Stockman Wealth Management, Inc.
•CIK: 1389400•Filing: Q4 2025
**Stockman Wealth Management, Inc.** manages $859M across a diversified portfolio of 178 positions. The firm maintains significant exposure to market leaders, with top holdings including MBB at $52.3M and IJR at $43.7M. Further concentration is evident in technology and financial sectors, notably AAPL ($28.7M), MSFT ($26.6M), and JPM ($22.9M). This allocation suggests a core strategy focused on established, large-cap growth and value names.
Total AUM
$855.7M
QoQ Performance
+6.2%
Positions
132
Top 10 Concentration
37.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MBB
IJR
MBB6.1%
IJR5.1%
IGSB4.2%
IDEV4.2%
IJH3.6%
AAPL3.4%
MSFT3.1%
EMXC2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.8%
Technology15.7%
Financial7.7%
Industrial6.7%
Consumer6.1%
Healthcare5.4%
Energy2.9%
Materials1.9%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$2.8M
+4 more exited positions
Changes from Q3 2025
NEW11 new positions
↑76 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023