WIREGRASS INVESTMENT MANAGEMENT LLC
Q2 2026 13F filing
Updated 34 days ago113 disclosed positions worth $146.8M
Full holdings
Every line item disclosed in 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% | — |
| 21 | M META META PLATFORMS INC | $1.9M | 3.3K | 1.27% | — |
| 22 | H HD HOME DEPOT INC | $1.8M | 5.0K | 1.20% | — |
| 23 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $1.7M | 3.7K | 1.19% | — |
| 24 | J JPM-PM JPMORGAN CHASE & CO | $1.7M | 5.0K | 1.13% | — |
| 25 | S STT-PG SPDR SERIES TRUST | $1.6M | 57.4K | 1.11% | — |
| 26 | I IRM IRON MTN INC DEL | $1.6M | 12.8K | 1.10% | — |
| 27 | G GEV GE VERNOVA INC | $1.5M | 1.3K | 1.01% | — |
| 28 | L LLY ELI LILLY & CO | $1.4M | 1.2K | 0.98% | — |
| 29 | D DOC HEALTHPEAK PROPERTIES INC | $1.4M | 66.7K | 0.97% | — |
| 30 | Q QCOM QUALCOMM INC | $1.4M | 7.3K | 0.92% | — |
| 31 | P PEG PUBLIC SVC ENTERPRISE GROUP | $1.3M | 16.6K | 0.92% | — |
| 32 | A ABBV ABBVIE INC | $1.3M | 5.3K | 0.91% | — |
| 33 | M MMM 3M CO | $1.3M | 8.2K | 0.90% | — |
| 34 | M MO ALTRIA GROUP INC | $1.3M | 17.8K | 0.87% | — |
| 35 | C COST COSTCO WHOLESALE CORPORATION | $1.3M | 1.4K | 0.87% | — |
| 36 | A ARCC SPDR SERIES TRUST | $1.2M | 21.3K | 0.84% | — |
| 37 | U UNH UNITEDHEALTH GROUP INC | $1.2M | 2.9K | 0.81% | — |
| 38 | G GOOGN ALPHABET INC | $1.2M | 3.3K | 0.79% | — |
| 39 | C CRM SALESFORCE INC | $1.1M | 7.1K | 0.76% | — |
| 40 | M MCD MCDONALDS CORP | $1.1M | 4.1K | 0.75% | — |
| 41 | S SOMN SOUTHERN CO | $1.1M | 11.2K | 0.73% | — |
| 42 | O OKE ONEOK INC NEW | $1.1M | 12.2K | 0.72% | — |
| 43 | L LRCX LAM RESEARCH CORP | $1M | 2.4K | 0.70% | — |
| 44 | E ETHA ISHARES TR | $1M | 9.8K | 0.69% | — |
| 45 | A AGNCZ AGNC INVT CORP | $1M | 91.9K | 0.68% | — |
| 46 | O ORCL-PD ORACLE CORP | $976K | 6.7K | 0.66% | — |
| 47 | V VGES VANGUARD INDEX FDS | $958K | 11.9K | 0.65% | — |
| 48 | V VGES VANGUARD INDEX FDS | $936K | 4.7K | 0.64% | — |
| 49 | V VGES VANGUARD INTL EQUITY INDEX F | $931K | 15.6K | 0.63% | — |
| 50 | S STT-PG SPDR SERIES TRUST | $931K | 27.8K | 0.63% | — |