§ 13F · FUND PROFILE
LOCKERMAN FINANCIAL GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $74M (13F)Positions · 138Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | 30K | $3M | 6.3% | +2% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 5K | $3M | 5.9% | −14% |
| 3 | FISR | SSGA ACTIVE TR | 103K | $3M | 4.8% | +44% |
| 4 | XLSR | SSGA ACTIVE TR | 40K | $2M | 4.1% | +5% |
| 5 | SPDW | SPDR INDEX SHS FDS | 48K | $2M | 3.9% | −6% |
| 6 | MASI | MASIMO CORP | 11K | $2M | 3.4% | −11% |
| 7 | SPEM | SPDR INDEX SHS FDS | 38K | $2M | 3.2% | +4% |
| 8 | JIRE | J P MORGAN EXCHANGE TRADED F | 22K | $2M | 3.0% | −6% |
| 9 | IVV | ISHARES TR | 2K | $1M | 2.6% | +41% |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 25K | $1M | 2.4% | −1% |
§ 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 $74 million in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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