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Fred Jones

Wiregrass Investment Management Llc

Assets Managed
$120.637M
Holdings
96
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
0.85%(2Q avg: 0.43%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wiregrass Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Wiregrass Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 120.637M in assets, with a quarterly growth rate of 0.85% and a 2-quarter average growth rate of 0.43%. The portfolio is managed by Fred Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 6.38%
6.32%
$7.618M
30,016 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.17%
6.04%
$7.278M
41,730 shares@ $174.41 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Decreased -0.03%
5.51%
$6.646M
24,563 shares@ $270.59 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.3%
3.96%
$4.771M
15,415 shares@ $309.51 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 13.24%
3.92%
$4.719M
12,748 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.93%
3.86%
$4.654M
16,184 shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.91%
3.34%
$4.02M
19,302 shares@ $208.28 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.53%
3.21%
$3.865M
13,137 shares@ $294.17 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
New Position
2.23%
$2.684M
27,413 shares@ $97.91 avg price
CVX
Chevron Corp
Recent Activity
Increased 2.65%
2.09%
$2.51M
12,132 shares@ $206.91 avg price

1-10 of 96