WIREGRASS INVESTMENT MANAGEMENT LLC
CIK: 0002109460SEC EDGAR →
Portfolio Value
$119.6M
Holdings
98
As of
Q4 2025
New Positions
98
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | 24,571 | $8.1M | 6.78% |
| 2 | NVIDIA CORPORATION | 41,251 | $7.7M | 6.43% |
| 3 | APPLE INC | 28,218 | $7.7M | 6.41% |
| 4 | BROADCOM INC | 15,942 | $5.5M | 4.61% |
| 5 | MICROSOFT CORP | 11,258 | $5.4M | 4.55% |
| 6 | ALPHABET INC | 15,724 | $4.9M | 4.11% |
| 7 | AMAZON COM INC | 18,399 | $4.2M | 3.55% |
| 8 | JPMORGAN CHASE & CO. | 13,068 | $4.2M | 3.52% |
| 9 | TRUIST FINL CORP | 41,498 | $2.0M | 1.71% |
| 10 | FLOWERS FOODS INC | 186,154 | $2.0M | 1.69% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 17 | $34.5M | 31.2% |
| Financial Services | 33 | $23.0M | 20.7% |
| Healthcare | 11 | $13.3M | 12.1% |
| Consumer Cyclical | 5 | $9.2M | 8.3% |
| Communication Services | 6 | $8.1M | 7.3% |
| Unknown | 6 | $4.6M | 4.2% |
| Industrials | 7 | $4.4M | 4.0% |
| Consumer Defensive | 4 | $4.1M | 3.7% |
| Utilities | 3 | $2.9M | 2.6% |
| Energy | 2 | $2.6M | 2.4% |
| Real Estate | 3 | $2.4M | 2.2% |
| Basic Materials | 1 | $1.4M | 1.3% |