Inman Jager Wealth Management, LLC

Inman Jager Wealth Management, LLC reported 90 holdings worth US$188M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Inman Jager Wealth Management, LLC reported 90 holdings worth US$188M as of Jun 30, 2026. Largest: Microsoft Corp., Caterpillar, Inc. and Chevron Corporation. Filed Aug 7, 2026 (Form 13F).

Holdings
90
Value as reported
US$188M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.46,223US$17.2M9.2%
Caterpillar, Inc.3,413US$3.63M1.9%
Chevron Corporation19,632US$3.25M1.7%
Jp Morgan Chase & Co.9,452US$3.09M1.6%
Apple Inc10,393US$3.01M1.6%
Southern Company (the)27,530US$2.63M1.4%
Merck & Company, Inc.20,279US$2.61M1.4%
International Business Machines Corporation8,433US$2.37M1.3%
Coca-cola Company (the)29,140US$2.37M1.3%
Exxon Mobil Corporation16,478US$2.25M1.2%
Johnson & Johnson8,556US$2.17M1.2%
Lockheed Martin Corporation4,222US$2.15M1.1%
Entergy Corporation17,488US$2.01M1.1%
Verizon Communications Inc.46,042US$1.95M1.0%
Procter & Gamble Company (the)13,176US$1.93M1.0%
3m Company11,520US$1.87M0.99%
Nvidia Corporation8,615US$1.72M0.92%
Mcdonald's Corporation6,302US$1.7M0.91%
Home Depot, Inc. (the)4,615US$1.63M0.87%
Dow Inc.54,566US$1.49M0.79%
Crown Castle Inc.18,912US$1.43M0.76%
Pfizer, Inc.54,399US$1.31M0.70%
Palantir Technologies Inc.9,753US$1.14M0.61%
Intel Corporation8,149US$1.14M0.61%
Hancock Whitney Corporation12,674US$947K0.50%
Broadcom Inc.2,495US$942K0.50%
Tesla, Inc.2,026US$852K0.45%
Walmart Inc.5,402US$612K0.33%
Berkshire Hathaway Inc.1,138US$569K0.30%
Cisco Systems, Inc.4,538US$533K0.28%
Alphabet Inc (google) Class C1,406US$502K0.27%
Abbvie Inc.1,710US$430K0.23%
Amazon.com, Inc.1,788US$426K0.23%
Rtx Corporation1,811US$344K0.18%
Parker-hannifin Corporation322US$315K0.17%
Advanced Micro Devices Inc506US$294K0.16%
Ionq, Inc.5,027US$268K0.14%
Crowdstrike Holdings, Inc.350US$267K0.14%
Enterprise Products Partners L.p.7,191US$264K0.14%
Ge Aerospace686US$256K0.14%
Regions Financial Corporation8,445US$255K0.14%
Goldman Sachs Group, Inc. (the)227US$230K0.12%
Asml Holding Nv112US$223K0.12%
Meta Platforms, Inc.379US$213K0.11%
Ge Vernova Inc.172US$202K0.11%
Salesforce, Inc.0US$00.00%

Source

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