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Portfolio (Quarterly) Guide ↗

Stockman Wealth Management, Inc.

· CIK 0001389400
13F Portfolio $859M AUM 178 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 178 New
Page 6 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BTI BRITISH AMERN TOB PLC Consumer Defensive 10,000.0 $566K 0.07% NEW $56.62 +11.6%
102 VO VANGUARD INDEX FDS 1,936.0 $562K 0.07% NEW $290.28 -72.8%
103 THW ABRDN WORLD HEALTHCARE FUND Financial Services 42,609.0 $545K 0.06% NEW $12.78 +0.1%
104 TRV TRAVELERS COMPANIES INC Financial Services 1,862.0 $540K 0.06% NEW $290.06 +1.9%
105 F FORD MTR CO Consumer Cyclical 41,077.0 $539K 0.06% NEW $13.12 +25.7%
106 AVGO BROADCOM INC Technology 1,517.0 $525K 0.06% NEW $346.10 +23.9%
107 TSLA TESLA INC Consumer Cyclical 1,136.0 $511K 0.06% NEW $449.72 -1.8%
108 PGR PROGRESSIVE CORP Financial Services 2,230.0 $508K 0.06% NEW $227.72 -14.1%
109 VXUS VANGUARD STAR FDS 6,501.0 $490K 0.06% NEW $75.44 +14.0%
110 SYK STRYKER CORPORATION Healthcare 1,353.0 $476K 0.06% NEW $351.47 -12.7%
111 LOW LOWES COS INC Consumer Cyclical 1,890.0 $456K 0.05% NEW $241.16 -9.9%
112 FPE FIRST TR EXCH TRADED FD III 24,709.0 $450K 0.05% NEW $18.22 -1.2%
113 COLB COLUMBIA BKG SYS INC Financial Services 16,000.0 $447K 0.05% NEW $27.95 +5.9%
114 IBDR ISHARES TR 18,169.0 $440K 0.05% NEW $24.23 +0.1%
115 RITM RITHM CAPITAL CORP Real Estate 40,000.0 $436K 0.05% NEW $10.90 -14.7%
116 SCHB SCHWAB STRATEGIC TR 16,178.0 $424K 0.05% NEW $26.23 +11.0%
117 RTX RTX CORPORATION Industrials 2,307.0 $423K 0.05% NEW $183.40 -2.0%
118 DHR DANAHER CORPORATION Healthcare 1,733.0 $397K 0.05% NEW $228.92 -21.2%
119 PKG PACKAGING CORP AMER Consumer Cyclical 1,900.0 $392K 0.05% NEW $206.23 +5.2%
120 VIG VANGUARD SPECIALIZED FUNDS 1,729.0 $380K 0.04% NEW $219.82 +6.4%
Page 6 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 26.9%
Financial Services 16.2%
Healthcare 12.1%
Industrials 11.9%
Consumer Cyclical 10.2%
Energy 8.7%
Consumer Defensive 7.4%
Communication Services 6.2%
Utilities 0.2%
Real Estate 0.1%