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CIK: 0001906539
Total reported value
$69.7M
$69.7M
90 檔
25.7%
During the Q2 2026 filing period, Lockerman Financial Group, Inc. (CIK: 0001906539) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $69.7M across 90 reported positions.
In Q2 2026, Lockerman Financial Group, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 43 existing holdings, outstripping position reductions.
| # | 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 | 7.37% | -1.16% | +28.56% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 6.53% | -0.29% | +6.70% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.63% | +0.16% | +76.17% | |
| 4 | FISR | Ss Fi Sector Rotation | ETF-Other | 4.45% | +1.35% | +9.72% | |
| 5 | XLSR | Ss US Sector Rotation | ETF-Other | 4.37% | +0.58% | +10.67% | |
| 6 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 3.83% | -0.64% | +89.17% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.55% | +0.01% | +17.68% | |
| 8 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.64% | -0.54% | -3.50% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.64% | +1.04% | -28.10% | |
| 10 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 2.34% | -1.86% | +170.50% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.30% | +0.30% | +83.36% | |
| 12 | JUSA | JPM US Rsrch Enhnc L Cap ETF | ETF-Other | 2.13% | +0.54% | — | |
| 13 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 1.81% | -0.17% | +11.74% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.57% | -0.19% | -1.03% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.50% | +0.11% | +23.25% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | -0.31% | +0.22% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.50% | -0.08% | +4.28% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.47% | -0.13% | — | |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.44% | +0.04% | +26.75% | |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.40% | +0.10% | +88.01% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.24% | +0.05% | -1.47% | |
| 22 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.02% | -0.09% | +47.10% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.01% | +0.04% | +7.90% | |
| 24 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 1.00% | +0.02% | +24.92% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.04% | -6.00% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.92% | +0.22% | +18.74% | |
| 27 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.92% | +0.08% | +22.75% | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.90% | +0.08% | +26.16% | |
| 29 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.89% | +0.12% | +8.92% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.89% | -0.05% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | -0.12% | +19.04% | |
| 32 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.85% | -0.02% | +30.00% | |
| 33 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.84% | -0.03% | +24.54% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | +0.42% | +7.83% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | -0.02% | -4.19% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.82% | -0.36% | -25.37% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.82% | -0.08% | +62.40% | |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.81% | -0.19% | +7.28% | |
| 39 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.79% | -0.79% | EXIT | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.74% | -0.16% | +28.61% | |
| 41 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.73% | -0.09% | — | |
| 42 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.67% | -0.03% | +0.47% | |
| 43 | JIG | Jpmorgan International Growt | ETF-Other | 0.64% | -0.08% | +9.26% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.62% | -0.62% | EXIT | |
| 45 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.57% | +0.23% | +33.23% | |
| 46 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.56% | +0.02% | +23.77% | |
| 47 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.55% | -0.01% | +3.71% | |
| 48 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.54% | -0.03% | — | |
| 49 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 0.54% | -0.04% | -1.95% | |
| 50 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.54% | -0.05% | +3.06% |
According to official SEC Form 13F filings, Lockerman Financial Group, Inc. reported a total U.S. public equity portfolio value of $69.7M across 90 disclosed positions in Q2 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 SPY, BBUS, IVV) accounted for 25.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
JUSA
市值: $1.4M
Top Position Liquidated / Trimmed
MASI*
前期市值: $1.9M
During Q2 2026, Lockerman Financial Group, Inc.'s top holdings by market value included SPY (7.4%)、BBUS (6.5%)、IVV (4.6%). The largest single position, SPY, represented 7.4% of total portfolio value.
In Q2 2026, Lockerman Financial Group, Inc. made 90 total portfolio adjustments, initiating 10 new buys, adding to 43 positions, trimming 30 holdings, and fully liquidating 7 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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