Vickerman Investment Advisors, Inc.
CIK 1898296 · Holdings on Dec 31, 2025 · First reported Feb 12, 2026
Top ten holdings
Q4 2025- BOND14.46%
- XLK8.59%
- PULS7.91%
- PYLD6.24%
- SGOV4.85%
- CORP4.10%
- XLF3.76%
- DIVI2.83%
- XLY2.63%
- XLC2.49%
Share classes counted separately57.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BONDWeight increased · +1.55 pp12.91% → 14.46%Shares +93.16K (+13.62%)
- PYLDWeight increased · +1.16 pp5.08% → 6.24%Shares +235.31K (+25.16%)
- SGOVWeight decreased · -0.92 pp5.77% → 4.85%Shares -41.60K (-14.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BONDPIMCO ACTIVE BOND EXCHANGE-TACTIVE BD ETF View history and evidence | $72.33M | 14.46% | 777.12K shares | 12.91% → 14.46%+1.55 pp +93.16K (+13.62%) | Added | ↗▾ |
| 02 | XLKSS TECHNOLOGY SELECT SECTORSTATE STREET TEC View history and evidence | $43.00M | 8.59% | 298.67K shares | 8.33% → 8.59%+0.26 pp +152.47K (+104.29%) | Added | ↗▾ |
| 03 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $39.58M | 7.91% | 798.21K shares | 8.04% → 7.91%-0.13 pp +337 (+0.04%) | Added | ↗▾ |
| 04 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $31.23M | 6.24% | 1.17M shares | 5.08% → 6.24%+1.16 pp +235.31K (+25.16%) | Added | ↗▾ |
| 05 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $24.29M | 4.85% | 241.94K shares | 5.77% → 4.85%-0.92 pp -41.60K (-14.67%) | Reduced | ↗▾ |
| 06 | CORPPIMCO INV GRADE CORP BD ETFINV GRD CRP BD View history and evidence | $20.51M | 4.10% | 209.63K shares | 4.67% → 4.10%-0.57 pp -24.56K (-10.49%) | Reduced | ↗▾ |
| 07 | XLFSS FINANCIAL SELECT SECTORSTATE STREET FIN View history and evidence | $18.80M | 3.76% | 343.30K shares | 3.28% → 3.76%+0.48 pp +42.62K (+14.17%) | Added | ↗▾ |
| 08 | DIVIFRANKLIN INTERNATIONAL COREINTL COR DIV TIL View history and evidence | $14.18M | 2.83% | 364.57K shares | 2.69% → 2.83%+0.14 pp +8.18K (+2.30%) | Added | ↗▾ |
| 09 | XLYSS CONSUMER DISC SELECT SECTSTATE STREET CON View history and evidence | $13.14M | 2.63% | 110.08K shares | 2.22% → 2.63%+0.41 pp +64.28K (+140.35%) | Added | ↗▾ |
| 10 | XLCSS COMM SELECT SECTOR SPDRSTATE STREET COM View history and evidence | $12.46M | 2.49% | 105.86K shares | 2.53% → 2.49%-0.04 pp +351 (+0.33%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CMCSA COMCAST CORP-CLASS A | Non-derivative | -14,976 | -$470.55K | SEC filing ↗ | SEC filing ↗ |
| PFE PFIZER INC | Non-derivative | -13,575 | -$345.89K | SEC filing ↗ | SEC filing ↗ |
| LONZ PIMCO SENIOR LOAN ACTIVE ETF | Non-derivative | -6,211 | -$317.20K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1898296 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 505666
}Research all 89 reported holdings.
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