StockDriftsStockDriftsTop 50 Lockerman Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 6.27% | 29.7K | $3.5M | +2.01%(+587) | $93.05(+40.13%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.88% | 5.0K | $3.3M | -14.01%(-818) | $501.06(+44.45%) | 2026-03-31 | |
| FISR | SSGA ACTIVE TR | 4.79% | 103.5K | $2.7M | +44.42%(+31.83K) | $25.80(-1.04%) | 2026-03-31 | |
| XLSR | SSGA ACTIVE TR | 4.14% | 39.8K | $2.3M | +5.18%(+1.96K) | $48.93(+30.10%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.91% | 47.6K | $2.2M | -5.91%(-2.99K) | $38.44(+27.95%) | 2026-03-31 | |
| MASI | MASIMO CORP | 3.36% | 10.5K | $1.9M | -11.02%(-1.30K) | $281.74(-36.62%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.22% | 38.1K | $1.8M | +4.49%(+1.64K) | $38.98(+32.47%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 2.96% | 21.7K | $1.6M | -6.28%(-1.45K) | $62.26(+27.35%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.7% | 2.3K | $1.5M | +40.62%(+663) | $549.87(+32.21%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 2.4% | 24.8K | $1.3M | -1.36%(-341) | $54.11(-1.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.91% | +32.79% |
| Top 20 Holdings Unweighted | +10.58% | +35.23% |
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