Sponsored

The Analysis of Stockman Wealth Management, Inc.'s Holdings & P&L

Currently, Stockman Wealth Management, Inc. holds 178 types of securities in its portfolio with a total value $906.2M. In the most recent quarter, they have increased their positions in USHY (+650.1K shares, valued at $24.0M), XLK (+39.6K shares, valued at $5.3M), IGSB (+98.7K shares, valued at $5.2M); decreased their positions in MBB (-96.0K shares, valued at $9.1M), CAT (-5.2K shares, valued at $3.7M), ASML (-2.7K shares, valued at $3.5M); initiated new positions in USHY (+650.1K shares, valued at $24.0M), PAVE (+61.2K shares, valued at $3.1M), THO (+24.8K shares, valued at $2.0M).

1M P&L

+32.4M+3.77%

3M P&L

+25.2M+2.90%

HY P&L

+97.4M+12.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A361.4M

44.2%

2Oil & Gas Integrated36.7M

4.5%

3Banks - Diversified36.1M

4.4%

Top Industries by Stock Count

1N/A63 stocks

38.0%

2Drug Manufacturers - General5 stocks

3.0%

3Semiconductors5 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJR ISHARES TR379.3K shares8.18%2026-03-312026-04-13

IGSB ISHARES TR735.7K shares15.50%2026-03-312026-04-13

MBB ISHARES TR397.5K shares-19.45%2026-03-312026-04-13

IDEV ISHARES TR447.1K shares7.96%2026-03-312026-04-13

IJH ISHARES TR512.6K shares16.93%2026-03-312026-04-13

AAPL APPLE INC108.9K shares1.62%2026-03-312026-04-13

EMXC ISHARES INC325.4K shares3.66%2026-03-312026-04-13

CAT CATERPILLAR INC33.9K shares-13.35%2026-03-312026-04-13

Sponsored

USHY ISHARES TR650.1K sharesnew addition2026-03-312026-04-13

ASML ASML HLDG NV17.8K shares-13.01%2026-03-312026-04-13

MSFT MICROSOFT CORP61.8K shares19.91%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO74.0K shares3.83%2026-03-312026-04-13

AMZN AMAZON COM INC102.4K shares10.84%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC177.1K shares-0.49%2026-03-312026-04-13

CSCO CISCO SYS INC261.6K shares2.98%2026-03-312026-04-13

XOM EXXON MOBIL CORP112.8K shares1.76%2026-03-312026-04-13

Sponsored

ALPHABET INC ALPHABET INC62.8K shares-12.35%2026-03-312026-04-13

NVDA NVIDIA CORPORATION100.1K shares0.93%2026-03-312026-04-13

CVX CHEVRON CORPORATION84.0K shares6.74%2026-03-312026-04-13

USB US BANCORP306.6K shares4.08%2026-03-312026-04-13

PEP PEPSICO INC100.7K shares11.47%2026-03-312026-04-13

GSK PLC GSK PLC270.1K shares0.24%2026-03-312026-04-13

SLB SLB LIMITED286.5K shares1.92%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO47.5K shares10.23%2026-03-312026-04-13

Sponsored

LMT LOCKHEED MARTIN CORP23.0K shares4.88%2026-03-312026-04-13

CRH PLC CRH PLC131.8K shares4.04%2026-03-312026-04-13

HON HONEYWELL INTL INC60.6K shares14.75%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC137.2K shares9.69%2026-03-312026-04-13

BAC BANK AMERICA CORP273.6K shares6.70%2026-03-312026-04-13

PG PROCTER & GAMBLE CO90.3K shares16.49%2026-03-312026-04-13

PFE PFIZER INC461.2K shares14.07%2026-03-312026-04-13

SBUX STARBUCKS CORP140.5K shares10.39%2026-03-312026-04-13

Sponsored

MEDTRONIC PLC MEDTRONIC PLC134.9K shares11.10%2026-03-312026-04-13

QCOM QUALCOMM INC84.7K shares12.01%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC204.8K shares13.24%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR76.3K shares107.71%2026-03-312026-04-13

