Vickerman Investment Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Vickerman Investment Advisors, Inc. reported 79 stock positions worth $465.3 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 12.7% of the portfolio, followed by Pgim Ultra Short Bond ETF (PULS, 8.0%) and SS Technology Select Sector (XLK, 7.7%). Compared with Q1 2025, it opened 1 new position, sold out of 6, added to 40 and reduced 32. The biggest buy was SS Technology Select Sector (XLK, shares +9%) and the biggest sale Pgim Ultra Short Bond ETF (PULS, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0001898296
- Portfolio Value
- $465.3M (Q2 2025)
- SEC Filing
- 0001898131-25-000003 ↗ filed Aug 12, 2025
Holdings Value
Holdings 79 stocks · $465.3M
| BOND PIMCO Active Bond Exchange-T | 12.71% | 641,509 | $59.1M | Add +5.0% |
| PULS Pgim Ultra Short Bond ETF | 7.95% | 743,584 | $37.0M | Reduce -19.6% |
| XLK SS Technology Select Sector | 7.73% | 142,120 | $36.0M | Add +9.4% |
| SGOV iShares 0-3 Month Treasury B | 5.73% | 264,750 | $26.7M | Reduce -20.4% |
| PYLD PIMCO Multisector Bond Actv | 5.17% | 906,592 | $24.1M | Add +1.0% |
| CORP PIMCO Inv Grade Corp. BD ETF | 4.75% | 227,261 | $22.1M | Add +2.5% |
| XLF SS Financial Select Sector | 3.15% | 280,218 | $14.7M | Add +31.5% |
| DIVI Franklin International Core | 2.71% | 354,086 | $12.6M | Add +6.8% |
| IXN iShares Global Tech ETF | 2.61% | 131,603 | $12.2M | Reduce -1.4% |
| XLC SS Comm Select Sector SPDR | 2.46% | 105,670 | $11.5M | Add +1.7% |
| XLY SS Consumer Disc Select Sect | 2.11% | 45,113 | $9.8M | Add +5.2% |
| XLV SS Health Care Select Sector | 2.10% | 72,529 | $9.8M | Add +4.2% |
| XLE SS Energy Select Sector | 1.89% | 103,696 | $8.8M | Reduce -2.8% |
| XLI SS Industrial Select Sector | 1.69% | 53,253 | $7.9M | Add +0.2% |
| MSFT Microsoft Corp. | 1.59% | 14,846 | $7.4M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 1.30% | 34,270 | $6.0M | Add +9.2% |
| AAPL Apple Inc. | 1.18% | 26,669 | $5.5M | Add +3.9% |
| V Visa Inc. Class A | 1.12% | 14,707 | $5.2M | Add +9.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 10,748 | $5.2M | Add +8.2% |
| XLP SS Consumer Staples Sel Sect | 1.10% | 63,485 | $5.1M | Reduce -2.5% |
| LNG Cheniere Energy Inc. | 1.04% | 19,926 | $4.9M | Add +13.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.02% | 24,434 | $4.8M | Add +16.2% |
| COST Costco Wholesale Corp. | 1.01% | 4,751 | $4.7M | Add +7.5% |
| WMT Walmart Inc. | 1.01% | 47,845 | $4.7M | Add +7.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.97% | 16,118 | $4.5M | Add +6.4% |
| VAW Vanguard Materials ETF | 0.97% | 23,104 | $4.5M | Reduce -7.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.97% | 55,049 | $4.5M | Reduce -8.4% |
| NVDA Nvidia Corp. | 0.95% | 28,009 | $4.4M | Add +168.4% |
| HON Honeywell International Inc. | 0.94% | 18,744 | $4.4M | Add +6.2% |
| CRM Salesforce Inc. | 0.93% | 15,798 | $4.3M | Add +5.2% |
| GE General Electric filed as GE AEROSPACE | 0.87% | 15,686 | $4.0M | Add +182.6% |
| AMGN Amgen Inc. | 0.82% | 13,748 | $3.8M | Add +8.4% |
| META Meta Platforms Inc. Class A | 0.81% | 5,128 | $3.8M | Add +181.6% |
| UNP Union Pacific Corp. | 0.81% | 16,442 | $3.8M | Add +17.1% |
| AMZN Amazon.com Inc. | 0.81% | 17,208 | $3.8M | Add +133.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.78% | 16,094 | $3.6M | Add +183.9% |
| LONZ PIMCO Senior Loan Active ETF | 0.77% | 70,706 | $3.6M | Reduce -61.3% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 32,822 | $3.6M | Add +3.5% |
| MRK Merck & Co. Inc. | 0.76% | 44,533 | $3.5M | Add +19.7% |
| TMUS T-Mobile US Inc. | 0.76% | 14,765 | $3.5M | Add +3.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.73% | 27,457 | $3.4M | Reduce -4.9% |
| PEP Pepsico Inc. | 0.73% | 25,700 | $3.4M | Add +18.5% |
| ADBE Adobe Inc. | 0.71% | 8,544 | $3.3M | Add +223.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.70% | 45,088 | $3.3M | Reduce -1.9% |
