Investor
LOCKERMAN FINANCIAL GROUP, INC.
CIK 0001906539 · filed 2026-04-14 · SEC filing
13F book
$55.6M
Positions
87
9 new · 4 sold
Largest name
6.3%
J P Morgan Exchange Traded F
Est. mark
−$390.1K
Price effect on 78 names still held. Flow $3.82M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | — | 29.7K | $3.48M | 6.3% | −$178.7K | Added−$109.9K |
| Spdr S&P 500 Etf Tr | — | 5.02K | $3.27M | 5.9% | −$158.6K | Cut−$716.4K |
| Ssga Active Tr | — | 103.5K | $2.66M | 4.8% | −$13.6K | Added$805K |
| Ssga Active Tr | — | 39.8K | $2.3M | 4.1% | −$173.1K | Added−$59.7K |
| Spdr Index Shs Fds | — | 47.6K | $2.17M | 3.9% | $59K | Cut−$73.8K |
| Masimo Corp | — | 10.5K | $1.87M | 3.4% | $502K | Cut$332.9K |
| Spdr Index Shs Fds | — | 38.1K | $1.79M | 3.2% | $3.65K | Added$80.5K |
| J P Morgan Exchange Traded F | — | 21.7K | $1.64M | 3.0% | $18.7K | Cut−$90.2K |
| Ishares Tr | — | 2.29K | $1.5M | 2.7% | −$51.7K | Added$381.4K |
| J P Morgan Exchange Traded F | — | 24.8K | $1.33M | 2.4% | −$7.45K | Cut−$25.9K |
| Spdr Series Trust | — | 31.7K | $1.12M | 2.0% | $133.3K | Added$548.8K |
| J P Morgan Exchange Traded F | — | 23K | $1.06M | 1.9% | −$5.96K | Cut−$15.9K |
| J P Morgan Exchange Traded F | — | 20.5K | $1.02M | 1.8% | −$10.1K | Added$24K |
| J P Morgan Exchange Traded F | — | 15.3K | $999.9K | 1.8% | −$36.6K | Added−$33.2K |
| Vanguard Mun Bd Fds | — | 19K | $949.9K | 1.7% | −$7.62K | Held |
| Spdr Series Trust | — | 11.2K | $853.4K | 1.5% | −$40.4K | Added−$27.6K |
| Ishares Tr | — | 17.8K | $822.1K | 1.5% | −$4.16K | Added$270.8K |
| Spdr Series Trust | — | 16.3K | $788.3K | 1.4% | $23.8K | Cut−$103.4K |
| Ishares Tr | — | 3.61K | $762.9K | 1.4% | −$2.77K | Added$123.9K |
| Spdr Series Trust | — | 26.6K | $680.3K | 1.2% | −$1.75K | Added$333.2K |
| Ishares Tr | — | 5.8K | $656.4K | 1.2% | −$41K | Added$158.8K |
| Northrop Grumman Corp | — | 938 | $639.9K | 1.2% | $105.1K | Cut$95.4K |
| Blackrock Etf Trust | — | 10.9K | $633.8K | 1.1% | −$24.8K | Added$59.3K |
| Ishares Inc | — | 8.73K | $609K | 1.1% | $19.6K | Added$89.4K |
| Vanguard Index Fds | — | 1.02K | $608K | 1.1% | −$29.4K | Held |
| Spdr Gold Tr | — | 1.38K | $592.5K | 1.1% | $46.8K | Cut−$15.4K |
| Spdr Series Trust | — | 5.88K | $563.2K | 1.0% | −$4.5K | Added$269.1K |
| Spdr Series Trust | — | 9.1K | $538.8K | 1.0% | $11.6K | Added$27.6K |
| Blackrock Etf Trust Ii | — | 10.3K | $534.1K | 1.0% | −$5.53K | Added$186.7K |
| Ishares Tr | — | 7.08K | $526.3K | 0.9% | $15.7K | Added$144.2K |
| Spdr Index Shs Fds | — | 12.3K | $517.6K | 0.9% | $16.3K | Added$30.2K |
| Spdr Series Trust | — | 20.7K | $512.8K | 0.9% | −$11.9K | Added$53.9K |
| Dimensional Etf Trust | — | 13.1K | $510.3K | 0.9% | −$9.59K | Cut−$25.1K |
| Microsoft Corp | MSFT | 1.37K | $506K | 0.9% | −$155.1K | Cut−$175.9K |
| Nvidia Corp | NVDA | 2.82K | $491.1K | 0.9% | −$32.8K | Added−$15.1K |
| Spdr Series Trust | — | 18.5K | $487.5K | 0.9% | −$3.16K | Cut−$293.5K |
| Spdr Series Trust | — | 21.8K | $484.8K | 0.9% | — | New |
| Ssga Active Etf Tr | — | 11.6K | $465.4K | 0.8% | −$11.1K | Added$59.4K |
| Ishares Invest Grd Sys | — | 10.1K | $454.9K | 0.8% | −$5.64K | Added$25.6K |
| Spdr Series Trust | — | 22.5K | $432.1K | 0.8% | $1.97K | Added$91.5K |
| Nushares Etf Tr | — | 18.8K | $417K | 0.8% | −$2.72K | Cut−$130.5K |
