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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 3 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES TR 9,207.0 $6.9M 0.71% +257.0 +2.9% $748.89 +3.7%
42 HONEYWELL INTL INC 30,231.0 $6.8M 0.70% NEW $223.90
43 XLV SELECT SECTOR SPDR TR 41,697.0 $6.6M 0.68% +2K +5.5% $158.66 +5.3%
44 HONEYWELL AEROSPACE INC 29,902.0 $6.6M 0.68% NEW $221.08
45 ISHARES TR 255,938.0 $5.5M 0.57% +8K +3.2% $21.65
46 ISHARES TR 276,786.0 $5.4M 0.56% +11K +4.1% $19.54
47 XLY SELECT SECTOR SPDR TR 45,923.0 $5.4M 0.56% +3K +6.3% $117.28 -0.5%
48 ISHARES TR 264,766.0 $5.3M 0.55% +13K +5.0% $20.19
49 ISHARES TR 234,473.0 $5.2M 0.54% +6K +2.8% $22.37
50 ISHARES TR 230,063.0 $5.1M 0.53% +7K +3.1% $22.14
51 ISHARES TR 218,588.0 $5.0M 0.51% +18K +9.0% $22.70
52 XLE SELECT SECTOR SPDR TR 85,994.0 $4.6M 0.47% -3K -3.5% $53.11 +17.8%
53 XLP SELECT SECTOR SPDR TR 52,939.0 $4.4M 0.45% +2K +3.7% $83.07 +1.9%
54 ISHARES TR 186,919.0 $4.3M 0.44% -8K -3.9% $22.89
55 PWR QUANTA SVCS INC Industrials 5,936.0 $4.3M 0.44% NEW $720.04 +0.3%
56 AGG ISHARES TR 28,356.0 $2.8M 0.29% +367.0 +1.3% $98.98 -1.7%
57 XLC SELECT SECTOR SPDR TR 23,697.0 $2.5M 0.26% +876.0 +3.8% $107.13 +3.5%
58 SCHH SCHWAB STRATEGIC TR 98,351.0 $2.3M 0.24% +7K +7.5% $23.68 +1.1%
59 GOOG ALPHABET INC Communication Services 6,246.0 $2.2M 0.23% -520.0 -7.7% $353.33 -3.4%
60 APH AMPHENOL CORP Technology 12,102.0 $2.1M 0.22% $176.32 -3.1%
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 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%