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Portfolio (Quarterly) Guide ↗

Stockman Wealth Management, Inc.

· CIK 0001389400
13F Portfolio $968M AUM 178 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 51 Added 74 Reduced 13 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 218,588.0 $5.0M 0.51% +18K +9.0% $22.70
22 XLP SELECT SECTOR SPDR TR 52,939.0 $4.4M 0.45% +2K +3.7% $83.07 +1.9%
23 AGG ISHARES TR 28,356.0 $2.8M 0.29% +367.0 +1.3% $98.98 -1.7%
24 XLC SELECT SECTOR SPDR TR 23,697.0 $2.5M 0.26% +876.0 +3.8% $107.13 +3.5%
25 SCHH SCHWAB STRATEGIC TR 98,351.0 $2.3M 0.24% +7K +7.5% $23.68 +1.1%
26 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,158.0 $2.0M 0.20% +330.0 +8.6% $477.57 -9.8%
27 XLB SELECT SECTOR SPDR TR 28,502.0 $1.4M 0.15% +304.0 +1.1% $50.83 +2.8%
28 VTI VANGUARD INDEX FDS 3,798.0 $1.4M 0.14% +374.0 +10.9% $370.08 +3.3%
29 ET ENERGY TRANSFER L P Energy 65,291.0 $1.2M 0.13% +1K +1.8% $19.12 +9.5%
30 EPD ENTERPRISE PRODS PARTNERS L Energy 32,622.0 $1.2M 0.12% +900.0 +2.8% $36.76 +5.0%
31 IWF ISHARES TR 9,364.0 $1.2M 0.12% +7K +346.3% $124.17 +0.7%
32 AZN ASTRAZENECA PLC Healthcare 5,841.0 $1.1M 0.11% +51.0 +0.9% $189.62 -17.3%
33 VUG VANGUARD INDEX FDS 9,639.0 $830K 0.09% +8K +649.0% $86.14 +3.2%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,230.0 $754K 0.08% +4K +2403.0% $178.24 +14.9%
35 IBDT ISHARES TR 25,070.0 $633K 0.07% +1K +4.3% $25.25 -0.2%
36 BTI BRITISH AMERN TOB PLC Consumer Defensive 10,052.0 $621K 0.06% +52.0 +0.5% $61.76 -9.8%
37 VTV VANGUARD INDEX FDS 2,490.0 $543K 0.06% +1K +69.4% $217.92 +4.0%
38 GBCI GLACIER BANCORP INC NEW Financial Services 9,295.0 $479K 0.05% +2K +23.3% $51.58 -3.8%
39 IWD ISHARES TR 1,963.0 $476K 0.05% +629.0 +47.1% $242.43 +5.9%
40 TSLA TESLA INC Consumer Cyclical 1,114.0 $469K 0.05% +10.0 +0.9% $420.60 -19.3%
Page 2 of 3  ·  51 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 28.1%
Financial Services 14.8%
Industrials 12.0%
Healthcare 11.8%
Consumer Cyclical 10.5%
Energy 8.8%
Consumer Defensive 7.7%
Communication Services 5.8%
Utilities 0.3%
Real Estate 0.1%