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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNP UNION PAC CORP Industrials 1,125.0 $306K 0.03% -125.0 -10.0% $272.00 +10.3%
62 NSC NORFOLK SOUTHN CORP Industrials 950.0 $299K 0.03% -134.0 -12.4% $314.59 +8.4%
63 O REALTY INCOME CORP Real Estate 4,777.0 $296K 0.03% -148.0 -3.0% $61.96 +0.7%
64 COP CONOCOPHILLIPS Energy 2,638.0 $274K 0.03% -955.0 -26.6% $103.96 +22.7%
65 ITW ILLINOIS TOOL WKS INC Industrials 1,010.0 $273K 0.03% -70.0 -6.5% $270.47 +6.2%
66 DIS DISNEY WALT CO Communication Services 2,838.0 $273K 0.03% -28.0 -1.0% $96.25 +7.5%
67 WMT WALMART INC Consumer Defensive 2,366.0 $268K 0.03% -251.0 -9.6% $113.26 +0.9%
68 AMGN AMGEN INC Healthcare 724.0 $262K 0.03% -15.0 -2.0% $362.12 +15.8%
69 SCHW SCHWAB CHARLES CORP Financial Services 2,800.0 $258K 0.03% -100.0 -3.5% $92.27 +19.8%
70 BA BOEING CO Industrials 1,047.0 $227K 0.02% -389.0 -27.1% $216.47 +4.4%
71 DE DEERE & CO Industrials 356.0 $226K 0.02% -9.0 -2.5% $634.33 -5.4%
72 PH PARKER-HANNIFIN CORP Industrials 221.0 $216K 0.02% -3.0 -1.3% $978.12 +7.7%
73 PAYX PAYCHEX INC Industrials 2,110.0 $207K 0.02% -100.0 -4.5% $98.33 +20.6%
74 SPY STATE STR SPDR S&P 500 ETF T Financial Services 277.0 $207K 0.02% -64.0 -18.8% $746.77 +3.5%
Page 4 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%