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Rod Ehrlich

Vickerman Investment Advisors, Inc.

Assets Managed
$475.774M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-4.91%(2Q avg: -1.86%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vickerman Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Vickerman Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 475.774M in assets, with a quarterly growth rate of -4.91% and a 2-quarter average growth rate of -1.86%. The portfolio is managed by Rod Ehrlich, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BOND
Pimco Active Bond Exchange-t
Recent Activity
Decreased -5%
14.32%
$68.123M
738,218 shares@ $92.29 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 39.7%
9.01%
$42.84M
1.635M shares@ $26.21 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 4.96%
8.76%
$41.66M
313,469 shares@ $132.9 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Decreased -14.04%
7.14%
$33.963M
686,116 shares@ $49.5 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -25.35%
3.83%
$18.18M
180,610 shares@ $100.66 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Decreased -0.27%
3.56%
$16.902M
342,356 shares@ $49.38 avg price
DIVI
Franklin International Core
Recent Activity
Decreased -1.22%
3.02%
$14.336M
360,114 shares@ $39.82 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Decreased -1.88%
2.64%
$12.54M
204,699 shares@ $61.27 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Increased 5.99%
2.62%
$12.437M
112,187 shares@ $110.87 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Decreased -6.52%
2.36%
$11.213M
102,892 shares@ $108.98 avg price

1-10 of 94