Filed: 11/3/2025ACC: 0001898296-25-000010
📋 What this filing means
VICKERMAN INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $494.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$494.46M
Total AUM (reported)
5.42M
Total Shares
Allocation by class
COM$82.65M16.7%
ACTIVE BD ETF$63.85M12.9%
TECHNOLOGY$41.21M8.3%
PGIM ULTRA SH BD$39.76M8.0%
0-3 MNTH TREASRY$28.55M5.8%
MULTISECTOR BD$25.10M5.1%
INV GRD CRP BD$23.10M4.7%
Portfolio Concentration
Top 3$144.81M29.3%
4–10$131.62M26.6%
11–25$102.71M20.8%
Rest$115.32M23.3%
Top 3 weight
29.3%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 5.42M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.42M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings80
Rows:
PIMCO ETF TR
SOLEShares683.96K
TypeSH
Market value$63.85M
12.91%
Sole
0.00
Shared
0.00
None
683.96K
SELECT SECTOR SPDR TR
SOLEShares146.20K
TypeSH
Market value$41.21M
8.33%
Sole
0.00
Shared
0.00
None
146.20K
PGIM ETF TR
SOLEShares797.87K
TypeSH
Market value$39.76M
8.04%
Sole
0.00
Shared
0.00
None
797.87K
ISHARES TR
SOLEShares283.55K
TypeSH
Market value$28.55M
5.77%
Sole
0.00
Shared
0.00
None
283.55K
PIMCO ETF TR
SOLEShares935.20K
TypeSH
Market value$25.10M
5.08%
Sole
0.00
Shared
0.00
None
935.20K
PIMCO ETF TR
SOLEShares234.19K
TypeSH
Market value$23.10M
4.67%
Sole
0.00
Shared
0.00
None
234.19K
SELECT SECTOR SPDR TR
SOLEShares300.68K
TypeSH
Market value$16.20M
3.28%
Sole
0.00
Shared
0.00
None
300.68K
FRANKLIN TEMPLETON ETF TR
SOLEShares356.38K
TypeSH
Market value$13.30M
2.69%
Sole
0.00
Shared
0.00
None
356.38K
ISHARES TR
SOLEShares124.84K
TypeSH
Market value$12.89M
2.61%
Sole
0.00
Shared
0.00
None
124.84K
SELECT SECTOR SPDR TR
SOLEShares105.50K
TypeSH
Market value$12.49M
2.53%
Sole
0.00
Shared
0.00
None
105.50K
SELECT SECTOR SPDR TR
SOLEShares45.80K
TypeSH
Market value$10.98M
2.22%
Sole
0.00
Shared
0.00
None
45.80K
SELECT SECTOR SPDR TR
SOLEShares74.60K
TypeSH
Market value$10.38M
2.10%
Sole
0.00
Shared
0.00
None
74.60K
SELECT SECTOR SPDR TR
SOLEShares105.40K
TypeSH
Market value$9.42M
1.90%
Sole
0.00
Shared
0.00
None
105.40K
ALPHABET INC
SOLEShares33.87K
TypeSH
Market value$8.23M
1.67%
Sole
0.00
Shared
0.00
None
33.87K
SELECT SECTOR SPDR TR
SOLEShares53.30K
TypeSH
Market value$8.22M
1.66%
Sole
0.00
Shared
0.00
None
53.30K
MICROSOFT CORP
SOLEShares14.61K
TypeSH
Market value$7.57M
1.53%
Sole
0.00
Shared
0.00
None
14.61K
APPLE INC
SOLEShares28.51K
TypeSH
Market value$7.26M
1.47%
Sole
0.00
Shared
0.00
None
28.51K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.04K
TypeSH
Market value$5.55M
1.12%
Sole
0.00
Shared
0.00
None
11.04K
NVIDIA CORPORATION
SOLEShares28.34K
TypeSH
Market value$5.29M
1.07%
Sole
0.00
Shared
0.00
None
28.34K
SELECT SECTOR SPDR TR
SOLEShares66.86K
TypeSH
Market value$5.24M
1.06%
Sole
0.00
Shared
0.00
None
66.86K
VANGUARD INDEX FDS
SOLEShares24.61K
TypeSH
Market value$5.14M
1.04%
Sole
0.00
Shared
0.00
None
24.61K
