Wiregrass Investment Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Wiregrass Investment Management LLC reported 98 stock positions worth $119.6 million. Its top holding was Unitedhealth (UNH) at 6.8% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Apple (AAPL, 6.4%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002109460
- Portfolio Value
- $119.6M (Q4 2025)
- SEC Filing
- 0001951757-26-000456 ↗ filed Feb 13, 2026
Holdings Value
Holdings 98 stocks · $119.6M
| UNH Unitedhealth Group Inc. | 6.78% | 24,571 | $8.1M | — |
| NVDA Nvidia Corp. | 6.43% | 41,251 | $7.7M | — |
| AAPL Apple Inc. | 6.41% | 28,218 | $7.7M | — |
| AVGO Broadcom Inc. | 4.61% | 15,942 | $5.5M | — |
| MSFT Microsoft Corp. | 4.55% | 11,258 | $5.4M | — |
| GOOGL Alphabet Inc. Class A | 4.11% | 15,724 | $4.9M | — |
| AMZN Amazon.com Inc. | 3.55% | 18,399 | $4.2M | — |
| JPM JPMorgan Chase & Co. | 3.52% | 13,068 | $4.2M | — |
| CMI Cummins Inc. | 1.96% | 4,588 | $2.3M | — |
| TFC Truist Financial Corp. | 1.71% | 41,498 | $2.0M | — |
| FLO Flowers Foods Inc. | 1.69% | 186,154 | $2.0M | — |
| META Meta Platforms Inc. Class A | 1.62% | 2,937 | $1.9M | — |
| TSLA Tesla Inc. | 1.56% | 4,161 | $1.9M | — |
| CVX Chevron Corp. | 1.51% | 11,819 | $1.8M | — |
| LLY Eli Lilly & Co. | 1.48% | 1,648 | $1.8M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.47% | 30,918 | $1.8M | — |
| HD Home Depot Inc. | 1.43% | 4,960 | $1.7M | — |
| MA Mastercard Inc. Class A | 1.42% | 2,971 | $1.7M | — |
| MS Morgan Stanley | 1.33% | 8,933 | $1.6M | — |
| LYB Lyondellbasell Indu Class A | 1.20% | 33,024 | $1.4M | — |
| JNJ Johnson & Johnson | 1.19% | 6,883 | $1.4M | — |
| PEG Public Service Enterprise GP | 1.05% | 15,595 | $1.3M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.02% | 4,023 | $1.2M | — |
| MMM 3M Co. | 1.02% | 7,595 | $1.2M | — |
| CRM Salesforce Inc. | 1.01% | 4,553 | $1.2M | — |
| PFG Principal Financial Group | 1.00% | 13,520 | $1.2M | — |
| MO Altria Group Inc. | 0.98% | 20,405 | $1.2M | — |
| ORCL Oracle Corp. | 0.98% | 6,020 | $1.2M | — |
| T AT&T Inc. | 0.96% | 46,070 | $1.1M | — |
| MCD McDonald's Corp. | 0.96% | 3,741 | $1.1M | — |
| GOOG Alphabet Inc. Class C | 0.93% | 3,545 | $1.1M | — |
| COST Costco Wholesale Corp. | 0.92% | 1,269 | $1.1M | — |
| FAST Fastenal Co. | 0.85% | 25,422 | $1.0M | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.85% | 12,284 | $1.0M | — |
| DOC Healthpeak Properties Inc. | 0.85% | 63,331 | $1.0M | — |
| SPTI SS SPDR P Int Term TSY ETF | 0.84% | 34,948 | $1.0M | — |
| GE General Electric filed as GE AEROSPACE | 0.84% | 3,259 | $1.0M | — |
| EFA iShares MSCI Eafe ETF | 0.80% | 9,954 | $956K | — |
| WMT Walmart Inc. | 0.78% | 8,336 | $929K | — |
| SO The Southern Co. | 0.77% | 10,554 | $920K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.74% | 3,036 | $881K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.72% | 2,907 | $861K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.72% | 4,835 | $858K | — |
| VWO Vanguard Ftse Emerging Marke | 0.72% | 15,934 | $857K | — |
| OKE Oneok Inc. | 0.70% | 11,372 | $836K | — |
| MU Micron Technology Inc. | 0.67% | 2,812 | $803K | — |
| ISRG Intuitive Surgical Inc. | 0.67% | 1,407 | $797K | — |