SYY SYSCO CORP132.8K shares12.72%2026-03-312026-04-13

HD HOME DEPOT INC26.3K shares18.55%2026-03-312026-04-13

LEN LENNAR CORP71.5K shares13.60%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR123.3K shares7.86%2026-03-312026-04-13

Sponsored

XLI SELECT SECTOR SPDR TR37.5K shares6.49%2026-03-312026-04-13

IVV ISHARES TR8.9K shares-1.59%2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR39.5K shares6.43%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR89.1K shares119.99%2026-03-312026-04-13

IBTJ ISHARES TR247.9K shares19.78%2026-03-312026-04-13

IBTK ISHARES TR266.0K shares21.93%2026-03-312026-04-13

IBTL ISHARES TR252.2K shares30.19%2026-03-312026-04-13

IBTH ISHARES TR228.2K shares18.17%2026-03-312026-04-13

Sponsored

IBTI ISHARES TR223.1K shares21.71%2026-03-312026-04-13

XLY SELECT SECTOR SPDR TR43.2K shares114.93%2026-03-312026-04-13

IBTM ISHARES TR200.6K shares206.81%2026-03-312026-04-13

IBTG ISHARES TR194.4K shares24.22%2026-03-312026-04-13

XLP SELECT SECTOR SPDR TR51.1K shares11.53%2026-03-312026-04-13

PAVE GLOBAL X FDS61.2K sharesnew addition2026-03-312026-04-13

AGG ISHARES TR28.0K shares5.57%2026-03-312026-04-13

XLC SELECT SECTOR SPDR TR22.8K shares5.62%2026-03-312026-04-13

Sponsored

SCHX SCHWAB STRATEGIC TR87.5K shares1.30%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION2.1K shares-10.02%2026-03-312026-04-13

THO THOR INDS INC24.8K sharesnew addition2026-03-312026-04-13

SCHH SCHWAB STRATEGIC TR91.5K shares6.81%2026-03-312026-04-13

ALPHABET INC ALPHABET INC6.8K shares-11.67%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.7K shares-28.40%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS6.7K shares-12.56%2026-03-312026-04-13

LLY ELI LILLY & CO1.7K shares2.08%2026-03-312026-04-13

Sponsored

APH AMPHENOL CORP12.1K shares2.43%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F20.0K shares-0.19%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS18.8K shares0.00%2026-03-312026-04-13

SCHZ SCHWAB STRATEGIC TR63.5K shares4.10%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares-48.33%2026-03-312026-04-13

XLB SELECT SECTOR SPDR TR28.2K shares119.59%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8K shares20.99%2026-03-312026-04-13

ET ENERGY TRANSFER L P64.2K shares-0.31%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON5.1K shares-21.18%2026-03-312026-04-13

USAC USA COMPRESSION PARTNERS LP45.0K shares0.00%2026-03-312026-04-13

IVW ISHARES TR10.6K shares-0.64%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L31.7K shares7.14%2026-03-312026-04-13

VB VANGUARD INDEX FDS4.5K shares3.53%2026-03-312026-04-13

ASTRAZENECA PLC ASTRAZENECA PLC5.8K sharesnew addition2026-03-312026-04-13

VTI VANGUARD INDEX FDS3.4K shares-2.95%2026-03-312026-04-13

AM ANTERO MIDSTREAM CORP45.0K shares0.00%2026-03-312026-04-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.3K shares13.59%2026-03-312026-04-13

OKE ONEOK INC NEW10.2K shares-4.35%2026-03-312026-04-13

IWF ISHARES TR2.1K shares-3.36%2026-03-312026-04-13

WMB WILLIAMS COS INC11.3K shares13.35%2026-03-312026-04-13

ORCL ORACLE CORP5.5K shares5.48%2026-03-312026-04-13

EMR EMERSON ELEC CO6.1K shares-3.34%2026-03-312026-04-13

FIBK FIRST INTST BANCSYSTEM INC22.0K shares-77.03%2026-03-312026-04-13

V VISA INC2.4K shares-20.93%2026-03-312026-04-13

Sponsored

BKNG BOOKING HOLDINGS INC169 shares0.00%2026-03-312026-04-13

WFC WELLS FARGO & CO8.8K shares70.51%2026-03-312026-04-13

KO COCA COLA CO8.9K shares1.22%2026-03-312026-04-13

NEE NEXTERA ENERGY INC7.2K shares125.54%2026-03-312026-04-13

MCD MCDONALDS CORP2.1K shares9.89%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR25.6K shares-4.53%2026-03-312026-04-13

