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Vickerman Investment Advisors, Inc.

Portfolio Manager
Vickerman Investment Advisors, Inc.
Performance
+1.35% (2025 Q4)
AUM (13F)
$47.58M
# of Holdings
94
Performance Rank
Allocation (Top 20)
71.95%

Vickerman Investment Advisors, Inc. Holdings Map

Top 50 Vickerman Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BOND
PIMCO ETF TR
14.32%738.2K$68.1M
-5.01%(-38.90K)
2025-Q1: 610.9K shares2025-Q2: 641.5K shares2025-Q3: 684.0K shares2025-Q4: 777.1K shares2026-Q1: 738.2K shares
$91.49(+0.29%)
2026-03-31
PYLD
PIMCO ETF TR
9%1.64M$42.8M
+39.69%(+464.59K)
2025-Q1: 897.3K shares2025-Q2: 906.6K shares2025-Q3: 935.2K shares2025-Q4: 1.17M shares2026-Q1: 1.64M shares
$26.33(-0.01%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
8.76%313.5K$41.7M
+4.95%(+14.80K)
2025-Q1: 129.9K shares2025-Q2: 142.1K shares2025-Q3: 146.2K shares2025-Q4: 298.7K shares2026-Q1: 313.5K shares
$87.81(+104.42%)
2026-03-31
PULS
PGIM ETF TR
7.14%686.1K$34.0M
-14.04%(-112.09K)
2025-Q1: 924.3K shares2025-Q2: 743.6K shares2025-Q3: 797.9K shares2025-Q4: 798.2K shares2026-Q1: 686.1K shares
$49.49(+0.29%)
2026-03-31
SGOV
ISHARES TR
3.82%180.6K$18.2M
-25.35%(-61.33K)
2025-Q1: 332.8K shares2025-Q2: 264.8K shares2025-Q3: 283.5K shares2025-Q4: 241.9K shares2026-Q1: 180.6K shares
$100.59(-0.07%)
2026-03-31
XLF
SELECT SECTOR SPDR TR
3.55%342.4K$16.9M
-0.28%(-947)
2025-Q1: 213.0K shares2025-Q2: 280.2K shares2025-Q3: 300.7K shares2025-Q4: 343.3K shares2026-Q1: 342.4K shares
$45.40(+12.97%)
2026-03-31
DIVI
FRANKLIN TEMPLETON ETF TR
3.01%360.1K$14.3M
-1.22%(-4.45K)
2025-Q1: 331.5K shares2025-Q2: 354.1K shares2025-Q3: 356.4K shares2025-Q4: 364.6K shares2026-Q1: 360.1K shares
$28.68(+49.48%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
2.64%204.7K$12.5M
-1.89%(-3.94K)
2025-Q1: 106.7K shares2025-Q2: 103.7K shares2025-Q3: 105.4K shares2025-Q4: 208.6K shares2026-Q1: 204.7K shares
$32.25(+80.05%)
2026-03-31
XLC
SELECT SECTOR SPDR TR
2.61%112.2K$12.4M
+5.98%(+6.33K)
2025-Q1: 103.9K shares2025-Q2: 105.7K shares2025-Q3: 105.5K shares2025-Q4: 105.9K shares2026-Q1: 112.2K shares
$76.70(+52.69%)
2026-03-31
XLY
SELECT SECTOR SPDR TR
2.36%102.9K$11.2M
-6.53%(-7.18K)
2025-Q1: 42.9K shares2025-Q2: 45.1K shares2025-Q3: 45.8K shares2025-Q4: 110.1K shares2026-Q1: 102.9K shares
$93.75(+26.58%)
2026-03-31

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