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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 9 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VIRTUS ARTIFICIAL INTELLIGEN 8,131.0 $228K 0.02% NEW $28.07
162 BA BOEING CO Industrials 1,047.0 $227K 0.02% -389.0 -27.1% $216.47 +4.4%
163 CVS CVS HEALTH CORP Healthcare 2,185.0 $226K 0.02% NEW $103.45 -9.1%
164 DE DEERE & CO Industrials 356.0 $226K 0.02% -9.0 -2.5% $634.33 -5.4%
165 EOS EATON VANCE ENHANCED EQUITY Financial Services 10,000.0 $220K 0.02% $22.04 -0.2%
166 META META PLATFORMS INC Communication Services 389.0 $219K 0.02% +20.0 +5.4% $563.29 +1.0%
167 BDX BECTON DICKINSON & CO Healthcare 1,446.0 $219K 0.02% $151.33 +20.3%
168 BNDX VANGUARD CHARLOTTE FDS 4,480.0 $217K 0.02% +40.0 +0.9% $48.43 -1.6%
169 EOI EATON VANCE ENHANCED EQUITY Financial Services 11,000.0 $216K 0.02% $19.66 +2.6%
170 PH PARKER-HANNIFIN CORP Industrials 221.0 $216K 0.02% -3.0 -1.3% $978.12 +7.7%
171 TGT TARGET CORP Consumer Defensive 1,612.0 $211K 0.02% NEW $130.61 +15.6%
172 PAYX PAYCHEX INC Industrials 2,110.0 $207K 0.02% -100.0 -4.5% $98.33 +20.6%
173 SPY STATE STR SPDR S&P 500 ETF T Financial Services 277.0 $207K 0.02% -64.0 -18.8% $746.77 +3.5%
174 BCX BLACKROCK RES & COMMODITIES Financial Services 13,595.0 $154K 0.02% $11.31 +12.7%
175 UMH UMH PPTYS INC Real Estate 10,000.0 $151K 0.02% $15.14 +6.6%
176 AUR AURORA INNOVATION INC Technology 14,864.0 $101K 0.01% NEW $6.82 +2.2%
177 BBBY BED BATH & BEYOND INC Consumer Cyclical 10,000.0 $58K 0.01% $5.79 -24.9%
178 CGEN COMPUGEN LTD Healthcare 10,000.0 $21K 0.00% $2.14 +9.8%
Page 9 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%