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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 7 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHB SCHWAB STRATEGIC TR 16,273.0 $408K 0.04% +95.0 +0.6% $25.10 +15.9%
122 PKG PACKAGING CORP AMER Consumer Cyclical 1,900.0 $403K 0.04% $212.22 +2.4%
123 RITM RITHM CAPITAL CORP Real Estate 40,000.0 $379K 0.04% $9.48 -2.4%
124 WM WASTE MGMT INC DEL Industrials 1,625.0 $373K 0.04% $229.79 -6.6%
125 VIG VANGUARD SPECIALIZED FUNDS 1,690.0 $363K 0.04% -39.0 -2.3% $215.07 +8.7%
126 MRSH MARSH & MCLENNAN COS INC Financial Services 2,030.0 $352K 0.04% -15.0 -0.7% $173.45 -7.8%
127 IBHF ISHARES TR 15,340.0 $352K 0.04% $22.95 -0.9%
128 VLO VALERO ENERGY CORP Energy 1,400.0 $346K 0.04% $247.08 -1.1%
129 GBCI GLACIER BANCORP INC NEW Financial Services 7,538.0 $337K 0.04% -1K -12.4% $44.67 +6.9%
130 DHR DANAHER CORP DEL Healthcare 1,733.0 $329K 0.04% $189.60 -4.9%
131 BK BANK NEW YORK MELLON CORP Financial Services 2,750.0 $326K 0.04% $118.63 +18.6%
132 WMT WALMART INC Consumer Defensive 2,617.0 $325K 0.04% +56.0 +2.2% $124.28 -4.5%
133 MO ALTRIA GROUP INC Consumer Defensive 4,891.0 $323K 0.04% +828.0 +20.4% $65.99 +8.8%
134 T AT&T INC Communication Services 10,817.0 $314K 0.04% -163.0 -1.5% $28.99 -14.5%
135 NSC NORFOLK SOUTHN CORP Industrials 1,084.0 $311K 0.03% +17.0 +1.6% $287.00 +7.9%
136 NRK NUVEEN NY AMT FREE Financial Services 30,000.0 $306K 0.03% $10.21 +3.8%
137 TXN TEXAS INSTRS INC Technology 1,566.0 $304K 0.03% +45.0 +3.0% $194.14 +63.8%
138 UNP UNION PAC CORP Industrials 1,250.0 $303K 0.03% +38.0 +3.1% $242.62 +10.4%
139 O REALTY INCOME CORP Real Estate 4,925.0 $301K 0.03% NEW $61.18 +1.1%
140 GE GE AEROSPACE Industrials 1,055.0 $299K 0.03% $283.77 +13.0%
Page 7 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%