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The Analysis of Vickerman Investment Advisors, Inc.'s Holdings & P&L

Currently, Vickerman Investment Advisors, Inc. holds 94 types of securities in its portfolio with a total value $475.8M. In the most recent quarter, they have increased their positions in PYLD (+464.6K shares, valued at $12.2M), XLK (+14.8K shares, valued at $2.0M), VYM (+12.1K shares, valued at $1.8M); decreased their positions in CORP (-178.5K shares, valued at $17.3M), SGOV (-61.3K shares, valued at $6.2M), PULS (-112.1K shares, valued at $5.5M); initiated new positions in PMBS (+7.8K shares, valued at $385.8K), GEV (+278 shares, valued at $242.7K), PRFD (+4.4K shares, valued at $221.5K).

1M P&L

+11.8M+2.41%

3M P&L

-6.6M-1.29%

HY P&L

+11.9M+2.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A387.9M

81.1%

2Software - Application10.1M

2.1%

3Discount Stores9.3M

1.9%

Top Industries by Stock Count

1N/A52 stocks

61.9%

2Software - Application4 stocks

4.8%

3Drug Manufacturers - General3 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BOND PIMCO ETF TR738.2K shares-5.01%2026-03-312026-05-12

PYLD PIMCO ETF TR1.6M shares39.69%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR313.5K shares4.95%2026-03-312026-05-12

PULS PGIM ETF TR686.1K shares-14.04%2026-03-312026-05-12

SGOV ISHARES TR180.6K shares-25.35%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR342.4K shares-0.28%2026-03-312026-05-12

DIVI FRANKLIN TEMPLETON ETF TR360.1K shares-1.22%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR204.7K shares-1.89%2026-03-312026-05-12

Sponsored

XLC SELECT SECTOR SPDR TR112.2K shares5.98%2026-03-312026-05-12

XLY SELECT SECTOR SPDR TR102.9K shares-6.53%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR71.6K shares-0.95%2026-03-312026-05-12

IXN ISHARES TR93.9K shares-4.68%2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR53.7K shares-1.57%2026-03-312026-05-12

ALPHABET INC ALPHABET INC26.3K shares-0.85%2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR75.6K shares3.82%2026-03-312026-05-12

AAPL APPLE INC24.2K shares-1.24%2026-03-312026-05-12

Sponsored

VBR VANGUARD INDEX FDS26.6K shares0.52%2026-03-312026-05-12

LNG CHENIERE ENERGY INC19.0K shares-1.38%2026-03-312026-05-12

WMT WALMART INC42.7K shares-3.87%2026-03-312026-05-12

MSFT MICROSOFT CORP14.1K shares5.55%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.6K shares-3.94%2026-03-312026-05-12

AMGN AMGEN INC14.4K shares-1.85%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION4.9K shares-1.12%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC40.6K shares-2.07%2026-03-312026-05-12

Sponsored

VO VANGUARD INDEX FDS16.9K shares-1.08%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR105.8K shares-1.72%2026-03-312026-05-12

VAW VANGUARD WORLD FD21.4K shares-8.05%2026-03-312026-05-12

FDX FEDEX CORP13.4K shares-2.74%2026-03-312026-05-12

IJR ISHARES TR35.7K shares2.50%2026-03-312026-05-12

V VISA INC14.6K shares-0.15%2026-03-312026-05-12

UNP UNION PAC CORP17.2K shares0.07%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC12.3K shares1.11%2026-03-312026-05-12

Sponsored

HON HONEYWELL INTL INC17.7K shares-2.36%2026-03-312026-05-12

NVDA NVIDIA CORPORATION22.2K shares1.87%2026-03-312026-05-12

XLRE SELECT SECTOR SPDR TR93.3K shares6.52%2026-03-312026-05-12

AMZN AMAZON COM INC17.1K shares3.18%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE12.2K shares-0.75%2026-03-312026-05-12

SPYM SPDR SERIES TRUST44.7K shares1.05%2026-03-312026-05-12

CRM SALESFORCE INC18.0K shares-0.39%2026-03-312026-05-12

META META PLATFORMS INC5.6K shares0.56%2026-03-312026-05-12

Sponsored

IOO ISHARES TR26.0K shares2.90%2026-03-312026-05-12

PEP PEPSICO INC19.6K shares-1.73%2026-03-312026-05-12

CORP PIMCO ETF TR31.1K shares-85.17%2026-03-312026-05-12

TMUS T-MOBILE US INC13.0K shares-1.40%2026-03-312026-05-12

BIL SPDR SERIES TRUST29.1K shares-7.47%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS17.4K shares224.15%2026-03-312026-05-12

VBK VANGUARD INDEX FDS7.1K shares-0.11%2026-03-312026-05-12

SNOW SNOWFLAKE INC11.3K shares0.00%2026-03-312026-05-12

Sponsored

ADBE ADOBE INC6.9K shares-0.90%2026-03-312026-05-12

PYPL PAYPAL HLDGS INC35.6K shares-1.19%2026-03-312026-05-12

CSCO CISCO SYS INC17.8K shares-1.25%2026-03-312026-05-12

STZ CONSTELLATION BRANDS INC9.2K shares-3.43%2026-03-312026-05-12

NKE NIKE INC25.4K shares-5.45%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON5.1K shares0.00%2026-03-312026-05-12

