LOCKERMAN FINANCIAL GROUP, INC. - Portfolio overview

LOCKERMAN FINANCIAL GROUP, INC. has 133 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. BBUS - J P MORGAN EXCHANGE TRADED F, 4.93%
2. SPY - STATE STR SPDR S&P 500 ETF T, 4.62%
3. FISR - SSGA ACTIVE TR, 3.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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