Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wiregrass Investment Management

Latest statistics and disclosures from Wiregrass Investment Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109460

Tip: Access up to 7 years of quarterly data

Positions held by Wiregrass Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Wiregrass Investment Management

Wiregrass Investment Management holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	6.3	$7.6M	30k	253.79	View chart
NVIDIA Corporation (NVDA)	6.0	$7.3M	42k	174.40	View chart
UnitedHealth (UNH)	5.5	$6.6M	25k	270.59	View chart
Broadcom (AVGO)	4.0	$4.8M	15k	309.51	View chart
Microsoft Corporation (MSFT)	3.9	$4.7M	13k	370.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.9	$4.7M	16k	287.55	View chart
Amazon (AMZN)	3.3	$4.0M	19k	208.27	View chart
JPMorgan Chase & Co. (JPM)	3.2	$3.9M	13k	294.17	View chart
Spdr Series Trust State Street Spd (SPYG)	2.2	$2.7M	27k	97.91	View chart
Chevron Corporation (CVX)	2.1	$2.5M	12k	206.90	View chart
Mastercard Incorporated Cl A (MA)	1.8	$2.2M	4.5k	499.66	View chart
Truist Financial Corp equities (TFC)	1.6	$2.0M	43k	45.97	View chart
Spdr Series Trust State Street Spd (SPYV)	1.6	$1.9M	33k	56.58	View chart
Meta Platforms Cl A (META)	1.5	$1.8M	3.2k	572.20	View chart
Flowers Foods (FLO)	1.5	$1.8M	218k	8.15	View chart
Tesla Motors (TSLA)	1.5	$1.7M	4.7k	371.75	View chart
Johnson & Johnson (JNJ)	1.4	$1.7M	7.1k	244.44	View chart
Home Depot (HD)	1.4	$1.7M	5.2k	328.87	View chart
Cummins (CMI)	1.3	$1.6M	3.0k	538.09	View chart
Ge Aerospace Com New (GE)	1.3	$1.6M	5.5k	283.78	View chart
Morgan Stanley Com New (MS)	1.3	$1.5M	9.3k	164.57	View chart
salesforce (CRM)	1.2	$1.4M	7.7k	186.68	View chart
Costco Wholesale Corporation (COST)	1.1	$1.3M	1.3k	996.30	View chart
Public Service Enterprise (PEG)	1.1	$1.3M	16k	80.95	View chart
Principal Financial (PFG)	1.1	$1.3M	15k	90.11	View chart
Iron Mountain (IRM)	1.1	$1.3M	13k	102.14	View chart
Fastenal Company (FAST)	1.1	$1.3M	27k	46.40	View chart
McDonald's Corporation (MCD)	1.0	$1.2M	3.9k	310.81	View chart
3M Company (MMM)	1.0	$1.2M	8.0k	145.22	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	1.0	$1.1M	14k	80.56	View chart
Altria (MO)	0.9	$1.1M	17k	65.99	View chart
Spdr Series Trust State Street Spd (SPTI)	0.9	$1.1M	39k	28.66	View chart
Abbvie (ABBV)	0.9	$1.1M	5.1k	217.50	View chart
Peak (DOC)	0.9	$1.1M	66k	16.43	View chart
Oneok (OKE)	0.9	$1.1M	12k	90.39	View chart
Southern Company (SO)	0.9	$1.1M	11k	96.52	View chart
Eli Lilly & Co. (LLY)	0.9	$1.1M	1.2k	919.38	View chart
Ge Vernova (GEV)	0.9	$1.0M	1.2k	873.17	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$995k	2.9k	337.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$967k	10k	97.13	View chart
Oracle Corporation (ORCL)	0.8	$961k	6.5k	147.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$936k	3.3k	286.87	View chart
Micron Technology (MU)	0.8	$932k	2.8k	337.84	View chart
Wal-Mart Stores (WMT)	0.8	$914k	7.4k	124.28	View chart
Spdr Series Trust State Street Spd (SPMB)	0.7	$894k	40k	22.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.7	$891k	4.8k	184.28	View chart
Agnc Invt Corp Com reit (AGNC)	0.7	$891k	89k	10.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$872k	3.0k	287.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$861k	16k	54.05	View chart
Spdr Series Trust State Street Spd (SPSM)	0.7	$839k	17k	48.32	View chart
Corning Incorporated (GLW)	0.7	$834k	6.1k	135.97	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.7	$800k	18k	45.65	View chart
Pfizer (PFE)	0.6	$759k	27k	28.08	View chart
International Business Machines (IBM)	0.6	$754k	3.1k	242.37	View chart
Palantir Technologies Cl A (PLTR)	0.6	$712k	4.9k	146.28	View chart
Cardinal Health (CAH)	0.6	$695k	3.3k	211.29	View chart
Intuitive Surgical Com New (ISRG)	0.6	$683k	1.5k	461.00	View chart
Monolithic Power Systems (MPWR)	0.6	$683k	624.00	1094.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$679k	1.4k	479.20	View chart
Philip Morris International (PM)	0.6	$677k	4.1k	165.32	View chart
Omni (OMC)	0.5	$624k	8.3k	75.31	View chart
Spdr Series Trust State Street Spd (SPIB)	0.5	$609k	18k	33.54	View chart
Caterpillar (CAT)	0.5	$592k	836.00	708.64	View chart
International Paper Company (IP)	0.5	$555k	16k	35.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$555k	7.0k	79.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$547k	11k	50.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$529k	2.0k	261.92	View chart
Perrigo SHS (PRGO)	0.4	$515k	48k	10.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$510k	6.5k	78.41	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$501k	3.5k	144.71	View chart
Blue Owl Capital Com Cl A (OWL)	0.4	$497k	54k	9.13	View chart
Emerson Electric (EMR)	0.4	$488k	3.7k	131.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$484k	9.2k	52.56	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$464k	9.9k	46.91	View chart
Target Corporation (TGT)	0.4	$458k	3.8k	121.20	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.4	$448k	19k	24.24	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$442k	19k	23.26	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$431k	17k	25.33	View chart
PNC Financial Services (PNC)	0.3	$385k	1.9k	208.10	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$381k	16k	24.24	View chart
Merck & Co (MRK)	0.3	$364k	3.0k	120.31	View chart
Amgen (AMGN)	0.3	$343k	975.00	351.97	View chart
Cisco Systems (CSCO)	0.3	$332k	4.3k	77.58	View chart
Prologis (PLD)	0.3	$327k	2.5k	132.16	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$278k	6.1k	45.52	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$278k	2.9k	96.61	View chart
Lockheed Martin Corporation (LMT)	0.2	$277k	459.00	604.38	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$274k	5.1k	53.95	View chart
At&t (T)	0.2	$274k	9.4k	28.99	View chart
Medtronic SHS (MDT)	0.2	$269k	3.1k	86.65	View chart
Nxp Semiconductors N V (NXPI)	0.2	$244k	1.2k	196.86	View chart
Galaxy Digital Cl A (GLXY)	0.2	$240k	13k	18.45	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$232k	2.1k	110.36	View chart
Marathon Digital Holdings In (MARA)	0.1	$82k	10k	8.16	View chart
Xtant Med Hldgs Com New (XTNT)	0.0	$58k	103k	0.56	View chart
Defi Technologies (DEFT)	0.0	$33k	60k	0.55	View chart

Past Filings by Wiregrass Investment Management

SEC 13F filings are viewable for Wiregrass Investment Management going back to 2026

Wiregrass Investment Management 2026 Q1 filed May 13, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z