Wiregrass Investment Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Wiregrass Investment Management Llc disclosed 111 stock positions valued at approximately $146.75M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and FLOWERS FOODS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 111
- Portfolio Value
- $146.75M
Holdings by Sector
Wiregrass Investment Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.20% | 31,427 | +1,411 | +4.70% | $9,093,767 |
| NVIDIA CORPORATION | NVDA | Technology | 6.05% | 44,397 | +2,667 | +6.39% | $8,883,332 |
| FLOWERS FOODS INC | FLO | Consumer Defensive | 5.21% | 968,613 | +750,970 | +345.05% | $7,652,042 |
| BROADCOM INC | AVGO | Technology | 4.09% | 15,872 | +457 | +2.96% | $5,995,431 |
| ALPHABET INC | GOOGL | Communication Services | 4.01% | 16,484 | +300 | +1.85% | $5,890,719 |
| MICROSOFT CORP | MSFT | Technology | 3.36% | 13,206 | +458 | +3.59% | $4,926,147 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.19% | 19,672 | +370 | +1.92% | $4,688,627 |
| SPDR SERIES TRUST | SPYG | Other | 2.47% | 30,439 | +3,026 | +11.04% | $3,621,895 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.23% | 2,829 | +70 | +2.54% | $3,265,677 |
| PRINCIPAL FINANCIAL GROUP IN | PFG | Financial Services | 1.82% | 24,718 | +10,268 | +71.06% | $2,664,068 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.62% | 4,620 | +170 | +3.82% | $2,372,751 |
| TESLA INC | TSLA | Consumer Cyclical | 1.61% | 5,626 | +919 | +19.52% | $2,366,298 |
| FASTENAL CO | FAST | Industrials | 1.50% | 45,797 | +18,470 | +67.59% | $2,199,603 |
| CUMMINS INC | CMI | Industrials | 1.47% | 3,016 | +22 | +0.73% | $2,151,321 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.47% | 8,469 | +1,361 | +19.15% | $2,150,965 |
| SPDR SERIES TRUST | SPYV | Other | 1.43% | 34,528 | +1,232 | +3.70% | $2,098,982 |
| CHEVRON CORPORATION | CVX | Energy | 1.40% | 12,373 | +241 | +1.99% | $2,050,973 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 1.38% | 21,031 | +19,200 | +1048.61% | $2,018,572 |
| MORGAN STANLEY | MS | Financial Services | 1.36% | 9,526 | +218 | +2.34% | $1,991,308 |
| TRUIST FINL CORP | TFC | Financial Services | 1.35% | 39,890 | -3,089 | -7.19% | $1,987,326 |
| META PLATFORMS INC | META | Communication Services | 1.27% | 3,322 | +163 | +5.16% | $1,870,942 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.20% | 4,974 | -247 | -4.73% | $1,754,174 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.19% | 3,651 | +707 | +24.01% | $1,743,655 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.13% | 5,050 | -8,087 | -61.56% | $1,652,977 |
| SPDR SERIES TRUST | SPTI | Other | 1.11% | 57,377 | +18,179 | +46.38% | $1,628,940 |
| IRON MTN INC DEL | IRM | Real Estate | 1.10% | 12,760 | +32 | +0.25% | $1,611,704 |
| GE VERNOVA INC | GEV | Utilities | 1.01% | 1,259 | +84 | +7.15% | $1,478,606 |
| ELI LILLY & CO | LLY | Healthcare | 0.98% | 1,197 | +46 | +4.00% | $1,435,839 |
| HEALTHPEAK PROPERTIES INC | DOC | Real Estate | 0.97% | 66,682 | +377 | +0.57% | $1,426,982 |
| QUALCOMM INC | QCOM | Technology | 0.92% | 7,329 | +5,711 | +352.97% | $1,354,339 |
Showing 30 of 111 holdings in the latest reporting period.