LITTLEJOHN FINANCIAL SERVICES, INC. Diversified Active

Location: Roseburg, OR

CIK: 0002031637 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 24, 2026

Total Value: $138M (100.0% shares, 0.0% debt)

Holdings (71)

New Positions (25)

DIA STATE STR SPDR DOW JONES IND 4.2%
Value $5.771M Shares 11,048 Est. Cost $522.38 Unrealized
IGV ISHARES TR 3.4%
Value $4.618M Shares 50,966 Est. Cost $90.60 Unrealized
IBMR ISHARES TR 2.4%
Value $3.303M Shares 142,624 Est. Cost $23.16 Unrealized
FTNT FORTINET INC 1.7%
Value $2.321M Shares 15,106 Est. Cost $153.62 Unrealized
NOC NORTHROP GRUMMAN CORP 1.6%
Value $2.139M Shares 4,201 Est. Cost $509.28 Unrealized
CMCSA COMCAST CORP NEW 1.5%
Value $2.132M Shares 86,848 Est. Cost $24.55 Unrealized
INTU INTUIT 1.1%
Value $1.581M Shares 6,056 Est. Cost $261.01 Unrealized
NOW SERVICENOW INC 0.6%
Value $764K Shares 7,699 Est. Cost $99.28 Unrealized
IBD NORTHERN LTS FD TR IV 0.5%
Value $744K Shares 31,298 Est. Cost $23.77 Unrealized
PTL NORTHERN LTS FD TR IV 0.5%
Value $705K Shares 2,464 Est. Cost $286.09 Unrealized
IONQ IONQ INC 0.4%
Value $607K Shares 11,393 Est. Cost $53.26 Unrealized
INTC INTEL CORP 0.4%
Value $538K Shares 3,853 Est. Cost $139.63 Unrealized
KLAC KLA CORP 0.3%
Value $409K Shares 1,354 Est. Cost $301.71 Unrealized
WWJD NORTHERN LTS FD TR IV 0.2%
Value $301K Shares 7,899 Est. Cost $38.13 Unrealized
ISMD NORTHERN LTS FD TR IV 0.2%
Value $300K Shares 5,993 Est. Cost $50.00 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $255K Shares 221 Est. Cost $1154.29 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 0.2%
Value $237K Shares 4,963 Est. Cost $47.74 Unrealized
RDW REDWIRE CORPORATION 0.2%
Value $229K Shares 18,763 Est. Cost $12.23 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.2%
Value $224K Shares 4,497 Est. Cost $49.86 Unrealized
GLRY NORTHERN LTS FD TR IV 0.2%
Value $212K Shares 4,845 Est. Cost $43.69 Unrealized
BIBL NORTHERN LTS FD TR IV 0.2%
Value $212K Shares 3,655 Est. Cost $57.88 Unrealized
DELL DELL TECHNOLOGIES INC 0.2%
Value $207K Shares 480 Est. Cost $431.46 Unrealized
FDLS NORTHERN LTS FD TR IV 0.1%
Value $203K Shares 4,797 Est. Cost $42.27 Unrealized
SMR NUSCALE PWR CORP 0.1%
Value $201K Shares 20,000 Est. Cost $10.03 Unrealized
MED MEDIFAST INC 0.1%
Value $147K Shares 13,834 Est. Cost $10.61 Unrealized

Increased Positions (18)

IBHI ISHARES TR 4.8%
Value $6.671M (+13.7%) Shares 285,227 (+13.2%) Est. Cost $23.34 Unrealized
UBER UBER TECHNOLOGIES INC 1.4%
Value $1.892M (+64.6%) Shares 26,223 (+64.0%) Est. Cost $78.21 Unrealized
ITA ISHARES TR 4.3%
Value $5.933M (+12.6%) Shares 24,472 (+1.6%) Est. Cost $146.86 Unrealized
IBHG ISHARES TR 0.7%
Value $947K (+129.8%) Shares 42,898 (+130.3%) Est. Cost $22.16 Unrealized
MSFT MICROSOFT CORP 1.7%
Value $2.308M (+24.8%) Shares 6,188 (+23.8%) Est. Cost $413.94 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 2.0%
Value $2.75M (+12.9%) Shares 44,746 (+2.0%) Est. Cost $56.45 Unrealized
MCD MCDONALDS CORP 1.7%
Value $2.34M (-11.2%) Shares 8,656 (+2.1%) Est. Cost $292.62 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value $1.548M (+17.8%) Shares 7,738 (+2.7%) Est. Cost $131.41 Unrealized
PG PROCTER & GAMBLE CO 1.8%
Value $2.462M (+8.7%) Shares 16,788 (+7.0%) Est. Cost $151.43 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.7%
Value $2.349M (+9.1%) Shares 41,595 (+9.5%) Est. Cost $58.63 Unrealized
POWL POWELL INDS INC 1.3%
Value $1.78M (-8.5%) Shares 6,217 (+72.9%) Est. Cost $273.79 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.0%
Value $1.362M (+13.6%) Shares 11,675 (+42.5%) Est. Cost $146.82 Unrealized
CRM SALESFORCE INC 0.8%
Value $1.04M (-13.0%) Shares 6,638 (+3.6%) Est. Cost $257.04 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value $459K (+47.7%) Shares 668 (+28.5%) Est. Cost $629.18 Unrealized
IBHH ISHARES TR 3.7%
Value $5.064M (+1.5%) Shares 215,473 (+1.3%) Est. Cost $23.41 Unrealized
OXY OCCIDENTAL PETE CORP 0.2%
Value $235K (-22.2%) Shares 4,846 (+4.1%) Est. Cost $47.56 Unrealized
IBDT ISHARES TR 2.3%
Value $3.209M (+1.2%) Shares 127,084 (+1.5%) Est. Cost $25.28 Unrealized
SYM SYMBOTIC INC 0.5%
Value $642K (+5.7%) Shares 14,292 (+25.1%) Est. Cost $60.36 Unrealized

