§ 13F · FUND PROFILE
Stockman Wealth Management, Inc..
AUM · $968M (13F)Positions · 178Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 367K | $54M | 5.6% | −3% |
| 2 | IGSB | ISHARES TR | 750K | $39M | 4.1% | +2% |
| 3 | IDEV | ISHARES TR | 439K | $39M | 4.0% | −2% |
| 4 | IJH | ISHARES TR | 506K | $39M | 4.0% | −1% |
| 5 | MBB | ISHARES TR | 384K | $36M | 3.7% | −3% |
| 6 | ASML | ASML HLDG NV | 16K | $32M | 3.3% | −10% |
| 7 | CAT | CATERPILLAR INC | 30K | $32M | 3.3% | −12% |
| 8 | EMXC | ISHARES INC | 299K | $31M | 3.2% | −8% |
| 9 | AAPL | APPLE INC | 104K | $30M | 3.1% | −4% |
| 10 | CSCO | CISCO SYS INC | 228K | $27M | 2.8% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STOCKMAN SIGNAL
AC read
Stockman Wealth Management, Inc. is a Other fund managing $968 million in assets. The fund runs a portfolio of 178 positions.
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