Stockman Wealth Management, Inc.
Top Portfolio Positions
123 positions ·
$544,151,681 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
108,889 | $27,634,939 | 5.08% | |
| CAT |
Caterpillar Inc
Industrials
|
33,891 | $24,010,417 | 4.41% | |
| ASML |
Asml Holding NV
Technology
|
17,831 | $23,551,719 | 4.33% | |
| MSFT |
Microsoft Corp
Technology
|
61,841 | $22,891,682 | 4.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
73,997 | $21,766,957 | 4.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
102,395 | $21,325,806 | 3.92% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
177,107 | $21,304,201 | 3.92% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
261,593 | $20,297,000 | 3.73% | |
| XOM |
Exxon Mobil Corp
Energy
|
112,810 | $19,139,344 | 3.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
62,791 | $18,056,179 | 3.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EOS
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,600 | 10,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $234,100 | 10,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $239,300 | 10,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $242,100 | 10,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $211,000 | 10,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $239,500 | 10,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $217,000 | 10,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $217,800 | 10,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $201,700 | 10,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $187,200 | 10,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $171,800 | 10,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $178,900 | 10,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $164,000 | 10,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $165,500 | 10,000 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $210,000 | 10,000 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $245,900 | 10,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $232,200 | 10,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $232,800 | 10,000 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $216,100 | 10,000 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $216,900 | 10,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $184,500 | 10,000 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $176,100 | 10,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $138,700 | 10,000 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||