Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001906539

LOCKERMAN FINANCIAL GROUP, INC.

NEWPORT BEACH, CA · File #028-22466

Latest AUM
$52.1M
Positions
96
Top-10 Concentration
49.7%
Filings
12

Sector Allocation

Financials
8.5%$4.4M
Healthcare
4.3%$2.3M
Technology
3.5%$1.8M
Industrials
1.0%$544,552

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY5,839$4.0M9.23%
2J P MORGAN EXCHANGE TRADED F46641Q39929,146$3.6M8.33%
3SSGA ACTIVE TR78470P40837,878$2.4M5.47%
4SPDR INDEX SHS FDS78463X88950,591$2.2M5.21%
5SSGA ACTIVE TR78470P50771,646$1.9M4.30%
6J P MORGAN EXCHANGE TRADED F46641Q13423,171$1.7M4.02%
7SPDR INDEX SHS FDS78463X50936,473$1.7M3.96%
8MASIMO CORPMASI11,800$1.5M3.56%
9J P MORGAN EXCHANGE TRADED F46654Q71625,102$1.4M3.15%
10J P MORGAN EXCHANGE TRADED F46641Q24123,238$1.1M2.50%
11ISHARES TR4642872001,551$1.1M2.46%
12J P MORGAN EXCHANGE TRADED F46654Q74015,267$1.0M2.39%
13J P MORGAN EXCHANGE TRADED F46641Q64719,577$988,6392.29%
14VANGUARD MUN BD FDS92290774619,040$957,5222.22%
15SPDR SERIES TRUST78468R85318,958$888,3722.06%
16SPDR SERIES TRUST78464A85410,598$850,1721.97%
17SPDR SERIES TRUST78464A66429,502$780,9181.81%
18ISHARES TR4642874083,013$638,9951.48%
19SPDR GOLD TRGLD1,534$607,9401.41%
20BLACKROCK ETF TRUSTBLK9,447$574,4911.33%