Institutions / Lockerman Financial Group, Inc.
Lockerman Financial Group, Inc.
CIK 1906539 · Institution · as of Dec 31, 2025
Portfolio value
$52.13M
Positions
82
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 82 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $3.98M | 7.6% |
| J P Morgan Exchange Traded F | $3.59M | 6.9% |
| Ssga Active Tr | $2.36M | 4.5% |
| SPDR Index Shs Fds | $2.25M | 4.3% |
| Ssga Active Tr | $1.86M | 3.6% |
| J P Morgan Exchange Traded F | $1.74M | 3.3% |
| SPDR Index Shs Fds | $1.71M | 3.3% |
| Masimo Corporation | $1.53M | 2.9% |
| J P Morgan Exchange Traded F | $1.36M | 2.6% |
| iShares Tr | $1.12M | 2.1% |
| J P Morgan Exchange Traded F | $1.08M | 2.1% |
| J P Morgan Exchange Traded F | $1.03M | 2.0% |
| J P Morgan Exchange Traded F | $998.6K | 1.9% |
| Vanguard Mun Bd Fds | $957.5K | 1.8% |
| SPDR Series Trust | $891.7K | 1.7% |
| SPDR Series Trust | $881.0K | 1.7% |
| SPDR Series Trust | $780.9K | 1.5% |
| Microsoft Corp | $681.9K | 1.3% |
| iShares Tr | $639.0K | 1.2% |
| Vanguard Index Fds | $637.4K | 1.2% |
| SPDR Gold Tr | $607.9K | 1.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $574.5K | 1.1% |
| SPDR Series Trust | $568.8K | 1.1% |
| Nushares ETF Tr | $562.1K | 1.1% |
| iShares Tr | $551.3K | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.