Lockerman Financial Group, Inc. Portfolio Holdings
Lockerman Financial Group, Inc.
- $69.6 Million
- Q2 2025
Lockerman Financial Group, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $69.6 Million distributed in 138 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 $6.51M, J P Morgan Exchg Traded Fd with a value of $2.96M, Masimo Corp with a value of $2.2M, Ssga Active Tr Spdr Ssga Fixed with a value of $2.18M, and Ishares Core S&P Sm Cap ETF with a value of $2.18M.
Examining the 13F form we can see an increase of $7.9M in the current position value, from $61.7M to 69.6M.
Below you can find more details about Lockerman Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$69.6 Million
ETFs: $40.5 Million
Technology: $7.87 Million
Healthcare: $5.01 Million
Financial Services: $4.24 Million
Industrials: $2.99 Million
Communication Services: $2.51 Million
Consumer Cyclical: $2.24 Million
Consumer Defensive: $1.99 Million
Other: $1.87 Million