Stockman Wealth Management, Inc.
CIK: 1389400SEC EDGAR →
Portfolio Value
$443.9B
Holdings
178
As of
Q1 2026
New Positions
178
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 735,698 | $38.7B | 8.71% |
| 2 | ISHARES TR | 397,518 | $37.7B | 8.50% |
| 3 | ISHARES TR | 447,091 | $37.4B | 8.42% |
| 4 | ISHARES TR | 512,564 | $34.6B | 7.80% |
| 5 | ISHARES INC | 325,408 | $25.6B | 5.77% |
| 6 | ISHARES TR | 650,112 | $24.0B | 5.40% |
| 7 | CISCO SYS INC | 261,593 | $20.3B | 4.57% |
| 8 | US BANCORP | 306,569 | $15.9B | 3.59% |
| 9 | GSK PLC | 270,147 | $14.9B | 3.36% |
| 10 | SLB LIMITED | 286,542 | $14.7B | 3.32% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 68 | $294.5B | 66.3% |
| Healthcare | 16 | $39.6B | 8.9% |
| Energy | 15 | $22.1B | 5.0% |
| Technology | 19 | $21.9B | 4.9% |
| Consumer Cyclical | 12 | $21.3B | 4.8% |
| Unknown | 11 | $18.2B | 4.1% |
| Industrials | 18 | $13.8B | 3.1% |
| Consumer Defensive | 7 | $10.5B | 2.4% |
| Real Estate | 3 | $824.8M | 0.2% |
| Utilities | 3 | $671.3M | 0.2% |
| Communication Services | 5 | $610.0M | 0.1% |
| Basic Materials | 1 | $264K | 0.0% |