AI Portfolio Summary
In 2025 Q4, WIREGRASS INVESTMENT MANAGEMENT LLC maintained a portfolio of 98 distinct positions. The most significant new addition to the portfolio was UNITEDHEALTH GROUP I, which now represents 6.78% of the total fund value.
Total Positions
98
Quarter
2025 Q4
Top Holding
UNH (6.8%)
Top 10 Concentration
43.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 98
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 6.78% | — |
#1
Prev: #—
|
8.2 | 24,571 | no change |
NEW
|
24,571 | $8,110,977 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.43% | — |
#2
Prev: #—
|
7.6 | 41,251 | no change |
NEW
|
41,251 | $7,693,397 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 6.41% | — |
#3
Prev: #—
|
7.1 | 28,218 | no change |
NEW
|
28,218 | $7,671,229 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 4.61% | — |
#4
Prev: #—
|
5.8 | 15,942 | no change |
NEW
|
15,942 | $5,517,378 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.55% | — |
#5
Prev: #—
|
5.8 | 11,258 | no change |
NEW
|
11,258 | $5,444,364 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.11% | — |
#6
Prev: #—
|
5.1 | 15,724 | no change |
NEW
|
15,724 | $4,921,574 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.55% | — |
#7
Prev: #—
|
4.9 | 18,399 | no change |
NEW
|
18,399 | $4,246,861 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 3.52% | — |
#8
Prev: #—
|
4.9 | 13,068 | no change |
NEW
|
13,068 | $4,210,691 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMI
CUMMINS INC
|
Industrials | 1.96% | — |
#9
Prev: #—
|
4.3 | 4,588 | no change |
NEW
|
4,588 | $2,341,898 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 1.71% | — |
#10
Prev: #—
|
4.2 | 41,498 | no change |
NEW
|
41,498 | $2,042,136 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLO
FLOWERS FOODS I...
|
Consumer Defensive | 1.69% | — |
#11
Prev: #—
|
4.2 | 186,154 | no change |
NEW
|
186,154 | $2,025,358 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.62% | — |
#12
Prev: #—
|
4.1 | 2,937 | no change |
NEW
|
2,937 | $1,938,873 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.56% | — |
#13
Prev: #—
|
4.1 | 4,161 | no change |
NEW
|
4,161 | $1,871,287 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 1.51% | — |
#14
Prev: #—
|
4.1 | 11,819 | no change |
NEW
|
11,819 | $1,801,266 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.48% | — |
#15
Prev: #—
|
4.1 | 1,648 | no change |
NEW
|
1,648 | $1,770,664 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 1.47% | — |
#16
Prev: #—
|
4.1 | 30,918 | no change |
NEW
|
30,918 | $1,756,420 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.43% | — |
#17
Prev: #—
|
4.1 | 4,960 | no change |
NEW
|
4,960 | $1,706,820 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.42% | — |
#18
Prev: #—
|
4.1 | 2,971 | no change |
NEW
|
2,971 | $1,695,971 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.33% | — |
#19
Prev: #—
|
4.0 | 8,933 | no change |
NEW
|
8,933 | $1,585,888 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LYB
LYONDELLBASELL ...
|
Basic Materials | 1.20% | — |
#20
Prev: #—
|
4.0 | 33,024 | no change |
NEW
|
33,024 | $1,429,936 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.19% | — |
#21
Prev: #—
|
4.0 | 6,883 | no change |
NEW
|
6,883 | $1,424,458 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEG
PUBLIC SVC ENTE...
|
Utilities | 1.05% | — |
#22
Prev: #—
|
3.9 | 15,595 | no change |
NEW
|
15,595 | $1,252,259 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.02% | — |
#23
Prev: #—
|
3.9 | 4,023 | no change |
NEW
|
4,023 | $1,222,476 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMM
3M CO
|
Industrials | 1.02% | — |
#24
Prev: #—
|
3.9 | 7,595 | no change |
NEW
|
7,595 | $1,216,025 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
SALESFORCE INC
|
Technology | 1.01% | — |
#25
Prev: #—
|
3.9 | 4,553 | no change |
NEW
|
4,553 | $1,206,167 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PFG
PRINCIPAL FINAN...
