Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stockman Wealth Management, Inc. (CIK 1389400) reported $906.2M across 178 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJR ($47.1M, 5.20%), IGSB ($38.7M, 4.27%), MBB ($37.7M, 4.17%), IDEV ($37.4M, 4.12%), IJH ($34.6M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $47.1M | 5.20% | 379,279 | Added |
| 2 | IGSB | ISHARES TR | $38.7M | 4.27% | 735,698 | Added |
| 3 | MBB | ISHARES TR | $37.7M | 4.17% | 397,518 | Trimmed |
| 4 | IDEV | ISHARES TR | $37.4M | 4.12% | 447,091 | Added |
| 5 | IJH | ISHARES TR | $34.6M | 3.82% | 512,564 | Added |
| 6 | AAPL | APPLE INC | $27.6M | 3.05% | 108,889 | Added |
| 7 | EMXC | ISHARES INC | $25.6M | 2.82% | 325,408 | Added |
| 8 | CAT | CATERPILLAR INC | $24.0M | 2.65% | 33,891 | Trimmed |
| 9 | USHY | ISHARES TR | $24.0M | 2.64% | 650,112 | New |
| 10 | ASML | ASML HLDG NV | $23.6M | 2.60% | 17,831 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $22.9M | 2.53% | 61,841 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $21.8M | 2.40% | 73,997 | Added |
| 13 | AMZN | AMAZON COM INC | $21.3M | 2.35% | 102,395 | Added |
| 14 | MRK | MERCK & CO INC | $21.3M | 2.35% | 177,107 | Trimmed |
| 15 | CSCO | CISCO SYS INC | $20.3M | 2.24% | 261,593 | Added |
| 16 | XOM | EXXON MOBIL CORP | $19.1M | 2.11% | 112,810 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $18.1M | 1.99% | 62,791 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $17.5M | 1.93% | 100,108 | Added |
| 19 | CVX | CHEVRON CORPORATION | $17.4M | 1.92% | 83,967 | Added |
| 20 | USB | US BANCORP | $15.9M | 1.76% | 306,569 | Added |
| 21 | PEP | PEPSICO INC | $15.6M | 1.73% | 100,709 | Added |
| 22 | GSK | GSK PLC | $14.9M | 1.65% | 270,147 | Added |
| 23 | SLB | SLB LIMITED | $14.7M | 1.62% | 286,542 | Added |
| 24 | AXP | AMERICAN EXPRESS CO | $14.4M | 1.59% | 47,536 | Added |
| 25 | LMT | LOCKHEED MARTIN CORP | $13.9M | 1.54% | 23,022 | Added |
Source: SEC Form 13F filings · as of 2026-03-31