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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 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GSK GSK PLC Healthcare 264,689.0 $13.9M 1.43% -5K -2.0% $52.42 -4.1%
22 CVX CHEVRON CORPORATION Energy 81,353.0 $13.5M 1.39% -3K -3.1% $165.76 +22.3%
23 SLB SLB LIMITED Energy 267,734.0 $12.4M 1.29% -19K -6.6% $46.49 +15.9%
24 VZ VERIZON COMMUNICATIONS INC Communication Services 202,846.0 $8.6M 0.89% -2K -0.9% $42.34 +13.5%
25 XLE SELECT SECTOR SPDR TR 85,994.0 $4.6M 0.47% -3K -3.5% $53.11 +17.8%
26 ISHARES TR 186,919.0 $4.3M 0.44% -8K -3.9% $22.89
27 GOOG ALPHABET INC Communication Services 6,246.0 $2.2M 0.23% -520.0 -7.7% $353.33 -3.4%
28 SCHX SCHWAB STRATEGIC TR 64,691.0 $1.9M 0.20% -23K -26.0% $29.43 +3.6%
29 LLY ELI LILLY & CO Healthcare 1,454.0 $1.7M 0.18% -211.0 -12.7% $1199.43 -1.2%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,698.0 $1.6M 0.16% -385.0 -18.5% $935.47 +1.9%
31 VEU VANGUARD INTL EQUITY INDEX F 18,942.0 $1.6M 0.16% -1K -5.2% $83.75 +2.5%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 5,462.0 $1.5M 0.16% -1K -18.4% $281.19 -18.6%
33 BERKSHIRE HATHAWAY INC DEL 2,946.0 $1.5M 0.15% -733.0 -19.9% $500.39
34 VOO VANGUARD INDEX FDS 2,050.0 $1.4M 0.14% -364.0 -15.1% $686.81 +3.4%
35 SCHZ SCHWAB STRATEGIC TR 53,630.0 $1.2M 0.13% -10K -15.6% $23.13 -1.7%
36 VB VANGUARD INDEX FDS 3,719.0 $1.1M 0.12% -735.0 -16.5% $303.15 +1.6%
37 JNJ JOHNSON & JOHNSON Healthcare 4,255.0 $1.1M 0.11% -801.0 -15.8% $253.97 +3.3%
38 AMAT APPLIED MATLS INC Technology 1,459.0 $1.1M 0.11% -24.0 -1.6% $723.00 -26.0%
39 WMB WILLIAMS COS INC Energy 11,275.0 $838K 0.09% -60.0 -0.5% $74.34 -1.2%
40 V VISA INC Financial Services 2,320.0 $796K 0.08% -106.0 -4.4% $343.09 +4.6%
Page 2 of 4  ·  74 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%