Stockman Wealth Management, Inc.

Est. AUM

$906.2M

13F long equity, this entity only

Positions

178

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P SCP ETF	$47.1M	379279	5.20%	SOLE
2	ISHARES TR	ISHS 1-5YR INVS	$38.7M	735698	4.27%	SOLE
3	ISHARES TR	MBS ETF	$37.7M	397518	4.17%	SOLE
4	ISHARES TR	CORE MSCI INTL	$37.4M	447091	4.12%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$34.6M	512564	3.82%	SOLE
6	APPLE INC	COM	$27.6M	108889	3.05%	SOLE
7	ISHARES INC	MSCI EMRG CHN	$25.6M	325408	2.82%	SOLE
8	CATERPILLAR INC	COM	$24.0M	33891	2.65%	SOLE
9	ISHARES TR	BROAD USD HIGH	$23.9M	650112	2.64%	SOLE
10	ASML HLDG NV	N Y REGISTRY SHS	$23.6M	17831	2.60%	SOLE
11	MICROSOFT CORP	COM	$22.9M	61841	2.53%	SOLE
12	JPMORGAN CHASE & CO	COM	$21.8M	73997	2.40%	SOLE
13	AMAZON COM INC	COM	$21.3M	102395	2.35%	SOLE
14	MERCK & CO INC	COM	$21.3M	177107	2.35%	SOLE
15	CISCO SYS INC	COM	$20.3M	261593	2.24%	SOLE
16	EXXON MOBIL CORP	COM	$19.1M	112810	2.11%	SOLE
17	ALPHABET INC	CAP STK CL A	$18.1M	62791	1.99%	SOLE
18	NVIDIA CORPORATION	COM	$17.5M	100108	1.93%	SOLE
19	CHEVRON CORPORATION	COM	$17.4M	83967	1.92%	SOLE
20	US BANCORP	COM NEW	$15.9M	306569	1.76%	SOLE
21	PEPSICO INC	COM	$15.6M	100709	1.73%	SOLE
22	GSK PLC	SPONSORED ADR	$14.9M	270147	1.65%	SOLE
23	SLB LIMITED	COM STK	$14.7M	286542	1.62%	SOLE
24	AMERICAN EXPRESS CO	COM	$14.4M	47536	1.59%	SOLE
25	LOCKHEED MARTIN CORP	COM	$13.9M	23022	1.54%	SOLE
26	CRH PLC	ORD	$13.9M	131834	1.53%	SOLE
27	HONEYWELL INTL INC	COM	$13.7M	60571	1.51%	SOLE
28	UNITED PARCEL SVCS INC	CL B	$13.5M	137223	1.49%	SOLE
29	BANK AMERICA CORP	COM	$13.3M	273628	1.47%	SOLE
30	PROCTER & GAMBLE CO	COM	$13.0M	90285	1.44%	SOLE
31	PFIZER INC	COM	$13.0M	461237	1.43%	SOLE
32	STARBUCKS CORP	COM	$12.6M	140503	1.39%	SOLE
33	MEDTRONIC PLC	SHS	$11.7M	134940	1.29%	SOLE
34	QUALCOMM INC	COM	$10.9M	84653	1.20%	SOLE
35	VERIZON COMMUNICATIONS INC	COM	$10.3M	204790	1.13%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET TEC	$10.1M	76316	1.12%	SOLE
37	SYSCO CORP	COM	$9.5M	132774	1.05%	SOLE
38	HOME DEPOT INC	COM	$8.7M	26301	0.95%	SOLE
39	LENNAR CORP	CL A	$6.2M	71542	0.69%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET FIN	$6.1M	123342	0.67%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET IND	$6.1M	37516	0.67%	SOLE
42	ISHARES TR	CORE S&P500 ETF	$5.8M	8950	0.65%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET HEA	$5.8M	39522	0.64%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET ENE	$5.5M	89122	0.60%	SOLE
45	ISHARES TR	IBONDS 29 TRM TS	$5.4M	247906	0.60%	SOLE
46	ISHARES TR	IBOND DEC 2030	$5.2M	265985	0.58%	SOLE
47	ISHARES TR	IBONDS DEC 2031	$5.1M	252186	0.57%	SOLE
48	ISHARES TR	IBONDS 27 TRM TS	$5.1M	228160	0.56%	SOLE
49	ISHARES TR	IBONDS 28 TRM TS	$5.0M	223130	0.55%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET CON	$4.7M	43201	0.52%	SOLE

1–50 of 178

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.