| J P Morgan Exchange Traded F | — | 4.82K | $412.8K | 0.7% | $23.1K | Added$66.9K |
| Nushares Etf Tr | — | 8.46K | $385K | 0.7% | $3.81K | Cut−$146.4K |
| Alphabet Inc | — | 1.33K | $382.2K | 0.7% | −$31.3K | Added−$2.51K |
| Nushares Etf Tr | — | 4.17K | $379.5K | 0.7% | −$28.6K | Cut−$182.6K |
| J P Morgan Exchange Traded F | — | 6.01K | $368.8K | 0.7% | −$11.2K | Added−$10.8K |
| Ishares Tr | — | 3.4K | $342.5K | 0.6% | −$2.05K | Added$123.8K |
| Ishares Tr | — | 3.03K | $337.9K | 0.6% | — | New |
| Ishares Aaa Clo Active | — | 6.5K | $336.7K | 0.6% | $487 | Added$58.2K |
| Ishares Tr | — | 3.48K | $332.5K | 0.6% | −$2.34K | Added$20.2K |
| Ishares Aaa A Rated Cor | — | 6.97K | $331.8K | 0.6% | −$3.49K | Cut−$63.1K |
| Procter And Gamble Co | PG | 2.28K | $329.8K | 0.6% | $2.32K | Added$32.6K |
| J P Morgan Exchange Traded F | — | 4.42K | $328K | 0.6% | $3.94K | Added$7.29K |
| Ishares Tr | — | 1.69K | $324.6K | 0.6% | −$8.42K | Added$79.6K |
| Apple Inc. | AAPL | 1.26K | $319K | 0.6% | −$22.7K | Cut−$32K |
| Jpmorgan Chase & Co. | — | 1.07K | $316.2K | 0.6% | −$29.4K | Added−$21.5K |
| Goldman Sachs Etf Tr | — | 3.49K | $312.5K | 0.6% | −$16.8K | Cut−$41.4K |
| Dimensional Etf Trust | — | 6.43K | $311.7K | 0.6% | $12K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.7K | $310K | 0.6% | $1.11K | Added$9.61K |
| Blackrock Etf Trust | — | 9.34K | $307.7K | 0.6% | −$2.25K | Added$93.5K |
| Ishares Tr | — | 1.28K | $307.2K | 0.6% | −$9.31K | Added$81.4K |
| Nushares Etf Tr | — | 8.35K | $301.6K | 0.5% | −$836 | Cut−$110.6K |
| Vanguard World Fd | — | 2.07K | $300.3K | 0.5% | $7.71K | Added$10.3K |
| Spdr Series Trust | — | 14.1K | $290.3K | 0.5% | −$9.07K | Added$25.2K |
| Johnson & Johnson | JNJ | 1.18K | $289.4K | 0.5% | $44.4K | Cut$42.1K |
| Blackrock Etf Trust | — | 7.99K | $289.3K | 0.5% | −$13.2K | Added$71.9K |
| Vanguard Bd Index Fds | — | 3.57K | $279.8K | 0.5% | −$1.42K | Cut−$6.78K |
| J P Morgan Exchange Traded F | — | 6.1K | $279.5K | 0.5% | −$4.07K | Cut−$92K |
| Ishares Tr | — | 2.6K | $277K | 0.5% | −$520 | Held |
| Vanguard Scottsdale Fds | — | 2.49K | $272.9K | 0.5% | −$29.6K | Added−$26.3K |
| Amazon Com Inc | AMZN | 1.27K | $265.5K | 0.5% | −$25.7K | Added$2.18K |
| Invesco Exch Traded Fd Tr Ii | — | 4.75K | $260.7K | 0.5% | −$3.26K | Added$11.3K |
| Broadcom Inc. | AVGO | 817 | $252.9K | 0.5% | −$29.9K | Cut−$31.3K |
| Ishares Tr | — | 10.8K | $247.8K | 0.4% | — | New |
| Exxon Mobil Corp | — | 1.46K | $247.4K | 0.4% | — | New |
| Vanguard Tax-Managed Fds | — | 3.82K | $244.9K | 0.4% | $6.13K | Cut−$16.7K |
| Ishares Tr | — | 2.53K | $240.4K | 0.4% | — | New |
| Blackrock Etf Trust | — | 7.26K | $237.7K | 0.4% | — | New |
| Ishares Tr | — | 2.98K | $237.2K | 0.4% | −$2.76K | Added$28.8K |
| Eli Lilly & Co | LLY | 248 | $228K | 0.4% | −$38.2K | Cut−$39.3K |
| Blackrock Etf Trust | — | 5.55K | $228K | 0.4% | — | New |
| Vanguard Bd Index Fds | — | 2.92K | $215.1K | 0.4% | −$1.26K | Cut−$6.51K |
| Vanguard Index Fds | — | 665 | $213.3K | 0.4% | −$9.62K | Cut−$16.7K |
| Novo-Nordisk A S | — | 5.69K | $209.2K | 0.4% | −$80.4K | Cut−$94.8K |
| Ishares Tr | — | 4.13K | $206.8K | 0.4% | — | New |
| Russell Invts Exchange Trade | — | 7.13K | $206.7K | 0.4% | −$5.13K | Held |
| Spdr Series Trust | — | 2.22K | $203.1K | 0.4% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.