Stockman Wealth Management, Inc.
CIK: 0001389400SEC EDGAR →
Portfolio Value
$744K
Holdings
175
As of
Q4 2025
New Positions
175
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 493,525 | $47K | 6.31% |
| 2 | ISHARES TR | 350,608 | $42K | 5.60% |
| 3 | ISHARES TR | 636,954 | $34K | 4.54% |
| 4 | ISHARES TR | 414,108 | $33K | 4.46% |
| 5 | ISHARES TR | 438,357 | $29K | 3.84% |
| 6 | APPLE INC | 107,156 | $27K | 3.67% |
| 7 | JPMORGAN CHASE & CO. | 71,268 | $22K | 3.02% |
| 8 | ISHARES INC | 313,924 | $21K | 2.85% |
| 9 | AMAZON COM INC | 92,379 | $20K | 2.73% |
| 10 | CATERPILLAR INC | 39,113 | $19K | 2.51% |
Quarterly Changes
New Positions (175)
$47K · 494K shares
$42K · 351K shares
$34K · 637K shares
$33K · 414K shares
$29K · 438K shares
$27K · 107K shares
$22K · 71K shares
$21K · 314K shares
$20K · 92K shares
$19K · 39K shares
$19K · 99K shares
$17K · 72K shares
$17K · 254K shares
$15K · 127K shares
$15K · 178K shares
$14K · 43K shares
$14K · 295K shares
$13K · 256K shares
$13K · 90K shares
$13K · 76K shares
$12K · 111K shares
$12K · 79K shares
$12K · 78K shares
$12K · 269K shares
$12K · 121K shares
$11K · 53K shares
$11K · 22K shares
$11K · 127K shares
$10K · 125K shares
$10K · 37K shares
$10K · 404K shares
$10K · 118K shares
$10K · 281K shares
$9K · 22K shares
$8K · 181K shares
$8K · 63K shares
$6K · 114K shares
$5K · 35K shares
$5K · 37K shares
$5K · 20K shares
$5K · 207K shares
$4K · 193K shares
$4K · 218K shares
$4K · 183K shares
$4K · 194K shares
$4K · 41K shares
$4K · 157K shares
$4K · 46K shares
$3K · 96K shares
$3K · 119K shares
$3K · 27K shares
$3K · 22K shares
$2K · 86K shares
$2K · 8K shares
$2K · 8K shares
$2K · 86K shares
$2K · 65K shares
$2K · 19K shares
$1K · 5K shares
$1K · 12K shares
$1K · 61K shares
$1K · 20K shares
$1K · 11K shares
$1K · 6K shares
$1K · 4K shares
$1K · 13K shares
$1K · 64K shares
$1K · 4K shares
$1K · 45K shares
$1K · 3K shares
$1K · 2K shares
$925 · 30K shares
$912 · 169 shares
$883 · 3K shares
$874 · 45K shares
$865 · 11K shares
$824 · 6K shares
$798 · 6K shares
$780 · 11K shares
$724 · 2K shares
$720 · 5K shares
$637 · 3K shares
$633 · 10K shares
$631 · 100K shares
$623 · 27K shares
$615 · 24K shares
$590 · 8K shares
$584 · 7K shares
$584 · 2K shares
$580 · 9K shares
$578 · 3K shares
$555 · 719 shares
$553 · 20K shares
$551 · 2K shares
$539 · 2K shares
$536 · 43K shares
$530 · 10K shares
$521 · 2K shares
$518 · 1K shares
$510 · 2K shares
$502 · 1K shares
$500 · 29K shares
$477 · 7K shares
$455 · 40K shares
$448 · 2K shares
$441 · 18K shares
$434 · 5K shares
$432 · 24K shares
$415 · 16K shares
$414 · 2K shares
$412 · 2K shares
$411 · 16K shares
$404 · 30K shares
$398 · 8K shares
$396 · 15K shares
$378 · 2K shares
$373 · 3K shares
$372 · 3K shares
$360 · 2K shares
$358 · 15K shares
$342 · 7K shares
$340 · 4K shares
$330 · 2K shares
$328 · 2K shares
$320 · 925 shares
$318 · 3K shares
$317 · 1K shares
$314 · 35K shares
$307 · 1K shares
$306 · 30K shares
$302 · 25K shares
$300 · 1K shares
$299 · 3K shares
$294 · 3K shares
$288 · 2K shares
$285 · 5K shares
$285 · 2K shares
$280 · 2K shares
$280 · 2K shares
$280 · 3K shares
$276 · 800 shares
$269 · 404 shares
$268 · 4K shares
$262 · 1K shares
$257 · 12K shares
$255 · 980 shares
$254 · 2K shares
$252 · 344 shares
$246 · 841 shares
$246 · 2K shares
$241 · 1K shares
$241 · 3K shares
$239 · 10K shares
$238 · 1K shares
$236 · 825 shares
$231 · 11K shares
$227 · 8K shares
$217 · 1K shares
$216 · 11K shares
$212 · 2K shares
$207 · 261 shares
$206 · 4K shares
$202 · 716 shares
$202 · 479 shares
$202 · 3K shares
$148 · 10K shares
$138 · 14K shares
$26 · 52K shares
$19 · 20K shares
$14 · 10K shares
$6 · 9K shares
$2 · 5K shares
$2 · 2K shares
$2 · 5K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $371K | 49.9% |
| Technology | 19 | $85K | 11.4% |
| Consumer Cyclical | 11 | $67K | 8.9% |
| Industrials | 14 | $55K | 7.3% |
| Healthcare | 17 | $54K | 7.3% |
| Energy | 14 | $41K | 5.6% |
| Consumer Defensive | 7 | $35K | 4.8% |
| Communication Services | 5 | $20K | 2.7% |
| Unknown | 10 | $14K | 1.9% |
| Utilities | 2 | $1K | 0.1% |
| Real Estate | 3 | $805 | 0.1% |
| Basic Materials | 1 | $320 | 0.0% |