Lockerman Financial Group, Inc. Portfolio Holdings

Lockerman Financial Group, Inc.

  • $45.4 Million
  • Q4 2025

Lockerman Financial Group, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $45.4 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $3.89M, J P Morgan Exchg Traded Fd with a value of $3.54M, Ssga Active Tr Spdr Ssga Us Se with a value of $2.31M, Spdr Ser Tr Fds Spdr Portfolio with a value of $2.21M, and Ssga Active Tr Spdr Ssga Fixed with a value of $1.86M.

Examining the 13F form we can see an decrease of $28M in the current position value, from $73.5M to 45.4M.

Below you can find more details about Lockerman Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $45.4 Million
ETFs: $38.6 Million
Healthcare: $2.77 Million
Technology: $1.85 Million
Industrials: $537,000
Communication Services: $339,000
Financial Services: $314,000
Consumer Defensive: $302,000
Consumer Cyclical: $267,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.94B
$1.78 Million 3.92% of portfolio
11,800
Q3 2025 Reduced 9.92%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $45.4 Million
  • Prior Value $73.5 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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