| NKE Nike Inc. Class B | 0.70% | 46,070 | $3.3M | Add +18.7% |
| FDX FedEx Corp. | 0.68% | 13,990 | $3.2M | Add +2.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.67% | 34,041 | $3.1M | Reduce -5.6% |
| PYPL PayPal Holdings Inc. | 0.64% | 40,234 | $3.0M | Reduce -0.6% |
| XLRE SS Real Estate Select Sector | 0.63% | 71,209 | $2.9M | Reduce -4.0% |
| IOO iShares Global 100 ETF | 0.60% | 25,978 | $2.8M | Reduce -1.4% |
| STZ Constellation Brands Inc. Class A | 0.57% | 16,392 | $2.7M | Add +581.0% |
| SNOW Snowflake Inc. | 0.57% | 11,753 | $2.6M | Add +252.8% |
| HD Home Depot Inc. | 0.51% | 6,454 | $2.4M | Reduce -1.8% |
| SBUX Starbucks Corp. | 0.50% | 25,303 | $2.3M | Reduce -3.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.42% | 7,078 | $2.0M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.38% | 25,637 | $1.8M | Reduce -53.4% |
| BA The Boeing Co. | 0.33% | 7,272 | $1.5M | Reduce -53.1% |
| JNJ Johnson & Johnson | 0.20% | 6,099 | $932K | Reduce -60.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.16% | 7,409 | $737K | Reduce -2.1% |
| VDE Vanguard Energy ETF | 0.15% | 6,035 | $719K | Reduce -26.6% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 5,907 | $543K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.12% | 4,081 | $543K | Reduce -2.1% |
| CMCSA Comcast Corp. Class A | 0.12% | 15,021 | $536K | Reduce -15.7% |
| SCHB Schwab US Broad Market ETF | 0.10% | 18,867 | $450K | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 1,015 | $412K | Add +28.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 644 | $398K | No change |
| LLY Eli Lilly & Co. | 0.08% | 490 | $382K | Reduce -15.4% |
| VFH Vanguard Financials ETF | 0.08% | 3,000 | $382K | Reduce -53.4% |
| IWM iShares Russell 2000 ETF | 0.08% | 1,698 | $366K | Reduce -13.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.08% | 4,012 | $365K | Reduce -2.8% |
| PFE Pfizer Inc. | 0.07% | 13,758 | $333K | Reduce -73.0% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 5,416 | $309K | No change |
| AVUS Avantis U.S. Equity ETF | 0.06% | 2,652 | $267K | Reduce -8.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 2,149 | $266K | Reduce -2.6% |
| XLB SS Materials Select Sector | 0.05% | 2,769 | $243K | Reduce -5.5% |
| IWF iShares Russell 1000 Growth | 0.05% | 572 | $243K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 2,837 | $237K | New |
| EFV iShares MSCI Eafe Value ETF | 0.05% | 3,657 | $232K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 4,529 | $224K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| PULS Pgim Ultra Short Bond ETF | Reduce -19.6% | 7.95% | −2.46 |
| SGOV iShares 0-3 Month Treasury B | Reduce -20.4% | 5.73% | −1.86 |
| LONZ PIMCO Senior Loan Active ETF | Reduce -61.3% | 0.77% | −1.31 |
| CSCO Cisco Systems Inc. | Reduce -53.4% | 0.38% | −0.39 |
| JNJ Johnson & Johnson | Reduce -60.8% | 0.20% | −0.38 |
| XLE SS Energy Select Sector | Reduce -2.8% | 1.89% | −0.37 |
| BA The Boeing Co. | Reduce -53.1% | 0.33% | −0.27 |
| PFE Pfizer Inc. | Reduce -73.0% | 0.07% | −0.22 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.13 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -8.4% | 0.97% | −0.11 |
| VAW Vanguard Materials ETF | Reduce -7.8% | 0.97% | −0.10 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.5% | 1.10% | −0.10 |
| VFH Vanguard Financials ETF | Reduce -53.4% | 0.08% | −0.09 |
| VDE Vanguard Energy ETF | Reduce -26.6% | 0.15% | −0.09 |
| SBUX Starbucks Corp. | Reduce -3.8% | 0.50% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -5.6% | 0.67% | −0.08 |
| XLRE SS Real Estate Select Sector | Reduce -4.0% | 0.63% | −0.07 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.05 |
| VIS Vanguard Industrials ETF | Sold out | 0.00% | −0.05 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -1.8% | 0.51% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -15.7% | 0.12% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -15.4% | 0.08% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -13.4% | 0.08% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.1% | 0.16% | −0.01 |
