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Vickerman Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Vickerman Investment Advisors, Inc.

Investment Activity

  • Vickerman Investment Advisors, Inc. has $475.77 million in total holdings as of March 31, 2026.
  • Vickerman Investment Advisors, Inc. owns shares of 94 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 4.16% of the portfolio was purchased this quarter.
  • About 7.92% of the portfolio was sold this quarter.
  • This quarter, Vickerman Investment Advisors, Inc. has purchased 89 new stocks and bought additional shares in 25 stocks.
  • Vickerman Investment Advisors, Inc. sold shares of 55 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

PIMCO ETF TR
$68,122,774

Largest New Holdings this Quarter

72201R569 - PIMCO ETF TR
$385,838 Holding
36828A101 - GE VERNOVA INC
$242,666 Holding
655844108 - Norfolk Southern
$217,833 Holding
126408103 - CSX
$204,183 Holding

Largest Purchases this Quarter

PIMCO Multi Sector Bond Active ETF
464,591 shares (about $12.17M)
Technology Select Sector SPDR Fund
14,798 shares (about $1.97M)
Vanguard High Dividend Yield ETF
12,064 shares (about $1.79M)
PIMCO ETF TR
7,779 shares (about $385.84K)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF
61,333 shares (about $6.17M)
PGIM Ultra Short Bond ETF
112,093 shares (about $5.55M)
PIMCO ETF TR
38,902 shares (about $3.59M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVickerman Investment Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PIMCO ETF TR
$68,122,774$3,589,877 â–¼-5.0%738,21814.3%ACTIVE BD ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$42,839,856$12,172,284 â–²39.7%1,635,1099.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$41,660,030$1,966,654 â–²5.0%313,4698.8%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$33,962,742$5,548,604 â–¼-14.0%686,1167.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$18,180,164$6,173,767 â–¼-25.4%180,6103.8%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$16,902,116$46,753 â–¼-0.3%342,3563.6%ETF
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$14,336,151$177,274 â–¼-1.2%360,1143.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$12,539,861$241,426 â–¼-1.9%204,6992.6%ETF
XLC
Communication Services Select Sector SPDR Fund
$12,437,051$701,966 â–²6.0%112,1872.6%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$11,213,170$782,912 â–¼-6.5%102,8922.4%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$10,500,648$100,281 â–¼-0.9%71,6232.2%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$9,383,584$460,662 â–¼-4.7%93,8642.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$8,685,871$138,279 â–¼-1.6%53,7061.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,561,663$64,988 â–¼-0.9%26,2961.6%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$6,200,885$228,314 â–²3.8%75,6391.3%ETF
Apple Inc. stock logo
AAPL
Apple
$6,136,895$76,898 â–¼-1.2%24,1811.3%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,777,764$29,981 â–²0.5%26,5951.2%ETF
CHENIERE ENERGY INC
$5,399,102$75,764 â–¼-1.4%19,0271.1%COM NEW
WALMART INC
$5,302,033$213,389 â–¼-3.9%42,6621.1%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$5,211,612$273,925 â–²5.5%14,0791.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,100,126$209,410 â–¼-3.9%10,6431.1%Finance
Amgen Inc. stock logo
AMGN
Amgen
$5,050,103$94,999 â–¼-1.8%14,3531.1%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,919,660$55,803 â–¼-1.1%4,9371.0%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,879,203$102,968 â–¼-2.1%40,5621.0%Medical
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,854,778$53,128 â–¼-1.1%16,9051.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$4,853,510$84,942 â–¼-1.7%105,7641.0%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$4,830,839$423,189 â–¼-8.1%21,4381.0%ETF
FedEx Corporation stock logo
FDX
FedEx
$4,757,852$134,280 â–¼-2.7%13,3581.0%Transportation
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$4,437,121$108,025 â–²2.5%35,6940.9%ETF
Visa Inc. stock logo
V
Visa
$4,401,823$6,649 â–¼-0.2%14,5640.9%Business Services
Union Pacific Corporation stock logo
UNP
Union Pacific
$4,173,307$2,911 â–²0.1%17,2010.9%Transportation
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,152,392$45,623 â–²1.1%12,2870.9%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$4,007,931$96,740 â–¼-2.4%17,7320.8%Multi-Sector Conglomerates
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,879,354$71,330 â–²1.9%22,2440.8%Computer and Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$3,808,337$233,180 â–²6.5%93,2730.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,552,253$109,342 â–²3.2%17,0560.7%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$3,474,764$26,391 â–¼-0.8%12,2450.7%Aerospace
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,424,170$35,438 â–²1.0%44,7370.7%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$3,366,033$13,067 â–¼-0.4%18,0320.7%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,194,812$17,736 â–²0.6%5,5840.7%Computer and Technology
