Institutional Manager · CIK 0002109460
WIREGRASS INVESTMENT MANAGEMENT LLC
THOMASVILLE, GA · File #028-26362
Latest AUM
$119.6M
Positions
98
Top-10 Concentration
52.1%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | UNITEDHEALTH GROUP INC | UNH | +24,571 | +$8.1M | $0 |
| NEW | NVIDIA CORPORATION | NVDA | +41,251 | +$7.7M | $0 |
| NEW | APPLE INC | AAPL | +28,218 | +$7.7M | $0 |
| NEW | BROADCOM INC | AVGO | +15,942 | +$5.5M | $0 |
| NEW | MICROSOFT CORP | MSFT | +11,258 | +$5.4M | $0 |
| NEW | ALPHABET INC | GOOG | +15,724 | +$4.9M | $0 |
| NEW | AMAZON COM INC | AMZN | +18,399 | +$4.2M | $0 |
| NEW | JPMORGAN CHASE & CO. | VYLD | +13,068 | +$4.2M | $0 |
| NEW | CUMMINS INC | CMI | +4,588 | +$2.3M | $0 |
| NEW | TRUIST FINL CORP | 89832Q109 | +41,498 | +$2.0M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202598 pos · $119.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 24,571 | $8.1M | 8.09% |
| 2 | NVIDIA CORPORATION | NVDA | 41,251 | $7.7M | 7.67% |
| 3 | APPLE INC | AAPL | 28,218 | $7.7M | 7.65% |
| 4 | BROADCOM INC | AVGO | 15,942 | $5.5M | 5.50% |
| 5 | MICROSOFT CORP | MSFT | 11,258 | $5.4M | 5.43% |
| 6 | ALPHABET INC | GOOG | 15,724 | $4.9M | 4.91% |
| 7 | AMAZON COM INC | AMZN | 18,399 | $4.2M | 4.24% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 13,068 | $4.2M | 4.20% |
| 9 | CUMMINS INC | CMI | 4,588 | $2.3M | 2.34% |
| 10 | TRUIST FINL CORP | 89832Q109 | 41,498 | $2.0M | 2.04% |
| 11 | FLOWERS FOODS INC | FLO | 186,154 | $2.0M | 2.02% |
| 12 | META PLATFORMS INC | META | 2,937 | $1.9M | 1.93% |
| 13 | TESLA INC | TSLA | 4,161 | $1.9M | 1.87% |
| 14 | CHEVRON CORP NEW | CVX | 11,819 | $1.8M | 1.80% |
| 15 | ELI LILLY & CO | LLY | 1,648 | $1.8M | 1.77% |
| 16 | SPDR SERIES TRUST | 78464A508 | 30,918 | $1.8M | 1.75% |
| 17 | HOME DEPOT INC | HD | 4,960 | $1.7M | 1.70% |
| 18 | MASTERCARD INCORPORATED | MA | 2,971 | $1.7M | 1.69% |
| 19 | MORGAN STANLEY | MS-PQ | 8,933 | $1.6M | 1.58% |
| 20 | LYONDELLBASELL INDUSTRIES N | LYB | 33,024 | $1.4M | 1.43% |