ABBV ABBVIE INC2.9K shares24.70%2026-03-312026-04-13

MCK MCKESSON CORP719 shares0.00%2026-03-312026-04-13

Sponsored

IBDT ISHARES TR24.0K shares-0.26%2026-03-312026-04-13

IVE ISHARES TR2.8K shares0.00%2026-03-312026-04-13

BTI BRITISH AMERN TOB PLC10.0K shares0.00%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR19.8K shares0.00%2026-03-312026-04-13

VUG VANGUARD INDEX FDS1.3K shares-14.77%2026-03-312026-04-13

USA LIBERTY ALL STAR EQUITY FD99.6K shares0.00%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC1.9K shares-0.21%2026-03-312026-04-13

PSX PHILLIPS 662.8K shares3.91%2026-03-312026-04-13

Sponsored

AMAT APPLIED MATLS INC1.5K shares15.59%2026-03-312026-04-13

VXUS VANGUARD STAR FDS6.5K shares0.15%2026-03-312026-04-13

THW ABRDN WORLD HEALTHCARE FUND42.6K shares0.00%2026-03-312026-04-13

ABT ABBOTT LABORATORIES4.8K shares-10.55%2026-03-312026-04-13

COP CONOCOPHILLIPS3.6K shares-0.31%2026-03-312026-04-13

SYK STRYKER CORPORATION1.4K shares4.93%2026-03-312026-04-13

RTX RTX CORPORATION2.4K shares22.79%2026-03-312026-04-13

F FORD MTR CO40.2K shares58.66%2026-03-312026-04-13

Sponsored

BROADCOM INC BROADCOM INC1.4K shares-6.98%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR14.5K shares-0.23%2026-03-312026-04-13

PGR PROGRESSIVE CORP2.2K shares-0.18%2026-03-312026-04-13

KRP KIMBELL RTY PARTNERS LP30.0K shares0.00%2026-03-312026-04-13

VO VANGUARD INDEX FDS1.5K shares-1.44%2026-03-312026-04-13

LOW LOWES COS INC1.8K shares-29.35%2026-03-312026-04-13

IBDR ISHARES TR17.1K shares-6.04%2026-03-312026-04-13

TSLA TESLA INC1.1K shares-5.40%2026-03-312026-04-13

Sponsored

SCHB SCHWAB STRATEGIC TR16.3K shares0.59%2026-03-312026-04-13

PKG PACKAGING CORP AMER1.9K shares0.00%2026-03-312026-04-13

RITM RITHM CAPITAL CORP40.0K shares0.00%2026-03-312026-04-13

WM WASTE MGMT INC DEL1.6K shares-0.49%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS1.7K shares10.17%2026-03-312026-04-13

MMC MARSH & MCLENNAN COS INC2.0K shares-0.73%2026-03-312026-04-13

IBHF ISHARES TR15.3K shares0.00%2026-03-312026-04-13

VLO VALERO ENERGY CORP1.4K shares0.00%2026-03-312026-04-13

Sponsored

GBCI GLACIER BANCORP INC NEW7.5K shares7.15%2026-03-312026-04-13

DHR DANAHER CORP DEL1.7K shares-9.27%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP2.8K shares0.00%2026-03-312026-04-13

WMT WALMART INC2.6K shares5.78%2026-03-312026-04-13

MO ALTRIA GROUP INC4.9K shares20.38%2026-03-312026-04-13

T AT&T INC10.8K shares34.19%2026-03-312026-04-13

NSC NORFOLK SOUTHN CORP1.1K sharesnew addition2026-03-312026-04-13

NRK NUVEEN NY AMT FREE30.0K shares0.00%2026-03-312026-04-13

Sponsored

TXN TEXAS INSTRS INC1.6K shares2.49%2026-03-312026-04-13

UNP UNION PAC CORP1.3K shares-3.85%2026-03-312026-04-13

O REALTY INCOME CORP4.9K shares47.68%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE1.1K shares0.00%2026-03-312026-04-13

