13F Filings History of LOCKERMAN FINANCIAL GROUP, INC.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$52,126,577
Signature - Title
Lisa L Lockerman - Chief Compliance Officer
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by LOCKERMAN FINANCIAL GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LOCKERMAN FINANCIAL GROUP, INC. reported 82 stock holdings with total value $52,126,577 as of Q4 2025. Top holdings included SPY, BBUS, XLSR, SPDW, and FISR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 82 $52,126,577 +$6,693,731 -$34,883,531 -$28,189,800 SPY, BBUS, XLSR, SPDW, FISR 13F-HR 20 Jan 2026, 21:56
Q3 2025 118 $79,332,615 +$10,501,400 -$9,667,717 +$833,683 SPY, BBUS, NVDA, MSFT, IJR 13F-HR 16 Oct 2025, 17:18
Q2 2025 121 $74,286,168 +$10,518,319 -$6,892,091 +$3,626,228 SPY, BBUS, MASI, FISR, IJR 13F-HR 17 Jul 2025, 17:36
Q1 2025 113 $66,118,045 +$14,405,219 -$5,829,342 +$8,575,877 SPY, BBUS, MASI, IJR, SPDW 13F-HR 17 Apr 2025, 09:59
Q4 2024 103 $58,752,456 +$3,361,256 -$3,543,382 -$182,126 SPY, BBUS, IJR, MASI, MSFT 13F-HR 16 Jan 2025, 17:32
Q3 2024 102 $59,071,876 +$4,254,702 -$2,612,229 +$1,642,473 SPY, IJR, BBUS, MASI, MSFT 13F-HR 15 Oct 2024, 17:28
Q2 2024 103 $55,134,803 +$6,883,084 -$4,037,144 +$2,845,940 SPY, IJR, MSFT, MASI, BBUS 13F-HR 16 Jul 2024, 13:26
Q1 2024 107 $52,287,977 +$9,044,035 -$2,850,798 +$6,193,237 SPY, MASI, MSFT, IJR, BBUS 13F-HR 15 Apr 2024, 21:08
Q4 2023 87 $43,247,589 +$4,186,150 -$1,474,998 +$2,711,152 SPY, MASI, IJR, MSFT, AAPL 13F-HR 18 Jan 2024, 09:57
Q3 2023 79 $37,176,017 +$6,220,332 -$2,915,875 +$3,304,457 SPY, BBAG, IJR, MASI, AAPL 13F-HR 19 Oct 2023, 12:01
Q2 2023 74 $36,003,937 +$2,488,320 -$4,006,059 -$1,517,739 SPY, MASI, IJR, AAPL, MSFT 13F-HR 20 Jul 2023, 10:19
Q1 2023 73 $36,329,252 +$2,362,015 -$1,755,262 +$606,753 SPY, MASI, IJR, NUBD, AAPL 13F-HR 10 May 2023, 17:25
Q4 2022 71 $34,269,452 +$6,533,745 -$8,983,256 -$2,449,511 SPY, MASI, IJR, NUBD, NULV 13F-HR 07 Feb 2023, 20:42
Q3 2022 63 $34,748,000 +$7,228,469 -$2,002,571 +$5,225,898 SUB, IWM, SPY, MASI, HYD 13F-HR 24 Oct 2022, 15:47
Q2 2022 60 $31,297,000 +$5,880,589 -$7,691,587 -$1,810,998 IWM, SPY, MASI, NUBD, SUB 13F-HR 21 Jul 2022, 20:24
Q1 2022 72 $36,995,000 +$5,272,553 -$2,991,727 +$2,280,826 AAXJ, SPY, MASI, NUBD, IWM 13F-HR 10 May 2022, 15:13
Q4 2021 64 $38,233,000 $0 $0 $0 MASI, SPY, AAXJ, NUBD, NOC 13F-HR 09 May 2022, 18:23