Stockman Wealth Management, Inc. Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$805.8M

Holdings

175

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
1
MBBISHARES TR
493,525$47.0M5.83%
2
IJRISHARES TR
350,608$41.7M5.17%
3
IGSBISHARES TR
636,954$33.8M4.19%
4
IDEVISHARES TR
414,108$33.2M4.12%
5
IJHISHARES TR
438,357$28.6M3.55%
6
AAPLAPPLE INC
107,156$27.3M3.39%
7
MSFTMICROSOFT CORP
51,574$26.7M3.31%
8
JPMJPMORGAN CHASE & CO.
71,268$22.5M2.79%
9
EMXCISHARES INC
313,924$21.2M2.63%
10
AMZNAMAZON COM INC
92,379$20.3M2.52%
11
ASMLASML HOLDING N V
20,498$19.8M2.46%
12
CATCATERPILLAR INC
39,113$18.7M2.32%
13
NVDANVIDIA CORPORATION
99,185$18.5M2.30%
14
GOOGLALPHABET INC
71,640$17.4M2.16%
15
CSCOCISCO SYS INC
254,013$17.4M2.16%
16
RHCRH PLC
126,710$15.2M1.89%
17
MRKMERCK & CO INC
177,975$14.9M1.85%
18
AXPAMERICAN EXPRESS CO
43,123$14.3M1.78%
19
USBUS BANCORP DEL
294,539$14.2M1.77%
20
BACBANK AMERICA CORP
256,446$13.2M1.64%
21
PEPPEPSICO INC
90,347$12.7M1.57%
22
QCOMQUALCOMM INC
75,577$12.6M1.56%
23
XOMEXXON MOBIL CORP
110,863$12.5M1.55%
24
CVXCHEVRON CORP NEW
78,668$12.2M1.52%
25
PGPROCTER AND GAMBLE CO
77,506$11.9M1.48%
26
GSKGSK PLC
269,493$11.6M1.44%
27
MDTMEDTRONIC PLC
121,461$11.6M1.44%
28
HONHONEYWELL INTL INC
52,783$11.1M1.38%
29
LMTLOCKHEED MARTIN CORP
21,951$11.0M1.36%
30
SBUXSTARBUCKS CORP
127,280$10.8M1.34%
31
UPSUNITED PARCEL SERVICE INC
125,097$10.4M1.30%
32
XLKSELECT SECTOR SPDR TR
36,741$10.4M1.29%
33
PFEPFIZER INC
404,347$10.3M1.28%
34
SYYSYSCO CORP
117,786$9.7M1.20%
35
SLBSCHLUMBERGER LTD
281,153$9.7M1.20%
36
HDHOME DEPOT INC
22,185$9.0M1.12%
37
BACVERIZON COMMUNICATIONS INC
180,847$7.9M0.99%
38
LENLENNAR CORP
62,976$7.9M0.98%
39
XLFSELECT SECTOR SPDR TR
114,351$6.2M0.76%
40
IVVISHARES TR
9,095$6.1M0.76%
41
XLISELECT SECTOR SPDR TR
35,231$5.4M0.67%
42
XLVSELECT SECTOR SPDR TR
37,134$5.2M0.64%
43
XLYSELECT SECTOR SPDR TR
20,100$4.8M0.60%
44
IBMSISHARES TR
206,973$4.5M0.56%
45
IBTHISHARES TR
193,074$4.3M0.54%
46
IBTKISHARES TR
218,144$4.3M0.54%
47
IBTIISHARES TR
183,335$4.1M0.51%
48
IBTLISHARES TR
193,708$4.0M0.49%
49
XLESELECT SECTOR SPDR TR
40,511$3.6M0.45%
50
IBTGISHARES TR
156,529$3.6M0.45%
51
XLFISELECT SECTOR SPDR TR
45,776$3.6M0.45%
52
FIBKFIRST INTST BANCSYSTEM INC
95,869$3.1M0.38%
53
VOOVANGUARD INDEX FDS
4,672$2.9M0.36%
54
AQLTISHARES TR
119,006$2.8M0.34%
55
AGGISHARES TR
26,513$2.7M0.33%
56
BRK/BBERKSHIRE HATHAWAY INC DEL
5,138$2.6M0.32%
57
XLCSELECT SECTOR SPDR TR
21,607$2.6M0.32%
58
SCHXSCHWAB STRATEGIC TR
86,326$2.3M0.28%
59
IBMINTERNATIONAL BUSINESS MACHS
7,652$2.2M0.27%
60
COSTCOSTCO WHSL CORP NEW
2,315$2.1M0.27%
61
GOOGALPHABET INC
7,660$1.9M0.23%
62
SCHHSCHWAB STRATEGIC TR
85,696$1.8M0.23%
63
IBMSISHARES TR
65,388$1.5M0.19%
64
VCSHVANGUARD SCOTTSDALE FDS
18,775$1.5M0.19%
65
ORCLORACLE CORP
5,218$1.5M0.18%
66
APHAMPHENOL CORP NEW
11,813$1.5M0.18%
67
SCHZSCHWAB STRATEGIC TR
61,025$1.4M0.18%
68
VEUVANGUARD INTL EQUITY INDEX F
20,024$1.4M0.18%
69
IVWISHARES TR
10,697$1.3M0.16%
70
LLYELI LILLY & CO
1,631$1.2M0.15%
71
JNJJOHNSON & JOHNSON
6,415$1.2M0.15%
72
VTIVANGUARD INDEX FDS
3,528$1.2M0.14%
73
XLBSELECT SECTOR SPDR TR
12,841$1.1M0.14%
74
ETENERGY TRANSFER L P
64,366$1.1M0.14%
75
VBVANGUARD INDEX FDS
4,302$1.1M0.14%
76
USACUSA COMPRESSION PARTNERS LP
45,001$1.1M0.13%
77
VVISA INC
3,068$1.0M0.13%
78
IWFISHARES TR
2,171$1.0M0.13%
79
EPDENTERPRISE PRODS PARTNERS L
29,609$925K0.11%
80
BKNGBOOKING HOLDINGS INC
169$912K0.11%
81
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,164$883K0.11%
82
AMANTERO MIDSTREAM CORP
45,000$874K0.11%
83
AZNASTRAZENECA PLC
11,277$865K0.11%
84
EMREMERSON ELEC CO
6,282$824K0.10%
85
DUKDUKE ENERGY CORP NEW
6,454$798K0.10%
86
OKEONEOK INC NEW
10,700$780K0.10%
87
VUGVANGUARD INDEX FDS
1,510$724K0.09%
88
ABTABBOTT LABS
5,382$720K0.09%
89
LOWLOWES COS INC
2,535$637K0.08%
90
WMBWILLIAMS COS INC
10,000$633K0.08%
91
USALIBERTY ALL STAR EQUITY FD
99,563$631K0.08%
92
SCHFSCHWAB STRATEGIC TR
26,795$623K0.08%
93
IBDTISHARES TR
24,104$615K0.08%
94
BIVVANGUARD BD INDEX FDS
7,567$590K0.07%
95
BSVVANGUARD BD INDEX FDS
7,409$584K0.07%
96
MCDMCDONALDS CORP
1,922$584K0.07%
97
KOCOCA COLA CO
8,754$580K0.07%
98
IVEISHARES TR
2,800$578K0.07%
99
MCKMCKESSON CORP
719$555K0.07%
100
SCHASCHWAB STRATEGIC TR
19,837$553K0.07%
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