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  Name: LOCKERMAN FINANCIAL GROUP INC.
  City: NEWPORT BEACH
  State: CA
  Zip: 92660
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $52,288,000
  Total Value Change : $9,034,000
  Securities Held Change : 20
   
All Securities Held : 107
  New Positions : 25
  Closed Positions : 6
  Increased Positions : 33
  Unchanged Positions : 13
  Decreased Positions : 36

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MASI)1 Year Chart         MASI Masimo Corp 2 - $124.52 $2,115,000 14,400 4.04% 427,000 0 0.026    Medical Appliances & ...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 4 - $110.16 $1,588,000 14,370 3.04% 32,000 0 0.002    Closed - End Fund - E...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 31 - $32.10 $459,000 14,358 0.88% 39,000 0 0.002    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 33 - $179.54 $452,000 2,971 0.86% 33,000 0 0    Search Engines & Info...
   (HIG)1 Year Chart         HIG Hartford Financial Services... 39 - $102.12 $412,000 4,000 0.79% 90,000 0 0.001    Property & Casualty I...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 53 - $176.58 $310,000 1,540 0.59% 82,000 0 0    Oil & Gas Refining, P...
   (HCA)1 Year Chart         HCA HCA Holdings Inc 55 - $321.12 $300,000 900 0.57% 56,000 0 0    Hospitals
   (COST)1 Year Chart         COST Costco Wholesale Corp 60 - $800.93 $293,000 400 0.56% 29,000 0 0    Discount, Variety Stores
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 64 - $40.30 $279,000 6,820 0.53% 25,000 0 0.001    N/A
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 71 - $69.82 $265,000 3,912 0.51% 11,000 0 0    N/A
   (CINF)1 Year Chart         CINF Cincinnati Financial Corp 76 - $118.59 $255,000 2,050 0.49% 43,000 0 0.001    Property & Casualty I...
   (ARCC)1 Year Chart         ARCC Ares Capital Corp 99 - $21.46 $214,000 10,275 0.41% 8,000 0 0    Closed - End Fund - Debt
   (SBUX)1 Year Chart         SBUX Starbucks Corp 104 - $77.72 $207,000 2,266 0.4% -11,000 0 0    Specialty Eateries
      13 Records Found
  1    
Page 1 of 1
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