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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 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 5,839.0 $4.0M 7.64% -7K -53.2% $681.92 +8.4%
2 JIRE J P MORGAN EXCHANGE TRADED F 23,171.0 $1.7M 3.33% -419.0 -1.8% $74.88 +5.1%
3 IVV ISHARES TR 1,632.0 $1.1M 2.15% -1K -39.2% $685.00 +8.4%
4 BBAG J P MORGAN EXCHANGE TRADED F 23,238.0 $1.1M 2.07% -19K -45.3% $46.42 -2.0%
5 JGLO J P MORGAN EXCHANGE TRADED F 15,267.0 $1.0M 1.98% -832.0 -5.2% $67.67 +4.2%
6 SPSM SPDR SERIES TRUST 19,030.0 $892K 1.71% -5K -19.4% $46.86 +11.2%
7 MSFT MICROSOFT CORP Technology 1,410.0 $682K 1.31% -3K -69.6% $483.62 -15.3%
8 GLD SPDR GOLD TR Financial Services 1,534.0 $608K 1.17% -27.0 -1.7% $396.31 +7.8%
9 CERY SPDR SERIES TRUST 19,923.0 $569K 1.09% -10K -33.1% $28.55 +32.0%
10 NOC NORTHROP GRUMMAN CORP Industrials 955.0 $545K 1.04% -162.0 -14.5% $570.21 -3.8%
11 NULV NUSHARES ETF TR 11,796.0 $531K 1.02% -334.0 -2.8% $45.05 +10.1%
12 NVDA NVIDIA CORPORATION Technology 2,714.0 $506K 0.97% -10K -79.0% $186.50 +26.4%
13 NUDM NUSHARES ETF TR 11,383.0 $412K 0.79% -191.0 -1.6% $36.21 +4.9%
14 QLTA ISHARES TR 8,212.0 $395K 0.76% -5K -37.5% $48.09 -2.1%
15 GOOGL ALPHABET INC Communication Services 1,229.0 $385K 0.74% -3K -67.8% $313.00 +28.1%
16 BBHY J P MORGAN EXCHANGE TRADED F 7,989.0 $371K 0.71% -50.0 -0.6% $46.50 -1.6%
17 AAPL APPLE INC Technology 1,291.0 $351K 0.67% -6K -82.2% $271.86 +10.4%
18 JIVE J P MORGAN EXCHANGE TRADED F 4,308.0 $346K 0.66% -63.0 -1.4% $80.28 +13.1%
19 JPM JPMORGAN CHASE & CO. Financial Services 1,048.0 $338K 0.65% -2K -66.6% $322.22 -6.9%
20 JIG J P MORGAN EXCHANGE TRADED F 4,373.0 $321K 0.61% -45.0 -1.0% $73.33 +10.0%
Page 1 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%