§ 13F · FUND PROFILE
LOCKERMAN FINANCIAL GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $74.3T (13F)Positions · 138Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$52.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 6K | $4.0T | 7.6% | NEW |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | 29K | $3.6T | 6.9% | NEW |
| 3 | XLSR | SSGA ACTIVE TR | 38K | $2.4T | 4.5% | NEW |
| 4 | SPDW | SPDR INDEX SHS FDS | 51K | $2.2T | 4.3% | NEW |
| 5 | FISR | SSGA ACTIVE TR | 72K | $1.9T | 3.6% | NEW |
| 6 | JIRE | J P MORGAN EXCHANGE TRADED F | 23K | $1.7T | 3.3% | NEW |
| 7 | SPEM | SPDR INDEX SHS FDS | 36K | $1.7T | 3.3% | NEW |
| 8 | MASI | MASIMO CORP | 12K | $1.5T | 2.9% | NEW |
| 9 | JBND | J P MORGAN EXCHANGE TRADED F | 25K | $1.4T | 2.6% | NEW |
| 10 | BBAG | J P MORGAN EXCHANGE TRADED F | 23K | $1.1T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOCKERMAN SIGNAL
AC read
LOCKERMAN FINANCIAL GROUP, INC. is a Other fund managing $74286.2 trillion in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed