LITTLEJOHN FINANCIAL SERVICES, INC.

All 13F Filings

Location
Roseburg, OR
Most recent 13F
Q4 2025
Holdings value ($000)
135,719
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/5/2026 58 135,719 13F-HR LITTLEJOHN FINANCIAL SERVICES, INC.
Q3 2025 10/28/2025 61 137,166 13F-HR LITTLEJOHN FINANCIAL SERVICES, INC.
Q2 2025 7/16/2025 62 129,410 13F-HR LITTLEJOHN FINANCIAL SERVICES, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 79.46 K 60.4% 0 3.937 K -3.937 K
ETFs 19.2 K 14.6% 2.362 K 0 2.362 K
Debt 33 K 25.1% 844 0 844
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Fund Snapshot

Q4 2025
Latest filed
2/5/2026
Total value ($000)
135,719
Holdings
58
QoQ value change ($000)
-1,447 (-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.