EXG EATON VANCE TAX-MANAGED GLOB34.5K shares0.00%2026-03-312026-04-13

IBHJ ISHARES TR11.1K sharesnew addition2026-03-312026-04-13

VTV VANGUARD INDEX FDS1.5K shares-4.11%2026-03-312026-04-13

BA BOEING CO1.4K shares28.44%2026-03-312026-04-13

Sponsored

IWD ISHARES TR1.3K shares-9.56%2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC1.1K shares10.20%2026-03-312026-04-13

DIS DISNEY WALT CO2.9K shares-12.03%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP2.9K shares-1.19%2026-03-312026-04-13

BSTZ BLACKROCK SCIENCE & TECHNOLO12.3K shares6.01%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC1.6K sharesnew addition2026-03-312026-04-13

SHW SHERWIN WILLIAMS CO825 shares-10.81%2026-03-312026-04-13

AMGN AMGEN INC739 shares3.21%2026-03-312026-04-13

Sponsored

VNQ VANGUARD INDEX FDS2.9K shares-16.31%2026-03-312026-04-13

CMI CUMMINS INC480 shares0.21%2026-03-312026-04-13

DINO HF SINCLAIR CORP3.8K shares-2.53%2026-03-312026-04-13

MUB ISHARES TR2.2K sharesnew addition2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC1.1K shares-16.64%2026-03-312026-04-13

IDCC INTERDIGITAL INC752 shares-6.00%2026-03-312026-04-13

BDX BECTON DICKINSON & CO1.4K shares-6.49%2026-03-312026-04-13

GEV GE VERNOVA INC256 sharesnew addition2026-03-312026-04-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T341 shares-15.59%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC261 shares0.00%2026-03-312026-04-13

LH LABCORP HOLDINGS INC825 shares0.00%2026-03-312026-04-13

SHEL SHELL PLC2.3K sharesnew addition2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS4.4K sharesnew addition2026-03-312026-04-13

META META PLATFORMS INC369 shares7.27%2026-03-312026-04-13

EOI EATON VANCE ENHANCED EQUITY11.0K shares0.00%2026-03-312026-04-13

DE DEERE & CO365 sharesnew addition2026-03-312026-04-13

Sponsored

MMM 3M CO1.4K sharesnew addition2026-03-312026-04-13

FDX FEDEX CORP575 sharesnew addition2026-03-312026-04-13

EOS EATON VANCE ENHANCED EQUITY10.0K shares0.00%2026-03-312026-04-13

PAYX PAYCHEX INC2.2K shares0.00%2026-03-312026-04-13

AWK AMERICAN WTR WKS CO INC NEW1.5K shares-3.27%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP224 sharesnew addition2026-03-312026-04-13