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$3,143,043$88,671 â–²2.9%25,9820.7%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,049,896$53,575 â–¼-1.7%19,6400.6%Consumer Staples
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock logo
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
$3,009,415$17,282,961 â–¼-85.2%31,0890.6%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2,726,609$38,646 â–¼-1.4%12,9820.6%Computer and Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$2,670,397$215,446 â–¼-7.5%29,1400.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,583,753$1,786,679 â–²224.2%17,4460.5%Financial Services
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$2,134,187$2,418 â–¼-0.1%7,0610.4%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$1,704,2660.0%11,3000.4%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$1,681,627$15,314 â–¼-0.9%6,9180.4%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$1,609,283$19,449 â–¼-1.2%35,5800.3%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,381,335$17,458 â–¼-1.2%17,8030.3%Computer and Technology
Constellation Brands Inc stock logo
STZ
Constellation Brands
$1,378,950$49,050 â–¼-3.4%9,1930.3%Consumer Staples
NIKE, Inc. stock logo
NKE
NIKE
$1,342,103$77,381 â–¼-5.5%25,4090.3%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,250,3110.0%5,1150.3%Medical
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$1,235,4700.0%5,5010.3%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$958,986$218,260 â–²29.5%10,1760.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$892,367$92,230 â–¼-9.4%5,1570.2%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$838,152$36,246 â–¼-4.1%7,0760.2%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$812,671$116,915 â–¼-12.6%9,0710.2%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$767,629$41,111 â–¼-5.1%2,3340.2%Retail/Wholesale
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$749,3510.0%1,0740.2%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$696,498$1,475 â–¼-0.2%1,4170.1%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$635,301$70,006 â–²12.4%6,5340.1%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$621,751$163,577 â–¼-20.8%5,5380.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$581,364$72,285 â–¼-11.1%6,0320.1%Consumer Discretionary
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$562,777$23,009 â–¼-3.9%3,8890.1%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$561,380$53,932 â–¼-8.8%2,0610.1%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$539,835$113,476 â–²26.6%9,5240.1%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$533,878$94,425 â–¼-15.0%1,4870.1%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$515,134$80,580 â–¼-13.5%4,2640.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$445,008$108,835 â–²32.4%5,0170.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$439,650$35,871 â–¼-7.5%4780.1%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$438,957$128,682 â–²41.5%6720.1%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$417,9750.0%4,1540.1%ETF
PIMCO ETF TR
$385,838$385,838 â–²New Holding7,7790.1%MTG BKD SECS ACT
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$382,416$18,600 â–¼-4.6%1,5420.1%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$369,124$1,029 â–²0.3%14,7060.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$346,631$5,203 â–¼-1.5%5330.1%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$343,020$4,037 â–¼-1.2%5,3530.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$313,5930.0%9280.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$273,712$314 â–²0.1%2,6180.1%Computer and Technology
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$271,8980.0%3,6570.1%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$268,5010.0%1,4930.1%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$266,988$16,298 â–¼-5.8%2,0150.1%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$265,195$66,566 â–¼-20.1%6,4540.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$260,364$3,531 â–²1.4%2,8760.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$254,089$9,243 â–²3.8%4,7010.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$253,107$176 â–¼-0.1%2,8710.1%Finance
GE VERNOVA INC
$242,666$242,666 â–²New Holding2780.1%COM
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$240,256$8,395 â–¼-3.4%4,8080.1%ETF
PRFD
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
$221,479$221,479 â–²New Holding4,3710.0%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$217,833$217,833 â–²New Holding7590.0%Transportation
CSX Corporation stock logo
CSX
CSX
$204,183$204,183 â–²New Holding4,9740.0%Transportation
Gossamer Bio, Inc. stock logo
GOSS
Gossamer Bio
$11,4280.0%34,7870.0%Medical

Showing largest 100 holdings. View all holdings.
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