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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 7 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHD SCHWAB STRATEGIC TR — 13,388.0 $425K 0.04% -1K -7.5% $31.71 +4.7%
122 SYK STRYKER CORPORATION Healthcare 1,325.0 $417K 0.04% -100.0 -7.0% $314.84 -13.5%
123 GE GE AEROSPACE Industrials 1,101.0 $411K 0.04% +46.0 +4.4% $373.73 -12.5%
124 AVGO BROADCOM INC Technology 1,084.0 $409K 0.04% -356.0 -24.7% $377.75 -6.6%
125 BK BANK OF NY MELLON CORP Financial Services 2,750.0 $398K 0.04% — — $144.61 -1.9%
126 LOW LOWES COS INC Consumer Cyclical 1,801.0 $397K 0.04% +10.0 +0.6% $220.49 -14.2%
127 ABT ABBOTT LABORATORIES Healthcare 4,310.0 $391K 0.04% -504.0 -10.5% $90.74 +11.6%
128 VIG VANGUARD SPECIALIZED FUNDS — 1,633.0 $386K 0.04% -57.0 -3.4% $236.61 +0.4%
129 TXN TEXAS INSTRS INC Technology 1,286.0 $383K 0.04% -280.0 -17.9% $298.07 -6.7%
130 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 12,515.0 $376K 0.04% +212.0 +1.7% $30.03 -0.9%
131 RITM RITHM CAPITAL CORP Real Estate 40,000.0 $376K 0.04% — — $9.39 -2.8%
132 VLO VALERO ENERGY CORP Energy 1,400.0 $365K 0.04% — — $260.44 +48.7%
133 WM WASTE MGMT INC DEL Industrials 1,610.0 $359K 0.04% -15.0 -0.9% $222.88 -7.2%
134 CMI CUMMINS INC Industrials 493.0 $351K 0.04% +13.0 +2.7% $712.84 -26.3%
135 IBHF ISHARES TR — 15,340.0 $347K 0.04% — — $22.65 -0.6%
136 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 34,529.0 $339K 0.04% — — $9.81 -2.3%
137 VO VANGUARD INDEX FDS — 4,154.0 $335K 0.04% +3K +176.4% $80.58 -0.7%
138 NRK NUVEEN NY AMT FREE Financial Services 30,000.0 $322K 0.03% — — $10.72 -12.8%
139 MO ALTRIA GROUP INC Consumer Defensive 4,436.0 $319K 0.03% -455.0 -9.3% $71.95 -4.4%
140 GEV GE VERNOVA INC Utilities 266.0 $313K 0.03% +10.0 +3.9% $1174.86 -18.5%
Page 7 of 9  ·  178 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%