Wiregrass Investment Management Llc Portfolio Stock Holdings
Wiregrass Investment Management Llc disclosed 96 stock positions valued at approximately $120.6 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and UNITEDHEALTH GROUP INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 96
- Portfolio Value
- $120.6M
Holdings by Sector
Wiregrass Investment Management Llc Portfolio Holdings in Q1 2026
96 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.31% | 30,016 | +1,798 | +6.37% | $7,617,732 |
| NVIDIA CORPORATION | NVDA | Technology | 6.03% | 41,730 | +479 | +1.16% | $7,277,775 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 5.51% | 24,563 | -8 | -0.03% | $6,646,391 |
| BROADCOM INC | AVGO | Technology | 3.95% | 15,415 | -527 | -3.31% | $4,771,077 |
| MICROSOFT CORP | MSFT | Technology | 3.91% | 12,748 | +1,490 | +13.24% | $4,719,007 |
| ALPHABET INC | GOOGL | Communication Services | 3.86% | 16,184 | +460 | +2.93% | $4,653,725 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.33% | 19,302 | +903 | +4.91% | $4,020,030 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.20% | 13,137 | +69 | +0.53% | $3,864,511 |
| SPDR SERIES TRUST | SPYG | Other | 2.22% | 27,413 | +27,413 | +100.00% | $2,683,988 |
| CHEVRON CORPORATION | CVX | Energy | 2.08% | 12,132 | +313 | +2.65% | $2,510,125 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.84% | 4,450 | +1,479 | +49.78% | $2,223,497 |
| TRUIST FINL CORP | TFC | Financial Services | 1.64% | 42,979 | +1,481 | +3.57% | $1,975,731 |
| SPDR SERIES TRUST | SPYV | Other | 1.56% | 33,296 | +2,378 | +7.69% | $1,883,900 |
| META PLATFORMS INC | META | Communication Services | 1.50% | 3,159 | +222 | +7.56% | $1,807,574 |
| FLOWERS FOODS INC | FLO | Consumer Defensive | 1.47% | 217,643 | +31,489 | +16.92% | $1,773,796 |
| TESLA INC | TSLA | Consumer Cyclical | 1.45% | 4,707 | +546 | +13.12% | $1,749,841 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.44% | 7,108 | +225 | +3.27% | $1,737,506 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.42% | 5,221 | +261 | +5.26% | $1,717,019 |
| CUMMINS INC | CMI | Industrials | 1.34% | 2,994 | -1,594 | -34.74% | $1,611,042 |
| GE AEROSPACE | GE | Industrials | 1.29% | 5,480 | +2,221 | +68.15% | $1,555,131 |
| MORGAN STANLEY | MS | Financial Services | 1.27% | 9,308 | +375 | +4.20% | $1,531,788 |
| SALESFORCE INC | CRM | Technology | 1.19% | 7,682 | +3,129 | +68.72% | $1,434,046 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.10% | 1,328 | +59 | +4.65% | $1,323,083 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 1.09% | 16,295 | +700 | +4.49% | $1,319,065 |
| PRINCIPAL FINANCIAL GROUP IN | PFG | Financial Services | 1.08% | 14,450 | +930 | +6.88% | $1,302,049 |
| IRON MTN INC DEL | IRM | Real Estate | 1.08% | 12,728 | +444 | +3.61% | $1,300,026 |
| FASTENAL CO | FAST | Industrials | 1.05% | 27,327 | +1,905 | +7.49% | $1,267,983 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.01% | 3,936 | +195 | +5.21% | $1,223,359 |
| 3M CO | MMM | Industrials | 0.96% | 8,012 | +417 | +5.49% | $1,163,520 |
| LYONDELLBASELL INDUSTRIES NV | LYB | Other | 0.95% | 14,229 | -18,795 | -56.91% | $1,146,263 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.95% | 17,291 | -3,114 | -15.26% | $1,141,001 |
| SPDR SERIES TRUST | SPTI | Other | 0.93% | 39,198 | +4,250 | +12.16% | $1,123,422 |
| ABBVIE INC | ABBV | Healthcare | 0.92% | 5,094 | +2,159 | +73.56% | $1,107,946 |
| HEALTHPEAK PROPERTIES INC | DOC | Real Estate | 0.90% | 66,305 | +2,974 | +4.70% | $1,089,384 |
| ONEOK INC NEW | OKE | Energy | 0.89% | 11,914 | +542 | +4.77% | $1,076,862 |
| SOUTHERN CO | SO | Utilities | 0.88% | 10,977 | +423 | +4.01% | $1,059,524 |
| ELI LILLY & CO | LLY | Healthcare | 0.88% | 1,151 | -497 | -30.16% | $1,058,203 |
| GE VERNOVA INC | GEV | Utilities | 0.85% | 1,175 | +38 | +3.34% | $1,025,975 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.82% | 2,944 | -1,079 | -26.82% | $994,813 |
| ISHARES TR | EFA | Other | 0.80% | 9,954 | - | - | $966,863 |
| ORACLE CORP | ORCL | Technology | 0.80% | 6,529 | +509 | +8.46% | $960,532 |
| ALPHABET INC | GOOG | Communication Services | 0.78% | 3,263 | -282 | -7.95% | $936,055 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.77% | 2,759 | -53 | -1.88% | $932,105 |
| WALMART INC | WMT | Consumer Defensive | 0.76% | 7,358 | -978 | -11.73% | $914,445 |
