Vickerman Investment Advisors, Inc.

CIK

1898296

Location

SPOKANE, WA

Portfolio Value

Small $109,077,414

Diversification

Diversified

Filing Date

Global Rank

#5,505 / 8,605 ▲ 126 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.7%

3Y Alpha vs SPY

-7.1%

Period ended 3 months ago

Filed May 12, 2026 · 58d

19 quarters · since Sep 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.3%

SPY

+76.5%

Annualised alpha

-6.8%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−0.5 pts

Top 5

27.1%

−1.4 pts

Top 10

49.5%

+0.2 pts

HHI

388

Diversified−1

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.8%	$28,100,748	10
Industrials	15.0%	$16,350,059	7
Consumer Defensive	13.4%	$14,650,252	4
Communication Services	12.9%	$14,064,423	4
Healthcare	11.3%	$12,327,207	6
Financial Services	10.2%	$11,111,231	3
Consumer Cyclical	5.9%	$6,474,655	4
Energy	4.9%	$5,399,101	1
Unclassified	0.5%	$599,738	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+740	14,079	$5,211,623
AMZN	Amazon Com Inc	+525	17,056	$3,552,253
NVDA	Nvidia Corp	+409	22,244	$3,879,353
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+135	12,287	$4,152,391
META	Meta Platforms, Inc.	+31	5,584	$3,194,773
UNP	Union Pacific Corp	+12	17,201	$4,173,306
NOW	ServiceNow, Inc.	+3	2,618	$273,711
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−1,717	42,662	$5,302,033
NKE	NIKE, Inc.	−1,465	25,409	$1,342,103
SBUX	Starbucks Corp	−1,305	9,071	$812,670
MRK	Merck & Co., Inc.	−856	40,562	$4,879,202
DIS	Walt Disney Co	−750	6,032	$581,364
BRK-B	Berkshire Hathaway Inc	−437	10,643	$5,100,125
PYPL	PayPal Holdings, Inc.	−430	35,580	$1,609,283
HON	Honeywell International Inc	−428	17,732	$4,203,423
FDX	Fedex Corp	−377	13,358	$3,833,886
PEP	Pepsico Inc	−345	19,640	$3,049,895
STZ	Constellation Brands, Inc.	−327	9,193	$1,378,950
AAPL	Apple Inc.	−303	24,181	$6,136,895
AMGN	Amgen Inc	−270	14,353	$5,050,103
LNG	Cheniere Energy, Inc.	−267	19,027	$5,399,101
GOOGL	Alphabet Inc.	−226	26,296	$7,561,677
CSCO	Cisco Systems, Inc.	−225	17,803	$1,381,334
TMUS	T-Mobile US, Inc.	−184	12,982	$2,726,609
HD	Home Depot, Inc.	−125	2,334	$767,629
GE	General Electric Co	−93	12,245	$3,474,763
CRM	Salesforce, Inc.	−70	18,032	$3,366,033
ADBE	Adobe Inc.	−63	6,918	$1,681,627
COST	Costco Wholesale Corp /New	−56	4,937	$4,919,374
LLY	ELI LILLY & Co	−39	478	$439,650
V	Visa Inc.	−22	14,564	$4,401,823
SPY	Spdr S&P 500 ETF Trust	−8	533	$346,631
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	278	$242,666
NSC	Norfolk Southern Corp	759	$217,833
CSX	Csx Corp	4,974	$204,182
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $109,077,414 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	26,296	-226	$7,561,677	−8.9%	6.93%
AAPL	Apple Inc. Technology	Reduced	24,181	-303	$6,136,895	−7.8%	5.63%
LNG	Cheniere Energy, Inc. Energy	Reduced	19,027	-267	$5,399,101	+44.0%	4.95%
WMT	Walmart Inc. Consumer Defensive	Reduced	42,662	-1,717	$5,302,033	+7.2%	4.86%
MSFT	Microsoft Corp Technology	Added	14,079	+740	$5,211,623	−19.2%	4.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,643	-437	$5,100,125	−8.4%	4.68%
AMGN	Amgen Inc Healthcare	Reduced	14,353	-270	$5,050,103	+5.5%	4.63%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,937	-56	$4,919,374	+14.3%	4.51%
MRK	Merck & Co., Inc. Healthcare	Reduced	40,562	-856	$4,879,202	+11.9%	4.47%
V	Visa Inc. Financial Services	Reduced	14,564	-22	$4,401,823	−14.0%	4.04%
HON	Honeywell International Inc Industrials	Reduced	17,732	-428	$4,203,423	+13.1%	3.85%
UNP	Union Pacific Corp Industrials	Added	17,201	+12	$4,173,306	+5.0%	3.83%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	12,287	+135	$4,152,391	+12.4%	3.81%
NVDA	Nvidia Corp Technology	Added	22,244	+409	$3,879,353	−4.7%	3.56%
FDX	Fedex Corp Industrials	Reduced	13,358	-377	$3,833,886	+19.9%	3.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,056	+525	$3,552,253	−6.9%	3.26%
GE	General Electric Co Industrials	Reduced	12,245	-93	$3,474,763	−8.6%	3.19%
CRM	Salesforce, Inc. Technology	Reduced	18,032	-70	$3,366,033	−29.8%	3.09%
META	Meta Platforms, Inc. Communication Services	Added	5,584	+31	$3,194,773	−12.8%	2.93%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,640	-345	$3,049,895	+6.3%	2.80%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	12,982	-184	$2,726,609	+2.0%	2.50%
SNOW	Snowflake Inc. Technology	Held	11,300	0	$1,704,266	−31.2%	1.56%
ADBE	Adobe Inc. Technology	Reduced	6,918	-63	$1,681,627	−31.2%	1.54%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	35,580	-430	$1,609,283	−23.4%	1.48%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,803	-225	$1,381,334	−0.5%	1.27%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	9,193	-327	$1,378,950	+5.0%	1.26%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	25,409	-1,465	$1,342,103	−21.6%	1.23%
JNJ	Johnson & Johnson Healthcare	Held	5,115	0	$1,250,310	+18.1%	1.15%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	9,071	-1,305	$812,670	−7.0%	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,334	-125	$767,629	−9.3%	0.70%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,417	-3	$696,498	−15.4%	0.64%
DIS	Walt Disney Co Communication Services	Reduced	6,032	-750	$581,364	−24.7%	0.53%
LLY	ELI LILLY & Co Healthcare	Reduced	478	-39	$439,650	−20.9%	0.40%
SPY	Spdr S&P 500 ETF Trust	Reduced	533	-8	$346,631	−6.0%	0.32%
MU	Micron Technology Inc Technology	Held	928	0	$313,515	+18.4%	0.29%
NOW	ServiceNow, Inc. Technology	Added	2,618	+3	$273,711	−31.7%	0.25%
IAU	Ishares Gold Trust	Reduced	2,871	-2	$253,107	+8.5%	0.23%
GEV	GE Vernova Inc. Industrials	NEW	278	NEW	$242,666	NEW	0.22%
NSC	Norfolk Southern Corp Industrials	NEW	759	NEW	$217,833	NEW	0.20%
CSX	Csx Corp Industrials	NEW	4,974	NEW	$204,182	NEW	0.19%
GOSS	Gossamer Bio, Inc. Healthcare	Held	34,787	0	$11,444	−89.4%	0.01%