Institutional Fund
Stockman Wealth Management, Inc.
Billings, MTCIK 13894006 filings on record
Portfolio Value
$903.08M
Q1 2026
Holdings
177
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+5.5%
from $855.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.2%
- Ishares Tr4.3%
- Ishares Tr4.2%
- Ishares Tr4.1%
- Ishares Tr3.8%
- Apple Inc3.1%
- Other75.3%
Portfolio Holdings
177 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 379.3K | $47.15M | 5.2% | +15.3K | Added |
| 2 | Ishares Tr | 735.7K | $38.67M | 4.3% | +61.6K | Added |
| 3 | Ishares Tr | 397.5K | $37.74M | 4.2% | −152.2K | Reduced |
| 4 | Ishares Tr | 447.1K | $37.36M | 4.1% | +16.4K | Added |
| 5 | Ishares Tr | 512.6K | $34.61M | 3.8% | +40.8K | Added |
| 6 | Apple Inc | 108.9K | $27.63M | 3.1% | +3.3K | Added |
| 7 | Ishares Inc | 325.4K | $25.60M | 2.8% | +5.0K | Added |
| 8 | Caterpillar Inc | 33.9K | $24.01M | 2.7% | −2.7K | Reduced |
| 9 | Ishares Tr | 650.1K | $23.95M | 2.7% | +650.1K | New |
| 10 | Asml Holding N V | 17.8K | $23.55M | 2.6% | −1.7K | Reduced |
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