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CIK: 0001906539
Total reported value
$65.4M
$65.4M
103 檔
20.8%
As reported in its official Q4 2024 Form 13F filing, Lockerman Financial Group, Inc.'s tracked investment portfolio stood at $65.4M with 103 total positions.
During Q4 2024, Lockerman Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.31% | +1.49% | -2.46% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 4.07% | +0.26% | -0.10% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.94% | — | +0.27% | |
| 4 | MASI* | Masimo CORP | Stock-Other | 3.83% | -3.36% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.07% | +0.65% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | +1.93% | +9.78% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.69% | -0.05% | -0.86% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | -0.05% | +0.02% | |
| 9 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 1.93% | -0.39% | +1.95% | |
| 10 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.77% | -0.19% | -1.62% | |
| 11 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.72% | -1.56% | -0.65% | |
| 12 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 1.66% | -1.01% | +1.86% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.63% | -0.24% | +1.47% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | -0.10% | -0.85% | |
| 15 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.50% | -0.26% | -1.10% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | -0.04% | -1.52% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | -0.03% | -7.36% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -0.04% | +0.20% | |
| 19 | XLSR | Ss US Sector Rotation | ETF-Other | 1.28% | +0.23% | -0.27% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.25% | -1.27% | +4.22% | |
| 21 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 1.22% | -0.20% | -0.30% | |
| 22 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.20% | -0.08% | +15.16% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.19% | +0.33% | -4.66% | |
| 24 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 1.18% | -0.07% | -9.78% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.17% | +0.70% | |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.16% | -0.32% | +0.15% | |
| 27 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.15% | -0.42% | -6.96% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 1.09% | -0.39% | EXIT | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | — | +3.64% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | — | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | — | +14.30% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.09% | +69.64% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.04% | -2.67% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | — | -1.58% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.80% | -0.03% | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | — | -0.11% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | — | -1.90% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | — | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | — | -3.49% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | — | -1.28% | |
| 41 | FLCB | Franklin U.s. Core Bond ETF | ETF-Other | 0.74% | — | -19.32% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.07% | -38.65% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.72% | — | -0.26% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.45% | EXIT | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.02% | -0.36% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | — | +0.96% | |
| 47 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-Other | 0.68% | — | +0.98% | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.61% | — | +2.62% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | — | +6.73% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.59% | — | +31.58% |
According to official SEC Form 13F filings, Lockerman Financial Group, Inc. reported a total U.S. public equity portfolio value of $65.4M across 103 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, BBUS, IJR) accounted for 20.8% of total reported equity market value during Q4 2024.
During Q4 2024, Lockerman Financial Group, Inc.'s top holdings by market value included SPY (8.3%)、BBUS (4.1%)、IJR (3.9%). The largest single position, SPY, represented 8.3% of total portfolio value.
In Q4 2024, Lockerman Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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