Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $43,247,589
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 8,833 $4,198,520 9.7%
2.
Masimo Corp
 MASI 14,400 $1,687,824 3.9%
3.
Ishares Trust
 IEF 14,370 $1,555,553 3.59%
4.
Microsoft Corp
 MSFT 3,617 $1,360,137 3.14%
5.
Apple Inc.
 AAPL 7,002 $1,348,096 3.11%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)