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CIK: 0002109460
Total reported value
$146.8M
$146.8M
98 檔
23.5%
At the close of Q4 2025, Wiregrass Investment Management LLC disclosed equity holdings valued at approximately $146.8M, spread across 98 reported holdings.
During Q4 2025, Wiregrass Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.78% | -4.70% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.43% | +0.02% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.41% | -0.11% | — | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.61% | +0.14% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.55% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.11% | +0.15% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.55% | -0.14% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.52% | -2.07% | — | |
| 9 | CMI | Cummins Inc | Stock-Industrials | 1.96% | +0.13% | — | |
| 10 | TFC | Truist Financial CORP | Stock-Financials | 1.71% | -0.29% | — | |
| 11 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.69% | +3.74% | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -0.23% | — | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.56% | +0.16% | — | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.51% | -0.68% | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.48% | +0.10% | — | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.47% | -0.13% | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | -0.22% | — | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.42% | -0.22% | — | |
| 19 | MS | Morgan Stanley | Stock-Financials | 1.33% | +0.09% | — | |
| 20 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.20% | -0.43% | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | +0.03% | — | |
| 22 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.05% | -0.17% | — | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | +0.37% | — | |
| 24 | MMM | 3m Co | Stock-Industrials | 1.02% | -0.06% | — | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.01% | -0.43% | — | |
| 26 | PFG | Principal Financial Group | Stock-Financials | 1.00% | +0.74% | — | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.98% | -0.08% | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.14% | — | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.96% | -0.03% | — | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.26% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.01% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.23% | — | |
| 33 | FAST | Fastenal Co | Stock-Industrials | 0.85% | +0.45% | — | |
| 34 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.85% | +0.02% | — | |
| 35 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.85% | +0.07% | — | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.84% | +0.18% | — | |
| 37 | GE | General Electric | Stock-Industrials | 0.84% | -0.83% | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.80% | -0.11% | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.19% | — | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.77% | -0.15% | — | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.74% | -0.07% | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | -0.04% | — | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.72% | -0.10% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.72% | -0.08% | — | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.70% | -0.17% | — | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.67% | +1.46% | — | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.67% | -0.15% | — | |
| 48 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.66% | -0.20% | — | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.66% | -0.05% | — | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.18% | — |
According to official SEC Form 13F filings, Wiregrass Investment Management LLC reported a total U.S. public equity portfolio value of $146.8M across 98 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UNH, NVDA, AAPL) accounted for 23.5% of total reported equity market value during Q4 2025.
During Q4 2025, Wiregrass Investment Management LLC's top holdings by market value included UNH (6.8%)、NVDA (6.4%)、AAPL (6.4%). The largest single position, UNH, represented 6.8% of total portfolio value.
In Q4 2025, Wiregrass Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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