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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 6 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEE NEXTERA ENERGY INC Utilities 6,909.0 $606K 0.06% -306.0 -4.2% $87.77 -1.8%
102 USA LIBERTY ALL STAR EQUITY FD Financial Services 99,563.0 $578K 0.06% $5.81 +4.1%
103 SCHF SCHWAB STRATEGIC TR 20,785.0 $576K 0.06% -5K -18.8% $27.70 +3.0%
104 THW ABRDN WORLD HEALTHCARE FUND Financial Services 42,609.0 $571K 0.06% $13.40 +4.7%
105 F FORD MTR CO Consumer Cyclical 40,177.0 $558K 0.06% $13.90 +1.1%
106 VXUS VANGUARD STAR FDS 6,501.0 $556K 0.06% $85.50 +2.8%
107 MCK MCKESSON CORP Healthcare 719.0 $543K 0.06% $755.60 +13.8%
108 SCHA SCHWAB STRATEGIC TR 15,024.0 $543K 0.06% -5K -24.3% $36.13 -0.9%
109 VTV VANGUARD INDEX FDS 2,490.0 $543K 0.06% +1K +69.4% $217.92 +4.0%
110 PGR PROGRESSIVE CORP Financial Services 2,230.0 $487K 0.05% $218.45 -6.7%
111 GBCI GLACIER BANCORP INC NEW Financial Services 9,295.0 $479K 0.05% +2K +23.3% $51.58 -3.8%
112 IWD ISHARES TR 1,963.0 $476K 0.05% +629.0 +47.1% $242.43 +5.9%
113 PSX PHILLIPS 66 Energy 2,810.0 $475K 0.05% -35.0 -1.2% $169.05 +42.3%
114 SBUX STARBUCKS CORP Consumer Cyclical 4,606.0 $471K 0.05% -136K -96.7% $102.19 +5.6%
115 TSLA TESLA INC Consumer Cyclical 1,114.0 $469K 0.05% +10.0 +0.9% $420.60 -19.3%
116 RTX RTX CORPORATION Industrials 2,391.0 $454K 0.05% -17.0 -0.7% $189.73 +16.8%
117 PKG PACKAGING CORP AMER Consumer Cyclical 1,900.0 $453K 0.05% $238.28 +6.2%
118 MU MICRON TECHNOLOGY INC Technology 391.0 $451K 0.05% NEW $1154.29 -12.3%
119 KRP KIMBELL RTY PARTNERS LP Energy 30,000.0 $436K 0.04% $14.53 +3.0%
120 IBDR ISHARES TR 17,816.0 $432K 0.04% +745.0 +4.4% $24.23 -0.1%
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 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%