StockDriftsStockDriftsTop 50 Lockerman Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.37% | 6.5K | $4.8M | +28.56%(+1.43K) | $542.90(+42.48%) | 2026-06-30 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 6.53% | 31.7K | $4.3M | +6.70%(+1.99K) | $95.01(+46.88%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.63% | 4.0K | $3.0M | +76.17%(+1.75K) | $611.28(+27.17%) | 2026-06-30 | |
| FISR | SSGA ACTIVE TR | 4.45% | 113.5K | $2.9M | +9.72%(+10.06K) | $25.79(-2.13%) | 2026-06-30 | |
| XLSR | SSGA ACTIVE TR | 4.37% | 44.1K | $2.9M | +10.67%(+4.25K) | $50.04(+33.56%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.83% | 46.8K | $2.5M | +89.17%(+22.08K) | $53.86(-2.17%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.55% | 44.8K | $2.3M | +17.68%(+6.74K) | $40.43(+29.47%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 2.64% | 21.0K | $1.7M | -3.50%(-760) | $62.26(+37.79%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.64% | 34.2K | $1.7M | -28.10%(-13.38K) | $38.44(+34.55%) | 2026-06-30 | |
| JNK | SPDR SERIES TRUST | 2.34% | 15.9K | $1.5M | +170.50%(+10.03K) | $95.88(-0.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.20% | +45.05% | — | — | +26.51% |
| Top 20 Holdings Unweighted | +12.49% | +42.33% | — | — | +19.00% |
Lockerman Financial Group INC reports $65.43M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are SPY (7.4%), BBUS (6.5%) and IVV (4.6%). The top 20 holdings account for 58.97% of reported assets. Its disclosed equity book has returned +45.05% on a three-year cumulative basis. Figures reflect the Q2 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