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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 | Miscellaneous | 12.94% |
| 4 | Financials | 11.07% |
| 5 | Communication Services | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
UnitedHealth
UNH
$354B
| $8.11M | 6.78% |
+24,571
| New | +$8.33M |
|
|
2
NVIDIA
NVDA
$5.43T
| $7.69M | 6.43% |
+41,251
| New | +$7.68M |
|
|
3
Apple
AAPL
$4.62T
| $7.67M | 6.41% |
+28,218
| New | +$7.58M |
|
|
4
Broadcom
AVGO
$1.77T
| $5.52M | 4.61% |
+15,942
| New | +$5.7M |
|
|
5
Microsoft
MSFT
$3.78T
| $5.44M | 4.55% |
+11,258
| New | +$5.64M |
|
6
Alphabet (Google) Class A
GOOGL
$4.2T
| $4.92M | 4.11% |
+15,724
| New | +$4.49M |
|
7
Amazon
AMZN
$2.82T
| $4.25M | 3.55% |
+18,399
| New | +$4.21M |
|
8
JPMorgan Chase
JPM
$944B
| $4.21M | 3.52% |
+13,068
| New | +$4.05M |
|
9
Cummins
CMI
$78.6B
| $2.34M | 1.96% |
+4,588
| New | +$2.14M |
|
10
Truist Financial
TFC
$61.7B
| $2.04M | 1.71% |
+41,498
| New | +$1.91M |
|
11
Flowers Foods
FLO
$1.5B
| $2.03M | 1.69% |
+186,154
| New | +$2.16M |
|
12
Meta Platforms (Facebook)
META
$1.48T
| $1.94M | 1.62% |
+2,937
| New | +$1.96M |
|
13
Tesla
TSLA
$1.39T
| $1.87M | 1.56% |
+4,161
| New | +$1.84M |
|
14
Chevron
CVX
$393B
| $1.8M | 1.51% |
+11,819
| New | +$1.8M |
|
15
Eli Lilly
LLY
$1.05T
| $1.77M | 1.48% |
+1,648
| New | +$1.58M |
|
16
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $1.76M | 1.47% |
+30,918
| New | +$1.74M |
|
17
Home Depot
HD
$328B
| $1.71M | 1.43% |
+4,960
| New | +$1.82M |
|
18
Mastercard
MA
$522B
| $1.7M | 1.42% |
+2,971
| New | +$1.66M |
|
19
Morgan Stanley
MS
$338B
| $1.59M | 1.33% |
+8,933
| New | +$1.49M |
|
20
LyondellBasell Industries
LYB
$20.2B
| $1.43M | 1.2% |
+33,024
| New | +$1.5M |
|
21
Johnson & Johnson
JNJ
$641B
| $1.42M | 1.19% |
+6,883
| New | +$1.36M |
|
22
Public Service Enterprise Group
PEG
$36.6B
| $1.25M | 1.05% |
+15,595
| New | +$1.27M |
|
23
TSMC
TSM
$2.21T
| $1.22M | 1.02% |
+4,023
| New | +$1.18M |
|
24
3M
MMM
$90.4B
| $1.22M | 1.02% |
+7,595
| New | +$1.24M |
|
25
Salesforce
CRM
$213B
| $1.21M | 1.01% |
+4,553
| New | +$1.13M |
|
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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 Miscellaneous.
- 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.