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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 8 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRSH MARSH & MCLENNAN COS INC Financial Services 1,875.0 $313K 0.03% -155.0 -7.6% $166.67 +10.5%
142 PM PHILIP MORRIS INTL INC Consumer Defensive 1,699.0 $307K 0.03% +60.0 +3.7% $180.91 +2.0%
143 DHR DANAHER CORP DEL Healthcare 1,613.0 $307K 0.03% -120.0 -6.9% $190.48 +6.4%
144 UNP UNION PAC CORP Industrials 1,125.0 $306K 0.03% -125.0 -10.0% $272.00 +10.3%
145 NSC NORFOLK SOUTHN CORP Industrials 950.0 $299K 0.03% -134.0 -12.4% $314.59 +8.4%
146 O REALTY INCOME CORP Real Estate 4,777.0 $296K 0.03% -148.0 -3.0% $61.96 +0.7%
147 IBHJ ISHARES TR 11,060.0 $293K 0.03% $26.46 -0.5%
148 GS GOLDMAN SACHS GROUP INC Financial Services 282.0 $285K 0.03% +21.0 +8.1% $1011.37 +3.9%
149 SHW SHERWIN WILLIAMS CO Basic Materials 825.0 $284K 0.03% $344.32 +1.6%
150 QQQ INVESCO QQQ TR Financial Services 373.0 $275K 0.03% NEW $736.40 -0.9%
151 COP CONOCOPHILLIPS Energy 2,638.0 $274K 0.03% -955.0 -26.6% $103.96 +22.7%
152 ITW ILLINOIS TOOL WKS INC Industrials 1,010.0 $273K 0.03% -70.0 -6.5% $270.47 +6.2%
153 DIS DISNEY WALT CO Communication Services 2,838.0 $273K 0.03% -28.0 -1.0% $96.25 +7.5%
154 DINO HF SINCLAIR CORP Energy 3,848.0 $268K 0.03% $69.65 +36.4%
155 WMT WALMART INC Consumer Defensive 2,366.0 $268K 0.03% -251.0 -9.6% $113.26 +0.9%
156 AMGN AMGEN INC Healthcare 724.0 $262K 0.03% -15.0 -2.0% $362.12 +15.8%
157 SCHW SCHWAB CHARLES CORP Financial Services 2,800.0 $258K 0.03% -100.0 -3.5% $92.27 +19.8%
158 IEFA ISHARES TR 2,561.0 $247K 0.03% NEW $96.58 +4.6%
159 LH LABCORP HOLDINGS INC Healthcare 825.0 $231K 0.02% $280.00 +15.5%
160 MMM 3M CO Industrials 1,413.0 $229K 0.02% $161.91 +11.3%
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 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%