Inman Jager Wealth Management, LLC

CIK

2052044

Location

HATTIESBURG, MS

Portfolio Value

Micro $2,269,383

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

1 positions · $2,269,383 total · Basic Materials only · 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	History
DOW	Dow Inc. Basic Materials	Added	54,487	+3,343	$2,269,383	+89.8%	100.00%