Long-term investor
Stockman Wealth Management, Inc. @stockmanwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001389400).
Record
- Tracked since 2025-06-30 (446 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +21.7% · all +21.7%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287804 · 5.6% · long · since 2025-06-30
- 464288646 · 4.1% · long · since 2025-06-30
- 46435G326 · 4.0% · long · since 2025-06-30
- 464287507 · 4.0% · long · since 2025-06-30
- 464288588 · 3.7% · long · since 2025-06-30
- ASML · 3.3% · long · since 2025-06-30
- CAT · 3.3% · long · since 2025-06-30
- 46434G764 · 3.2% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- CSCO · 2.8% · long · since 2025-06-30
- 46435U853 · 2.7% · long · since 2026-03-31
- JPM · 2.4% · long · since 2025-06-30