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Portfolio (Quarterly) Guide ↗

Vickerman Investment Advisors, Inc.

· CIK 0001898296
13F Portfolio $515M AUM 100 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 100 New
Page 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NKE NIKE INC Consumer Cyclical 25,199.0 $1.0M 0.20% NEW $41.05 -0.7%
62 VGT VANGUARD WORLD FD 8,592.0 $1.0M 0.20% NEW $119.52 -2.6%
63 VYMI VANGUARD WHITEHALL FDS 10,235.0 $1.0M 0.20% NEW $98.20 +7.1%
64 IJS ISHARES TR 7,076.0 $967K 0.19% NEW $136.68 +0.9%
65 HD HOME DEPOT INC Consumer Cyclical 2,334.0 $823K 0.16% NEW $352.68 -4.3%
66 IWR ISHARES TR 6,846.0 $755K 0.15% NEW $110.32 +2.4%
67 ESGV VANGUARD WORLD FD 5,538.0 $732K 0.14% NEW $132.24 +2.3%
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,407.0 $705K 0.14% NEW $501.36 +25.4%
69 IJT ISHARES TR 3,848.0 $687K 0.13% NEW $178.60 -3.0%
70 VDE VANGUARD WORLD FD 4,087.0 $614K 0.12% NEW $150.13 +18.5%
71 LLY ELI LILLY & CO Healthcare 473.0 $567K 0.11% NEW $1199.43 +4.0%
72 JEPI J P MORGAN EXCHANGE TRADED F 9,878.0 $558K 0.11% NEW $56.48 +2.8%
73 DIS DISNEY WALT CO Communication Services 5,778.0 $556K 0.11% NEW $96.25 +14.9%
74 IVV ISHARES TR 710.0 $532K 0.10% NEW $748.89 +2.4%
75 VFH VANGUARD WORLD FD 3,880.0 $511K 0.10% NEW $131.60 +8.1%
76 VNQ VANGUARD INDEX FDS 5,077.0 $490K 0.10% NEW $96.43 +2.8%
77 IJK ISHARES TR 4,154.0 $488K 0.10% NEW $117.50 -2.7%
78 DFUS DIMENSIONAL ETF TRUST 5,774.0 $473K 0.09% NEW $81.94 +1.7%
79 IWM ISHARES TR 1,540.0 $463K 0.09% NEW $300.45 -0.8%
80 SCHB SCHWAB STRATEGIC TR 14,745.0 $427K 0.08% NEW $28.96 +1.9%
Page 4 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.9%
Communication Services 15.0%
Healthcare 13.2%
Industrials 10.3%
Consumer Defensive 8.9%
Financial Services 6.2%
Consumer Cyclical 5.2%
Energy 3.0%
Utilities 0.3%