EdgeMarket › What Stockman Wealth Management, Inc. reported owning
What Stockman Wealth Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
906.2MPositions
178Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IJR iShares Core S&P Small-Cap ETF | 47.1M | 5.2% | 379.3K | 147.31 | +29.0% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 38.7M | 4.3% | 735.7K | 52.11 | -1.4% |
| MBB iShares MBS ETF | 37.7M | 4.2% | 397.5K | 93.12 | -0.6% |
| IDEV iShares Core MSCI International Developed Mark | 37.4M | 4.1% | 447.1K | 93.31 | +18.6% |
| IJH iShares Core S&P Mid-Cap ETF | 34.6M | 3.8% | 512.6K | 76.77 | +20.8% |
| AAPL Apple Inc. | 27.6M | 3.0% | 108.9K | 309.35 | +36.9% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 25.6M | 2.8% | 325.4K | 97.80 | +53.2% |
| CAT CATERPILLAR INC | 24.0M | 2.6% | 33.9K | 827.90 | +96.8% |
| USHY iShares Broad USD High Yield Corporate Bond ET | 24.0M | 2.6% | 650.1K | 36.84 | -1.4% |
| ASML ASML HOLDING NV | 23.6M | 2.6% | 17.8K | 1,763.76 | +135.3% |
| MSFT MICROSOFT CORP | 22.9M | 2.5% | 61.8K | 483.24 | -4.4% |
| JPM JPMORGAN CHASE & CO | 21.8M | 2.4% | 74.0K | 351.58 | +20.3% |
| AMZN AMAZON COM INC | 21.3M | 2.4% | 102.4K | 258.63 | +15.6% |
| MRK Merck & Co., Inc. | 21.3M | 2.4% | 177.1K | 152.55 | +80.2% |
| CSCO CISCO SYSTEMS, INC. | 20.3M | 2.2% | 261.6K | 111.04 | +65.5% |
| XOM ExxonMobil Holdings Corp | 19.1M | 2.1% | 112.8K | 165.11 | +52.1% |
| GOOGL Alphabet Inc. | 18.1M | 2.0% | 62.8K | 344.82 | +73.0% |
| NVDA NVIDIA CORP | 17.5M | 1.9% | 100.1K | 214.72 | +22.4% |
| CVX CHEVRON CORP | 17.4M | 1.9% | 84.0K | 205.27 | +34.0% |
| USB US BANCORP \DE\ | 15.9M | 1.8% | 306.6K | 62.05 | +33.7% |
| PEP PEPSICO INC | 15.6M | 1.7% | 100.7K | 143.48 | -4.8% |
| GSK GSK plc | 14.9M | 1.6% | 270.1K | 52.41 | +30.8% |
| SLB SLB LIMITED/NV | 14.7M | 1.6% | 286.5K | 53.87 | +61.5% |
| AXP AMERICAN EXPRESS CO | 14.4M | 1.6% | 47.5K | 336.00 | +8.9% |
| LMT LOCKHEED MARTIN CORP | 13.9M | 1.5% | 23.0K | 563.57 | +26.4% |
| CRH CRH PUBLIC LTD CO | 13.9M | 1.5% | 131.8K | 95.07 | -14.2% |
| HON HONEYWELL INTERNATIONAL INC | 13.7M | 1.5% | 60.6K | 215.90 | -50.3% |
| UPS UNITED PARCEL SERVICE INC | 13.5M | 1.5% | 137.2K | 102.01 | +17.3% |
| BAC BANK OF AMERICA CORP /DE/ | 13.3M | 1.5% | 273.6K | 61.69 | +27.6% |
| PG PROCTER & GAMBLE Co | 13.0M | 1.4% | 90.3K | 144.68 | -9.3% |
| PFE PFIZER INC | 13.0M | 1.4% | 461.2K | 28.07 | +10.6% |
| SBUX STARBUCKS CORP | 12.6M | 1.4% | 140.5K | 107.08 | +19.6% |
| MDT Medtronic plc | 11.7M | 1.3% | 134.9K | 93.35 | +0.1% |
| QCOM QUALCOMM INC/DE | 10.9M | 1.2% | 84.7K | 160.75 | +3.4% |
| VZ VERIZON COMMUNICATIONS INC | 10.3M | 1.1% | 204.8K | 49.45 | +9.7% |
| XLK State Street Technology Select Sector SPDR ETF | 10.1M | 1.1% | 76.3K | 183.31 | +41.1% |
| SYY SYSCO CORP | 9.5M | 1.0% | 132.8K | 84.10 | +3.9% |
| HD HOME DEPOT, INC. | 8.7M | 1.0% | 26.3K | 335.61 | -16.5% |
| LEN LENNAR CORP /NEW/ | 6.2M | 0.7% | 71.5K | 87.02 | -33.2% |
| XLF State Street Financial Select Sector SPDR ETF | 6.1M | 0.7% | 123.3K | 57.48 | +8.7% |
| XLI State Street Industrial Select Sector SPDR ETF | 6.1M | 0.7% | 37.5K | 180.25 | +19.2% |
| IVV iShares Core S&P 500 ETF | 5.8M | 0.6% | 8.9K | 769.31 | +20.0% |
| XLV State Street Health Care Select Sector SPDR ET | 5.8M | 0.6% | 39.5K | 174.62 | +27.0% |
| XLE State Street Energy Select Sector SPDR ETF | 5.5M | 0.6% | 89.1K | 63.64 | +48.3% |
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 5.4M | 0.6% | 247.9K | 21.57 | -1.4% |
| IBTK iShares iBonds Dec 2030 Term Treasury ETF | 5.2M | 0.6% | 266.0K | 19.41 | -1.9% |
| IBTL iShares iBonds Dec 2031 Term Treasury ETF | 5.1M | 0.6% | 252.2K | 19.98 | -2.3% |
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | 5.1M | 0.6% | 228.2K | 22.38 | -0.3% |
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | 5.0M | 0.5% | 223.1K | 22.11 | -1.0% |
| XLY State Street Consumer Discretionary Select Sec | 4.7M | 0.5% | 43.2K | 118.02 | +3.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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