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Portfolio (Quarterly) Guide ↗

LOCKERMAN FINANCIAL GROUP, INC.

· CIK 0001906539
13F Portfolio $52M AUM 96 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 28 Added 34 Reduced 44 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CTAS CINTAS CORP Industrials 1,689 $347K 0.44% SOLD
22 VRTX VERTEX PHARMACEUTICALS INC Healthcare 863 $338K 0.43% SOLD
23 IWM ISHARES TR 1,369 $331K 0.42% SOLD
24 CSCO CISCO SYS INC Technology 4,802 $329K 0.41% SOLD
25 TMUS T-MOBILE US INC Communication Services 1,300 $311K 0.39% SOLD
26 SHYG ISHARES TR 7,159 $310K 0.39% SOLD
27 DUK DUKE ENERGY CORP NEW Utilities 2,484 $307K 0.39% SOLD
28 FITB FIFTH THIRD BANCORP Financial Services 6,797 $303K 0.38% SOLD
29 CB CHUBB LIMITED Financial Services 1,036 $292K 0.37% SOLD
30 WMB WILLIAMS COS INC Energy 4,481 $284K 0.36% SOLD
31 LIN LINDE PLC Basic Materials 597 $284K 0.36% SOLD
32 PM PHILIP MORRIS INTL INC Consumer Defensive 1,692 $274K 0.35% SOLD
33 EOG EOG RES INC Energy 2,401 $269K 0.34% SOLD
34 CVX CHEVRON CORP NEW Energy 1,692 $263K 0.33% SOLD
35 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,400 $259K 0.33% SOLD
36 WEC WEC ENERGY GROUP INC Utilities 2,228 $255K 0.32% SOLD
37 TMO THERMO FISHER SCIENTIFIC INC Healthcare 526 $255K 0.32% SOLD
38 NEE NEXTERA ENERGY INC Utilities 3,184 $240K 0.30% SOLD
39 IBM INTERNATIONAL BUSINESS MACHS Technology 769 $217K 0.27% SOLD
40 ENTERGY CORP NEW 2,283 $213K 0.27% SOLD
Page 2 of 3  ·  44 positions
Sector Allocation
Financial Services 45.6%
Healthcare 23.7%
Technology 16.9%
Industrials 5.0%
Communication Services 3.6%
Consumer Defensive 2.8%
Consumer Cyclical 2.4%