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CIK: 0001906539
Total reported value
$65.4M
$65.4M
87 檔
21.2%
In Q1 2026, Lockerman Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $65.4M, distributed across 87 disclosed stock positions.
In Q1 2026, Lockerman Financial Group, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 6.27% | +0.26% | +2.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.88% | +1.49% | -14.01% | |
| 3 | FISR | Ss Fi Sector Rotation | ETF-Other | 4.79% | -0.34% | +44.42% | |
| 4 | XLSR | Ss US Sector Rotation | ETF-Other | 4.14% | +0.23% | +5.18% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.91% | -1.27% | -5.91% | |
| 6 | MASI* | Masimo CORP | Stock-Other | 3.36% | -3.36% | EXIT | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.22% | +0.33% | +4.49% | |
| 8 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.96% | -0.32% | -6.28% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | +1.93% | +40.63% | |
| 10 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.40% | +1.43% | -1.36% | |
| 11 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 2.01% | -0.20% | +59.18% | |
| 12 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.91% | -1.56% | -0.93% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.84% | -0.27% | +3.44% | |
| 14 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 1.80% | -1.01% | +0.34% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.71% | -0.24% | — | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | -0.04% | +1.53% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.48% | +0.82% | +50.26% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.42% | +0.08% | -14.27% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.37% | -0.13% | +19.91% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.22% | -0.76% | +96.97% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.18% | +0.32% | +43.75% | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.15% | -0.42% | -1.78% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.14% | +0.30% | +15.32% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | -0.28% | +12.96% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | -0.09% | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.07% | -0.15% | -10.23% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.01% | +1.33% | +94.45% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.97% | +0.04% | +3.06% | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.96% | -0.43% | +56.22% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.95% | -0.55% | +32.30% | |
| 31 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.93% | -0.04% | +2.74% | |
| 32 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.92% | +0.08% | +14.73% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.92% | -0.03% | -2.91% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.07% | -3.05% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -0.05% | +3.76% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.88% | +0.52% | -37.17% | |
| 37 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.87% | +0.05% | — | |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.84% | +0.06% | +17.85% | |
| 39 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.82% | +0.20% | +7.37% | |
| 40 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.78% | +0.07% | +26.14% | |
| 41 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.75% | -0.39% | -23.33% | |
| 42 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.74% | +0.10% | +11.88% | |
| 43 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.69% | -0.26% | -28.27% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.17% | +8.14% | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.68% | -0.19% | -27.39% | |
| 46 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.66% | +0.01% | +0.10% | |
| 47 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.62% | -0.08% | +58.07% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.61% | +0.13% | — | |
| 49 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.61% | -0.20% | +20.68% | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.60% | +0.22% | +7.27% |
According to official SEC Form 13F filings, Lockerman Financial Group, Inc. reported a total U.S. public equity portfolio value of $65.4M across 87 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BBUS, SPY, FISR) accounted for 21.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPLB
市值: $484.8K
Top Position Liquidated / Trimmed
OEF
前期市值: $429.7K
During Q1 2026, Lockerman Financial Group, Inc.'s top holdings by market value included BBUS (6.3%)、SPY (5.9%)、FISR (4.8%). The largest single position, BBUS, represented 6.3% of total portfolio value.
In Q1 2026, Lockerman Financial Group, Inc. made 86 total portfolio adjustments, initiating 9 new buys, adding to 45 positions, trimming 28 holdings, and fully liquidating 4 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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