Fred Littlejohn Portfolio
Invests via LITTLEJOHN FINANCIAL SERVICES, INC. | Managed by Fred Littlejohn
Invests via LITTLEJOHN FINANCIAL SERVICES, INC.
Managed by Fred Littlejohn
Automatically Tracked
Fred Littlejohn Profile
Veteran finance executive focused on investing in lower-middle-market companies, with hands-on operating and board experience. Fred Littlejohn brings multi-decade experience in deal sourcing, structuring buyouts and growth investments across industrials and business services. Known for operational value creation, capital allocation discipline and working with management teams to scale revenue and margins. Useful for private equity and strategic investors.
Veteran finance executive focused on investing in lower-middle-market companies, with hands-on operating and board experience. Fred Littlejohn brings multi-decade experience in deal sourcing, structuring buyouts and growth investments across industrials and business services. Known for operational value creation, capital allocation discipline and working with management teams to scale revenue and margins. Useful for private equity and strategic investors.
Investment Philosophy & Strategy
Focused on lower‑middle‑market buyouts and growth equity, he emphasizes operational value creation, disciplined capital allocation and partnership with management to scale revenue and margins. Investment decisions favor industrials and business‑services businesses with predictable cash flow and clear operational levers. Employs hands‑on underwriting that blends EBITDA expansion and working‑capital improvement, targets multi‑year hold periods, and prioritizes downside protection through conservative leverage, active board oversight and milestone‑driven value‑creation plans.
Focused on lower‑middle‑market buyouts and growth equity, he emphasizes operational value creation, disciplined capital allocation and partnership with management to scale revenue and margins. Investment decisions favor industrials and business‑services businesses with predictable cash flow and clear operational levers. Employs hands‑on underwriting that blends EBITDA expansion and working‑capital improvement, targets multi‑year hold periods, and prioritizes downside protection through conservative leverage, active board oversight and milestone‑driven value‑creation plans.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
17.55%
Gain +0.54%
Monthly
0.75%
Yearly
9.46%
Drawdown
13.61%
$141.23M
Equity
Holdings
$141.23M
Investment
$125.05M
$20.32M
Profit +$704,115.8
Realized
$4.15M
Unrealized
$16.17M
Dividends
$6.21M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$704,115.8
Win %
53%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$582,971.72
Win %
53%
This Month
Compared to last month
Gain
1.41%
Profit
$1.96M
Win %
53%
This Year
Compared to last year
Gain
2.22%
Profit
$3.07M
Win %
57%
INTU Intuit Inc.
+6.21%
+$116,789.96 
NOW ServiceNow, Inc.
+5.42%
+$58,358.42 
IONQ IonQ, Inc.
+5.01%
+$17,943.97 
SYM Symbotic Inc. Class A
+4.43%
+$23,974.83 
LLY Eli Lilly and Company
+4.38%
+$18,493.51 
CRM Salesforce Inc
+3.59%
+$56,290.17 
CMCSA Comcast Corp
+2.97%
+$54,280.09 
WM Waste Management, Inc.
+2.89%
+$74,830.08 
MED Medifast Inc.
+2.66%
+$4,357.71 
IBB iShares Biotechnology ETF
+2.37%
+$80,519.4 
V Visa Inc. Class A
+2.3%
+$72,130.99 
UBER Uber Technologies, Inc.
+2.04%
+$37,105.54 
WMT Walmart Inc.
+2.01%
+$50,328 
MCD McDonald's Corporation
+1.73%
+$35,662.72 
SMR NuScale Power Corporation
+1.54%
+$1,800 
KTOS Kratos Defense & Security Solutions, Inc.
+1.51%
+$2,675.72 
PHYS Sprott Physical Gold Trust
+1.24%
+$8,108.1 
XRPI XRP ETF
+1.12%
+$814.72 
CB Chubb Limited
+1.05%
+$29,734.48 
MSFT Microsoft Corp.
