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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 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GSK GSK PLC Healthcare 264,689.0 $13.9M 1.43% -5K -2.0% $52.42 -6.1%
22 CVX CHEVRON CORPORATION Energy 81,353.0 $13.5M 1.39% -3K -3.1% $165.76 +23.3%
23 SLB SLB LIMITED Energy 267,734.0 $12.4M 1.29% -19K -6.6% $46.49 +10.9%
24 VZ VERIZON COMMUNICATIONS INC Communication Services 202,846.0 $8.6M 0.89% -2K -0.9% $42.34 +11.2%
25 XLE SELECT SECTOR SPDR TR — 85,994.0 $4.6M 0.47% -3K -3.5% $53.11 +16.8%
26 — ISHARES TR — 186,919.0 $4.3M 0.44% -8K -3.9% $22.89 —
27 GOOG ALPHABET INC — 6,246.0 $2.2M 0.23% -520.0 -7.7% $353.33 —
28 SCHX SCHWAB STRATEGIC TR — 64,691.0 $1.9M 0.20% -23K -26.0% $29.43 +3.2%
29 LLY ELI LILLY & CO Healthcare 1,454.0 $1.7M 0.18% -211.0 -12.7% $1199.43 -1.3%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,698.0 $1.6M 0.16% -385.0 -18.5% $935.47 -1.4%
31 VEU VANGUARD INTL EQUITY INDEX F — 18,942.0 $1.6M 0.16% -1K -5.2% $83.75 +0.8%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 5,462.0 $1.5M 0.16% -1K -18.4% $281.19 -19.8%
33 — BERKSHIRE HATHAWAY INC DEL — 2,946.0 $1.5M 0.15% -733.0 -19.9% $500.39 —
34 VOO VANGUARD INDEX FDS — 2,050.0 $1.4M 0.14% -364.0 -15.1% $686.81 +3.5%
35 SCHZ SCHWAB STRATEGIC TR — 53,630.0 $1.2M 0.13% -10K -15.6% $23.13 -3.8%
36 VB VANGUARD INDEX FDS — 3,719.0 $1.1M 0.12% -735.0 -16.5% $303.15 -4.4%
37 JNJ JOHNSON & JOHNSON Healthcare 4,255.0 $1.1M 0.11% -801.0 -15.8% $253.97 +6.8%
38 AMAT APPLIED MATLS INC Technology 1,459.0 $1.1M 0.11% -24.0 -1.6% $723.00 -32.9%
39 WMB WILLIAMS COS INC Energy 11,275.0 $838K 0.09% -60.0 -0.5% $74.34 -6.8%
40 V VISA INC Financial Services 2,320.0 $796K 0.08% -106.0 -4.4% $343.09 +7.1%
Page 2 of 4  ·  74 positions

① 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 28.2%
Financial Services 14.9%
Industrials 12.1%
Healthcare 11.9%
Consumer Cyclical 10.6%
Energy 8.7%
Consumer Defensive 7.7%
Communication Services 5.4%
Utilities 0.3%
Real Estate 0.1%