Inman Jager Wealth Management, LLC
Filing Date
Global Rank
#6,569
/ 8,645
▲ 150
Top Industry
Software - Infrastructure
24.8%
3Y Alpha vs SPY
-1.7%
Period ended 52 days ago
Filed Aug 7, 2026 · 14d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+23.7%
SPY
+25.1%
Annualised alpha
-0.9%
Max drawdown
−14.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
47 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
22.6%
−0.9 pts
Top 5
39.6%
−1.0 pts
Top 10
55.6%
−1.7 pts
HHI
715
Diversified−52
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.2% | $29,147,478 |
| Industrials | 11.5% | $8,767,654 |
| Healthcare | 8.5% | $6,519,049 |
| Energy | 7.6% | $5,771,413 |
| Financial Services | 6.7% | $5,094,986 |
| Consumer Defensive | 6.4% | $4,912,165 |
| Utilities | 6.1% | $4,643,567 |
| Consumer Cyclical | 6.0% | $4,609,397 |
| Communication Services | 3.5% | $2,665,339 |
| Basic Materials | 2.0% | $1,492,925 |
| Real Estate | 1.9% | $1,432,205 |
| Unclassified | 1.7% | $1,320,239 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +5,434 | 54,399 | $1,309,927 | |
| SO | Southern Co | +1,151 | 27,530 | $2,634,896 | |
| PG | PROCTER & GAMBLE Co | +1,125 | 13,176 | $1,932,128 | |
| CCI | Crown Castle Inc. | +1,004 | 18,912 | $1,432,205 | |
| MRK | Merck & Co., Inc. | +962 | 20,279 | $2,605,851 | |
| JPM | Jpmorgan Chase & Co | +784 | 9,452 | $3,093,923 | |
| KO | Coca Cola Co | +753 | 29,140 | $2,368,207 | |
| VZ | Verizon Communications Inc | +746 | 46,042 | $1,949,418 | |
| MCD | Mcdonalds Corp | +733 | 6,302 | $1,703,493 | |
| HD | Home Depot, Inc. | +633 | 4,615 | $1,627,618 | |
| AAPL | Apple Inc. | +588 | 10,393 | $3,007,318 | |
| MSFT | Microsoft Corp | +578 | 46,223 | $17,242,103 | |
| MMM | 3M Co | +571 | 11,520 | $1,865,203 | |
| CSCO | Cisco Systems, Inc. | +523 | 4,538 | $533,033 | |
| IBM | International Business Machines Corp | +391 | 8,433 | $2,371,443 | |
| XOM | ExxonMobil Holdings Corp | +312 | 16,478 | $2,252,872 | |
| LMT | Lockheed Martin Corp | +235 | 4,222 | $2,150,940 | |
| CVX | Chevron Corp | +215 | 19,632 | $3,254,200 | |
| JNJ | Johnson & Johnson | +167 | 8,556 | $2,172,967 | |
| ABBV | AbbVie Inc. | +161 | 1,710 | $430,304 | |
| AVGO | Broadcom Inc. | +134 | 2,495 | $942,486 | |
| AMZN | Amazon Com Inc | +130 | 1,788 | $426,151 | |
| RTX | RTX Corp | +117 | 1,811 | $343,601 | |
| DOW | Dow Inc. | +79 | 54,566 | $1,492,925 | |
| NVDA | Nvidia Corp | +46 | 8,615 | $1,723,775 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CAT | Caterpillar Inc | −924 | 3,413 | $3,634,503 | |
| PLTR | Palantir Technologies Inc. | −200 | 9,753 | $1,137,882 | |
| GOOGL | Alphabet Inc. | −99 | 1,422 | $502,435 | |
| PH | Parker-Hannifin Corp | −71 | 322 | $314,954 | |
| META | Meta Platforms, Inc. | −53 | 379 | $213,486 | |
| GE | General Electric Co | −50 | 686 | $256,378 | |
| TSLA | Tesla, Inc. | −46 | 2,026 | $852,135 | |
| QQQ | Invesco Qqq Trust, Series 1 | −15 | 1,373 | $1,011,077 | |
| ETR | Entergy Corp /De/ | −15 | 17,488 | $2,008,671 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRM | Salesforce, Inc. | 1,257 | $234,644 | |
| No positions match the current search. | ||||
47 tracked positions ·
$76,376,417 total
· filing declares
90 positions · $187,913,730
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 46,223 | $17,242,103 | 22.58% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,413 | $3,634,503 | 4.76% | |
| CVX |
Chevron Corp
Energy
|
Added | 19,632 | $3,254,200 | 4.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 9,452 | $3,093,923 | 4.05% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,393 | $3,007,318 | 3.94% | |
| SO |
Southern Co
Utilities
|
Added | 27,530 | $2,634,896 | 3.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 20,279 | $2,605,851 | 3.41% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 8,433 | $2,371,443 | 3.10% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 29,140 | $2,368,207 | 3.10% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 16,478 | $2,252,872 | 2.95% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,556 | $2,172,967 | 2.85% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,222 | $2,150,940 | 2.82% | |
| ETR |
Entergy Corp /De/
Utilities
|
Reduced | 17,488 | $2,008,671 | 2.63% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 46,042 | $1,949,418 | 2.55% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 13,176 | $1,932,128 | 2.53% | |
| MMM |
3M Co
Industrials
|
Added | 11,520 | $1,865,203 | 2.44% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 8,615 | $1,723,775 | 2.26% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 6,302 | $1,703,493 | 2.23% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,615 | $1,627,618 | 2.13% | |
| DOW |
Dow Inc.
Basic Materials
|
Added | 54,566 | $1,492,925 | 1.95% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Added | 18,912 | $1,432,205 | 1.88% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 54,399 | $1,309,927 | 1.72% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 9,753 | $1,137,882 | 1.49% | |
| INTC |
Intel Corp
Technology
|
Added | 8,149 | $1,137,844 | 1.49% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,373 | $1,011,077 | 1.32% | |
| HWC |
Hancock Whitney Corp
Financial Services
|
Held | 12,674 | $947,001 | 1.24% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,495 | $942,486 | 1.23% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,026 | $852,135 | 1.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,402 | $611,830 | 0.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,138 | $569,443 | 0.75% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,538 | $533,033 | 0.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,422 | $502,435 | 0.66% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,710 | $430,304 | 0.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,788 | $426,151 | 0.56% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,811 | $343,601 | 0.45% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 322 | $314,954 | 0.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 414 | $309,162 | 0.40% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 506 | $293,940 | 0.38% | |
| IONQ |
IonQ, Inc.
Technology
|
NEW | 5,027 | $267,738 | 0.35% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 350 | $267,099 | 0.35% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 7,191 | $264,341 | 0.35% | |
| GE |
General Electric Co
Industrials
|
Reduced | 686 | $256,378 | 0.34% | |
| RF |
Regions Financial Corp
Financial Services
|
Held | 8,445 | $255,039 | 0.33% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 227 | $229,580 | 0.30% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 112 | $222,817 | 0.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 379 | $213,486 | 0.28% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 172 | $202,075 | 0.26% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.