| SPMB SS SPDR P Mort Back Bond ETF | 0.66% | 35,323 | $792K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.66% | 17,774 | $789K | — |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 4,344 | $772K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.64% | 16,310 | $764K | — |
| GEV GE Vernova Inc. | 0.62% | 1,137 | $743K | — |
| OWL Blue Owl Capital Inc. | 0.62% | 49,738 | $743K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 1,425 | $716K | — |
| ABBV Abbvie Inc. | 0.56% | 2,935 | $671K | — |
| CAH Cardinal Health Inc. | 0.54% | 3,164 | $650K | — |
| PFE Pfizer Inc. | 0.53% | 25,491 | $635K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.47% | 7,000 | $558K | — |
| MPWR Monolithic Power Systems Inc. | 0.46% | 606 | $549K | — |
| JPST JPMorgan Ultra-Short Income | 0.46% | 10,800 | $546K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.45% | 15,948 | $539K | — |
| EMR Emerson Electric Co. | 0.45% | 4,039 | $536K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 2,018 | $521K | — |
| BSV Vanguard Short-Term Bond ETF | 0.43% | 6,500 | $512K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.41% | 3,464 | $489K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.41% | 9,200 | $486K | — |
| NFLX Netflix Inc. | 0.40% | 5,164 | $484K | — |
| GLW Corning Inc. | 0.40% | 5,447 | $477K | — |
| OMC Omnicom Group | 0.39% | 5,748 | $464K | — |
| SPEM State Street SP PTF Em ETF | 0.38% | 9,789 | $458K | — |
| PNC PNC Financial Services Group | 0.37% | 2,136 | $446K | — |
| CAT Caterpillar Inc. | 0.36% | 761 | $436K | — |
| INSM Insmed Inc. | 0.36% | 2,500 | $435K | — |
| TGT Target Corp. | 0.32% | 3,914 | $383K | — |
| IBDR iShares Ibonds Dec 2026 Term | 0.32% | 15,700 | $380K | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.30% | 15,000 | $364K | — |
| PLD Prologis Inc. | 0.29% | 2,733 | $349K | — |
| MRK Merck & Co. Inc. | 0.28% | 3,208 | $338K | — |
| IBDT iShares Ibonds Dec 2028 ETF | 0.28% | 13,000 | $331K | — |
| CSCO Cisco Systems Inc. | 0.28% | 4,276 | $329K | — |
| AMGN Amgen Inc. | 0.27% | 1,000 | $327K | — |
| MDT Medtronic PLC | 0.27% | 3,339 | $321K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 498 | $306K | — |
| NXPI NXP Semiconductors NV | 0.25% | 1,366 | $297K | — |
| QCOM Qualcomm Inc. | 0.23% | 1,618 | $277K | — |
| BABA Alibaba Group Holding-SP ADR | 0.22% | 1,831 | $268K | — |
| GLXY Galaxy Digital Inc. Class A | 0.21% | 11,000 | $246K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.21% | 2,610 | $246K | — |
| V Visa Inc. Class A | 0.20% | 668 | $234K | — |
| IBDU iShares Ibonds Dec 2029 Term | 0.20% | 10,000 | $234K | — |
| TIP iShares Tips Bond ETF | 0.19% | 2,100 | $231K | — |
| LMT Lockheed Martin Corp. | 0.19% | 459 | $222K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 300 | $205K | — |
| DIVB iShares Core Dividend ETF | 0.17% | 3,841 | $204K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.17% | 2,961 | $202K | — |
| MARA Mara Holdings Inc. | 0.08% | 10,000 | $90K | — |
| XTNT Xtant Medical Holdings Inc. | 0.07% | 103,000 | $81K | — |
| DEFT Defi Technologies Inc. | 0.04% | 60,000 | $45K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.