Vickerman Investment Advisors
Latest statistics and disclosures from Vickerman Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BOND, XLK, PULS, PYLD, SGOV, and represent 42.06% of Vickerman Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$22M), BOND (+$8.7M), XLY (+$7.7M), PYLD (+$6.3M), XLE, XLF, XLU, VDC, VGT, VYM.
- Started 14 new stock positions in VCR, VHT, GOSS, VNQ, IAU, JEPI, NOW, VYMI, IVV, VYM. VDC, MU, VGT, VOX.
- Reduced shares in these 10 stocks: SGOV, IXN, CORP, GOOGL, DIS, HD, SBUX, NVDA, NKE, TSM.
- Sold out of its positions in AVUS, CMCSA, IWF, PFE, LONZ.
- Vickerman Investment Advisors was a net buyer of stock by $33M.
- Vickerman Investment Advisors has $500M in assets under management (AUM), dropping by 1.19%.
- Central Index Key (CIK): 0001898296
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Portfolio Holdings for Vickerman Investment Advisors
Vickerman Investment Advisors holds 89 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 14.5 | $72M | +13% | 777k | 93.08 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 8.6 | $43M | +104% | 299k | 143.97 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 7.9 | $40M | 798k | 49.59 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 6.2 | $31M | +25% | 1.2M | 26.68 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.9 | $24M | -14% | 242k | 100.38 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 4.1 | $21M | -10% | 210k | 97.85 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 3.8 | $19M | +14% | 343k | 54.77 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 2.8 | $14M | +2% | 365k | 38.89 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 2.6 | $13M | +140% | 110k | 119.41 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 2.5 | $13M | 106k | 117.72 |
|
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| Select Sector Spdr Tr State Street Hea (XLV) | 2.2 | $11M | -3% | 72k | 154.80 |
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| Ishares Tr Global Tech Etf (IXN) | 2.1 | $10M | -21% | 99k | 105.00 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 1.9 | $9.3M | +97% | 209k | 44.71 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 1.7 | $8.5M | +2% | 55k | 155.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $8.3M | -21% | 27k | 313.00 |
|
| Apple (AAPL) | 1.3 | $6.7M | -14% | 25k | 271.86 |
|
| Microsoft Corporation (MSFT) | 1.3 | $6.5M | -8% | 13k | 483.61 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 1.1 | $5.7M | +8% | 73k | 77.68 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $5.6M | +7% | 27k | 211.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.6M | 11k | 502.65 |
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| Visa Com Cl A (V) | 1.0 | $5.1M | 15k | 350.71 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $5.0M | +5% | 17k | 290.22 |
|
| Wal-Mart Stores (WMT) | 1.0 | $4.9M | -6% | 44k | 111.41 |
|
| Vanguard World Materials Etf (VAW) | 1.0 | $4.8M | 23k | 207.55 |
|
|
| salesforce (CRM) | 1.0 | $4.8M | 18k | 264.91 |
|
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| Amgen (AMGN) | 1.0 | $4.8M | -5% | 15k | 327.31 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.9 | $4.6M | +95% | 108k | 42.69 |
|
| Merck & Co (MRK) | 0.9 | $4.4M | -17% | 41k | 105.26 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $4.3M | 5.0k | 862.37 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $4.2M | +4% | 35k | 120.18 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $4.1M | -22% | 22k | 186.50 |
|
| Union Pacific Corporation (UNP) | 0.8 | $4.0M | 17k | 231.32 |
|
|
| FedEx Corporation (FDX) | 0.8 | $4.0M | -3% | 14k | 288.86 |
|
| Amazon (AMZN) | 0.8 | $3.8M | -4% | 17k | 230.82 |
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| Ge Aerospace Com New (GE) | 0.8 | $3.8M | -20% | 12k | 308.03 |
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| Cheniere Energy Com New (LNG) | 0.7 | $3.8M | 19k | 194.39 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $3.7M | -23% | 12k | 303.89 |
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| Meta Platforms Cl A (META) | 0.7 | $3.7M | +9% | 5.6k | 660.09 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.7 | $3.6M | 44k | 80.22 |
|
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| Honeywell International (HON) | 0.7 | $3.5M | 18k | 195.08 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.7 | $3.5M | +12% | 88k | 40.35 |
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| Ishares Tr Global 100 Etf (IOO) | 0.6 | $3.2M | 25k | 126.67 |
|
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| Spdr Series Trust State Street Spd (BIL) | 0.6 | $2.9M | +13% | 32k | 91.38 |
|
| Pepsi (PEP) | 0.6 | $2.9M | -23% | 20k | 143.52 |
|
