Vickerman-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SNOW",
  "ADBE",
  "GOOGL",
  "VDE",
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  "UNP",
  "MUB",
  "META",
  null,
  null,
  null,
  "MSFT",
  "TMUS",
  "GE",
  "IJR",
  "VHT",
  null,
  null,
  "IWF",
  null,
  "PYPL",
  "PEP",
  "IJK",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "MRK",
  "AMGN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  "SBUX",
  "TMO",
  "VO",
  "VWO",
  null,
  null,
  "XLB",
  null,
  "TSM",
  null,
  null,
  null,
  "IWR",
  "AMZN",
  "SCHB",
  null,
  "VFH",
  "VEA",
  "VBK",
  "VTEB",
  "VBR",
  "VTV",
  "V",
  "WMT",
  "CRM",
  "FDX",
  "BRK-B",
  "BA",
  "LNG",
  "CSCO",
  "CMCSA",
  "STZ",
  "COST",
  "IJT",
  "IJJ",
  "NKE",
  "IWM",
  "DIS",
  "JNJ",
  "LLY",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 84
Total Value: 441498290
Accession Number: 0001898296-25-000005
Form Type: 13F-HR
CIK: vickerman-investment-advisors
Manager Name: Vickerman-Investment-Advisors

Data Enrichment

70% identified

59 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $441.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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72201R775

Shares:610.9K

Value:$56.5M

% of Portfolio:12.8% ($56.5M/$441.5M)

69344A107

Shares:924.3K

Value:$46.0M

% of Portfolio:10.4% ($46.0M/$441.5M)

46436E718

Shares:332.8K

Value:$33.5M

% of Portfolio:7.6% ($33.5M/$441.5M)

81369Y803

XLK|81369Y803

Shares:129.9K

Value:$26.8M

% of Portfolio:6.1% ($26.8M/$441.5M)

72201R585

Shares:897.3K

Value:$23.6M

% of Portfolio:5.4% ($23.6M/$441.5M)

72201R817

Shares:221.8K

Value:$21.5M

% of Portfolio:4.9% ($21.5M/$441.5M)

35473P108

Shares:331.5K

Value:$10.8M

% of Portfolio:2.4% ($10.8M/$441.5M)

81369Y605

Shares:213.0K

Value:$10.6M

% of Portfolio:2.4% ($10.6M/$441.5M)

81369Y209

Shares:69.6K

Value:$10.2M

% of Portfolio:2.3% ($10.2M/$441.5M)

464287291

Shares:133.4K

Value:$10.1M

% of Portfolio:2.3% ($10.1M/$441.5M)

81369Y852

Shares:103.9K

Value:$10.0M

% of Portfolio:2.3% ($10.0M/$441.5M)

81369Y506

Shares:106.7K

Value:$10.0M

% of Portfolio:2.3% ($10.0M/$441.5M)

72201R627

Shares:182.6K

Value:$9.2M

% of Portfolio:2.1% ($9.2M/$441.5M)

81369Y407

Shares:42.9K

Value:$8.5M

% of Portfolio:1.9% ($8.5M/$441.5M)

81369Y704

Shares:53.1K

Value:$7.0M

% of Portfolio:1.6% ($7.0M/$441.5M)

Apple Inc.

AAPL|037833100

Shares:25.7K

Value:$5.7M

% of Portfolio:1.3% ($5.7M/$441.5M)

MICROSOFT CORP

MSFT|594918104

Shares:14.9K

Value:$5.6M

% of Portfolio:1.3% ($5.6M/$441.5M)

81369Y308

Shares:65.1K

Value:$5.3M

% of Portfolio:1.2% ($5.3M/$441.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:9.9K

Value:$5.3M

% of Portfolio:1.2% ($5.3M/$441.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:31.4K