+1.01%
+$33,353.32 
WWJD Inspire International ETF
+1.01%
+$3,080.61 
IGV iShares Expanded Tech-Software Sector ETF
+1%
+$55,043.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.91%
+$51,815.12 
ISMD Inspire Small/Mid Cap ETF
+0.87%
+$2,367.24 
PG Procter & Gamble Co
+0.82%
+$21,656.52 
VIG Vanguard Dividend Appreciation ETF
+0.82%
+$11,599.17 
MRK Merck & Co., Inc.
+0.73%
+$24,010.8 
META Meta Platforms Inc Class A
+0.58%
+$8,318.26 
COST Costco Wholesale Corporation
+0.5%
+$12,071.2 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$10,190.77 
AAPL Apple Inc.
+0.4%
+$13,039.62 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.4%
+$25,670.43 
ITA iShares U.S. Aerospace & Defense ETF
+0.39%
+$19,577.6 
GOOGL Alphabet Inc
+0.38%
+$8,543.75 
NOC Northrop Grumman Corporation
+0.37%
+$7,771.85 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.26%
+$9,270.56 
RDW Redwire Corporation
+0.23%
+$375.26 
IWB iShares Russell 1000 ETF
+0.2%
+$439.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$3,191.24 
GLRY Inspire Faithward Mid Cap Momentum ETF
+0.18%
+$320.25 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.16%
+$11,453.82 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.13%
+$6,464.19 
IBD Inspire Corporate Bond ETF
+0.13%
+$938.94 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$3,812.52 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$510.52 
VOO Vanguard S&P 500 ETF
+0.1%
+$467.61 
IVV iShares Core S&P 500 ETF
+0.09%
+$704.17 
IBHG iShares iBonds 2027 High Yield Income
+0.07%
+$643.47 
FDLS Inspire Fidelis Multi Factor ETF
+0.02%
+$47.97 
AMZN Amazon.com Inc
+0.01%
+$246.77 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$210.69 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
DELL Dell Technologies Inc.
-8.86%
-$21,588 
LRCX Lam Research Corporation
-4.69%
-$12,275.53 
INTC Intel Corporation
-4.12%
-$15,585.39 
KLAC KLA Corporation
-3.27%
-$7,920.9 
BKR Baker Hughes Company
-2.85%
-$61,009.2 
FTNT Fortinet Inc.
-2.18%
-$60,650.59 
ST Sensata Technologies Holding plc
-1.87%
-$3,821.51 
TSLA Tesla, Inc.
-1.87%
-$4,627.12 
NVDA NVIDIA Corporation
-1.76%
-$30,178.2 
POWL Powell Industries Inc.
-1.46%
-$15,355.99 
EEM iShares MSCI Emerging Markets ETF
-1.1%
-$29,817.16 
OXY Occidental Petroleum Corporation
-1.05%
-$3,125.67 
PLTR Palantir Technologies Inc.
-0.91%
-$21,431.8 
BIBL Inspire 100 ETF
-0.76%
-$1,498.55 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$85,055.45 
PTL Inspire 500 ETF
-0.36%
-$2,414.72 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.35%
-$9,548.8 
MU Micron Technology, Inc.
