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WIREGRASS INVESTMENT MANAGEMENT LLC
hedge fundUpdated 34 days agoManaged by Wiregrass Investment Management Llc • Latest filing Q2 2026
Portfolio value
$146.8M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $119.6M |
| Q1 2026 | $120.6M |
| Q2 2026 | $146.8M |
Top holdings
113 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $9.1M | 31.4K | 6.20% | — |
| 2 | N NVDA NVIDIA CORPORATION | $8.9M | 44.4K | 6.05% | — |
| 3 | F FLO FLOWERS FOODS INC | $7.7M | 968.6K | 5.21% | — |
| 4 | A AVGO BROADCOM INC | $6M | 15.9K | 4.09% | — |
| 5 | G GOOGN ALPHABET INC | $5.9M | 16.5K | 4.01% | — |
| 6 | M MSFT MICROSOFT CORP | $4.9M | 13.2K | 3.36% | — |
| 7 | A AMZN AMAZON COM INC | $4.7M | 19.7K | 3.19% | — |
| 8 | S STT-PG SPDR SERIES TRUST | $3.6M | 30.4K | 2.47% | — |
| 9 | M MU MICRON TECHNOLOGY INC | $3.3M | 2.8K | 2.23% | — |
| 10 | P PFG PRINCIPAL FINANCIAL GROUP IN | $2.7M | 24.7K | 1.82% | — |
| 11 | M MA MASTERCARD INCORPORATED | $2.4M | 4.6K | 1.62% | — |
| 12 | T TSLA TESLA INC | $2.4M | 5.6K | 1.61% | — |
| 13 | F FAST FASTENAL CO | $2.2M | 45.8K | 1.50% | — |
| 14 | C CMI CUMMINS INC | $2.2M | 3.0K | 1.47% | — |
| 15 | J JNJ JOHNSON & JOHNSON | $2.2M | 8.5K | 1.47% | — |
| 16 | S STT-PG SPDR SERIES TRUST | $2.1M | 34.5K | 1.43% | — |
| 17 | C CVX CHEVRON CORPORATION | $2.1M | 12.4K | 1.40% | — |
| 18 | B BBAAY ALIBABA GROUP HLDG LTD | $2M | 21.0K | 1.38% | — |
| 19 | M MS-PP MORGAN STANLEY | $2M | 9.5K | 1.36% | — |
| 20 | T TFC-PR TRUIST FINL CORP | $2M | 39.9K | 1.35% | — |