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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 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSV VANGUARD BD INDEX FDS 3,636.0 $287K 0.55% -450.0 -11.0% $78.80 -1.3%
62 AVGO BROADCOM INC Technology 821.0 $284K 0.55% -2K -71.7% $346.10 +21.6%
63 CLOA BLACKROCK ETF TRUST II 5,383.0 $279K 0.53% NEW $51.74 +0.3%
64 SUB ISHARES TR 2,601.0 $278K 0.53% +22.0 +0.8% $106.70 -0.5%
65 LLY ELI LILLY & CO Healthcare 249.0 $267K 0.51% -368.0 -59.6% $1073.31 -7.9%
66 EBND SPDR SERIES TRUST 12,406.0 $265K 0.51% +496.0 +4.2% $21.37 -3.0%
67 AMZN AMAZON COM INC Consumer Cyclical 1,141.0 $263K 0.51% -3K -72.9% $230.82 +14.7%
68 VEA VANGUARD TAX-MANAGED FDS 4,188.0 $262K 0.50% -94.0 -2.2% $62.47 +11.3%
69 IDMO INVESCO EXCH TRADED FD TR II 4,488.0 $249K 0.48% +91.0 +2.1% $55.57 +6.5%
70 JNJ JOHNSON & JOHNSON Healthcare 1,195.0 $247K 0.47% +81.0 +7.3% $206.95 +10.6%
71 QUAL ISHARES TR 1,233.0 $245K 0.47% -685.0 -35.7% $198.68 +6.2%
72 HYGW ISHARES TR 7,942.0 $237K 0.46% +277.0 +3.6% $29.86 -3.1%
73 VTI VANGUARD INDEX FDS 686.0 $230K 0.44% $335.27 +8.1%
74 MTUM ISHARES TR 902.0 $226K 0.43% NEW $250.32 +17.6%
75 BND VANGUARD BD INDEX FDS 2,992.0 $222K 0.42% -391.0 -11.6% $74.07 -1.9%
76 TLH ISHARES TR 2,151.0 $219K 0.42% -5K -67.7% $101.68 -3.9%
77 THRO BLACKROCK ETF TRUST 5,636.0 $217K 0.42% NEW $38.56 +9.5%
78 BAI BLACKROCK ETF TRUST 6,433.0 $214K 0.41% NEW $33.30 +36.7%
79 RUSSELL INVTS EXCHANGE TRADE 7,135.0 $212K 0.41% $29.69
80 HYG ISHARES TR 2,584.0 $208K 0.40% -2K -38.6% $80.63 -1.4%
Page 4 of 5  ·  82 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%