|
Financial Services | 1.00% | — |
#26
Prev: #—
|
3.9 | 13,520 | no change |
NEW
|
13,520 | $1,192,595 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.98% | — |
#27
Prev: #—
|
3.9 | 20,405 | no change |
NEW
|
20,405 | $1,176,544 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.98% | — |
#28
Prev: #—
|
3.9 | 6,020 | no change |
NEW
|
6,020 | $1,173,321 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INC
|
Communication Services | 0.96% | — |
#29
Prev: #—
|
3.9 | 46,070 | no change |
NEW
|
46,070 | $1,144,373 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.96% | — |
#30
Prev: #—
|
3.9 | 3,741 | no change |
NEW
|
3,741 | $1,143,500 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.93% | — |
#31
Prev: #—
|
3.9 | 3,545 | no change |
NEW
|
3,545 | $1,112,421 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.91% | — |
#32
Prev: #—
|
3.9 | 1,269 | no change |
NEW
|
1,269 | $1,094,611 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FAST
FASTENAL CO
|
Industrials | 0.85% | — |
#33
Prev: #—
|
3.8 | 25,422 | no change |
NEW
|
25,422 | $1,020,166 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IRM
IRON MTN INC DE...
|
Real Estate | 0.85% | — |
#34
Prev: #—
|
3.8 | 12,284 | no change |
NEW
|
12,284 | $1,018,948 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DOC
HEALTHPEAK PROP...
|
Real Estate | 0.85% | — |
#35
Prev: #—
|
3.8 | 63,331 | no change |
NEW
|
63,331 | $1,018,367 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 0.84% | — |
#36
Prev: #—
|
3.8 | 34,948 | no change |
NEW
|
34,948 | $1,007,893 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GE
GE AEROSPACE
|
Industrials | 0.84% | — |
#37
Prev: #—
|
3.8 | 3,259 | no change |
NEW
|
3,259 | $1,003,814 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 0.80% | — |
#38
Prev: #—
|
3.8 | 9,954 | no change |
NEW
|
9,954 | $955,913 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.78% | — |
#39
Prev: #—
|
3.8 | 8,336 | no change |
NEW
|
8,336 | $928,721 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SO
SOUTHERN CO
|
Utilities | 0.77% | — |
#40
Prev: #—
|
3.8 | 10,554 | no change |
NEW
|
10,554 | $920,292 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.74% | — |
#41
Prev: #—
|
3.8 | 3,036 | no change |
NEW
|
3,036 | $881,108 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.72% | — |
#42
Prev: #—
|
3.8 | 2,907 | no change |
NEW
|
2,907 | $861,153 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.72% | — |
#43
Prev: #—
|
3.8 | 4,835 | no change |
NEW
|
4,835 | $857,584 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.72% | — |
#44
Prev: #—
|
3.8 | 15,934 | no change |
NEW
|
15,934 | $856,612 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OKE
ONEOK INC NEW
|
Energy | 0.70% | — |
#45
Prev: #—
|
3.8 | 11,372 | no change |
NEW
|
11,372 | $835,835 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.67% | — |
#46
Prev: #—
|
3.8 | 2,812 | no change |
NEW
|
2,812 | $802,528 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.67% | — |
#47
Prev: #—
|
3.8 | 1,407 | no change |
NEW
|
1,407 | $796,875 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPMB
SPDR SERIES TRU...
|
ETF | 0.66% | — |
#48
Prev: #—
|
3.8 | 35,323 | no change |
NEW
|
35,323 | $791,764 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.66% | — |
#49
Prev: #—
|
3.8 | 17,774 | no change |
NEW
|
17,774 | $789,336 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.65% | — |
#50
Prev: #—
|
3.8 | 4,344 | no change |
NEW
|
4,344 | $772,165 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 98 holdings