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Viking Fund Management LLC

CIK:0001169069
Asset Manager
$951M AUM
141 holdings
Minot, ND, United States
Founded:1998
5 employees
Latest filing:Sep 30, 2025

Viking Fund Management LLC is a U.S.-based investment adviser and asset management firm headquartered in Minot, North Dakota. The firm primarily manages assets for investment companies, with a reported team of about 5 employees, of whom the majority are investment professionals. Viking Fund Management LLC is known for advising mutual funds and has operated for several decades, serving institutional and retail investors seeking sensible, long-term investment strategies.

Investment Strategy

Viking Fund Management LLC focuses primarily on managing assets for investment companies, particularly mutual funds. Their strategy is built around diversified, long-term equity investing, with regular portfolio rebalancing and an emphasis on large-cap U.S. equities. The firm avoids high-turnover strategies, seeking instead to deliver steady growth and income through disciplined fundamental analysis and risk management.

Top Buys
M
MKCMCCORMICK-N/V
+$10.0M
H
HPEHEWLETT PACKA
+$9.8M
E
ETRENTERGY CORP
+$9.7M
L
LLYELI LILLY & CO
+$8.4M
P
PEGPUB SERV ENTERP
+$5.4M
Top Sells
A
AEPAMERICAN ELECTRI
-$11.4M
L
LYBLYONDELLBASELL-A
-$4.6M
A
AESAES CORP
-$2.6M
P
PPCPILGRIM'S PRIDE
-$2.2M
G
GTLSCHART INDUSTRIES
-$2.0M

Top Holdings

A
AVGOBROADCOM INC
+3.8%$31.3M
N
NEENEXTERA ENERGY
+3.6%$29.8M
T
TRPTC Energy Corp
+3.6%$29.5M
C
CVXCHEVRON CORP
+2.8%$23.5M
E
ETRENTERGY CORP
+2.5%$20.5M

Equity Positions (141)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AVGO
BROADCOM INC3.79%$31.3M95,000$37.47$329.91+$1.6M
N
NEE
NEXTERA ENERGY3.60%$29.8M395,000$68.00$75.49+$315.1K
T
TRP
TC Energy Corp3.56%$29.5M542,000$44.53$54.41+$5.0M
C
CVX
CHEVRON CORP2.84%$23.5M151,500$150.04$155.29+$1.9M
E
ETR
ENTERGY CORP2.48%$20.5M220,000$71.55$93.19+$9.7M

Industry Allocation

ELECTRIC SERVICES
+7.5%
SEMICONDUCTORS & RELATED DEVICES
+7.0%
PHARMACEUTICAL PREPARATIONS
+7.0%
PETROLEUM REFINING
+6.9%
NATURAL GAS TRANSMISSION
+5.5%