Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LOCKERMAN FINANCIAL GROUP, INC. (CIK 1906539) reported $55.6M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BBUS ($3.5M, 6.27%), SPY ($3.3M, 5.88%), FISR ($2.7M, 4.79%), XLSR ($2.3M, 4.14%), SPDW ($2.2M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | $3.5M | 6.27% | 29,733 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 5.88% | 5,021 | Trimmed |
| 3 | FISR | SSGA ACTIVE TR | $2.7M | 4.79% | 103,473 | Added |
| 4 | XLSR | SSGA ACTIVE TR | $2.3M | 4.14% | 39,841 | Added |
| 5 | SPDW | SPDR INDEX SHS FDS | $2.2M | 3.91% | 47,601 | Trimmed |
| 6 | MASI | MASIMO CORP | $1.9M | 3.36% | 10,500 | Trimmed |
| 7 | SPEM | SPDR INDEX SHS FDS | $1.8M | 3.22% | 38,111 | Added |
| 8 | JIRE | J P MORGAN EXCHANGE TRADED F | $1.6M | 2.96% | 21,717 | Trimmed |
| 9 | IVV | ISHARES TR | $1.5M | 2.70% | 2,295 | Added |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | $1.3M | 2.40% | 24,761 | Trimmed |
| 11 | CERY | SPDR SERIES TRUST | $1.1M | 2.01% | 31,714 | Added |
| 12 | JAGG | J P MORGAN EXCHANGE TRADED F | $1.1M | 1.91% | 23,023 | Trimmed |
| 13 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.0M | 1.84% | 20,455 | Added |
| 14 | JGLO | J P MORGAN EXCHANGE TRADED F | $999,853 | 1.80% | 15,319 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $949,906 | 1.71% | 19,040 | Hold |
| 16 | SPLG | SPDR SERIES TRUST | $853,433 | 1.54% | 11,150 | Added |
| 17 | IUSB | ISHARES TR | $822,077 | 1.48% | 17,798 | Added |
| 18 | SPSM | SPDR SERIES TRUST | $788,306 | 1.42% | 16,314 | Trimmed |
| 19 | IVE | ISHARES TR | $762,919 | 1.37% | 3,613 | Added |
| 20 | SPAB | SPDR SERIES TRUST | $680,294 | 1.22% | 26,553 | Added |
| 21 | IVW | ISHARES TR | $656,390 | 1.18% | 5,803 | Added |
| 22 | NOC | NORTHROP GRUMMAN CORP | $639,942 | 1.15% | 938 | Trimmed |
| 23 | DYNF | BLACKROCK ETF TRUST | $633,835 | 1.14% | 10,894 | Added |
| 24 | IEMG | ISHARES INC | $608,964 | 1.10% | 8,731 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $607,952 | 1.09% | 1,017 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31