Wiregrass Investment Management LLC Top Holdings and 13F Report (2026) About Wiregrass Investment Management LLCInvestment ActivityWiregrass Investment Management LLC has $146.75 million in total holdings as of June 30, 2026.Wiregrass Investment Management LLC owns shares of 113 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 17.43% of the portfolio was purchased this quarter.About 11.12% of the portfolio was sold this quarter.This quarter, Wiregrass Investment Management LLC has purchased 96 new stocks and bought additional shares in 62 stocks.Wiregrass Investment Management LLC sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $9,093,767NVIDIA $8,883,332Flowers Foods $7,652,042Broadcom $5,995,431Alphabet $5,890,719 Largest New Holdings this Quarter 01609W102 - Alibaba Group $2,018,572 Holding747525103 - Qualcomm $1,354,339 Holding512807306 - LAM RESEARCH CORP $1,023,097 Holding958102105 - Western Digital $739,627 Holding46429B697 - iShares MSCI USA Min Vol Factor ETF $501,152 Holding Largest Purchases this Quarter Flowers Foods 750,970 shares (about $5.93M)Alibaba Group 21,031 shares (about $2.02M)Qualcomm 7,329 shares (about $1.35M)PRINCIPAL FINANCIAL GROUP IN 10,268 shares (about $1.11M)LAM RESEARCH CORP 2,361 shares (about $1.02M) Largest Sales this Quarter UnitedHealth Group 21,698 shares (about $9.02M)JPMorgan Chase & Co. 8,087 shares (about $2.65M)GE Aerospace 3,681 shares (about $1.38M)Corning 4,413 shares (about $1.13M)Caterpillar 221 shares (about $235.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWiregrass Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,093,767$408,289 â–²4.7%31,4276.2%TechnologyNVDANVIDIA$8,883,332$533,636 â–²6.4%44,3976.1%TechnologyFLOFlowers Foods$7,652,042$5,932,662 â–²345.0%968,6135.2%Consumer StaplesAVGOBroadcom$5,995,431$172,626 â–²3.0%15,8724.1%TechnologyGOOGLAlphabet$5,890,719$107,208 â–²1.9%16,4844.0%Communication ServicesMSFTMicrosoft$4,926,147$170,845 â–²3.6%13,2063.4%TechnologyAMZNAmazon.com$4,688,627$88,186 â–²1.9%19,6723.2%Consumer DiscretionarySPYGSPDR Portfolio S&P 500 Growth ETF$3,621,895$360,060 â–²11.0%30,4392.5%ETFMUMicron Technology$3,265,677$80,805 â–²2.5%2,8292.2%TechnologyPRINCIPAL FINANCIAL GROUP IN$2,664,068$1,106,669 â–²71.1%24,7181.8%COMMAMastercard$2,372,751$87,309 â–²3.8%4,6201.6%FinanceTSLATesla$2,366,298$386,532 â–²19.5%5,6261.6%Consumer DiscretionaryFASTFastenal$2,199,603$887,103 â–²67.6%45,7971.5%IndustrialsCMICummins$2,151,321$15,693 â–²0.7%3,0161.5%IndustrialsJNJJohnson & Johnson$2,150,965$345,668 â–²19.1%8,4691.5%HealthcareSPYVSPDR Portfolio S&P 500 Value ETF$2,098,982$74,894 â–²3.7%34,5281.4%ETFCVXChevron$2,050,973$39,949 â–²2.0%12,3731.4%EnergyBABAAlibaba Group$2,018,572$2,018,572 â–²New Holding21,0311.4%Consumer DiscretionaryMSMorgan Stanley$1,991,308$45,571 â–²2.3%9,5261.4%FinanceTFCTruist Financial$1,987,326$153,894 â–¼-7.2%39,8901.4%FinanceMETAMeta Platforms$1,870,942$91,801 â–²5.2%3,3221.3%Communication ServicesHDHome Depot$1,754,174$87,109 â–¼-4.7%4,9741.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,743,655$337,651 â–²24.0%3,6511.2%TechnologyJPMJPMorgan Chase & Co.$1,652,977$2,647,054 â–¼-61.6%5,0501.1%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$1,628,940$516,104 â–²46.4%57,3771.1%ETFIRMIron Mountain$1,611,704$4,042 â–²0.3%12,7601.1%Real EstateGE VERNOVA INC$1,478,606$98,652 â–²7.1%1,2591.0%COMLLYEli Lilly and Company$1,435,839$55,178 â–²4.0%1,1971.0%HealthcareHEALTHPEAK PROPERTIES INC$1,426,982$8,068 â–²0.6%66,6821.0%COMQCOMQualcomm$1,354,339$1,354,339 â–²New Holding7,3290.9%TechnologyPEGPublic Service Enterprise Group$1,346,043$23,536 â–²1.8%16,5850.9%UtilitiesABBVAbbVie$1,334,298$52,345 â–²4.1%5,3020.9%HealthcareMMM3M$1,327,973$30,763 â–²2.4%8,2020.9%IndustrialsMOAltria Group$1,278,841$34,752 â–²2.8%17,7740.9%Consumer StaplesCOSTCostco Wholesale$1,276,331$33,686 