Long-term investor

Lockerman Financial Group, Inc. @lockermanfinancialgroupi

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001906539).

Record

  • Tracked since 2025-06-30 (431 days), 186 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.5% · 6 months +9.5% · 1 year +16.2% · all +16.2%
  • Max drawdown -0.7% · Sharpe 1.19 · win rate 46% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 7.4% · long · since 2025-06-30
  • 46641Q399 · 6.5% · long · since 2025-06-30
  • 464287200 · 4.6% · long · since 2025-06-30
  • 78470P507 · 4.5% · long · since 2025-06-30
  • 78470P408 · 4.4% · long · since 2025-06-30
  • 46654Q716 · 3.8% · long · since 2025-12-31
  • 78463X509 · 3.5% · long · since 2025-06-30
  • 46641Q134 · 2.6% · long · since 2025-06-30
  • 78463X889 · 2.6% · long · since 2025-06-30
  • 78468R622 · 2.3% · long · since 2025-06-30
  • 46434V613 · 2.3% · long · since 2025-06-30
  • 46654Q617 · 2.1% · long · since 2026-06-30

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