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Wiregrass Investment Management Llc

Portfolio Manager
Wiregrass Investment Management Llc
Performance
-7.72% (2026 Q1)
AUM (13F)
$120.64M
# of Holdings
96
Performance Rank
Allocation (Top 20)
55.35%

Wiregrass Investment Management Llc Holdings Map

Top 50 Wiregrass Investment Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.31%30.0K$7.6M
+6.37%(+1.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 28.2K shares2026-Q1: 30.0K shares
$263.22(+17.25%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.03%41.7K$7.3M
+1.16%(+479)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 41.3K shares2026-Q1: 41.7K shares
$186.47(+4.48%)
2026-03-31
UNH
UNITEDHEALTH GROUP INC
5.51%24.6K$6.6M
-0.03%(-8)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.6K shares2026-Q1: 24.6K shares
$337.70(+25.96%)
2026-03-31
AVGO
BROADCOM INC
3.95%15.4K$4.8M
-3.31%(-527)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.9K shares2026-Q1: 15.4K shares
$344.94(+4.50%)
2026-03-31
MSFT
MICROSOFT CORP
3.91%12.7K$4.7M
+13.24%(+1.49K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.3K shares2026-Q1: 12.7K shares
$492.15(-20.66%)
2026-03-31
GOOGL
ALPHABET INC
3.86%16.2K$4.7M
+2.93%(+460)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.7K shares2026-Q1: 16.2K shares
$278.68(+29.15%)
2026-03-31
AMZN
AMAZON COM INC
3.33%19.3K$4.0M
+4.91%(+903)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.4K shares2026-Q1: 19.3K shares
$224.93(+7.89%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.2%13.1K$3.9M
+0.53%(+69)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.1K shares2026-Q1: 13.1K shares
$318.77(+4.93%)
2026-03-31
SPYG
SPDR SERIES TRUST
2.22%27.4K$2.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 27.4K shares
$102.31(+14.56%)
2026-03-31
CVX
CHEVRON CORPORATION
2.08%12.1K$2.5M
+2.65%(+313)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.8K shares2026-Q1: 12.1K shares
$154.52(+9.50%)
2026-03-31

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