds 2028 Tm Hy In | +3.3% | +1696.54% | Add |
| 3 | IBDU | Ishares Ibonds Dec 2029 Term | +2.4% | NEW | New buy |
| 4 | IBDT | Ishares Ibonds Dec 2028 ETF | +2.4% | NEW | New buy |
| 5 | IBTG | Ishares Ibonds Dec 2026 Term | +2.2% | NEW | New buy |
| 6 | WM | Waste Management Inc | +2% | NEW | New buy |
| 7 | GIS | General Mills Inc | +1.7% | NEW | New buy |
| 8 | NVDA | Nvidia CORP | +1.7% | +288.07% | Add |
| 9 | LMT | Lockheed Martin CORP | +1.6% | NEW | New buy |
| 10 | CAT | Caterpillar Inc | +1.4% | NEW | New buy |
| 11 | ICLR | ICON Public Limited Company | +1.2% | NEW | New buy |
| 12 | UPS | United Parcel Service-cl B | +0.9% | NEW | New buy |
| 13 | SMCI | Super Micro Computer Inc | +0.7% | NEW | New buy |
| 14 | TSLA | Tesla Inc | +0.6% | +588.42% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +39.95% | Add |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | +0.6% | NEW | New buy |
| 17 | CHD | Church & Dwight Co Inc | +0.3% | +27.10% | Add |
| 18 | OUNZ | Vaneck Merk Gold ETF | +0.2% | NEW | New buy |
| 19 | PHYS | Sprott Physical Gold Trust | +0.2% | NEW | New buy |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | NEW | New buy |
| 21 | APD | Air Products & Chemicals Inc | +0.2% | +33.75% | Add |
| 22 | ADP | Automatic Data Processing | +0.1% | +19.28% | Add |
| 23 | IEP | Icahn Enterprises LP | +0.1% | +71.43% | Add |
| 24 | SYM | Symbotic Inc | 0% | +36.03% | Add |
| 25 | TFLO | Ishares Treasury Floating Ra | -0.1% | +11.81% | Add |
| 26 | MCD | Mcdonald's CORP | -0.1% | +2.17% | Add |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | +4.07% | Add |
| 28 | BKH | Black Hills CORP | -0.1% | +3.73% | Add |
| 29 | DPZ | Domino's Pizza Inc | -0.1% | -3.22% | Trim |
| 30 | PSLV | Sprott Physical Silver Trust | -0.1% | EXIT | Sold out |
| 31 | BLK | Blackrock Inc | -0.3% | +1.47% | Add |
| 32 | ITA | Ishares U.s. Aerospace & Def | -0.3% | -0.37% | Trim |
| 33 | MRK | Merck & Co. Inc. | -0.3% | +4.19% | Add |
| 34 | JEPQ | JPM Nasdaq Equity Premium | -0.3% | +4.15% | Add |
| 35 | PKG | Packaging CORP Of America | -0.3% | +2.20% | Add |
| 36 | AAPL | Apple Inc | -0.4% | +0.86% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -11.84% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.5% | -1.96% | Trim |
| 39 | MSFT | Microsoft CORP | -0.6% | +1.15% | Add |
| 40 | AMAT | Applied Materials Inc | -0.8% | EXIT | Sold out |
| 41 | ULTA | Ulta Beauty Inc | -0.9% | EXIT | Sold out |
| 42 | MGM | Mgm Resorts International | -0.9% | EXIT | Sold out |
| 43 | PSA | Public Storage | -1.5% | EXIT | Sold out |
| 44 | ROP | Roper Technologies Inc | -1.6% | EXIT | Sold out |
| 45 | GOOGL | Alphabet Inc-cl A | -1.7% | -76.38% | Trim |
| 46 | AJG | Arthur J Gallagher & Co | -1.9% | EXIT | Sold out |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | -2.7% | EXIT | Sold out |
| 48 | RSP | Invesco S&p 500 Equal Weight | -2.7% | -4.12% | Trim |
| 49 | INTC | Intel CORP | -2.9% | EXIT | Sold out |
| 50 | IBHE | Ishares Ibonds 2025 H/y Inc | -3.8% | -85.42% | Trim |
According to official SEC Form 13F filings, Littlejohn Financial Services, Inc. reported a total U.S. public equity portfolio value of $137.6M across 59 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, IBHF, QQQ) accounted for 30.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IBDU
市值: $3.0M
Top Position Liquidated / Trimmed
INTC
前期市值: $3.2M
During Q1 2025, Littlejohn Financial Services, Inc.'s top holdings by market value included RSP (13.9%)、IBHF (5.7%)、QQQ (5.3%). The largest single position, RSP, represented 13.9% of total portfolio value.
In Q1 2025, Littlejohn Financial Services, Inc. made 50 total portfolio adjustments, initiating 14 new buys, adding to 20 positions, trimming 7 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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