Wiregrass Investment Management
Latest statistics and disclosures from Wiregrass Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, FLO, AVGO, GOOGL, and represent 25.56% of Wiregrass Investment Management's stock portfolio.
- Added to shares of these 10 stocks: FLO (+$5.9M), BABA, QCOM, PFG, LRCX, FAST, WDC, VO, NVDA, SPYD.
- Started 21 new stock positions in GRNT, BG, LRCX, SNDK, BABA, WDC, AMD, Trulieve Cannabis Corporatio, AZN, VRT. SLYV, USMV, V, IQDG, BX, DVYE, FGD, TROW, GPIX, QCOM, FIX.
- Reduced shares in these 10 stocks: UNH (-$9.0M), JPM, GE, GLW, , AMGN, MDT, CAT, TFC, SPMB.
- Sold out of its positions in AMGN, MARA, TGT, MDT.
- Wiregrass Investment Management was a net buyer of stock by $9.3M.
- Wiregrass Investment Management has $147M in assets under management (AUM), dropping by 21.65%.
- Central Index Key (CIK): 0002109460
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Portfolio Holdings for Wiregrass Investment Management
Wiregrass Investment Management holds 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.2 | $9.1M | +4% | 31k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $8.9M | +6% | 44k | 200.09 |
|
| Flowers Foods (FLO) | 5.2 | $7.7M | +345% | 969k | 7.90 |
|
| Broadcom (AVGO) | 4.1 | $6.0M | +2% | 16k | 377.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $5.9M | 17k | 357.36 |
|
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| Microsoft Corporation (MSFT) | 3.4 | $4.9M | +3% | 13k | 373.02 |
|
| Amazon (AMZN) | 3.2 | $4.7M | 20k | 238.34 |
|
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| Spdr Series Trust ST STR P500GRW (SPYG) | 2.5 | $3.6M | +11% | 30k | 118.99 |
|
| Micron Technology (MU) | 2.2 | $3.3M | +2% | 2.8k | 1154.36 |
|
| Principal Financial (PFG) | 1.8 | $2.7M | +71% | 25k | 107.78 |
|
| Mastercard Incorporated Cl A (MA) | 1.6 | $2.4M | +3% | 4.6k | 513.58 |
|
| Tesla Motors (TSLA) | 1.6 | $2.4M | +19% | 5.6k | 420.60 |
|
| Fastenal Company (FAST) | 1.5 | $2.2M | +67% | 46k | 48.03 |
|
| Cummins (CMI) | 1.5 | $2.2M | 3.0k | 713.30 |
|
|
| Johnson & Johnson (JNJ) | 1.5 | $2.2M | +19% | 8.5k | 253.98 |
|
| Spdr Series Trust St Str P500val (SPYV) | 1.4 | $2.1M | +3% | 35k | 60.79 |
|
| Chevron Corporation (CVX) | 1.4 | $2.1M | 12k | 165.76 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $2.0M | NEW | 21k | 95.98 |
|
| Morgan Stanley Com New (MS) | 1.4 | $2.0M | +2% | 9.5k | 209.04 |
|
| Truist Financial Corp equities (TFC) | 1.4 | $2.0M | -7% | 40k | 49.82 |
|
| Meta Platforms Cl A (META) | 1.3 | $1.9M | +5% | 3.3k | 563.20 |
|
| Home Depot (HD) | 1.2 | $1.8M | -4% | 5.0k | 352.67 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.2 | $1.7M | +24% | 3.7k | 477.58 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.7M | -61% | 5.1k | 327.32 |
|
| Spdr Series Trust St Inter Etf (SPTI) | 1.1 | $1.6M | +46% | 57k | 28.39 |
|
| Iron Mountain (IRM) | 1.1 | $1.6M | 13k | 126.31 |
|
|
| Ge Vernova (GEV) | 1.0 | $1.5M | +7% | 1.3k | 1174.43 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $1.4M | +3% | 1.2k | 1199.53 |
|
| Peak (DOC) | 1.0 | $1.4M | 67k | 21.40 |
|
|
| Qualcomm (QCOM) | 0.9 | $1.4M | NEW | 7.3k | 184.79 |
|
| Public Service Enterprise (PEG) | 0.9 | $1.3M | 17k | 81.16 |
|
|
| Abbvie (ABBV) | 0.9 | $1.3M | +4% | 5.3k | 251.66 |
|
| 3M Company (MMM) | 0.9 | $1.3M | +2% | 8.2k | 161.91 |
|
| Altria (MO) | 0.9 | $1.3M | +2% | 18k | 71.95 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $1.3M | +2% | 1.4k | 935.73 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.8 | $1.2M | +22% | 21k | 57.67 |
|
| UnitedHealth (UNH) | 0.8 | $1.2M | -88% | 2.9k | 415.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.2M | 3.3k | 353.30 |
|
|
| salesforce (CRM) | 0.8 | $1.1M | -6% | 7.1k | 156.66 |
|
| McDonald's Corporation (MCD) | 0.7 | $1.1M | +3% | 4.1k | 270.33 |
|
| Southern Company (SO) | 0.7 | $1.1M | +2% | 11k | 95.71 |
|
| Oneok (OKE) | 0.7 | $1.1M | +2% | 12k | 86.94 |
|
| Lam Research Corp Com New (LRCX) | 0.7 | $1.0M | NEW | 2.4k | 433.33 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $1.0M | 9.8k | 103.88 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.7 | $1.0M | +3% | 92k | 10.90 |
|
| Oracle Corporation (ORCL) | 0.7 | $976k | 6.7k | 146.54 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $958k | +291% | 12k | 80.57 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.6 | $936k | -2% | 4.7k | 197.60 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $931k | -2% | 16k | 59.69 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.6 | $931k | +53% | 28k | 33.46 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.6 | $901k | +2% | 18k | 50.39 |
|
| Monolithic Power Systems (MPWR) | 0.6 | $880k | +2% | 637.00 | 1381.74 |
|
| International Business Machines (IBM) | 0.6 | $844k | -3% | 3.0k | 281.23 |
|