VISA INC
SOLEShares14.63K
TypeSH
Market value$4.99M
1.01%
Sole
0.00
Shared
0.00
None
14.63K
WALMART INC
SOLEShares47.32K
TypeSH
Market value$4.88M
0.99%
Sole
0.00
Shared
0.00
None
47.32K
SELECT SECTOR SPDR TR
SOLEShares55.05K
TypeSH
Market value$4.80M
0.97%
Sole
0.00
Shared
0.00
None
55.05K
VANGUARD INDEX FDS
SOLEShares16.27K
TypeSH
Market value$4.78M
0.97%
Sole
0.00
Shared
0.00
None
16.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PIMCO ETF TRSOLE | ACTIVE BD ETF | 683.96K | SH | $63.85M 12.91% | 0.00 | 0.00 | 683.96K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 146.20K | SH | $41.21M 8.33% | 0.00 | 0.00 | 146.20K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 797.87K | SH | $39.76M 8.04% | 0.00 | 0.00 | 797.87K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 283.55K | SH | $28.55M 5.77% | 0.00 | 0.00 | 283.55K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 935.20K | SH | $25.10M 5.08% | 0.00 | 0.00 | 935.20K |
PIMCO ETF TRSOLE | INV GRD CRP BD | 234.19K | SH | $23.10M 4.67% | 0.00 | 0.00 | 234.19K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 300.68K | SH | $16.20M 3.28% | 0.00 | 0.00 | 300.68K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 356.38K | SH | $13.30M 2.69% | 0.00 | 0.00 | 356.38K |
ISHARES TRSOLE | GLOBAL TECH ETF | 124.84K | SH | $12.89M 2.61% | 0.00 | 0.00 | 124.84K |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 105.50K | SH | $12.49M 2.53% | 0.00 | 0.00 | 105.50K |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 45.80K | SH | $10.98M 2.22% | 0.00 | 0.00 | 45.80K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 74.60K | SH | $10.38M 2.10% | 0.00 | 0.00 | 74.60K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 105.40K | SH | $9.42M 1.90% | 0.00 | 0.00 | 105.40K |
ALPHABET INCSOLE | CAP STK CL A | 33.87K | SH | $8.23M 1.67% | 0.00 | 0.00 | 33.87K |
SELECT SECTOR SPDR TRSOLE | INDL | 53.30K | SH | $8.22M 1.66% | 0.00 | 0.00 | 53.30K |
MICROSOFT CORPSOLE | COM | 14.61K | SH | $7.57M 1.53% | 0.00 | 0.00 | 14.61K |
APPLE INCSOLE | COM | 28.51K | SH | $7.26M 1.47% | 0.00 | 0.00 | 28.51K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.04K | SH | $5.55M 1.12% | 0.00 | 0.00 | 11.04K |
NVIDIA CORPORATIONSOLE | COM | 28.34K | SH | $5.29M 1.07% | 0.00 | 0.00 | 28.34K |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 66.86K | SH | $5.24M 1.06% | 0.00 | 0.00 | 66.86K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 24.61K | SH | $5.14M 1.04% | 0.00 | 0.00 | 24.61K |
VISA INCSOLE | COM CL A | 14.63K | SH | $4.99M 1.01% | 0.00 | 0.00 | 14.63K |
WALMART INCSOLE | COM | 47.32K | SH | $4.88M 0.99% | 0.00 | 0.00 | 47.32K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 55.05K | SH | $4.80M 0.97% | 0.00 | 0.00 | 55.05K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 16.27K | SH | $4.78M 0.97% | 0.00 | 0.00 | 16.27K |
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