LOCKERMAN FINANCIAL GROUP, INC. Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$52.1M

Holdings

82

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (82 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
5,839$4.0M7.64%
2
BBUSJ P MORGAN EXCHANGE TRADED F
29,146$3.6M6.89%
3
XLSRSSGA ACTIVE TR
37,878$2.4M4.53%
4
SPDWSPDR INDEX SHS FDS
50,591$2.2M4.31%
5
FISRSSGA ACTIVE TR
71,646$1.9M3.56%
6
JIREJ P MORGAN EXCHANGE TRADED F
23,171$1.7M3.33%
7
SPEMSPDR INDEX SHS FDS
36,473$1.7M3.27%
8
3M4MASIMO CORP
11,800$1.5M2.94%
9
JBNDJ P MORGAN EXCHANGE TRADED F
25,102$1.4M2.60%
10
IVVISHARES TR
1,632$1.1M2.14%
11
BBAGJ P MORGAN EXCHANGE TRADED F
23,238$1.1M2.07%
12
JGLOJ P MORGAN EXCHANGE TRADED F
15,267$1.0M1.98%
13
JMUBJ P MORGAN EXCHANGE TRADED F
19,774$997K1.91%
14
VTEBVANGUARD MUN BD FDS
19,040$957K1.84%
15
SPSMSPDR SERIES TRUST
19,030$891K1.71%
16
SPYMSPDR SERIES TRUST
10,982$880K1.69%
17
SPTLSPDR SERIES TRUST
29,502$780K1.50%
18
MSFTMICROSOFT CORP
1,410$681K1.31%
19
IVEISHARES TR
3,013$638K1.22%
20
VOOVANGUARD INDEX FDS
1,017$637K1.22%
21
GQ9SPDR GOLD TR
1,534$607K1.16%
22
DYNFBLACKROCK ETF TRUST
9,447$574K1.10%
23
CERYSPDR SERIES TRUST
19,923$568K1.09%
24
NULGNUSHARES ETF TR
5,747$562K1.08%
25
IUSBISHARES TR
11,845$551K1.06%
26
NUBDNUSHARES ETF TR
24,491$547K1.05%
27
NOCNORTHROP GRUMMAN CORP
955$543K1.04%
28
DFACDIMENSIONAL ETF TRUST
13,526$535K1.03%
29
NULVNUSHARES ETF TR
11,796$531K1.02%
30
IEMGISHARES INC
7,729$519K1.00%
31
SPMDSPDR SERIES TRUST
8,828$511K0.98%
32
NVDANVIDIA CORPORATION
2,714$506K0.97%
33
IVWISHARES TR
4,037$497K0.95%
34
GWXSPDR INDEX SHS FDS
11,930$487K0.93%
35
EMHCSPDR SERIES TRUST
18,024$458K0.88%
36
IGEBISHARES TR
9,402$429K0.82%
37
OEFISHARES TR
1,253$429K0.82%
38
NUDMNUSHARES ETF TR
11,383$412K0.79%
39
SRLNSSGA ACTIVE ETF TR
9,839$406K0.78%
40
QLTAISHARES TR
8,212$394K0.76%
41
GOOGLALPHABET INC
1,229$384K0.74%
42
EFVISHARES TR
5,350$382K0.73%
43
JQUAJ P MORGAN EXCHANGE TRADED F
6,008$379K0.73%
44
BBHYJ P MORGAN EXCHANGE TRADED F
7,989$371K0.71%
45
GSUSGOLDMAN SACHS ETF TR
3,749$353K0.68%
46
AAPLAPPLE INC
1,291$350K0.67%
47
BINCBLACKROCK ETF TRUST II
6,583$347K0.67%
48
SPABSPDR SERIES TRUST
13,481$347K0.67%
49
JIVEJ P MORGAN EXCHANGE TRADED F
4,308$345K0.66%
50
TIPXSPDR SERIES TRUST
17,850$340K0.65%
51
JPMJPMORGAN CHASE & CO.
1,048$337K0.65%
52
JIGJ P MORGAN EXCHANGE TRADED F
4,373$320K0.61%
53
IEFISHARES TR
3,248$312K0.60%
54
NVONOVO-NORDISK A S
5,975$304K0.58%
55
RWLINVESCO EXCH TRADED FD TR II
2,624$300K0.58%
56
DFUVDIMENSIONAL ETF TRUST
6,433$299K0.57%
57
VONGVANGUARD SCOTTSDALE FDS
2,457$299K0.57%
58
PGPROCTER AND GAMBLE CO
2,074$296K0.57%
59
JNKSPDR SERIES TRUST
3,026$294K0.56%
60
MGVVANGUARD WORLD FD
2,054$289K0.55%
61
BSVVANGUARD BD INDEX FDS
3,636$286K0.55%
62
AVGOBROADCOM INC
821$284K0.54%
63
CLOABLACKROCK ETF TRUST II
5,383$278K0.53%
64
SUBISHARES TR
2,601$277K0.53%
65
LLYELI LILLY & CO
249$266K0.51%
66
EBNDSPDR SERIES TRUST
12,406$265K0.51%
67
AMZNAMAZON COM INC
1,141$263K0.50%
68
VEAVANGUARD TAX-MANAGED FDS
4,188$261K0.50%
69
IDMOINVESCO EXCH TRADED FD TR II
4,488$249K0.48%
70
JNJJOHNSON & JOHNSON
1,195$247K0.47%
71
QUALISHARES TR
1,233$244K0.47%
72
HYGWISHARES TR
7,942$237K0.45%
73
VTIVANGUARD INDEX FDS
686$229K0.44%
74
MTUMISHARES TR
902$225K0.43%
75
BNDVANGUARD BD INDEX FDS
2,992$221K0.42%
76
TLHISHARES TR
2,151$218K0.42%
77
THROBLACKROCK ETF TRUST
5,636$217K0.42%
78
BAIBLACKROCK ETF TRUST
6,433$214K0.41%
79
RGLORUSSELL INVTS EXCHANGE TRADE
7,135$211K0.40%
80
HYGISHARES TR
2,584$208K0.40%
81
ABBVABBVIE INC
899$204K0.39%
82
NUEMNUSHARES ETF TR
5,729$203K0.39%