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Portfolio (Quarterly) Guide ↗

LOCKERMAN FINANCIAL GROUP, INC.

· CIK 0001906539
13F Portfolio $79M AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 118 New
Page 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 1,215.0 $492K 0.62% NEW $405.19 -24.9%
42 SPMD SPDR SERIES TRUST 8,557.0 $489K 0.62% NEW $57.19 +10.7%
43 ORCL ORACLE CORP Technology 1,683.0 $473K 0.60% NEW $281.24 -30.4%
44 LLY ELI LILLY & CO Healthcare 617.0 $470K 0.59% NEW $762.41 +32.0%
45 GWX SPDR INDEX SHS FDS 11,691.0 $470K 0.59% NEW $40.18 +13.9%
46 DYNF BLACKROCK ETF TRUST 7,816.0 $463K 0.58% NEW $59.20 +12.0%
47 IWR ISHARES TR 4,710.0 $455K 0.57% NEW $96.55 +7.4%
48 KLAC KLA CORP Technology 409.0 $441K 0.56% NEW $1078.60 +75.5%
49 NUDM NUSHARES ETF TR 11,574.0 $435K 0.55% NEW $37.62 +0.9%
50 EMHC SPDR SERIES TRUST 17,233.0 $434K 0.55% NEW $25.19 -0.8%
51 IGEB ISHARES TR 9,395.0 $433K 0.55% NEW $46.05 -3.0%
52 IVW ISHARES TR 3,373.0 $407K 0.51% NEW $120.72 +13.3%
53 COF CAPITAL ONE FINL CORP Financial Services 1,895.0 $403K 0.51% NEW $212.58 -12.6%
54 PG PROCTER AND GAMBLE CO Consumer Defensive 2,610.0 $401K 0.51% NEW $153.66 -7.1%
55 SRLN SSGA ACTIVE ETF TR 9,418.0 $392K 0.49% NEW $41.58 -2.6%
56 HCA HCA HEALTHCARE INC Healthcare 900.0 $384K 0.48% NEW $426.20 +1.5%
57 TJX TJX COS INC NEW Consumer Cyclical 2,642.0 $382K 0.48% NEW $144.54 +1.9%
58 BBHY J P MORGAN EXCHANGE TRADED F 8,039.0 $378K 0.48% NEW $47.00 -2.6%
59 MCD MCDONALDS CORP Consumer Cyclical 1,235.0 $375K 0.47% NEW $303.89 -9.5%
60 QUAL ISHARES TR 1,918.0 $373K 0.47% NEW $194.53 +8.2%
Page 3 of 6  ·  118 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 33.0%
Technology 26.3%
Healthcare 11.0%
Communication Services 8.2%
Consumer Cyclical 6.6%
Consumer Defensive 5.3%
Industrials 3.8%
Energy 2.8%
Utilities 2.2%
Basic Materials 0.8%