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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 8 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BDX BECTON DICKINSON & CO Healthcare 1,540.0 $299K 0.04% NEW $194.07 -24.6%
142 SCHW SCHWAB CHARLES CORP Financial Services 2,935.0 $293K 0.03% NEW $99.91 -15.4%
143 WMT WALMART INC Consumer Defensive 2,561.0 $285K 0.03% NEW $111.41 +6.1%
144 AMD ADVANCED MICRO DEVICES INC Technology 1,322.0 $283K 0.03% NEW $214.16 +142.3%
145 UNP UNION PAC CORP Industrials 1,212.0 $280K 0.03% NEW $231.32 +16.6%
146 T AT&T INC Communication Services 10,980.0 $273K 0.03% NEW $24.84 -0.1%
147 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 12,040.0 $272K 0.03% NEW $22.61 +33.8%
148 SHW SHERWIN WILLIAMS CO Basic Materials 825.0 $267K 0.03% NEW $324.03 -5.4%
149 INTC INTEL CORP Technology 7,230.0 $267K 0.03% NEW $36.90 +227.8%
150 SPY SPDR S&P 500 ETF TR Financial Services 387.0 $264K 0.03% NEW $681.92 +10.6%
151 TXN TEXAS INSTRS INC Technology 1,521.0 $264K 0.03% NEW $173.49 +83.4%
152 IDCC INTERDIGITAL INC Technology 800.0 $255K 0.03% NEW $318.38 -19.7%
153 PAYX PAYCHEX INC Industrials 2,210.0 $248K 0.03% NEW $112.18 -14.7%
154 ATLO AMES NATL CORP Financial Services 10,725.0 $246K 0.03% NEW $22.96 +24.2%
155 CMI CUMMINS INC Industrials 480.0 $245K 0.03% NEW $510.25 +31.3%
156 SLV ISHARES SILVER TR Financial Services 3,800.0 $245K 0.03% NEW $64.42 +6.1%
157 ITW ILLINOIS TOOL WKS INC Industrials 980.0 $241K 0.03% NEW $246.30 +1.0%
158 DAL DELTA AIR LINES INC DEL Industrials 3,410.0 $237K 0.03% NEW $69.40 +17.9%
159 MO ALTRIA GROUP INC Consumer Defensive 4,063.0 $234K 0.03% NEW $57.66 +25.1%
160 EOS EATON VANCE ENHANCED EQUITY Financial Services 10,000.0 $234K 0.03% NEW $23.41 -2.6%
Page 8 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%