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Portfolio (Quarterly) Guide ↗

Stockman Wealth Management, Inc.

· CIK 0001389400
13F Portfolio $906M AUM 178 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 71 Added 47 Reduced 15 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 90,285.0 $13.0M 1.44% +9K +10.7% $144.44 +1.4%
22 PFE PFIZER INC Healthcare 461,237.0 $13.0M 1.43% +46K +11.1% $28.08 -7.0%
23 SBUX STARBUCKS CORP Consumer Cyclical 140,503.0 $12.6M 1.39% +5K +3.8% $89.59 +13.2%
24 MDT MEDTRONIC PLC Healthcare 134,940.0 $11.7M 1.29% +10K +7.7% $86.65 -13.1%
25 QCOM QUALCOMM INC Technology 84,653.0 $10.9M 1.20% +7K +8.7% $128.78 +93.1%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 204,790.0 $10.3M 1.13% +13K +6.6% $50.20 -4.4%
27 XLK SELECT SECTOR SPDR TR 76,316.0 $10.1M 1.12% +3K +3.7% $132.90 +41.0%
28 SYY SYSCO CORP Consumer Defensive 132,774.0 $9.5M 1.04% +9K +7.6% $71.33 +5.9%
29 HD HOME DEPOT INC Consumer Cyclical 26,301.0 $8.7M 0.95% +3K +12.1% $328.89 -2.8%
30 LEN LENNAR CORP Consumer Cyclical 71,542.0 $6.2M 0.69% +7K +10.5% $86.84 +3.8%
31 XLF SELECT SECTOR SPDR TR 123,342.0 $6.1M 0.67% +6K +5.0% $49.37 +3.7%
32 ISHARES TR 247,906.0 $5.4M 0.60% +24K +10.8% $21.84
33 ISHARES TR 265,985.0 $5.2M 0.58% +28K +11.9% $19.72
34 ISHARES TR 252,186.0 $5.1M 0.57% +34K +15.8% $20.40
35 ISHARES TR 228,160.0 $5.1M 0.56% +18K +8.6% $22.43
36 ISHARES TR 223,130.0 $5.0M 0.55% +23K +11.4% $22.28
37 XLY SELECT SECTOR SPDR TR 43,201.0 $4.7M 0.52% +2K +3.6% $108.98 +11.6%
38 ISHARES TR 200,616.0 $4.6M 0.51% +52K +35.2% $22.93
39 ISHARES TR 194,445.0 $4.5M 0.49% +20K +11.2% $22.91
40 AGG ISHARES TR 27,989.0 $2.8M 0.31% +802.0 +3.0% $99.27 -0.3%
Page 2 of 4  ·  71 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 24.5%
Financial Services 13.7%
Industrials 13.1%
Healthcare 12.8%
Energy 11.3%
Consumer Cyclical 10.2%
Consumer Defensive 8.0%
Communication Services 5.9%
Utilities 0.4%
Real Estate 0.2%