| SPDR SERIES TRUST | SPMB | Other | 0.74% | 39,907 | +4,584 | +12.98% | $893,510 |
| VANGUARD INDEX FDS | VOE | Other | 0.74% | 4,835 | - | - | $890,994 |
| AGNC INVT CORP | AGNC | Real Estate | 0.74% | 88,794 | +88,794 | +100.00% | $890,603 |
| VANGUARD INDEX FDS | VO | Other | 0.72% | 3,036 | - | - | $871,878 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.71% | 15,934 | - | - | $861,233 |
| SPDR SERIES TRUST | SPSM | Other | 0.70% | 17,372 | +1,062 | +6.51% | $839,399 |
| CORNING INC | GLW | Technology | 0.69% | 6,130 | +683 | +12.54% | $833,512 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.66% | 17,527 | -247 | -1.39% | $800,109 |
| PFIZER INC | PFE | Healthcare | 0.63% | 27,037 | +1,546 | +6.06% | $759,186 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.63% | 3,111 | +204 | +7.02% | $754,025 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.59% | 4,867 | +523 | +12.04% | $711,948 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.58% | 3,289 | +125 | +3.95% | $694,943 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.57% | 1,482 | +75 | +5.33% | $683,197 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.57% | 624 | +18 | +2.97% | $682,740 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.56% | 1,417 | -8 | -0.56% | $679,027 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.56% | 4,097 | +4,097 | +100.00% | $677,330 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.52% | 8,291 | +2,543 | +44.24% | $624,364 |
| SPDR SERIES TRUST | SPIB | Other | 0.50% | 18,159 | +2,211 | +13.86% | $609,058 |
| CATERPILLAR INC | CAT | Industrials | 0.49% | 836 | +75 | +9.86% | $592,419 |
| INTERNATIONAL PAPER CO | IP | Consumer Cyclical | 0.46% | 15,544 | +15,544 | +100.00% | $554,908 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.46% | 7,000 | - | - | $554,890 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.45% | 10,800 | - | - | $546,588 |
| VANGUARD INDEX FDS | VB | Other | 0.44% | 2,018 | - | - | $528,555 |
| PERRIGO CO PLC | G97822103 | Other | 0.43% | 47,978 | +47,978 | +100.00% | $515,289 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.42% | 6,500 | - | - | $509,665 |
| ISHARES TR | IJT | Other | 0.42% | 3,464 | - | - | $501,276 |
| BLUE OWL CAPITAL INC | OWL | Financial Services | 0.41% | 54,387 | +4,649 | +9.35% | $496,548 |
| EMERSON ELEC CO | EMR | Industrials | 0.40% | 3,727 | -312 | -7.72% | $488,252 |
| ISHARES TR | IGSB | Other | 0.40% | 9,200 | - | - | $483,552 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.38% | 9,898 | +109 | +1.11% | $464,335 |
| TARGET CORP | TGT | Consumer Defensive | 0.38% | 3,776 | -138 | -3.53% | $457,670 |
| ISHARES TR | IBDS | Other | 0.37% | 18,500 | +3,500 | +23.33% | $448,440 |
| ISHARES TR | IBDU | Other | 0.37% | 19,000 | +9,000 | +90.00% | $441,940 |
| ISHARES TR | IBDT | Other | 0.36% | 17,000 | +4,000 | +30.77% | $430,610 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.32% | 1,850 | -286 | -13.39% | $384,976 |
| ISHARES TR | IBDR | Other | 0.32% | 15,700 | - | - | $380,568 |
| MERCK & CO INC | MRK | Healthcare | 0.30% | 3,028 | -180 | -5.61% | $364,295 |
| AMGEN INC | AMGN | Healthcare | 0.28% | 975 | -25 | -2.50% | $343,166 |
| CISCO SYS INC | CSCO | Technology | 0.28% | 4,277 | +1 | +0.02% | $331,819 |
| PROLOGIS INC. | PLD | Real Estate | 0.27% | 2,471 | -262 | -9.59% | $326,575 |
| SPDR SERIES TRUST | SPYD | Other | 0.23% | 6,102 | +6,102 | +100.00% | $277,762 |
| SPDR SERIES TRUST | SLYG | Other | 0.23% | 2,872 | +262 | +10.04% | $277,450 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.23% | 459 | - | - | $277,412 |
| ISHARES TR | DIVB | Other | 0.23% | 5,074 | +1,233 | +32.10% | $273,732 |
| AT&T INC | T | Communication Services | 0.23% | 9,436 | -36,634 | -79.52% | $273,542 |
| MEDTRONIC PLC | MDT | Other | 0.22% | 3,102 | -237 | -7.10% | $268,785 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.20% | 1,238 | -128 | -9.37% | $243,709 |
| GALAXY DIGITAL INC. | GLXY | Other | 0.20% | 13,000 | +2,000 | +18.18% | $239,850 |
| ISHARES TR | TIP | Other | 0.19% | 2,100 | - | - | $231,756 |
| MARA HOLDINGS INC | MARA | Financial Services | 0.07% | 10,000 | - | - | $81,600 |
| XTANT MED HLDGS INC | XTNT | Healthcare | 0.05% | 103,000 | - | - | $57,474 |
| DEFI TECHNOLOGIES INC | DEFTF | Other | 0.03% | 60,000 | - | - | $33,150 |