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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 %
99.8%
Top 10 Hldgs %
43.63%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$8.33M
2
NVDA icon
NVIDIA
NVDA
+$7.68M
3
AAPL icon
Apple
AAPL
+$7.58M
4
AVGO icon
Broadcom
AVGO
+$5.7M
5
MSFT icon
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
SPSM icon
51
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$764K 0.64%
+16,310
New +$761K
GEV icon
52
GE Vernova
GEV
$264B
$743K 0.62%
+1,137
New +$693K
OWL icon
53
Blue Owl Capital
OWL
$18.5B
$743K 0.62%
+49,738
New +$778K
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.13T
$716K 0.6%
+1,425
New +$709K
ABBV icon
55
AbbVie
ABBV
$435B
$671K 0.56%
+2,935
New +$669K
CAH icon
56
Cardinal Health
CAH
$55.4B
$650K 0.54%
+3,164
New +$595K
PFE icon
57
Pfizer
PFE
$153B
$635K 0.53%
+25,491
New +$643K
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$558K 0.47%
+7,000
New +$559K
MPWR icon
59
Monolithic Power Systems
MPWR
$68.9B
$549K 0.46%
+606
New +$583K
JPST icon
60
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$546K 0.46%
+10,800
New +$547K
SPIB icon
61
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$539K 0.45%
+15,948
New +$540K
EMR icon
62
Emerson Electric
EMR
$88.3B
$536K 0.45%
+4,039
New +$536K
VB icon
63
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$521K 0.44%
+2,018
New +$517K
BSV icon
64
Vanguard Short-Term Bond ETF
BSV
$45.6B
$512K 0.43%
+6,500
New +$513K
IJT icon
65
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$489K 0.41%
+3,464
New +$490K
IGSB icon
66
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$486K 0.41%
+9,200
New +$487K
NFLX icon
67
Netflix
NFLX
$309B
$484K 0.4%
+5,164
New +$557K
GLW icon
68
Corning
GLW
$143B
$477K 0.4%
+5,447
New +$469K
OMC icon
69
Omnicom Group
OMC
$23.4B
$464K 0.39%
+5,748
New +$439K
SPEM icon
70
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$458K 0.38%
+9,789
New +$461K
PNC icon
71
PNC Financial Services
PNC
$101B
$446K 0.37%
+2,136
New +$412K
CAT icon
72
Caterpillar
CAT
$387B
$436K 0.36%
+761
New +$423K
INSM icon
73
Insmed
INSM
$28.6B
$435K 0.36%
+2,500
New +$456K
TGT icon
74
Target
TGT
$68B
$383K 0.32%
+3,914
New +$361K
IBDR icon
75
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$380K 0.32%
+15,700
New +$381K
1 2
3
4

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KFS
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PWAM
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SFP
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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.