Stockman Wealth Management, Inc.
Top Portfolio Positions
122 positions ·
$542,388,705 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
108,889 | $27,634,939 | 5.10% | |
| CAT |
Caterpillar Inc
Industrials
|
33,891 | $24,010,417 | 4.43% | |
| ASML |
Asml Holding NV
Technology
|
17,831 | $23,551,719 | 4.34% | |
| MSFT |
Microsoft Corp
Technology
|
61,841 | $22,891,682 | 4.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
73,997 | $21,766,957 | 4.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
102,395 | $21,325,806 | 3.93% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
177,107 | $21,304,201 | 3.93% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
261,593 | $20,297,000 | 3.74% | |
| XOM |
Exxon Mobil Corp
Energy
|
112,810 | $19,139,344 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
62,791 | $18,056,179 | 3.33% |
Portfolio Trend
Holdings in ATLO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $246,246 | 10,725 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $216,859 | 10,725 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $191,012 | 10,725 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $187,902 | 10,725 | Shares | Sole | 2025-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||