BCX BLACKROCK RES & COMMODITIES13.6K shares0.00%2026-03-312026-04-13

UMH UMH PPTYS INC10.0K shares0.00%2026-03-312026-04-13

Sponsored

BBBY BED BATH & BEYOND INC10.0K sharesnew addition2026-03-312026-04-13

CGEN COMPUGEN LTD10.0K shares0.00%2026-03-312026-04-13

IJR

ISHARES TR

8.18%

Shares379.3K

Event2026-03-31

Filed2026-04-13

IGSB

ISHARES TR

15.50%

Shares735.7K

Event2026-03-31

Filed2026-04-13

MBB

ISHARES TR

-19.45%

Shares397.5K

Event2026-03-31

Filed2026-04-13

IDEV

ISHARES TR

7.96%

Shares447.1K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

16.93%

Shares512.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

1.62%

Shares108.9K

Event2026-03-31

Filed2026-04-13

EMXC

ISHARES INC

3.66%

Shares325.4K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

-13.35%

Shares33.9K

Event2026-03-31

Filed2026-04-13

USHY

ISHARES TR

New

Shares650.1K

Event2026-03-31

Filed2026-04-13

ASML

ASML HLDG NV

-13.01%

Shares17.8K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

19.91%

Shares61.8K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

3.83%

Shares74.0K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

10.84%

Shares102.4K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

-0.49%

Shares177.1K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

2.98%

Shares261.6K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

1.76%

Shares112.8K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-12.35%

Shares62.8K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.93%

Shares100.1K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

6.74%

Shares84.0K

Event2026-03-31

Filed2026-04-13

USB

US BANCORP

4.08%

Shares306.6K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

11.47%

Shares100.7K

Event2026-03-31

Filed2026-04-13

GSK PLC

0.24%

Shares270.1K

Event2026-03-31

Filed2026-04-13

SLB

SLB LIMITED

1.92%

Shares286.5K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO

10.23%

Shares47.5K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

4.88%

Shares23.0K

Event2026-03-31

Filed2026-04-13

CRH PLC

4.04%

Shares131.8K

Event2026-03-31

Filed2026-04-13

HON

HONEYWELL INTL INC

14.75%

Shares60.6K

Event2026-03-31

Filed2026-04-13

UPS

UNITED PARCEL SVCS INC

9.69%

Shares137.2K

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP

6.70%

Shares273.6K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

16.49%

Shares90.3K

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC

14.07%

Shares461.2K

Event2026-03-31

Filed2026-04-13

SBUX

STARBUCKS CORP

10.39%

Shares140.5K

Event2026-03-31

Filed2026-04-13

MEDTRONIC PLC

11.10%

Shares134.9K

Event2026-03-31

Filed2026-04-13

QCOM

QUALCOMM INC

12.01%

Shares84.7K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

13.24%

Shares204.8K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

107.71%

Shares76.3K

Event2026-03-31

Filed2026-04-13

SYY

SYSCO CORP

12.72%

Shares132.8K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

18.55%

Shares26.3K

Event2026-03-31

Filed2026-04-13

LEN

LENNAR CORP

13.60%

Shares71.5K

Event2026-03-31

Filed2026-04-13

XLF

SELECT SECTOR SPDR TR

7.86%

Shares123.3K

Event2026-03-31

Filed2026-04-13

XLI

SELECT SECTOR SPDR TR

6.49%

Shares37.5K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

-1.59%

Shares8.9K

Event2026-03-31

Filed2026-04-13

XLV

SELECT SECTOR SPDR TR

6.43%

Shares39.5K

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

119.99%

Shares89.1K

Event2026-03-31

Filed2026-04-13

IBTJ

ISHARES TR

19.78%

Shares247.9K

Event2026-03-31

Filed2026-04-13

IBTK

ISHARES TR

21.93%

Shares266.0K

Event2026-03-31

Filed2026-04-13

IBTL

ISHARES TR

30.19%

Shares252.2K

Event2026-03-31

Filed2026-04-13

IBTH

ISHARES TR

18.17%

Shares228.2K

Event2026-03-31

Filed2026-04-13

IBTI

ISHARES TR

21.71%

Shares223.1K

Event2026-03-31