-0.3%
-$614.38 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$134.22 Events
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Dividends
Dividend Analysis
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| Trades 399 | Longs Won 222/399 55% | Profit Factor 2.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $231,653.86 |
| Average Win $138,147.46 | Best Trade (Oct 14) $1.94M | Sharpe Ratio -10.15 |
| Average Loss -$58,445.75 | Worst Trade (Jun 30) -$667,625.96 | Z-Score -1.67 (91.58%) |
| Commissions $0 | Avg. Trade Length 9m 2w 2d | Expectancy $50,936.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,415 | 2,174 | 1,932 | 1,691 | 1,449 | 1,208 | 966 | 725 | 483 | 242 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,449 | $2.18M | $3.25M | - | $1.08M | 49.48% | +0.402% |
| AMZN Amazon.com Inc | 7,051 | $1.55M | $1.79M | - | $244,845.94 | 15.83% | +0.014% |
| BIBL Inspire 100 ETF | 3,655 | $211,551 | $194,701.85 | - | -$16,849.15 | -7.96% | -0.764% |
| BKR Baker Hughes Company | 38,736 | $1.89M | $2.08M | - | $197,848.49 | 10.49% | -2.845% |
| CB Chubb Limited | 8,080 | $2.27M | $2.86M | - | $592,336.88 | 26.13% | +1.051% |
| CMCSA Comcast Corp | 86,848 | $2.13M | $1.88M | - | -$249,685.6 | -11.71% | +2.969% |
| COST Costco Wholesale Corporation | 2,461 | $2.27M | $2.43M | - | $155,854.27 | 6.86% | +0.499% |
| CRM Salesforce Inc | 6,638 | $1.72M | $1.62M | - | -$101,886.9 | -5.91% | +3.594% |
| DELL Dell Technologies Inc. | 480 | $207,101 | $222,218.4 | - | $15,117.4 | 7.3% | -8.855% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 11,048 | $5.77M | $5.75M | - | -$22,790.64 | -0.39% | +0.91% |
| EEM iShares MSCI Emerging Markets ETF | 41,996 | $2.14M | $2.67M | - | $533,885.61 | 24.94% | -1.103% |
| FDLS Inspire Fidelis Multi Factor ETF | 4,797 | $202,769 | $198,643.77 | - | -$4,125.23 | -2.03% | +0.024% |
| FTNT Fortinet Inc. | 15,106 | $2.32M | $2.72M | - | $399,024.71 | 17.2% | -2.181% |
| GLRY Inspire Faithward Mid Cap Momentum ETF | 4,845 | $211,678 | $180,234 | - | -$31,444 | -14.85% | +0.178% |
| GOOGL Alphabet Inc | 6,522 | $1.54M | $2.28M | - | $734,550.11 | 47.66% | +0.377% |
| IBB iShares Biotechnology ETF | 16,740 | $2.25M | $3.48M | - | $1.24M | 55.04% | +2.367% |
| IBD Inspire Corporate Bond ETF | 31,298 | $743,953 | $725,487.64 | - | -$18,465.36 | -2.48% | +0.13% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 26,843 | $650,176.94 | $649,466.38 | - | -$710.56 | -0.11% | -0.021% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 127,084 | $3.21M | $3.17M | - | -$39,653.81 | -1.23% | +0.12% |
| IBHF iShares iBonds 2026 Term High Yield and Income ETF | 327,252 | $7.61M | $7.36M | - | -$243,987.54 | -3.21% | +0.156% |
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FAQ
Which stocks have generated the highest profits for Fred Littlejohn?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.68M, iShares iBonds 2026 Term High Yield and Income ETF - $995,807.61, Invesco QQQ Trust, Series 1 - $972,934.2, Powell Industries Inc - $958,231.37, and Invesco S&P 500 Equal Weight ETF - $819,359.58. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $786,638, CF Industries Holdings, Inc - $391,418.32, DraftKings Inc - $383,031.4, iShares Ethereum Trust - $296,511.42, and Automatic Data Processing Inc - $290,706.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fred Littlejohn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.21M earned over time. The largest contributors to dividend income include iShares iBonds 2026 Term High Yield and Income ETF - $1.13M, iShares iBonds 2029 Term High Yield and Income ETF - $561,577.7, JPMorgan Nasdaq Equity Premium Income ETF - $474,883.56, iShares iBonds 2028 Term High Yield ETF - $461,543.07, and JPMorgan Equity Premium Income Fund - $300,737.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fred Littlejohn's monthly returns?
Fred Littlejohn's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Fred Littlejohn's strategy be considered aggressive or moderate?
Fred Littlejohn's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Fred Littlejohn's strategy?
Fred Littlejohn's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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