Portfolio Holdings & Fund Performance - Stockman Wealth Management Inc.

List of top 200 securities held by Stockman Wealth Management Inc.:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-04-17 14:47:17
Total Holdings: 162
Assets Under Management (AUM) :
$638,537,792 ($638.54M)
Reporting Manager: Larry Johns
Address:

402 N. BROADWAY
P.O. BOX 2507
BILLINGS, MT 59101

Since : total money flow = , gains and losses =

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