§ 13F · FUND PROFILE
LOCKERMAN FINANCIAL GROUP, INC..
AUM · $65M (13F)Positions · 104Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $5M | 7.4% | +29% |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | 32K | $4M | 6.5% | +7% |
| 3 | IVV | ISHARES TR | 4K | $3M | 4.5% | +76% |
| 4 | FISR | SSGA ACTIVE TR | 114K | $3M | 4.5% | +10% |
| 5 | XLSR | SSGA ACTIVE TR | 44K | $3M | 4.4% | +11% |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | 47K | $3M | 3.8% | +89% |
| 7 | SPEM | SPDR INDEX SHS FDS | 45K | $2M | 3.5% | +18% |
| 8 | JIRE | J P MORGAN EXCHANGE TRADED F | 21K | $2M | 2.6% | −3% |
| 9 | SPDW | SPDR INDEX SHS FDS | 34K | $2M | 2.6% | −28% |
| 10 | JNK | SPDR SERIES TRUST | 16K | $2M | 2.3% | +171% |
§ 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 $65 million in assets. The fund runs a portfolio of 104 positions.
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