| Wal-Mart Stores (WMT) | 0.6 | $837k | 7.4k | 113.26 |
|
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.6 | $812k | +178% | 17k | 47.71 |
|
| Cardinal Health (CAH) | 0.6 | $810k | +3% | 3.4k | 237.58 |
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.5 | $786k | -11% | 35k | 22.31 |
|
| Philip Morris International (PM) | 0.5 | $776k | +4% | 4.3k | 180.91 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $763k | +7% | 1.5k | 500.39 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.5 | $759k | 14k | 52.65 |
|
|
| Western Digital (WDC) | 0.5 | $740k | NEW | 1.2k | 638.71 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.5 | $700k | +123% | 11k | 61.60 |
|
| Ge Aerospace Com New (GE) | 0.5 | $672k | -67% | 1.8k | 373.75 |
|
| Caterpillar (CAT) | 0.4 | $655k | -26% | 615.00 | 1065.34 |
|
| Pfizer (PFE) | 0.4 | $644k | 27k | 24.08 |
|
|
| Omni (OMC) | 0.4 | $627k | +3% | 8.6k | 72.83 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $624k | +5% | 1.6k | 397.67 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $615k | 2.0k | 303.18 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $607k | +6% | 5.2k | 116.67 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $606k | 3.4k | 178.60 |
|
|
| International Paper Company (IP) | 0.4 | $581k | 15k | 38.10 |
|
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $553k | 7.0k | 79.03 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $545k | 11k | 50.57 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.4 | $526k | +2% | 10k | 51.78 |
|
| Perrigo SHS (PRGO) | 0.4 | $523k | +4% | 50k | 10.39 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $506k | 6.5k | 77.91 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $501k | NEW | 5.2k | 96.47 |
|
| Cisco Systems (CSCO) | 0.3 | $493k | 4.2k | 117.45 |
|
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.3 | $493k | +44% | 4.1k | 119.14 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.3 | $492k | NEW | 4.5k | 109.10 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $482k | 9.2k | 52.41 |
|
|
| Emerson Electric (EMR) | 0.3 | $472k | -11% | 3.3k | 143.13 |
|
| PNC Financial Services (PNC) | 0.3 | $464k | 1.9k | 246.25 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $448k | 19k | 24.22 |
|
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| Ishares Em Mkts Div Etf (DVYE) | 0.3 | $447k | NEW | 14k | 32.23 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.3 | $447k | -6% | 51k | 8.75 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.3 | $444k | NEW | 8.0k | 55.57 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $440k | 19k | 23.16 |
|
|
| Corning Incorporated (GLW) | 0.3 | $439k | -71% | 1.7k | 255.41 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $429k | 17k | 25.25 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $425k | +81% | 834.00 | 509.67 |
|
| First Tr Exchange-traded Dj Glbl Divid (FGD) | 0.3 | $423k | NEW | 13k | 31.99 |
|
| Galaxy Digital Cl A (GLXY) | 0.3 | $383k | +7% | 14k | 27.34 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $380k | 16k | 24.23 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $358k | NEW | 616.00 | 580.91 |
|
| Prologis (PLD) | 0.2 | $340k | 2.5k | 135.49 |
|
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| Merck & Co (MRK) | 0.2 | $329k | -15% | 2.6k | 128.50 |
|
| At&t (T) | 0.2 | $296k | +51% | 14k | 20.70 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $292k | -16% | 1.0k | 281.09 |
|
| Sandisk Corp (SNDK) | 0.2 | $287k | NEW | 126.00 | 2273.73 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $265k | NEW | 2.2k | 117.65 |
|
| Astrazeneca Ord (AZN) | 0.2 | $264k | NEW | 1.4k | 189.62 |
|
| Visa Com Cl A (V) | 0.2 | $259k | NEW | 755.00 | 343.09 |
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| Comfort Systems USA (FIX) | 0.2 | $258k | NEW | 130.00 | 1981.95 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.2 | $249k | NEW | 5.8k | 43.08 |
|
| Bunge Global Sa Com Shs (BG) | 0.2 | $241k | NEW | 2.3k | 106.73 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $234k | NEW | 700.00 | 334.82 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $230k | 2.1k | 109.43 |
|
|
| Trulieve Cannabis Corp Sub Vtg Shs | 0.1 | $207k | NEW | 21k | 9.83 |
|
| T. Rowe Price (TROW) | 0.1 | $204k | NEW | 1.8k | 113.71 |
|
| Xtant Med Hldgs Com New (XTNT) | 0.0 | $63k | +45% | 150k | 0.42 |
|
| Defi Technologies (DEFT) | 0.0 | $51k | +66% | 100k | 0.51 |
|
| Granite Ridge Resources (GRNT) | 0.0 | $45k | NEW | 10k | 4.41 |
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Past Filings by Wiregrass Investment Management
SEC 13F filings are viewable for Wiregrass Investment Management going back to 2026
- Wiregrass Investment Management 2026 Q2 filed Aug. 7, 2026
- Wiregrass Investment Management 2026 Q1 filed May 13, 2026