StockDriftsStockDriftsTop 50 Stockman Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 5.2% | 379.3K | $47.1M | +4.20%(+15.30K) | $99.69(+38.54%) | 2026-03-31 | |
| IGSB | ISHARES TR | 4.27% | 735.7K | $38.7M | +9.13%(+61.56K) | $51.35(+1.96%) | 2026-03-31 | |
| MBB | ISHARES TR | 4.17% | 397.5K | $37.7M | -27.69%(-152.21K) | $93.50(+0.86%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.12% | 447.1K | $37.4M | +3.80%(+16.36K) | $60.18(+46.28%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.82% | 512.6K | $34.6M | +8.65%(+40.82K) | $60.85(+20.41%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.05% | 108.9K | $27.6M | +3.11%(+3.29K) | $99.49(+185.63%) | 2026-03-31 | |
| EMXC | ISHARES INC | 2.82% | 325.4K | $25.6M | +1.57%(+5.04K) | $56.04(+67.31%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.65% | 33.9K | $24.0M | -7.42%(-2.71K) | $195.27(+363.24%) | 2026-03-31 | |
| USHY | ISHARES TR | 2.64% | 650.1K | $24.0M | new | $37.10(-0.33%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 2.6% | 17.8K | $23.6M | -8.51%(-1.66K) | $715.67(+101.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.20% | +45.05% |
| Top 20 Holdings Unweighted | +13.28% | +45.35% |
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