Lockerman Financial Group, Inc. Portfolio Holdings
Lockerman Financial Group, Inc.
- $73.5 Million
- Q3 2025
Lockerman Financial Group, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $73.5 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $8.32M, J P Morgan Exchg Traded Fd with a value of $3.47M, Microsoft Corp with a value of $2.41M, Nvidia Corp with a value of $2.41M, and Ishares Core S&P Sm Cap ETF with a value of $2.37M.
Examining the 13F form we can see an increase of $3.82M in the current position value, from $69.6M to 73.5M.
Below you can find more details about Lockerman Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$73.5 Million
ETFs: $45 Million
Technology: $9.64 Million
Healthcare: $4.04 Million
Financial Services: $3.56 Million
Communication Services: $3 Million
Consumer Cyclical: $2.43 Million
Consumer Defensive: $1.95 Million
Industrials: $1.38 Million
Other: $2.03 Million