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Home > Institutional Investor > Lockerman Financial Group, Inc. > Profile

Instuitional Investor - Lockerman Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Lockerman Financial Group, Inc.
Portfolio Value $74,286,168
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 10,532 $6,507,197 8.76%
2.
J P Morgan Exchange Traded F
 26,442 $2,959,364 3.98%
3.
Masimo Corp
 MASI 13,100 $2,203,682 2.97%
4.
Ssga Active Tr
 84,417 $2,181,336 2.94%
5.
Ishares Trust
 IEF 19,943 $2,179,571 2.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)