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WIM
Wiregrass Investment Management Portfolio holdings
AUM
$147M
This Fund
S&P 500
This Quarter
Est. Return
+2.63%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
99.8%
Top 10 Holdings %
Top 10 Hldgs %
43.63%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$8.33M |
| 2 |
NVIDIA
NVDA
|
+$7.68M |
| 3 |
Apple
AAPL
|
+$7.58M |
| 4 |
Broadcom
AVGO
|
+$5.7M |
| 5 |
Microsoft
MSFT
|
+$5.64M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.67% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 11.07% |
| 4 | Communication Services | 8.41% |
| 5 | Consumer Discretionary | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Principal Financial Group
PFG
$24.3B
| $1.19M | 1% |
+13,520
| New | +$1.14M |
|
27
Altria Group
MO
$114B
| $1.18M | 0.98% |
+20,405
| New | +$1.23M |
|
28
Oracle
ORCL
$423B
| $1.17M | 0.98% |
+6,020
| New | +$1.43M |
|
29
AT&T
T
$163B
| $1.14M | 0.96% |
+46,070
| New | +$1.17M |
|
30
McDonald's
MCD
$195B
| $1.14M | 0.96% |
+3,741
| New | +$1.15M |
|
31
Alphabet (Google) Class C
GOOG
$4.32T
| $1.11M | 0.93% |
+3,545
| New | +$1.02M |
|
32
Costco
COST
$420B
| $1.09M | 0.92% |
+1,269
| New | +$1.15M |
|
33
Fastenal
FAST
$59.5B
| $1.02M | 0.85% |
+25,422
| New | +$1.07M |
|
34
Iron Mountain
IRM
$36.1B
| $1.02M | 0.85% |
+12,284
| New | +$1.15M |
|
35
Healthpeak Properties
DOC
$14.8B
| $1.02M | 0.85% |
+63,331
| New | +$1.12M |
|
36
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
| $1.01M | 0.84% |
+34,948
| New | +$1.01M |
|
37
GE Aerospace
GE
$384B
| $1M | 0.84% |
+3,259
| New | +$981K |
|
38
iShares MSCI EAFE ETF
EFA
$80.2B
| $956K | 0.8% |
+9,954
| New | +$944K |
|
39
Walmart Inc
WMT
$890B
| $929K | 0.78% |
+8,336
| New | +$895K |
|
40
Southern Company
SO
$107B
| $920K | 0.77% |
+10,554
| New | +$964K |
|
41
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $881K | 0.74% |
+12,144
| New | +$883K |
|
42
IBM
IBM
$224B
| $861K | 0.72% |
+2,907
| New | +$871K |
|
43
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
| $858K | 0.72% |
+4,835
| New | +$846K |
|
44
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $857K | 0.72% |
+15,934
| New | +$866K |
|
45
Oneok
OKE
$54.5B
| $836K | 0.7% |
+11,372
| New | +$806K |
|
46
Micron Technology
MU
$991B
| $803K | 0.67% |
+2,812
| New | +$645K |
|
47
Intuitive Surgical
ISRG
$134B
| $797K | 0.67% |
+1,407
| New | +$749K |
|
48
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.06B
| $792K | 0.66% |
+35,323
| New | +$795K |
|
49
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
| $789K | 0.66% |
+17,774
| New | +$777K |
|
50
Palantir
PLTR
$413B
| $772K | 0.65% |
+4,344
| New | +$786K |
|
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Wiregrass Investment Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Wiregrass Investment Management, which disclosed 98 positions worth $120M. Its ten largest holdings account for 44% of the portfolio.
Its largest position is UnitedHealth: 24,571 shares worth $8.11M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, followed by Healthcare and Financials.
- Wiregrass Investment Management's largest Q4 2025 buy was UnitedHealth: 24,571 shares worth $8.11M.
- Wiregrass Investment Management's ten largest holdings make up 44% of its $120M portfolio in Q4 2025.
- Wiregrass Investment Management disclosed 98 positions in Q4 2025, its first 13F filing on record.
Based on Wiregrass Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.