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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COMCAST CORP

CMCSA|20030N101

Shares:17.8K

Value:$657.6K

% of Portfolio:0.1% ($657.6K/$441.5M)

92204A207

Shares:2.6K

Value:$574.4K

% of Portfolio:0.1% ($574.4K/$441.5M)

464287887

IJT|464287887

Shares:4.2K

Value:$518.9K

% of Portfolio:0.1% ($518.9K/$441.5M)

464287499

IWR|464287499

Shares:5.9K

Value:$502.5K

% of Portfolio:0.1% ($502.5K/$441.5M)

Snowflake Inc.

SNOW|833445109

Shares:3.3K

Value:$486.9K

% of Portfolio:0.1% ($486.9K/$441.5M)

ELI LILLY & Co

LLY|532457108

Shares:579

Value:$478.2K

% of Portfolio:0.1% ($478.2K/$441.5M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:2.4K

Value:$441.7K

% of Portfolio:0.1% ($441.7K/$441.5M)

808524102

SCHB|808524102

Shares:18.8K

Value:$405.0K

% of Portfolio:0.1% ($405.0K/$441.5M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:789

Value:$392.6K

% of Portfolio:0.1% ($392.6K/$441.5M)

464287655

IWM|464287655

Shares:2.0K

Value:$391.0K

% of Portfolio:0.1% ($391.0K/$441.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:644

Value:$360.2K

% of Portfolio:0.1% ($360.2K/$441.5M)

922908744

VTV|922908744

Shares:2.1K

Value:$356.5K

% of Portfolio:0.1% ($356.5K/$441.5M)

464287606

IJK|464287606

Shares:4.1K

Value:$343.6K

% of Portfolio:0.1% ($343.6K/$441.5M)

921943858

VEA|921943858

Shares:5.4K

Value:$275.3K

% of Portfolio:0.1% ($275.3K/$441.5M)

025072885

Shares:2.9K

Value:$267.7K

% of Portfolio:0.1% ($267.7K/$441.5M)

464287705

IJJ|464287705

Shares:2.2K

Value:$264.2K

% of Portfolio:0.1% ($264.2K/$441.5M)

464288414

MUB|464288414

Shares:2.4K

Value:$253.1K

% of Portfolio:0.1% ($253.1K/$441.5M)

81369Y100

XLB|81369Y100

Shares:2.9K

Value:$252.0K

% of Portfolio:0.1% ($252.0K/$441.5M)

922907746

VTEB|922907746

Shares:4.5K

Value:$221.1K

% of Portfolio:0.1% ($221.1K/$441.5M)

464288877

Shares:3.7K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$441.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COMCAST CORP(CMCSAcusip20030N101)	17.8K	QoQ -9.48% (-1.9K) YoY -12.85% (-2.6K)	All Managers (Combined)	$657.6K	0.1% ($657.6K/$441.5M)	QoQ -11.00% (-$81.3K) YoY -25.81% (-$228.9K)
(cusip92204A207)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$574.4K	0.1% ($574.4K/$441.5M)	QoQ NEW(+$574.4K) YoY NEW(+$574.4K)
(IJTcusip464287887)	4.2K	QoQ -1.62% (-69) YoY -3.80% (-165)	All Managers (Combined)	$518.9K	0.1% ($518.9K/$441.5M)	QoQ -9.52% (-$54.6K) YoY -8.39% (-$47.5K)
(IWRcusip464287499)	5.9K	QoQ +127.27% (+3.3K) YoY +121.65% (+3.2K)	All Managers (Combined)	$502.5K	0.1% ($502.5K/$441.5M)	QoQ +118.71% (+$272.8K) YoY +124.23% (+$278.4K)
Snowflake Inc.(SNOWcusip833445109)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$486.9K	0.1% ($486.9K/$441.5M)	QoQ NEW(+$486.9K) YoY NEW(+$486.9K)
ELI LILLY & Co(LLYcusip532457108)	579	QoQ -20.46% (-149) YoY NEW(+579)	All Managers (Combined)	$478.2K	0.1% ($478.2K/$441.5M)	QoQ -14.91% (-$83.8K) YoY NEW(+$478.2K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$441.7K	0.1% ($441.7K/$441.5M)	QoQ NEW(+$441.7K) YoY NEW(+$441.7K)
(SCHBcusip808524102)	18.8K	QoQ +0.57% (-107) YoY +210.61% (+12.8K)	All Managers (Combined)	$405.0K	0.1% ($405.0K/$441.5M)	QoQ -4.60% (-$19.6K) YoY +9.55% (+$35.3K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	789	QoQ NEW(+789) YoY NEW(+789)	All Managers (Combined)	$392.6K	0.1% ($392.6K/$441.5M)	QoQ NEW(+$392.6K) YoY NEW(+$392.6K)
(IWMcusip464287655)	2.0K	QoQ -1.70% (-34) YoY -5.17% (-107)	All Managers (Combined)	$391.0K	0.1% ($391.0K/$441.5M)	QoQ -11.25% (-$49.6K) YoY -10.05% (-$43.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	644	QoQ -3.88% (-26) YoY +14.79% (+83)	All Managers (Combined)	$360.2K	0.1% ($360.2K/$441.5M)	QoQ -8.25% (-$32.4K) YoY +22.76% (+$66.8K)
(VTVcusip922908744)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$356.5K	0.1% ($356.5K/$441.5M)	QoQ NEW(+$356.5K) YoY NEW(+$356.5K)
(IJKcusip464287606)	4.1K	QoQ 0.00% (-0) YoY -1.07% (-45)	All Managers (Combined)	$343.6K	0.1% ($343.6K/$441.5M)	QoQ -8.41% (-$31.6K) YoY -9.71% (-$37.0K)
(VEAcusip921943858)	5.4K	QoQ -1.75% (-97) YoY -1.75% (-97)	All Managers (Combined)	$275.3K	0.1% ($275.3K/$441.5M)	QoQ +4.42% (-$11.7K) YoY -0.46% (-$1.3K)
(cusip025072885)✕	2.9K	QoQ 0.00% (-0) YoY -15.78% (-543)	All Managers (Combined)	$267.7K	0.1% ($267.7K/$441.5M)	QoQ -4.69% (-$13.2K) YoY -13.06% (-$40.3K)
(IJJcusip464287705)	2.2K	QoQ 0.00% (-0) YoY -1.20% (-27)	All Managers (Combined)	$264.2K	0.1% ($264.2K/$441.5M)	QoQ -4.18% (-$11.5K) YoY 0.00% (-$16)
(MUBcusip464288414)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$253.1K	0.1% ($253.1K/$441.5M)	QoQ NEW(+$253.1K) YoY NEW(+$253.1K)
(XLBcusip81369Y100)	2.9K	QoQ -1.07% (-32) YoY -1.90% (-57)	All Managers (Combined)	$252.0K	0.1% ($252.0K/$441.5M)	QoQ +1.08% (-$2.7K) YoY -9.20% (-$25.5K)
(VTEBcusip922907746)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$221.1K	0.1% ($221.1K/$441.5M)	QoQ NEW(+$221.1K) YoY NEW(+$221.1K)
(cusip464288877)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$441.5M)	QoQ NEW(+$215.5K) YoY NEW(+$215.5K)