StockDriftsStockDriftsTop 50 Lockerman Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 6.24% | 31.6K | $4.4M | -0.24%(-75) | $95.01(+45.47%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.21% | 5.7K | $4.3M | -12.08%(-780) | $542.90(+41.18%) | 2026-09-30 | |
| FISR | SSGA ACTIVE TR | 5.8% | 165.7K | $4.0M | +45.95%(+52.17K) | $25.55(-3.82%) | 2026-09-30 | |
| XLSR | SSGA ACTIVE TR | 4.95% | 52.0K | $3.5M | +17.84%(+7.87K) | $52.40(+27.04%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.79% | 4.4K | $3.3M | +7.79%(+315) | $621.84(+23.83%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.68% | 51.0K | $2.6M | +49.13%(+16.82K) | $42.35(+16.32%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.56% | 47.9K | $2.5M | +6.89%(+3.09K) | $41.16(+23.12%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.19% | 43.4K | $2.2M | -7.25%(-3.39K) | $53.86(-4.57%) | 2026-09-30 | |
| JUSA | J P MORGAN EXCHANGE TRADED F | 2.67% | 27.2K | $1.9M | +30.87%(+6.41K) | $63.52(+8.16%) | 2026-09-30 | |
| IUSB | ISHARES TR | 2.6% | 41.1K | $1.8M | +25.81%(+8.42K) | $45.82(-3.25%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.43% | +49.85% | — | — | +26.37% |
| Top 20 Holdings Unweighted | +13.61% | +46.62% | — | — | +18.26% |
Lockerman Financial Group INC reports $69.73M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are BBUS (6.2%), SPY (6.2%) and FISR (5.8%). The top 20 holdings account for 59.34% of reported assets. Its disclosed equity book has returned +49.85% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lockerman Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906539). View Lockerman Financial Group INC’s 13F filings on SEC