account_balance

Investment manager · 13F filer · SEC CIK 1906539

Lockerman Financial Group, Inc.

Reported value$69.7Mas of Sep 30, 2026
Positions89 7 new, 8 sold out
Top 10 weight43.7%BBUS alone is 6%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BBUS J P Morgan Exchange Traded F 6.2% Held
SPY SPDR S&P 500 ETF Trust 6.2% Trimmed −12%
FISR Ssga Active Tr 5.8% Added +46%
XLSR Ssga Active Tr 4.9% Added +18%
IVV iShares Tr 4.8% Added +8%
SPDW SPDR Index SHS FDS 3.7% Added +49%
SPEM SPDR Index SHS FDS 3.6% Added +7%
JBND J P Morgan Exchange Traded F 3.2% Trimmed −7%
JUSA J P Morgan Exchange Traded F 2.7% Added +31%
IUSB iShares Tr 2.6% Added +26%
JIRE J P Morgan Exchange Traded F 2.1% Trimmed −15%
SPAB SPDR Series Trust 1.9% Added +359%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • VPL $576K
  • ACWX $522K
  • BBJP $313K
  • DGRO $285K
arrow_upwardAdded
  • SPAB +359%
  • CORO +99%
  • BLCR +54%
  • SPDW +49%
arrow_downwardTrimmed
  • JNK −77%
  • IEMG −39%
  • CERY −18%
  • SPYM −17%
remove_circleSold out
  • JGLO $520K
  • MTUM $407K
  • MBB $308K
  • NVO $273K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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