Inman Jager Wealth Management, LLC

CIK

2052044

Location

HATTIESBURG, MS

Portfolio Value

Micro $71,672,064

Diversification

Diversified

Filing Date

Global Rank

#5,968 / 8,232 ▲ 289

Top Industry

Software - Infrastructure 26.0%

3Y Alpha vs SPY

-4.1%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.7%

SPY

+23.4%

Annualised alpha

-4.1%

Max drawdown

−14.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.6%

−7.4 pts

Top 5

40.9%

−5.3 pts

Top 10

57.7%

−3.0 pts

HHI

776

Diversified−356

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.2%	$25,919,952	9
Industrials	11.1%	$7,959,871	6
Energy	9.8%	$7,032,207	3
Healthcare	8.5%	$6,086,077	4
Consumer Defensive	6.4%	$4,569,594	3
Utilities	6.3%	$4,512,738	2
Consumer Cyclical	5.8%	$4,156,005	4
Financial Services	5.7%	$4,118,754	4
Communication Services	3.5%	$2,521,019	2
Basic Materials	3.2%	$2,269,383	1
Real Estate	2.0%	$1,456,099	1
Unclassified	1.5%	$1,070,365	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOW	Dow Inc.	+3,343	54,487	$2,269,383
PFE	Pfizer Inc	+3,283	48,965	$1,374,937
CCI	Crown Castle Inc.	+1,788	17,908	$1,456,099
SO	Southern Co	+1,412	26,379	$2,546,101
PLTR	Palantir Technologies Inc.	+1,338	9,953	$1,455,924
KO	Coca Cola Co	+1,016	28,387	$2,158,831
PG	PROCTER & GAMBLE Co	+921	12,051	$1,740,646
VZ	Verizon Communications Inc	+907	45,296	$2,273,859
ETR	Entergy Corp /De/	+752	17,503	$1,966,637
MMM	3M Co	+660	10,949	$1,590,123
TSLA	Tesla, Inc.	+632	2,072	$770,266
WMT	Walmart Inc.	+500	5,392	$670,117
MRK	Merck & Co., Inc.	+463	19,317	$2,323,641
IBM	International Business Machines Corp	+438	8,042	$1,949,300
XOM	Exxon Mobil Corp	+387	16,166	$2,742,723
CVX	Chevron Corp	+368	19,417	$4,017,377
HD	Home Depot, Inc.	+303	3,982	$1,309,639
JPM	Jpmorgan Chase & Co	+284	8,668	$2,549,778
MCD	Mcdonalds Corp	+250	5,569	$1,730,789
AAPL	Apple Inc.	+227	9,805	$2,488,410
MSFT	Microsoft Corp	+221	45,645	$16,896,409
INTC	Intel Corp	+200	8,125	$358,556
JNJ	Johnson & Johnson	+147	8,389	$2,050,607
LMT	Lockheed Martin Corp	+57	3,987	$2,409,702
NVDA	Nvidia Corp	+39	8,569	$1,494,433
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
RTX	RTX Corp	−1,302	1,694	$326,772
AMZN	Amazon Com Inc	−364	1,658	$345,311
CAT	Caterpillar Inc	−85	4,337	$3,072,591
HWC	Hancock Whitney Corp	−50	12,674	$805,939
PH	Parker-Hannifin Corp	−14	393	$351,829
QQQ	Invesco Qqq Trust, Series 1	−5	1,388	$801,125
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
RF	Regions Financial Corp	8,445	$220,583
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $71,672,064 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	45,645	+221	$16,896,409	−23.1%	23.57%
CVX	Chevron Corp Energy	Added	19,417	+368	$4,017,377	+38.4%	5.61%
CAT	Caterpillar Inc Industrials	Reduced	4,337	-85	$3,072,591	+21.3%	4.29%
XOM	Exxon Mobil Corp Energy	Added	16,166	+387	$2,742,723	+44.4%	3.83%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,668	+284	$2,549,778	−5.6%	3.56%
SO	Southern Co Utilities	Added	26,379	+1,412	$2,546,101	+16.9%	3.55%
AAPL	Apple Inc. Technology	Added	9,805	+227	$2,488,410	−4.4%	3.47%
LMT	Lockheed Martin Corp Industrials	Added	3,987	+57	$2,409,702	+26.8%	3.36%
MRK	Merck & Co., Inc. Healthcare	Added	19,317	+463	$2,323,641	+17.1%	3.24%
VZ	Verizon Communications Inc Communication Services	Added	45,296	+907	$2,273,859	+25.8%	3.17%
DOW	Dow Inc. Basic Materials	Added	54,487	+3,343	$2,269,383	+89.8%	3.17%
KO	Coca Cola Co Consumer Defensive	Added	28,387	+1,016	$2,158,831	+12.8%	3.01%
JNJ	Johnson & Johnson Healthcare	Added	8,389	+147	$2,050,607	+20.2%	2.86%
ETR	Entergy Corp /De/ Utilities	Added	17,503	+752	$1,966,637	+27.0%	2.74%
IBM	International Business Machines Corp Technology	Added	8,042	+438	$1,949,300	−13.5%	2.72%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	12,051	+921	$1,740,646	+9.1%	2.43%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,569	+250	$1,730,789	+6.5%	2.41%
MMM	3M Co Industrials	Added	10,949	+660	$1,590,123	−3.5%	2.22%
NVDA	Nvidia Corp Technology	Added	8,569	+39	$1,494,433	−6.1%	2.09%
CCI	Crown Castle Inc. Real Estate	Added	17,908	+1,788	$1,456,099	+1.6%	2.03%
PLTR	Palantir Technologies Inc. Technology	Added	9,953	+1,338	$1,455,924	−4.9%	2.03%
PFE	Pfizer Inc Healthcare	Added	48,965	+3,283	$1,374,937	+20.9%	1.92%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,982	+303	$1,309,639	+3.5%	1.83%
HWC	Hancock Whitney Corp Financial Services	Reduced	12,674	-50	$805,939	−0.5%	1.12%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,388	-5	$801,125	−6.4%	1.12%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,072	+632	$770,266	+18.9%	1.07%
AVGO	Broadcom Inc. Technology	Held	2,361	0	$730,753	−10.6%	1.02%
WMT	Walmart Inc. Consumer Defensive	Added	5,392	+500	$670,117	+23.0%	0.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,132	0	$542,454	−4.7%	0.76%
INTC	Intel Corp Technology	Added	8,125	+200	$358,556	+22.6%	0.50%
PH	Parker-Hannifin Corp Industrials	Reduced	393	-14	$351,829	−1.7%	0.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,658	-364	$345,311	−26.0%	0.48%
ABBV	AbbVie Inc. Healthcare	Held	1,549	0	$336,892	−4.8%	0.47%
RTX	RTX Corp Industrials	Reduced	1,694	-1,302	$326,772	−40.5%	0.46%
CSCO	Cisco Systems, Inc. Technology	Added	4,015	+1	$311,523	+0.8%	0.43%
EPD	Enterprise Products Partners L.P. Energy	Held	7,191	0	$272,107	+18.0%	0.38%
SPY	Spdr S&P 500 ETF Trust	Held	414	0	$269,240	−4.6%	0.38%
META	Meta Platforms, Inc. Communication Services	Held	432	0	$247,160	−13.3%	0.34%
CRM	Salesforce, Inc. Technology	Added	1,257	+17	$234,644	−28.6%	0.33%
RF	Regions Financial Corp Financial Services	NEW	8,445	NEW	$220,583	NEW	0.31%
GE	General Electric Co Industrials	Held	736	0	$208,854	−7.9%	0.29%