13F Insight
DOSSIER · 13F-HR · Q2 2026

LOCKERMAN FINANCIAL GROUP, INC.

$65M in tracked AUM across 104 positions as of Q2 2026.

LF
CIK 0001906539 · last filed Jun 30, 2026
Total AUM
$65M
as of Q2 2026
Holdings
104
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LOCKERMAN FINANCIAL GROUP, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$5M6K7.4%02
BBUS
J P MORGAN EXCHANGE TRADED F
$4M32K6.5%03
IVV
ISHARES TR
$3M4K4.6%04
FISR
SSGA ACTIVE TR
$3M114K4.5%05
XLSR
SSGA ACTIVE TR
$3M44K4.4%06
JBND
J P MORGAN EXCHANGE TRADED F
$3M47K3.8%07
SPEM
SPDR INDEX SHS FDS
$2M45K3.5%08
JIRE
J P MORGAN EXCHANGE TRADED F
$2M21K2.6%09
SPDW
SPDR INDEX SHS FDS
$2M34K2.6%10
JNK
SPDR SERIES TRUST
$2M16K2.3%

Filing history

2026Q2Jun 30
$65M▲ 17.8%
104 positionsView →2026Q1Mar 31
$56M▲ 6.6%
101 positionsView →2025Q4Dec 31
$52M▲ 0.7%
96 positionsView →2025Q3Sep 30
$52M▼ 30.3%
70 positionsView →2025Q2Jun 30
$74M▲ 12.4%
138 positionsLocked2025Q1Mar 31
$66M▲ 12.5%
129 positionsLocked2024Q4Dec 31
$59M▼ 0.5%
121 positionsLocked2024Q3Sep 30
$59M▲ 7.1%
120 positionsLocked2024Q2Jun 30
$55M▲ 5.4%
123 positionsLocked2024Q1Mar 31
$52M▲ 20.9%
129 positionsLocked2023Q4Dec 31
$43M▲ 16.3%
106 positionsLocked2023Q3Sep 30
$37M▲ 3.3%
97 positionsLocked
Showing 12 of 19