Top 50 Wiregrass Investment Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.31% | 30.0K | $7.6M | +6.37%(+1.80K) | $263.22(+17.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.03% | 41.7K | $7.3M | +1.16%(+479) | $186.47(+4.48%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 5.51% | 24.6K | $6.6M | -0.03%(-8) | $337.70(+25.96%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.95% | 15.4K | $4.8M | -3.31%(-527) | $344.94(+4.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.91% | 12.7K | $4.7M | +13.24%(+1.49K) | $492.15(-20.66%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.86% | 16.2K | $4.7M | +2.93%(+460) | $278.68(+29.15%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.33% | 19.3K | $4.0M | +4.91%(+903) | $224.93(+7.89%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.2% | 13.1K | $3.9M | +0.53%(+69) | $318.77(+4.93%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.22% | 27.4K | $2.7M | new | $102.31(+14.56%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.08% | 12.1K | $2.5M | +2.65%(+313) | $154.52(+9.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -27.48% | -61.86% |
| Top 20 Holdings Unweighted | -12.50% | -33.00% |
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