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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 9 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VWO VANGUARD INTL EQUITY INDEX F 4,352.0 $234K 0.03% NEW $53.76 +11.4%
162 BA BOEING CO Industrials 1,064.0 $231K 0.03% NEW $217.12 +5.4%
163 GS GOLDMAN SACHS GROUP INC Financial Services 261.0 $229K 0.03% NEW $879.00 +14.7%
164 VLO VALERO ENERGY CORP Energy 1,400.0 $228K 0.03% NEW $162.79 +47.6%
165 EOI EATON VANCE ENHANCED EQUITY Financial Services 11,000.0 $226K 0.03% NEW $20.56 -2.4%
166 MU MICRON TECHNOLOGY INC Technology 788.0 $225K 0.03% NEW $285.41 +223.6%
167 TMO THERMO FISHER SCIENTIFIC INC Healthcare 387.0 $224K 0.03% NEW $579.45 -15.9%
168 UAL UNITED AIRLS HLDGS INC Industrials 2,000.0 $224K 0.03% NEW $111.82 +0.7%
169 NEE NEXTERA ENERGY INC Utilities 2,765.0 $222K 0.03% NEW $80.28 +8.7%
170 META META PLATFORMS INC Communication Services 336.0 $222K 0.03% NEW $660.09 -3.8%
171 IBHJ ISHARES TR 7,920.0 $211K 0.03% NEW $26.61 -0.5%
172 BNDX VANGUARD CHARLOTTE FDS 4,289.0 $207K 0.02% NEW $48.32 -0.1%
173 LH LABCORP HOLDINGS INC Healthcare 825.0 $207K 0.02% NEW $250.88 +4.7%
174 CVS CVS HEALTH CORP Healthcare 2,608.0 $207K 0.02% NEW $79.36 +17.1%
175 UMH UMH PPTYS INC Real Estate 10,000.0 $159K 0.02% NEW $15.91 -1.8%
176 BCX BLACKROCK RES & COMMODITIES Financial Services 13,595.0 $149K 0.02% NEW $10.98 +9.7%
177 BBBY BED BATH & BEYOND INC Consumer Cyclical 10,000.0 $55K 0.01% NEW $5.46 +17.6%
178 CGEN COMPUGEN LTD Healthcare 10,000.0 $15K 0.00% NEW $1.53 +81.7%
Page 9 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%