Filed2026-04-13

XLY

SELECT SECTOR SPDR TR

114.93%

Shares43.2K

Event2026-03-31

Filed2026-04-13

IBTM

ISHARES TR

206.81%

Shares200.6K

Event2026-03-31

Filed2026-04-13

IBTG

ISHARES TR

24.22%

Shares194.4K

Event2026-03-31

Filed2026-04-13

XLP

SELECT SECTOR SPDR TR

11.53%

Shares51.1K

Event2026-03-31

Filed2026-04-13

PAVE

GLOBAL X FDS

New

Shares61.2K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

5.57%

Shares28.0K

Event2026-03-31

Filed2026-04-13

XLC

SELECT SECTOR SPDR TR

5.62%

Shares22.8K

Event2026-03-31

Filed2026-04-13

SCHX

SCHWAB STRATEGIC TR

1.30%

Shares87.5K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

-10.02%

Shares2.1K

Event2026-03-31

Filed2026-04-13

THO

THOR INDS INC

New

Shares24.8K

Event2026-03-31

Filed2026-04-13

SCHH

SCHWAB STRATEGIC TR

6.81%

Shares91.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-11.67%

Shares6.8K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-28.40%

Shares3.7K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

-12.56%

Shares6.7K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

2.08%

Shares1.7K

Event2026-03-31

Filed2026-04-13

APH

AMPHENOL CORP

2.43%

Shares12.1K

Event2026-03-31

Filed2026-04-13

VEU

VANGUARD INTL EQUITY INDEX F

-0.19%

Shares20.0K

Event2026-03-31

Filed2026-04-13

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares18.8K

Event2026-03-31

Filed2026-04-13

SCHZ

SCHWAB STRATEGIC TR

4.10%

Shares63.5K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-48.33%

Shares2.4K

Event2026-03-31

Filed2026-04-13

XLB

SELECT SECTOR SPDR TR

119.59%

Shares28.2K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

20.99%

Shares3.8K

Event2026-03-31

Filed2026-04-13

ENERGY TRANSFER L P

-0.31%

Shares64.2K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-21.18%

Shares5.1K

Event2026-03-31

Filed2026-04-13

USAC

USA COMPRESSION PARTNERS LP

0.00%

Shares45.0K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

-0.64%

Shares10.6K

Event2026-03-31

Filed2026-04-13

EPD

ENTERPRISE PRODS PARTNERS L

7.14%

Shares31.7K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

3.53%

Shares4.5K

Event2026-03-31

Filed2026-04-13

ASTRAZENECA PLC

New

Shares5.8K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-2.95%

Shares3.4K

Event2026-03-31

Filed2026-04-13

ANTERO MIDSTREAM CORP

0.00%

Shares45.0K

Event2026-03-31

Filed2026-04-13

DUKE ENERGY CORP NEW

13.59%

Shares7.3K

Event2026-03-31

Filed2026-04-13

OKE

ONEOK INC NEW

-4.35%

Shares10.2K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

-3.36%

Shares2.1K

Event2026-03-31

Filed2026-04-13

WMB

WILLIAMS COS INC

13.35%

Shares11.3K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

5.48%

Shares5.5K

Event2026-03-31

Filed2026-04-13

EMR

EMERSON ELEC CO

-3.34%

Shares6.1K

Event2026-03-31

Filed2026-04-13

FIBK

FIRST INTST BANCSYSTEM INC

-77.03%

Shares22.0K

Event2026-03-31

Filed2026-04-13

VISA INC

-20.93%

Shares2.4K

Event2026-03-31

Filed2026-04-13

BKNG

BOOKING HOLDINGS INC

0.00%

Shares169

Event2026-03-31

Filed2026-04-13

WFC

WELLS FARGO & CO

70.51%

Shares8.8K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

1.22%

Shares8.9K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

125.54%

Shares7.2K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

9.89%

Shares2.1K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

-4.53%

Shares25.6K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

24.70%

Shares2.9K

Event2026-03-31

Filed2026-04-13

MCK

MCKESSON CORP

0.00%

Shares719

Event2026-03-31

Filed2026-04-13

IBDT

ISHARES TR

-0.26%

Shares24.0K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-13

BTI

BRITISH AMERN TOB PLC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-13

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares19.8K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

