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CIK: 0001906539
Total reported value
$65.4M
$65.4M
113 檔
22.3%
According to the latest 13F quarterly dataset, Lockerman Financial Group, Inc. managed an equity portfolio of $65.4M at the end of Q1 2025, spanning 113 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 8.00% | +1.49% | +13.48% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 4.41% | +0.26% | +28.13% | |
| 3 | MASI* | Masimo CORP | Stock-Other | 3.30% | -3.36% | EXIT | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.18% | — | -0.08% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.17% | -1.27% | +167.29% | |
| 6 | FISR | Ss Fi Sector Rotation | ETF-Other | 2.69% | -0.34% | — | |
| 7 | XLSR | Ss US Sector Rotation | ETF-Other | 2.67% | +0.23% | +147.94% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.63% | +1.93% | +9.51% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.47% | +0.33% | +127.75% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.07% | -0.74% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.14% | -0.05% | +0.86% | |
| 12 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.89% | -1.56% | +21.52% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | -0.05% | +0.04% | |
| 14 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 1.73% | -1.01% | +19.69% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.36% | -0.24% | -5.37% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.10% | +1.35% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.22% | -0.08% | +9.32% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.04% | -1.60% | |
| 19 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 1.15% | -0.07% | +9.61% | |
| 20 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.12% | -0.42% | -0.14% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | -0.04% | -0.65% | |
| 22 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.07% | -0.32% | -4.94% | |
| 23 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 1.04% | -0.20% | — | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.92% | +0.82% | +89.05% | |
| 25 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.90% | -0.39% | -48.52% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.87% | — | -3.16% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.17% | -4.58% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | -0.03% | -6.37% | |
| 29 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.78% | -0.19% | -45.69% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.04% | +0.48% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | — | -4.03% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | — | +7.20% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | -1.32% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | — | +7.07% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | — | +1.94% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.45% | EXIT | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.09% | -1.16% | |
| 38 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.71% | -0.26% | -47.90% | |
| 39 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.70% | +0.05% | — | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.70% | -0.76% | +81.00% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | — | -2.26% | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.67% | -0.03% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.07% | +0.16% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.15% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | — | -0.51% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | — | -0.26% | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.62% | +0.04% | +86.44% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.62% | — | -0.12% | |
| 49 | SPEU | State Street Spdr Portfolio | ETF-Other | 0.62% | — | — | |
| 50 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.62% | — | -0.48% |
According to official SEC Form 13F filings, Lockerman Financial Group, Inc. reported a total U.S. public equity portfolio value of $65.4M across 113 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, BBUS, MASI*) accounted for 22.3% of total reported equity market value during Q1 2025.
During Q1 2025, Lockerman Financial Group, Inc.'s top holdings by market value included SPY (8.0%)、BBUS (4.4%)、MASI* (3.3%). The largest single position, SPY, represented 8.0% of total portfolio value.
In Q1 2025, 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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