StockDriftsStockDriftsTop 50 Stockman Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 5.62% | 366.6K | $54.4M | -3.33%(-12.64K) | $99.69(+50.42%) | 2026-06-30 | |
| IGSB | ISHARES TR | 4.06% | 749.5K | $39.3M | +1.88%(+13.84K) | $51.37(+1.52%) | 2026-06-30 | |
| IDEV | ISHARES TR | 4.04% | 439.0K | $39.1M | -1.81%(-8.09K) | $60.18(+55.19%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.03% | 505.8K | $39.0M | -1.32%(-6.78K) | $60.85(+29.08%) | 2026-06-30 | |
| MBB | ISHARES TR | 3.75% | 383.8K | $36.3M | -3.46%(-13.75K) | $93.50(-0.39%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.31% | 16.1K | $32.0M | -9.67%(-1.72K) | $715.67(+160.98%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.27% | 29.7K | $31.6M | -12.41%(-4.21K) | $195.27(+345.26%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.16% | 298.9K | $30.6M | -8.13%(-26.47K) | $56.04(+77.41%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.12% | 104.3K | $30.2M | -4.23%(-4.60K) | $99.67(+206.41%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.76% | 227.7K | $26.7M | -12.96%(-33.91K) | $44.33(+156.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.19% | +60.93% | +10.56% | +65.18% |
| Top 20 Holdings Unweighted | +18.13% | +64.85% | +10.87% | +67.50% |
Stockman Wealth Management INC reports $967.73M in US-listed equity holdings across 178 positions in its most recent 13F filing. Its largest disclosed positions are IJR (5.6%), IGSB (4.1%) and IDEV (4.0%). The top 20 holdings account for 58.46% of reported assets. Its disclosed equity book has returned +60.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stockman Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1389400). View Stockman Wealth Management INC’s 13F filings on SEC