Vickerman Investment Advisors, Inc.
•CIK: 1898296•Filing: Q4 2025
**Vickerman Investment Advisors, Inc.** manages $500M across a diversified portfolio of 89 positions. The strategy exhibits a notable allocation to fixed income, highlighted by a $72.3M holding in BOND and $24.3M in SGOV. Technology and sector exposure is evident through significant positions in XLK ($43.0M) and XLF ($18.8M). The portfolio also maintains substantial allocations to income-focused assets, including PULS ($39.6M) and PYLD ($31.2M).
Total AUM
$500.3M
QoQ Performance
+1.2%
Positions
52
Top 10 Concentration
57.9%
Latest Filing
Q4 2025
Top Holdings Allocation
BOND
XLK
PULS
PYLD
BOND14.5%
XLK8.6%
PULS7.9%
PYLD6.2%
SGOV4.9%
CORP4.1%
XLF3.8%
DIVI2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.2%
Technology7.5%
Consumer3.3%
Industrial3.1%
Healthcare2.3%
Financial2.1%
Communication0.7%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑26 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023