13F HOLDINGS REPORT
WIREGRASS INVESTMENT MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001951757-26-000456
Total Value
$119.6M
Positions
98
Other Managers
0
Confidential Omitted
No
Holdings (98)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 24,571 | $8.1M | 6.78% |
| 2 | NVIDIA CORPORATION | NVDA | 41,251 | $7.7M | 6.43% |
| 3 | APPLE INC | AAPL | 28,218 | $7.7M | 6.41% |
| 4 | BROADCOM INC | AVGO | 15,942 | $5.5M | 4.61% |
| 5 | MICROSOFT CORP | MSFT | 11,258 | $5.4M | 4.55% |
| 6 | ALPHABET INC | GOOG | 15,724 | $4.9M | 4.11% |
| 7 | AMAZON COM INC | AMZN | 18,399 | $4.2M | 3.55% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 13,068 | $4.2M | 3.52% |
| 9 | CUMMINS INC | CMI | 4,588 | $2.3M | 1.96% |
| 10 | TRUIST FINL CORP | 89832Q109 | 41,498 | $2.0M | 1.71% |
| 11 | FLOWERS FOODS INC | FLO | 186,154 | $2.0M | 1.69% |
| 12 | META PLATFORMS INC | META | 2,937 | $1.9M | 1.62% |
| 13 | TESLA INC | TSLA | 4,161 | $1.9M | 1.56% |
| 14 | CHEVRON CORP NEW | CVX | 11,819 | $1.8M | 1.51% |
| 15 | ELI LILLY & CO | LLY | 1,648 | $1.8M | 1.48% |
| 16 | SPDR SERIES TRUST | 78464A508 | 30,918 | $1.8M | 1.47% |
| 17 | HOME DEPOT INC | HD | 4,960 | $1.7M | 1.43% |
| 18 | MASTERCARD INCORPORATED | MA | 2,971 | $1.7M | 1.42% |
| 19 | MORGAN STANLEY | MS-PQ | 8,933 | $1.6M | 1.33% |
| 20 | LYONDELLBASELL INDUSTRIES N | LYB | 33,024 | $1.4M | 1.20% |
| 21 | JOHNSON & JOHNSON | JNJ | 6,883 | $1.4M | 1.19% |
| 22 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 15,595 | $1.3M | 1.05% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,023 | $1.2M | 1.02% |
| 24 | 3M CO | MMM | 7,595 | $1.2M | 1.02% |
| 25 | SALESFORCE INC | CRM | 4,553 | $1.2M | 1.01% |
| 26 | PRINCIPAL FINANCIAL GROUP IN | PFG | 13,520 | $1.2M | 1.00% |
| 27 | ALTRIA GROUP INC | MO | 20,405 | $1.2M | 0.98% |
| 28 | ORACLE CORP | ORCL-PD | 6,020 | $1.2M | 0.98% |
| 29 | AT&T INC | T-PC | 46,070 | $1.1M | 0.96% |
| 30 | MCDONALDS CORP | MCD | 3,741 | $1.1M | 0.96% |
| 31 | ALPHABET INC | GOOG | 3,545 | $1.1M | 0.93% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 1,269 | $1.1M | 0.91% |
| 33 | FASTENAL CO | FAST | 25,422 | $1.0M | 0.85% |
| 34 | IRON MTN INC DEL | 46284V101 | 12,284 | $1.0M | 0.85% |
| 35 | HEALTHPEAK PROPERTIES INC | DOC | 63,331 | $1.0M | 0.85% |
| 36 | SPDR SERIES TRUST | 78464A672 | 34,948 | $1.0M | 0.84% |
| 37 | GE AEROSPACE | 369604301 | 3,259 | $1.0M | 0.84% |
| 38 | ISHARES TR | 464287465 | 9,954 | $955,913 | 0.80% |
| 39 | WALMART INC | WMT | 8,336 | $928,721 | 0.78% |
| 40 | SOUTHERN CO | SOMN | 10,554 | $920,292 | 0.77% |
| 41 | VANGUARD INDEX FDS | 922908629 | 3,036 | $881,108 | 0.74% |
| 42 | INTERNATIONAL BUSINESS MACHS | INTR | 2,907 | $861,153 | 0.72% |
| 43 | VANGUARD INDEX FDS | 922908512 | 4,835 | $857,584 | 0.72% |
| 44 | VANGUARD INTL EQUITY INDEX F | 922042858 | 15,934 | $856,612 | 0.72% |
| 45 | ONEOK INC NEW | OKE | 11,372 | $835,835 | 0.70% |
| 46 | MICRON TECHNOLOGY INC | MU | 2,812 | $802,528 | 0.67% |
| 47 | INTUITIVE SURGICAL INC | ISRG | 1,407 | $796,875 | 0.67% |
| 48 | SPDR SERIES TRUST | 78464A383 | 35,323 | $791,764 | 0.66% |
