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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 5 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMAT APPLIED MATLS INC Technology 1,459.0 $1.1M 0.11% -24.0 -1.6% $723.00 -26.0%
82 SCHP SCHWAB STRATEGIC TR 39,715.0 $1.1M 0.11% NEW $26.50 -2.3%
83 AM ANTERO MIDSTREAM CORP Energy 45,000.0 $1.0M 0.11% $22.75 -2.6%
84 DUK DUKE ENERGY CORP NEW Utilities 7,355.0 $931K 0.10% $126.58 -2.4%
85 OKE ONEOK INC NEW Energy 10,235.0 $890K 0.09% $86.94 +9.6%
86 FIBK FIRST INTST BANCSYSTEM INC Financial Services 22,023.0 $849K 0.09% $38.56 +0.9%
87 WMB WILLIAMS COS INC Energy 11,275.0 $838K 0.09% -60.0 -0.5% $74.34 -1.2%
88 VUG VANGUARD INDEX FDS 9,639.0 $830K 0.09% +8K +649.0% $86.14 +3.2%
89 ORCL ORACLE CORP Technology 5,504.0 $807K 0.08% $146.55 +0.1%
90 V VISA INC Financial Services 2,320.0 $796K 0.08% -106.0 -4.4% $343.09 +4.6%
91 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,230.0 $754K 0.08% +4K +2403.0% $178.24 +14.9%
92 EMR EMERSON ELEC CO Industrials 5,082.0 $727K 0.07% -990.0 -16.3% $143.15 +13.2%
93 KO COCA COLA CO Consumer Defensive 8,746.0 $711K 0.07% -115.0 -1.3% $81.27 +7.0%
94 WFC WELLS FARGO & CO Financial Services 8,439.0 $697K 0.07% -397.0 -4.5% $82.64 +5.9%
95 ABBV ABBVIE INC Healthcare 2,687.0 $676K 0.07% -216.0 -7.4% $251.63 -0.5%
96 AMD ADVANCED MICRO DEVICES INC Technology 1,120.0 $651K 0.07% $580.91 -12.9%
97 IBDT ISHARES TR 25,070.0 $633K 0.07% +1K +4.3% $25.25 -0.2%
98 INTC INTEL CORP Technology 4,491.0 $627K 0.07% NEW $139.64 -25.9%
99 BTI BRITISH AMERN TOB PLC Consumer Defensive 10,052.0 $621K 0.06% +52.0 +0.5% $61.76 -9.8%
100 TRV TRAVELERS COMPANIES INC Financial Services 1,865.0 $616K 0.06% $330.12 +10.4%
Page 5 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%