Value:$4.9M

% of Portfolio:1.1% ($4.9M/$441.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R775)✕	610.9K	QoQ +155.48% (+371.8K) YoY +125.04% (+339.4K)	All Managers (Combined)	$56.5M	12.8% ($56.5M/$441.5M)	QoQ +161.27% (+$34.9M) YoY +126.54% (+$31.6M)
(cusip69344A107)✕	924.3K	QoQ -14.98% (-162.9K) YoY +62.47% (+355.4K)	All Managers (Combined)	$46.0M	10.4% ($46.0M/$441.5M)	QoQ -14.67% (-$7.9M) YoY +62.57% (+$17.7M)
(cusip46436E718)✕	332.8K	QoQ -31.03% (-149.8K) YoY +79.28% (+147.2K)	All Managers (Combined)	$33.5M	7.6% ($33.5M/$441.5M)	QoQ -30.79% (-$14.9M) YoY +79.21% (+$14.8M)
(XLKcusip81369Y803)	129.9K	QoQ +17.22% (+19.1K) YoY -19.81% (-32.1K)	All Managers (Combined)	$26.8M	6.1% ($26.8M/$441.5M)	QoQ +4.10% (+$1.1M) YoY -20.50% (-$6.9M)
(cusip72201R585)✕	897.3K	QoQ +779.49% (+795.3K) YoY NEW(+897.3K)	All Managers (Combined)	$23.6M	5.4% ($23.6M/$441.5M)	QoQ +794.08% (+$21.0M) YoY NEW(+$23.6M)
(cusip72201R817)✕	221.8K	QoQ NEW(+221.8K) YoY NEW(+221.8K)	All Managers (Combined)	$21.5M	4.9% ($21.5M/$441.5M)	QoQ NEW(+$21.5M) YoY NEW(+$21.5M)
(cusip35473P108)✕	331.5K	QoQ +12.30% (+36.3K) YoY +12.34% (+36.4K)	All Managers (Combined)	$10.8M	2.4% ($10.8M/$441.5M)	QoQ +21.95% (+$1.9M) YoY +13.74% (+$1.3M)
(cusip81369Y605)✕	213.0K	QoQ +33.49% (+53.5K) YoY +84.95% (+97.8K)	All Managers (Combined)	$10.6M	2.4% ($10.6M/$441.5M)	QoQ +37.58% (+$2.9M) YoY +118.72% (+$5.8M)
(cusip81369Y209)✕	69.6K	QoQ +5.19% (+3.4K) YoY -0.43% (-306)	All Managers (Combined)	$10.2M	2.3% ($10.2M/$441.5M)	QoQ +11.64% (+$1.1M) YoY -1.59% (-$164.9K)
(cusip464287291)✕	133.4K	QoQ -0.69% (-930) YoY +987.72% (+121.1K)	All Managers (Combined)	$10.1M	2.3% ($10.1M/$441.5M)	QoQ -11.24% (-$1.3M) YoY +1001.25% (+$9.2M)
(cusip81369Y852)✕	103.9K	QoQ -4.70% (-5.1K) YoY -18.08% (-22.9K)	All Managers (Combined)	$10.0M	2.3% ($10.0M/$441.5M)	QoQ -5.05% (-$533.8K) YoY -3.24% (-$336.5K)
(cusip81369Y506)✕	106.7K	QoQ -0.34% (-373) YoY +6.99% (+7.0K)	All Managers (Combined)	$10.0M	2.3% ($10.0M/$441.5M)	QoQ +8.71% (-$799.2K) YoY +5.90% (+$555.9K)
(cusip72201R627)✕	182.6K	QoQ NEW(+182.6K) YoY NEW(+182.6K)	All Managers (Combined)	$9.2M	2.1% ($9.2M/$441.5M)	QoQ NEW(+$9.2M) YoY NEW(+$9.2M)
(cusip81369Y407)✕	42.9K	QoQ +10.14% (-4.0K) YoY +8.27% (+3.3K)	All Managers (Combined)	$8.5M	1.9% ($8.5M/$441.5M)	QoQ -3.05% (-$266.5K) YoY +16.26% (+$1.2M)
(cusip81369Y704)✕	53.1K	QoQ +3.79% (+1.9K) YoY -6.61% (-3.8K)	All Managers (Combined)	$7.0M	1.6% ($7.0M/$441.5M)	QoQ +3.25% (+$219.5K) YoY -2.82% (-$202.8K)
Apple Inc.(AAPLcusip037833100)	25.7K	QoQ +20.79% (+4.4K) YoY +1.43% (+362)	All Managers (Combined)	$5.7M	1.3% ($5.7M/$441.5M)	QoQ +7.14% (+$380.1K) YoY +31.38% (+$1.4M)
MICROSOFT CORP(MSFTcusip594918104)	14.9K	QoQ +23.84% (+2.9K) YoY +23.30% (+2.8K)	All Managers (Combined)	$5.6M	1.3% ($5.6M/$441.5M)	QoQ +10.29% (+$523.8K) YoY +10.02% (+$511.4K)
(cusip81369Y308)✕	65.1K	QoQ +6.92% (+4.2K) YoY +4.79% (+3.0K)	All Managers (Combined)	$5.3M	1.2% ($5.3M/$441.5M)	QoQ +11.08% (+$530.7K) YoY +12.08% (+$573.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	9.9K	QoQ -11.23% (-1.3K) YoY -16.06% (-1.9K)	All Managers (Combined)	$5.3M	1.2% ($5.3M/$441.5M)	QoQ +4.29% (-$218.0K) YoY +6.29% (-$313.4K)
Alphabet Inc.(GOOGLcusip02079K305)	31.4K	QoQ +10.76% (-3.0K) YoY +6.13% (+1.8K)	All Managers (Combined)	$4.9M	1.1% ($4.9M/$441.5M)	QoQ -9.51% (-$510.1K) YoY +8.74% (+$390.2K)