| XLB SS Materials Select Sector | Reduce -5.5% | 0.05% | −0.00 |
| AVUS Avantis U.S. Equity ETF | Reduce -8.5% | 0.06% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.6% | 0.06% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -2.1% | 0.12% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -2.8% | 0.08% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.9% | 0.70% | +0.02 |
| IOO iShares Global 100 ETF | Reduce -1.4% | 0.60% | +0.03 |
| PYPL PayPal Holdings Inc. | Reduce -0.6% | 0.64% | +0.04 |
| DIS The Walt Disney Co. | Reduce -4.9% | 0.73% | +0.09 |
| MSFT Microsoft Corp. | Reduce -0.7% | 1.59% | +0.32 |
| IXN iShares Global Tech ETF | Reduce -1.4% | 2.61% | +0.32 |
Portfolio Buys Q1 2025 → Q2 2025
| XLK SS Technology Select Sector | Add +9.4% | 7.73% | +1.66 |
| XLF SS Financial Select Sector | Add +31.5% | 3.15% | +0.75 |
| NVDA Nvidia Corp. | Add +168.4% | 0.95% | +0.69 |
| GE General Electric | Add +182.6% | 0.87% | +0.62 |
| META Meta Platforms Inc. Class A | Add +181.6% | 0.81% | +0.58 |
| TSM Taiwan Semiconductor-SP ADR | Add +183.9% | 0.78% | +0.57 |
| AMZN Amazon.com Inc. | Add +133.2% | 0.81% | +0.49 |
| ADBE Adobe Inc. | Add +223.4% | 0.71% | +0.48 |
| STZ Constellation Brands Inc. Class A | Add +581.0% | 0.57% | +0.47 |
| SNOW Snowflake Inc. | Add +252.8% | 0.57% | +0.45 |
| DIVI Franklin International Core | Add +6.8% | 2.71% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +9.2% | 1.30% | +0.20 |
| XLC SS Comm Select Sector SPDR | Add +1.7% | 2.46% | +0.20 |
| XLY SS Consumer Disc Select Sect | Add +5.2% | 2.11% | +0.19 |
| NKE Nike Inc. Class B | Add +18.7% | 0.70% | +0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +16.2% | 1.02% | +0.14 |
| LNG Cheniere Energy Inc. | Add +13.8% | 1.04% | +0.12 |
| WMT Walmart Inc. | Add +7.6% | 1.01% | +0.12 |
| XLI SS Industrial Select Sector | Add +0.2% | 1.69% | +0.11 |
| HON Honeywell International Inc. | Add +6.2% | 0.94% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.4% | 0.97% | +0.08 |
| COST Costco Wholesale Corp. | Add +7.5% | 1.01% | +0.06 |
| UNP Union Pacific Corp. | Add +17.1% | 0.81% | +0.06 |
| V Visa Inc. Class A | Add +9.8% | 1.12% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.05% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +3.5% | 0.77% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.1% | 0.42% | +0.02 |
| CRM Salesforce Inc. | Add +5.2% | 0.93% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.10% | +0.00 |
| MRK Merck & Co. Inc. | Add +19.7% | 0.76% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +28.6% | 0.09% | −0.00 |
| PEP Pepsico Inc. | Add +18.5% | 0.73% | −0.01 |
| FDX FedEx Corp. | Add +2.8% | 0.68% | −0.07 |
| AMGN Amgen Inc. | Add +8.4% | 0.82% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.2% | 1.12% | −0.08 |
| BOND PIMCO Active Bond Exchange-T | Add +5.0% | 12.71% | −0.09 |
| TMUS T-Mobile US Inc. | Add +3.2% | 0.76% | −0.11 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +2.5% | 4.75% | −0.11 |
| AAPL Apple Inc. | Add +3.9% | 1.18% | −0.12 |
| PYLD PIMCO Multisector Bond Actv | Add +1.0% | 5.17% | −0.18 |
| XLV SS Health Care Select Sector | Add +4.2% | 2.10% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 100 | $515.1M | XLK, BOND, PYLD, PULS, XLF |
| Q1 2026 | 94 | $475.8M | BOND, PYLD, XLK, PULS, SGOV |
| Q4 2025 | 89 | $500.3M | BOND, XLK, PULS, PYLD, SGOV |
| Q3 2025 | 80 | $494.5M | BOND, XLK, PULS, SGOV, PYLD |
| Q2 2025 | 79 | $465.3M | BOND, PULS, XLK, SGOV, PYLD |
| Q1 2025 | 84 | $441.5M | BOND, PULS, SGOV, XLK, PYLD |
| Q4 2024 | 67 | $368.0M | PULS, SGOV, XLK, BOND, IXN |
| Q3 2024 | 65 | $340.3M | PULS, SGOV, XLK, BOND, IXN |
| Q2 2024 | 64 | $311.5M | PULS, SGOV, XLK, BOND, IXN |
| Q1 2024 | 64 | $310.0M | XLK, PULS, BOND, SGOV, LDUR |