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Showing Q3 2025 data
Lokken Investment Group LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Lokken Investment Group LLC
•CIK: 1842840•Filing: Q3 2025
**Lokken Investment Group LLC** manages $291M across a diversified portfolio of 148 holdings. The fund exhibits significant concentration in large-cap growth and value sectors, with top positions including VTV ($18.2M) and VUG ($17.7M). Notable allocations also include $11.7M in GQ9 and $10.3M in MGMT, suggesting a tactical focus on established market leaders and thematic opportunities. This structure indicates a mandate prioritizing exposure to core U.S. equity indices while maintaining targeted sector overweighting.
Total AUM
$291.2M
QoQ Performance
+12.2%
Positions
115
Top 10 Concentration
38.3%
Latest Filing
Q3 2025
Top Holdings Allocation
VTV
VUG
VTV6.2%
VUG6.1%
GQ94.0%
MGMT3.5%
VB3.3%
FBND3.2%
AAPL3.1%
FEOE3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.3%
Technology9.8%
Healthcare3.8%
Financial2.9%
Consumer2.7%
Industrial1.7%
Energy1.4%
ETF1.1%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW14 new positions
↑80 increased
↓43 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023