VDC VANGUARD WORLD FD5.5K shares0.00%2026-03-312026-05-12

VYMI VANGUARD WHITEHALL FDS10.2K shares29.47%2026-03-312026-05-12

Sponsored

VDE VANGUARD WORLD FD5.2K shares-9.37%2026-03-312026-05-12

IJS ISHARES TR7.1K shares-4.15%2026-03-312026-05-12

SBUX STARBUCKS CORP9.1K shares-12.58%2026-03-312026-05-12

HD HOME DEPOT INC2.3K shares-5.08%2026-03-312026-05-12

VGT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC1.4K shares-0.21%2026-03-312026-05-12

IWR ISHARES TR6.5K shares12.38%2026-03-312026-05-12

ESGV VANGUARD WORLD FD5.5K shares-20.83%2026-03-312026-05-12

Sponsored

DIS DISNEY WALT CO6.0K shares-11.06%2026-03-312026-05-12

IJT ISHARES TR3.9K shares-3.93%2026-03-312026-05-12

VHT VANGUARD WORLD FD2.1K shares-8.76%2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F9.5K shares26.62%2026-03-312026-05-12

VCR VANGUARD WORLD FD1.5K shares-15.03%2026-03-312026-05-12

VFH VANGUARD WORLD FD4.3K shares-13.53%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS5.0K shares32.37%2026-03-312026-05-12

LLY ELI LILLY & CO478 shares-7.54%2026-03-312026-05-12

Sponsored

IVV ISHARES TR672 shares41.47%2026-03-312026-05-12

IJK ISHARES TR4.2K shares0.00%2026-03-312026-05-12

PMBS PIMCO ETF TR7.8K sharesnew addition2026-03-312026-05-12

IWM ISHARES TR1.5K shares-4.64%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR14.7K shares0.28%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T533 shares-1.48%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS5.4K shares-1.16%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC928 shares0.00%2026-03-312026-05-12

Sponsored

NOW SERVICENOW INC2.6K shares0.11%2026-03-312026-05-12

EFV ISHARES TR3.7K shares0.00%2026-03-312026-05-12

VOX VANGUARD WORLD FD1.5K shares0.00%2026-03-312026-05-12

IJJ ISHARES TR2.0K shares-5.75%2026-03-312026-05-12

DFSU DIMENSIONAL ETF TRUST6.5K shares-20.06%2026-03-312026-05-12

IEFA ISHARES TR2.9K shares1.37%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F4.7K shares3.77%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR2.9K shares-0.07%2026-03-312026-05-12

Sponsored

GEV GE VERNOVA INC278 sharesnew addition2026-03-312026-05-12

XLB SELECT SECTOR SPDR TR4.8K shares-3.38%2026-03-312026-05-12

PRFD PIMCO ETF TR4.4K sharesnew addition2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP759 sharesnew addition2026-03-312026-05-12

CSX CSX CORP5.0K sharesnew addition2026-03-312026-05-12

GOSS GOSSAMER BIO INC34.8K shares0.00%2026-03-312026-05-12

BOND

PIMCO ETF TR

-5.01%

Shares738.2K

Event2026-03-31

Filed2026-05-12

PYLD

PIMCO ETF TR

39.69%

Shares1.6M

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

4.95%

Shares313.5K

Event2026-03-31

Filed2026-05-12

PULS

PGIM ETF TR

-14.04%

Shares686.1K

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES TR

-25.35%

Shares180.6K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

-0.28%

Shares342.4K

Event2026-03-31

Filed2026-05-12

DIVI

FRANKLIN TEMPLETON ETF TR

-1.22%

Shares360.1K

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

-1.89%

Shares204.7K

Event2026-03-31

Filed2026-05-12

XLC

SELECT SECTOR SPDR TR

5.98%

Shares112.2K

Event2026-03-31

Filed2026-05-12

XLY

SELECT SECTOR SPDR TR

-6.53%

Shares102.9K

Event2026-03-31

Filed2026-05-12

XLV

SELECT SECTOR SPDR TR

-0.95%

Shares71.6K

Event2026-03-31

Filed2026-05-12

IXN

ISHARES TR

-4.68%

Shares93.9K

Event2026-03-31

Filed2026-05-12

XLI

SELECT SECTOR SPDR TR

-1.57%

Shares53.7K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-0.85%

Shares26.3K

Event2026-03-31

Filed2026-05-12

XLP

SELECT SECTOR SPDR TR

3.82%

Shares75.6K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-1.24%

Shares24.2K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

0.52%

Shares26.6K

Event2026-03-31

Filed2026-05-12

LNG

CHENIERE ENERGY INC

-1.38%

Shares19.0K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-3.87%

Shares42.7K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

5.55%

Shares14.1K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-3.94%

Shares10.6K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

-1.85%

Shares14.4K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

-1.12%

Shares4.9K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

-2.07%

Shares40.6K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-1.08%

Shares16.9K

Event2026-03-31

Filed2026-05-12

XLU

SELECT SECTOR SPDR TR

-1.72%

Shares105.8K

Event2026-03-31

Filed2026-05-12

VAW

VANGUARD WORLD FD

-8.05%

Shares21.4K

Event2026-03-31

Filed2026-05-12

FDX

FEDEX CORP

-2.74%

Shares13.4K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

2.50%

Shares35.7K

Event2026-03-31

Filed2026-05-12

VISA INC

-0.15%

Shares14.6K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

0.07%

Shares17.2K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.11%

Shares12.3K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

-2.36%

Shares17.7K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

1.87%

Shares22.2K

Event2026-03-31

Filed2026-05-12

XLRE

SELECT SECTOR SPDR TR

6.52%

Shares93.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

3.18%

Shares17.1K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

-0.75%

Shares12.2K

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

1.05%

Shares44.7K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC

-0.39%

Shares18.0K

Event2026-03-31

Filed2026-05-12