| Metropcs Communications (TMUS) | 0.5 | $2.7M | -9% | 13k | 203.04 |
|
| Snowflake Com Shs (SNOW) | 0.5 | $2.5M | -3% | 11k | 219.36 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $2.4M | -29% | 7.0k | 349.99 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $2.1M | 7.1k | 302.11 |
|
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| Paypal Holdings (PYPL) | 0.4 | $2.1M | -9% | 36k | 58.38 |
|
| Nike CL B (NKE) | 0.3 | $1.7M | -40% | 27k | 63.71 |
|
| Cisco Systems (CSCO) | 0.3 | $1.4M | -22% | 18k | 77.03 |
|
| Constellation Brands Cl A (STZ) | 0.3 | $1.3M | -45% | 9.5k | 137.96 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $1.2M | NEW | 5.5k | 211.24 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.1M | -7% | 5.1k | 206.95 |
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| Starbucks Corporation (SBUX) | 0.2 | $874k | -58% | 10k | 84.21 |
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| Home Depot (HD) | 0.2 | $846k | -61% | 2.5k | 344.10 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $846k | -7% | 7.0k | 120.96 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $840k | 7.4k | 113.72 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $823k | 1.4k | 579.45 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $810k | NEW | 1.1k | 753.78 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $772k | NEW | 5.4k | 143.52 |
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| Walt Disney Company (DIS) | 0.2 | $772k | -74% | 6.8k | 113.77 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $717k | 5.7k | 125.92 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $707k | NEW | 7.9k | 90.00 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $689k | NEW | 1.8k | 393.92 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $658k | +58% | 4.9k | 133.49 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $650k | NEW | 2.3k | 287.87 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $571k | 4.0k | 141.16 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $560k | 5.8k | 96.27 |
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| Eli Lilly & Co. (LLY) | 0.1 | $556k | +37% | 517.00 | 1074.68 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $431k | NEW | 7.5k | 57.24 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $402k | +3% | 4.2k | 96.88 |
|
| Servicenow (NOW) | 0.1 | $401k | NEW | 2.6k | 153.19 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $398k | 1.6k | 246.16 |
|
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $385k | -22% | 15k | 26.23 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $369k | -14% | 541.00 | 681.92 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $351k | -7% | 8.1k | 43.43 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $338k | 5.4k | 62.47 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $335k | NEW | 3.8k | 88.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $325k | NEW | 475.00 | 684.94 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $289k | NEW | 1.5k | 193.63 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $281k | 2.1k | 131.59 |
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| Micron Technology (MU) | 0.1 | $265k | NEW | 928.00 | 285.48 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $261k | 3.7k | 71.41 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $254k | 2.8k | 89.46 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $244k | 4.5k | 53.76 |
|
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $233k | NEW | 2.9k | 81.17 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $226k | +84% | 5.0k | 45.35 |
|
| Gossamer Bio (GOSS) | 0.0 | $108k | NEW | 35k | 3.10 |
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Past Filings by Vickerman Investment Advisors
SEC 13F filings are viewable for Vickerman Investment Advisors going back to 2021
- Vickerman Investment Advisors 2025 Q4 filed Feb. 12, 2026
- Vickerman Investment Advisors 2025 Q3 filed Nov. 3, 2025
- Vickerman Investment Advisors 2025 Q2 filed Aug. 12, 2025
- Vickerman Investment Advisors 2025 Q1 filed April 29, 2025
- Vickerman Investment Advisors 2024 Q4 filed Feb. 11, 2025
- Vickerman Investment Advisors 2024 Q3 filed Oct. 31, 2024
- Vickerman Investment Advisors 2024 Q2 filed Aug. 9, 2024
- Vickerman Investment Advisors 2024 Q1 filed May 9, 2024
- Vickerman Investment Advisors 2023 Q4 filed Jan. 10, 2024
- Vickerman Investment Advisors 2023 Q3 filed Nov. 2, 2023
- Vickerman Investment Advisors 2023 Q2 filed July 31, 2023
- Vickerman Investment Advisors 2023 Q1 filed May 4, 2023
- Vickerman Investment Advisors 2022 Q4 filed Feb. 10, 2023
- Vickerman Investment Advisors 2022 Q3 filed Nov. 8, 2022
- Vickerman Investment Advisors 2022 Q2 filed Aug. 9, 2022
- Vickerman Investment Advisors 2022 Q1 filed May 9, 2022