| 49 | SPDR INDEX SHS FDS | 78463X889 | 17,774 | $789,336 | 0.66% |
| 50 | PALANTIR TECHNOLOGIES INC | PLTR | 4,344 | $772,165 | 0.65% |
| 51 | SPDR SERIES TRUST | 78468R853 | 16,310 | $764,273 | 0.64% |
| 52 | GE VERNOVA INC | GEV | 1,137 | $743,164 | 0.62% |
| 53 | BLUE OWL CAPITAL INC | OWL | 49,738 | $743,073 | 0.62% |
| 54 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,425 | $716,277 | 0.60% |
| 55 | ABBVIE INC | ABBV | 2,935 | $670,614 | 0.56% |
| 56 | CARDINAL HEALTH INC | CAH | 3,164 | $650,242 | 0.54% |
| 57 | PFIZER INC | PFE | 25,491 | $634,724 | 0.53% |
| 58 | VANGUARD SCOTTSDALE FDS | 92206C409 | 7,000 | $558,110 | 0.47% |
| 59 | MONOLITHIC PWR SYS INC | 609839105 | 606 | $549,365 | 0.46% |
| 60 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 10,800 | $546,372 | 0.46% |
| 61 | SPDR SERIES TRUST | 78464A375 | 15,948 | $539,204 | 0.45% |
| 62 | EMERSON ELEC CO | EMR | 4,039 | $536,114 | 0.45% |
| 63 | VANGUARD INDEX FDS | 922908751 | 2,018 | $520,543 | 0.44% |
| 64 | VANGUARD BD INDEX FDS | 921937827 | 6,500 | $512,265 | 0.43% |
| 65 | ISHARES TR | 464287887 | 3,464 | $488,979 | 0.41% |
| 66 | ISHARES TR | 464288646 | 9,200 | $486,496 | 0.41% |
| 67 | NETFLIX INC | NFLX | 5,164 | $484,188 | 0.40% |
| 68 | CORNING INC | GLW | 5,447 | $476,941 | 0.40% |
| 69 | OMNICOM GROUP INC | OMC | 5,748 | $464,138 | 0.39% |
| 70 | SPDR INDEX SHS FDS | 78463X509 | 9,789 | $458,220 | 0.38% |
| 71 | PNC FINL SVCS GROUP INC | 693475105 | 2,136 | $445,922 | 0.37% |
| 72 | CATERPILLAR INC | CAT | 761 | $436,044 | 0.36% |
| 73 | INSMED INC | INSM | 2,500 | $435,100 | 0.36% |
| 74 | TARGET CORP | TGT | 3,914 | $382,643 | 0.32% |
| 75 | ISHARES TR | 46435GAA0 | 15,700 | $380,411 | 0.32% |
| 76 | ISHARES TR | 46435UAA9 | 15,000 | $364,200 | 0.30% |
| 77 | PROLOGIS INC. | PLDGP | 2,733 | $348,831 | 0.29% |
| 78 | MERCK & CO INC | MRK | 3,208 | $337,720 | 0.28% |
| 79 | ISHARES TR | 46435U515 | 13,000 | $330,915 | 0.28% |
| 80 | CISCO SYS INC | CSCO | 4,276 | $329,415 | 0.28% |
| 81 | AMGEN INC | AMGN | 1,000 | $327,312 | 0.27% |
| 82 | MEDTRONIC PLC | MDT | 3,339 | $320,726 | 0.27% |
| 83 | INVESCO QQQ TR | IVZ | 498 | $306,136 | 0.26% |
| 84 | NXP SEMICONDUCTORS N V | NXPI | 1,366 | $296,505 | 0.25% |
| 85 | QUALCOMM INC | QCOM | 1,618 | $276,808 | 0.23% |
| 86 | ALIBABA GROUP HLDG LTD | BBAAY | 1,831 | $268,414 | 0.22% |
| 87 | GALAXY DIGITAL INC. | GLXY | 11,000 | $245,960 | 0.21% |
| 88 | SPDR SERIES TRUST | 78464A201 | 2,610 | $245,786 | 0.21% |
| 89 | VISA INC | V | 668 | $234,274 | 0.20% |
| 90 | ISHARES TR | 46436E205 | 10,000 | $234,050 | 0.20% |
| 91 | ISHARES TR | 464287176 | 2,100 | $230,811 | 0.19% |
| 92 | LOCKHEED MARTIN CORP | LMT | 459 | $221,866 | 0.19% |
| 93 | SPDR S&P 500 ETF TR | SPY | 300 | $204,867 | 0.17% |
| 94 | ISHARES TR | 46435U861 | 3,841 | $204,147 | 0.17% |
| 95 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 2,961 | $202,415 | 0.17% |
| 96 | MARA HOLDINGS INC | MARA | 10,000 | $89,800 | 0.08% |
| 97 | XTANT MED HLDGS INC | 98420P308 | 103,000 | $80,752 | 0.07% |
| 98 | DEFI TECHNOLOGIES INC | DEFT | 60,000 | $45,276 | 0.04% |