Exited Positions (15)

Decreased Positions (23)

IBHF ISHARES TR 5.4%
Value $7.412M (-46.0%) Shares 327,252 (-45.3%) Est. Cost $23.20 Unrealized
QQQ INVESCO QQQ TR 10.7%
Value $14.74M (+10.7%) Shares 20,013 (-13.2%) Est. Cost $521.54 Unrealized
TFLO ISHARES TR 1.6%
Value $2.133M (-27.8%) Shares 42,137 (-27.8%) Est. Cost $50.50 Unrealized
BKR BAKER HUGHES COMPANY 1.6%
Value $2.15M (-27.2%) Shares 38,736 (-19.9%) Est. Cost $43.83 Unrealized
COST COSTCO WHOLESALE CORPORATION 1.7%
Value $2.302M (-20.2%) Shares 2,461 (-15.0%) Est. Cost $945.07 Unrealized
GOOGL ALPHABET INC 1.7%
Value $2.331M (+19.2%) Shares 6,522 (-4.1%) Est. Cost $200.77 Unrealized
WMT WALMART INC 1.8%
Value $2.446M (-13.0%) Shares 21,600 (-4.5%) Est. Cost $122.03 Unrealized
IBB ISHARES TR 2.3%
Value $3.184M (+10.1%) Shares 16,740 (-2.2%) Est. Cost $133.36 Unrealized
V VISA INC 2.0%
Value $2.751M (+9.7%) Shares 8,019 (-3.3%) Est. Cost $329.17 Unrealized
IBDR ISHARES TR 0.5%
Value $650K (-25.9%) Shares 26,843 (-25.9%) Est. Cost $24.22 Unrealized
VTI VANGUARD INDEX FDS 1.3%
Value $1.737M (+12.0%) Shares 4,693 (-2.9%) Est. Cost $289.81 Unrealized
WM WASTE MGMT INC DEL 1.9%
Value $2.673M (-5.5%) Shares 11,992 (-2.6%) Est. Cost $218.38 Unrealized
IVV ISHARES TR 0.5%
Value $753K (-13.8%) Shares 1,006 (-24.8%) Est. Cost $604.60 Unrealized
LRCX LAM RESEARCH CORP 0.3%
Value $395K (+42.0%) Shares 912 (-30.0%) Est. Cost $225.94 Unrealized
IBTG ISHARES TR 2.2%
Value $3.092M (-2.6%) Shares 135,073 (-2.5%) Est. Cost $22.94 Unrealized
META META PLATFORMS INC 0.8%
Value $1.087M (-6.5%) Shares 1,930 (-5.1%) Est. Cost $648.43 Unrealized
EEM ISHARES TR 2.1%
Value $2.873M (+2.1%) Shares 41,996 (-15.2%) Est. Cost $50.51 Unrealized
CB CHUBB LIMITED 2.0%
Value $2.753M (-1.8%) Shares 8,080 (-6.1%) Est. Cost $277.63 Unrealized
AMZN AMAZON COM INC 1.2%
Value $1.681M (+2.5%) Shares 7,051 (-10.5%) Est. Cost $204.58 Unrealized
LLY ELI LILLY & CO 0.3%
Value $419K (+3.2%) Shares 349 (-20.9%) Est. Cost $752.01 Unrealized
MRK MERCK & CO INC 2.1%
Value $2.884M (+0.4%) Shares 22,440 (-6.1%) Est. Cost $90.15 Unrealized
IWB ISHARES TR 0.2%
Value $217K (+4.6%) Shares 529 (-9.0%) Est. Cost $365.48 Unrealized
TSLA TESLA INC 0.2%
Value $284K (-0.9%) Shares 675 (-12.5%) Est. Cost $331.79 Unrealized