Universe · entity
Stockman Wealth Management, Inc.
Institutional manager (13F) · CIK 1389400
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $810M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $47M | 379,279 |
| 2 | ISHARES TR | $39M | 735,698 |
| 3 | ISHARES TR | $38M | 397,518 |
| 4 | ISHARES TR | $37M | 447,091 |
| 5 | ISHARES TR | $35M | 512,564 |
| 6 | APPLE INC | $28M | 108,889 |
| 7 | ISHARES INC | $26M | 325,408 |
| 8 | CATERPILLAR INC | $24M | 33,891 |
| 9 | ISHARES TR | $24M | 650,112 |
| 10 | ASML HLDG NV | $24M | 17,831 |
| 11 | MICROSOFT CORP | $23M | 61,841 |
| 12 | JPMORGAN CHASE & CO | $22M | 73,997 |
| 13 | AMAZON COM INC | $21M | 102,395 |
| 14 | MERCK & CO INC | $21M | 177,107 |
| 15 | CISCO SYS INC | $20M | 261,593 |
| 16 | EXXON MOBIL CORP | $19M | 112,810 |
| 17 | ALPHABET INC | $18M | 62,791 |
| 18 | NVIDIA CORPORATION | $17M | 100,108 |
| 19 | CHEVRON CORPORATION | $17M | 83,967 |
| 20 | US BANCORP | $16M | 306,569 |
| 21 | PEPSICO INC | $16M | 100,709 |
| 22 | GSK PLC | $15M | 270,147 |
| 23 | SLB LIMITED | $15M | 286,542 |
| 24 | AMERICAN EXPRESS CO | $14M | 47,536 |
| 25 | LOCKHEED MARTIN CORP | $14M | 23,022 |
| 26 | CRH PLC | $14M | 131,834 |
| 27 | HONEYWELL INTL INC | $14M | 60,571 |
| 28 | UNITED PARCEL SVCS INC | $13M | 137,223 |
| 29 | BANK AMERICA CORP | $13M | 273,628 |
| 30 | PROCTER & GAMBLE CO | $13M | 90,285 |
| 31 | PFIZER INC | $13M | 461,237 |
| 32 | STARBUCKS CORP | $13M | 140,503 |
| 33 | MEDTRONIC PLC | $12M | 134,940 |
| 34 | QUALCOMM INC | $11M | 84,653 |
| 35 | VERIZON COMMUNICATIONS INC | $10M | 204,790 |
| 36 | SELECT SECTOR SPDR TR | $10M | 76,316 |
| 37 | SYSCO CORP | $9M | 132,774 |
| 38 | HOME DEPOT INC | $9M | 26,301 |
| 39 | LENNAR CORP | $6M | 71,542 |
| 40 | SELECT SECTOR SPDR TR | $6M | 123,342 |
| 41 | SELECT SECTOR SPDR TR | $6M | 37,516 |
| 42 | ISHARES TR | $6M | 8,950 |
| 43 | SELECT SECTOR SPDR TR | $6M | 39,522 |
| 44 | SELECT SECTOR SPDR TR | $5M | 89,122 |
| 45 | ISHARES TR | $5M | 247,906 |
| 46 | ISHARES TR | $5M | 265,985 |
| 47 | ISHARES TR | $5M | 252,186 |
| 48 | ISHARES TR | $5M | 228,160 |
| 49 | ISHARES TR | $5M | 223,130 |
| 50 | SELECT SECTOR SPDR TR | $5M | 43,201 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.