-14.77%

Shares1.3K

Event2026-03-31

Filed2026-04-13

USA

LIBERTY ALL STAR EQUITY FD

0.00%

Shares99.6K

Event2026-03-31

Filed2026-04-13

TRV

TRAVELERS COMPANIES INC

-0.21%

Shares1.9K

Event2026-03-31

Filed2026-04-13

PSX

PHILLIPS 66

3.91%

Shares2.8K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

15.59%

Shares1.5K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

0.15%

Shares6.5K

Event2026-03-31

Filed2026-04-13

THW

ABRDN WORLD HEALTHCARE FUND

0.00%

Shares42.6K

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

-10.55%

Shares4.8K

Event2026-03-31

Filed2026-04-13

COP

CONOCOPHILLIPS

-0.31%

Shares3.6K

Event2026-03-31

Filed2026-04-13

SYK

STRYKER CORPORATION

4.93%

Shares1.4K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

22.79%

Shares2.4K

Event2026-03-31

Filed2026-04-13

FORD MTR CO

58.66%

Shares40.2K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

-6.98%

Shares1.4K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

-0.23%

Shares14.5K

Event2026-03-31

Filed2026-04-13

PGR

PROGRESSIVE CORP

-0.18%

Shares2.2K

Event2026-03-31

Filed2026-04-13

KRP

KIMBELL RTY PARTNERS LP

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-1.44%

Shares1.5K

Event2026-03-31

Filed2026-04-13

LOW

LOWES COS INC

-29.35%

Shares1.8K

Event2026-03-31

Filed2026-04-13

IBDR

ISHARES TR

-6.04%

Shares17.1K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

-5.40%

Shares1.1K

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

0.59%

Shares16.3K

Event2026-03-31

Filed2026-04-13

PKG

PACKAGING CORP AMER

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-13

RITM

RITHM CAPITAL CORP

0.00%

Shares40.0K

Event2026-03-31

Filed2026-04-13

WASTE MGMT INC DEL

-0.49%

Shares1.6K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

10.17%

Shares1.7K

Event2026-03-31

Filed2026-04-13

MMC

MARSH & MCLENNAN COS INC

-0.73%

Shares2.0K

Event2026-03-31

Filed2026-04-13

IBHF

ISHARES TR

0.00%

Shares15.3K

Event2026-03-31

Filed2026-04-13

VLO

VALERO ENERGY CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-13

GBCI

GLACIER BANCORP INC NEW

7.15%

Shares7.5K

Event2026-03-31

Filed2026-04-13

DHR

DANAHER CORP DEL

-9.27%

Shares1.7K

Event2026-03-31

Filed2026-04-13

BANK NEW YORK MELLON CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

5.78%

Shares2.6K

Event2026-03-31

Filed2026-04-13

ALTRIA GROUP INC

20.38%

Shares4.9K

Event2026-03-31

Filed2026-04-13

AT&T INC

34.19%

Shares10.8K

Event2026-03-31

Filed2026-04-13

NSC

NORFOLK SOUTHN CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-13

NRK

NUVEEN NY AMT FREE

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-13

TXN

TEXAS INSTRS INC

2.49%

Shares1.6K

Event2026-03-31

Filed2026-04-13

UNP

UNION PAC CORP

-3.85%

Shares1.3K

Event2026-03-31

Filed2026-04-13

REALTY INCOME CORP

47.68%

Shares4.9K

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-13

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares34.5K

Event2026-03-31

Filed2026-04-13

IBHJ

ISHARES TR

New

Shares11.1K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

-4.11%

Shares1.5K

Event2026-03-31

Filed2026-04-13

BOEING CO

28.44%

Shares1.4K

Event2026-03-31

Filed2026-04-13

IWD

ISHARES TR

-9.56%

Shares1.3K

Event2026-03-31

Filed2026-04-13

ITW

ILLINOIS TOOL WKS INC

10.20%

Shares1.1K

Event2026-03-31

Filed2026-04-13

DIS

DISNEY WALT CO

-12.03%

Shares2.9K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

-1.19%

Shares2.9K

Event2026-03-31

Filed2026-04-13

BSTZ

BLACKROCK SCIENCE & TECHNOLO

6.01%

Shares12.3K

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-13

SHW

SHERWIN WILLIAMS CO

-10.81%

Shares825

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

3.21%

Shares739

Event2026-03-31

Filed2026-04-13

VNQ

VANGUARD INDEX FDS

-16.31%

Shares2.9K

Event2026-03-31

Filed2026-04-13

CMI

CUMMINS INC

0.21%

Shares480

Event2026-03-31

Filed2026-04-13

DINO

HF SINCLAIR CORP

-2.53%

Shares3.8K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

-16.64%

Shares1.1K

Event2026-03-31

Filed2026-04-13

IDCC

INTERDIGITAL INC

-6.00%

Shares752

Event2026-03-31

Filed2026-04-13

BDX

BECTON DICKINSON & CO

-6.49%

Shares1.4K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

New

Shares256

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-15.59%

Shares341

Event2026-03-31

Filed2026-04-13

GOLDMAN SACHS GROUP INC

0.00%

Shares261

Event2026-03-31

Filed2026-04-13

LABCORP HOLDINGS INC

0.00%

Shares825

Event2026-03-31

Filed2026-04-13

SHEL

SHELL PLC

New

Shares2.3K

Event2026-03-31

Filed2026-04-13

BNDX

VANGUARD CHARLOTTE FDS

New

Shares4.4K

Event2026-03-31

Filed2026-04-13