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Portfolio (Quarterly) Guide ↗

Stockman Wealth Management, Inc.

· CIK 0001389400
13F Portfolio $906M AUM 178 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 71 Added 47 Reduced 15 Exited
Page 3 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLI SELECT SECTOR SPDR TR 37,516.0 $6.1M 0.67% -1K -3.0% $161.73 +7.5%
42 IVV ISHARES TR 8,950.0 $5.8M 0.65% -54.0 -0.6% $653.21 +16.0%
43 XLV SELECT SECTOR SPDR TR 39,522.0 $5.8M 0.64% -883.0 -2.2% $146.61 +2.8%
44 XLE SELECT SECTOR SPDR TR 89,122.0 $5.5M 0.60% -7K -7.4% $61.26 -7.0%
45 ISHARES TR 247,906.0 $5.4M 0.60% +24K +10.8% $21.84
46 ISHARES TR 265,985.0 $5.2M 0.58% +28K +11.9% $19.72
47 ISHARES TR 252,186.0 $5.1M 0.57% +34K +15.8% $20.40
48 ISHARES TR 228,160.0 $5.1M 0.56% +18K +8.6% $22.43
49 ISHARES TR 223,130.0 $5.0M 0.55% +23K +11.4% $22.28
50 XLY SELECT SECTOR SPDR TR 43,201.0 $4.7M 0.52% +2K +3.6% $108.98 +11.8%
51 ISHARES TR 200,616.0 $4.6M 0.51% +52K +35.2% $22.93
52 ISHARES TR 194,445.0 $4.5M 0.49% +20K +11.2% $22.91
53 XLP SELECT SECTOR SPDR TR 51,053.0 $4.2M 0.46% -6K -10.6% $81.98 +3.0%
54 PAVE GLOBAL X FDS 61,200.0 $3.1M 0.34% $50.81 +11.1%
55 AGG ISHARES TR 27,989.0 $2.8M 0.31% +802.0 +3.0% $99.27 -0.3%
56 XLC SELECT SECTOR SPDR TR 22,821.0 $2.5M 0.28% $110.86 +5.0%
57 SCHX SCHWAB STRATEGIC TR 87,451.0 $2.2M 0.25% +625.0 +0.7% $25.64 +15.8%
58 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,083.0 $2.1M 0.23% +13.0 +0.6% $996.43 +0.1%
59 THO THOR INDS INC Consumer Cyclical 24,827.0 $2.0M 0.22% NEW $79.89 -0.6%
60 SCHH SCHWAB STRATEGIC TR 91,531.0 $2.0M 0.22% +3K +3.7% $21.49 +10.2%
Page 3 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 24.5%
Financial Services 13.7%
Industrials 13.1%
Healthcare 12.8%
Energy 11.3%
Consumer Cyclical 10.2%
Consumer Defensive 8.0%
Communication Services 5.9%
Utilities 0.4%
Real Estate 0.2%