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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 | |
|---|---|---|---|---|---|---|
76
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
| $364K | 0.3% |
+15,000
| New | +$364K |
|
77
Prologis
PLD
$133B
| $349K | 0.29% |
+2,733
| New | +$341K |
|
78
Merck
MRK
$318B
| $338K | 0.28% |
+3,208
| New | +$301K |
|
79
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
| $331K | 0.28% |
+13,000
| New | +$331K |
|
80
Cisco
CSCO
$479B
| $329K | 0.28% |
+4,276
| New | +$317K |
|
81
Amgen
AMGN
$222B
| $327K | 0.27% |
+1,000
| New | +$317K |
|
82
Medtronic
MDT
$112B
| $321K | 0.27% |
+3,339
| New | +$324K |
|
83
Invesco QQQ Trust
QQQ
$481B
| $306K | 0.26% |
+498
| New | +$306K |
|
84
NXP Semiconductors
NXPI
$60.4B
| $297K | 0.25% |
+1,366
| New | +$293K |
|
85
Qualcomm
QCOM
$176B
| $277K | 0.23% |
+1,618
| New | +$277K |
|
86
Alibaba
BABA
$308B
| $268K | 0.22% |
+1,831
| New | +$298K |
|
|
GLXY
87
Galaxy Digital Inc
GLXY
$3.93B
| $246K | 0.21% |
+11,000
| New | +$341K |
|
88
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
| $246K | 0.21% |
+2,610
| New | +$246K |
|
89
Visa
V
$677B
| $234K | 0.2% |
+668
| New | +$228K |
|
90
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
| $234K | 0.2% |
+10,000
| New | +$234K |
|
91
iShares TIPS Bond ETF
TIP
$14.7B
| $231K | 0.19% |
+2,100
| New | +$233K |
|
92
Lockheed Martin
LMT
$136B
| $222K | 0.19% |
+459
| New | +$220K |
|
93
State Street SPDR S&P 500 ETF Trust
SPY
$810B
| $205K | 0.17% |
+300
| New | +$203K |
|
94
iShares Core Dividend ETF
DIVB
$1.77B
| $204K | 0.17% |
+3,841
| New | +$201K |
|
95
Grayscale Bitcoin Trust
GBTC
$9.76B
| $202K | 0.17% |
+2,961
| New | +$232K |
|
96
Marathon Digital Holdings
MARA
$3.9B
| $89.8K | 0.08% |
+10,000
| New | +$148K |
|
97
Xtant Medical Holdings
XTNT
$62.3M
| $80.8K | 0.07% |
+103,000
| New | +$74.8K |
|
|
DEFT
98
Defi Technologies
DEFT
$183M
| $45.3K | 0.04% |
+60,000
| New | +$91.8K |
|
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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.