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Portfolio (Quarterly) Guide ↗

Stockman Wealth Management, Inc.

· CIK 0001389400
13F Portfolio $859M AUM 178 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 178 New
Page 1 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MBB ISHARES TR 549,731.0 $52.3M 6.10% NEW $95.22 -0.5%
2 IJR ISHARES TR 363,974.0 $43.7M 5.09% NEW $120.18 +16.3%
3 IGSB ISHARES TR 674,135.0 $35.6M 4.15% NEW $52.88 -0.8%
4 IDEV ISHARES TR 430,734.0 $35.5M 4.14% NEW $82.48 +9.5%
5 IJH ISHARES TR 471,748.0 $31.1M 3.63% NEW $66.00 +13.0%
6 AAPL APPLE INC Technology 105,603.0 $28.7M 3.34% NEW $271.86 +14.5%
7 MSFT MICROSOFT CORP Technology 55,056.0 $26.6M 3.10% NEW $483.62 -11.9%
8 EMXC ISHARES INC 320,370.0 $23.3M 2.71% NEW $72.68 +39.0%
9 JPM JPMORGAN CHASE & CO. Financial Services 71,206.0 $22.9M 2.67% NEW $322.22 -8.1%
10 AMZN AMAZON COM INC Consumer Cyclical 95,003.0 $21.9M 2.55% NEW $230.82 +18.7%
11 CAT CATERPILLAR INC Industrials 36,606.0 $21.0M 2.44% NEW $572.87 +55.5%
12 ASML ASML HOLDING N V Technology 19,490.0 $20.9M 2.43% NEW $1069.86 +50.3%
13 GOOGL ALPHABET INC Communication Services 65,722.0 $20.6M 2.40% NEW $313.00 +24.9%
14 CSCO CISCO SYS INC Technology 255,524.0 $19.7M 2.29% NEW $77.03 +54.6%
15 MRK MERCK & CO INC Healthcare 177,665.0 $18.7M 2.18% NEW $105.26 +13.9%
16 NVDA NVIDIA CORPORATION Technology 97,325.0 $18.2M 2.11% NEW $186.50 +14.8%
17 AXP AMERICAN EXPRESS CO Financial Services 43,707.0 $16.2M 1.88% NEW $369.95 -14.8%
18 USB US BANCORP DEL Financial Services 300,622.0 $16.0M 1.87% NEW $53.36 +2.2%
19 CRH PLC 126,132.0 $15.7M 1.83% NEW $124.80
20 BAC BANK AMERICA CORP Financial Services 262,613.0 $14.4M 1.68% NEW $55.00 -7.6%
Page 1 of 9  ·  178 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 26.9%
Financial Services 16.2%
Healthcare 12.1%
Industrials 11.9%
Consumer Cyclical 10.2%
Energy 8.7%
Consumer Defensive 7.4%
Communication Services 6.2%
Utilities 0.2%
Real Estate 0.1%