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:
2.18%
Gain
Monthly
0.12%
Yearly
1.41%
Drawdown
16.21%
$141.53M
Equity
Holdings
$141.53M
Investment
$125.66M
$18.59M
Profit -$346,072.82
Realized
$2.71M
Unrealized
$15.88M
Dividends
$5.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$346,072.82
Win %
56%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$1.38M
Win %
56%
This Month
Compared to last month
Gain
-0.08%
Profit
-$106,114.11
Win %
56%
This Year
Compared to last year
Gain
6.33%
Profit
$8.42M
Win %
59%
ADBE Adobe Inc.
+4.47%
+$44,427 
WM Waste Management, Inc.
+4.08%
+$117,030.06 
MRK Merck & Co., Inc.
+3.56%
+$105,098.4 
CRM Salesforce Inc
+3.21%
+$34,330.8 
COST Costco Wholesale Corporation
+2.9%
+$76,777.82 
IYK iShares U.S. Consumer Staples ETF
+2.58%
+$74,203.29 
MCD McDonald's Corporation
+2.47%
+$55,384.04 
WMT Walmart Inc.
+2.42%
+$61,664.03 
AAPL Apple Inc.
+2.05%
+$63,918 
V Visa Inc. Class A
+2.03%
+$59,882.68 
PG Procter & Gamble Co
+1.78%
+$41,403.12 
MSFT Microsoft Corp.
+1.73%
+$34,286.33 
CB Chubb Limited
+1.31%
+$38,025.26 
UBER Uber Technologies, Inc.
+1.31%
+$15,185.75 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$45,270.36 
LLY Eli Lilly and Company
+0.81%
+$4,110.12 
CF CF Industries Holdings, Inc.
+0.71%
+$15,504.28 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$7,447.86 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$8,740.23 
NFLX Netflix, Inc.
+0.34%
+$669.75 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$2,078.57 
OXY Occidental Petroleum Corporation
+0.05%
+$116.35 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.02%
+$1,063.31 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$625.77 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$291.77 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$27.79 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
-$59.8 
HOOD Robinhood Markets, Inc.
-7.82%
-$71,029.98 
ORCL Oracle Corporation
-5.58%
-$30,402.46 
LRCX Lam Research Corporation
-5.32%
-$23,232.49 
CRWV CoreWeave, Inc.
-5.04%
-$37,587.37 
GOOGL Alphabet Inc
-4.51%
-$113,780.73 
POWL Powell Industries Inc.
-4.1%
-$109,282.44 
PSLV Sprott Physical Silver Trust
-3.62%
-$7,926.1 
ITA iShares U.S. Aerospace & Defense ETF
-2.86%
-$162,975.61 
NVDA NVIDIA Corporation
-2.69%
-$43,054.68 
META Meta Platforms Inc Class A
-2.45%
-$33,991.76 
EEM iShares MSCI Emerging Markets ETF
-2.27%
-$73,828.01 
CRWD CrowdStrike Holdings, Inc.
-2.11%
-$52,050.96 
PHYS Sprott Physical Gold Trust
-1.82%
-$11,688.3 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$293,130.73 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.57%
-$41,469.43 
XRPI XRP ETF
-1.55%
-$967.48 
BKR Baker Hughes Company
-1.31%
-$36,266.25 
IEZ iShares U.S. Oil Equipment & Services ETF
-1.29%
-$23,981.31 
BA Boeing Company
-1.18%
-$3,921.6 
AMZN Amazon.com Inc
-1.09%
-$21,929.09 
TTD The Trade Desk, Inc. Class A
-1.01%
-$3,840.33 
TSLA Tesla, Inc.
-0.92%
-$2,785.7 
IBB iShares Biotechnology ETF
-0.69%
-$22,598.4 
SYM Symbotic Inc. Class A
-0.68%
-$3,312.96 
VOO Vanguard S&P 500 ETF
-0.68%
-$2,454.4 
IVV iShares Core S&P 500 ETF
-0.68%
-$6,890.7 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$3,374.67 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$11,458.95 
IWB iShares Russell 1000 ETF
-0.61%
-$1,458.31 
PLTR Palantir Technologies Inc.
-0.06%
-$614.48 
IBHG iShares iBonds 2027 High Yield Income
-0.04%
-$186.27 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$181.02 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.02%
-$1,259.79 Events
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Dividends
Dividend Analysis
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| Trades 331 | Longs Won 177/331 53% | Profit Factor 4.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $243,252.87 |
| Average Win $138,632.49 | Best Trade (Jul 10) $2.27M | Sharpe Ratio -10.44 |
| Average Loss -$38,623.44 | Worst Trade (Jun 30) -$667,625.96 | Z-Score -1.68 (91.82%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy $56,162.97 |
| 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 | 3,663 | 3,297 | 2,930 | 2,564 | 2,198 | 1,832 | 1,465 | 1,099 | 733 | 366 |
Hover over the desired column for a detailed explanation.
Returns
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