â–²2.7%1,3640.9%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,230,937$229,071 â–²22.9%21,3440.8%ETFUNHUnitedHealth Group$1,190,685$9,017,621 â–¼-88.3%2,8650.8%HealthcareGOOGAlphabet$1,153,172$353 â–²0.0%3,2640.8%Communication ServicesCRMSalesforce$1,119,622$83,811 â–¼-7.0%7,1470.8%TechnologyMCDMcDonald's$1,099,696$35,683 â–²3.4%4,0680.7%Consumer DiscretionarySOSouthern$1,072,797$22,204 â–²2.1%11,2090.7%UtilitiesOKEONEOK$1,058,242$22,431 â–²2.2%12,1720.7%EnergyLAM RESEARCH CORP$1,023,097$1,023,097 â–²New Holding2,3610.7%COM NEWEFAiShares MSCI EAFE ETF$1,013,430$20,568 â–¼-2.0%9,7560.7%ETFAGNCAGNC Investment$1,001,822$33,965 â–²3.5%91,9100.7%FinanceORCLOracle$975,507$18,757 â–²2.0%6,6570.7%TechnologyVOVanguard Mid-Cap ETF$958,300$713,689 â–²291.8%11,8940.7%ETFVOEVanguard Mid-Cap Value ETF$935,636$19,760 â–¼-2.1%4,7350.6%ETFVWOVanguard FTSE Emerging Markets ETF$931,343$19,757 â–¼-2.1%15,6030.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$930,942$323,352 â–²53.2%27,8230.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$900,989$17,788 â–²2.0%17,8800.6%ETFMPWRMonolithic Power Systems$880,171$17,963 â–²2.1%6370.6%TechnologyIBMInternational Business Machines$843,976$30,935 â–¼-3.5%3,0010.6%TechnologyWALMART INC$836,770$3,398 â–²0.4%7,3880.6%COMSPYDSPDR Portfolio S&P 500 High Dividend ETF$811,970$520,846 â–²178.9%17,0190.6%ETFCAHCardinal Health$810,398$28,985 â–²3.7%3,4110.6%HealthcareSPMBSPDR Portfolio Mortgage Backed Bond ETF$785,679$104,658 â–¼-11.8%35,2160.5%ETFPMPhilip Morris International$775,555$34,373 â–²4.6%4,2870.5%Consumer StaplesBRK.BBerkshire Hathaway$763,097$54,042 â–²7.6%1,5250.5%FinanceLYBLyondellBasell Industries$758,495$9,319 â–²1.2%14,4060.5%MaterialsWDCWestern Digital$739,627$739,627 â–²New Holding1,1580.5%TechnologyDIVBiShares Core Dividend ETF$699,885$387,333 â–²123.9%11,3620.5%ETFGEGE Aerospace$672,373$1,375,767 â–¼-67.2%1,7990.5%IndustrialsCATCaterpillar$655,183$235,440 â–¼-26.4%6150.4%IndustrialsPFEPfizer$644,351$6,694 â–¼-1.0%26,7590.4%HealthcareOMCOmnicom Group$627,398$23,596 â–²3.9%8,6150.4%Communication ServicesISRGIntuitive Surgical$623,552$34,200 â–²5.8%1,5680.4%HealthcareVBVanguard Small-Cap ETF$615,147$3,335 â–²0.5%2,0290.4%ETFPALANTIR TECHNOLOGIES INC$606,561$38,734 â–²6.8%5,1990.4%CL AIJTiShares S&P Small-Cap 600 Growth ETF$606,347$12,323 â–¼-2.0%3,3950.4%ETFIPInternational Paper$581,194$11,049 â–¼-1.9%15,2540.4%MaterialsVCSHVanguard Short-Term Corporate Bond ETF$553,2100.0%7,0000.4%ETFJPSTJPMorgan Ultra-Short Income ETF$544,639$1,517 â–¼-0.3%10,7700.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$526,356$13,826 â–²2.7%10,1650.4%ETFPRGOPerrigo$523,377$24,884 â–²5.0%50,3730.4%HealthcareBSVVanguard Short-Term Bond ETF$506,4150.0%6,5000.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$501,152$501,152 â–²New Holding5,1950.3%ETFCSCOCisco Systems$493,177$9,161 â–¼-1.8%4,1990.3%TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$492,870$150,708 â–²44.0%4,1370.3%ETFSLYVSPDR S&P 600 Small Cap Value ETF$492,167$492,167 â–²New Holding4,5110.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$482,1720.0%9,2000.3%ETFEMREmerson Electric$471,610$61,832 â–¼-11.6%3,2950.3%IndustrialsPNCThe PNC Financial Services Group$463,682$8,126 â–²1.8%1,8830.3%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$448,0700.0%18,5000.3%ETFDVYEiShares Emerging Markets Dividend ETF$447,159$447,159 â–²New Holding13,8740.3%ETFOWLBlue Owl Capital$446,536$29,357 â–¼-6.2%51,0320.3%FinanceGOLDMAN SACHS ETF TR$444,163$444,163 â–²New Holding7,9930.3%S&P 500 PREMIUMIBDUiShares iBonds Dec 2029 Term Corporate ETF$440,0400.0%19,0000.3%ETFGLWCorning$438,547$1,127,145 â–¼-72.0%1,7170.3%TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$429,2500.0%17,0000.3%ETFLMTLockheed Martin$425,063$191,125 â–²81.7%8340.3%IndustrialsFGDFirst Trust Dow Jones Global Select Dividend Index Fund$423,055$423,055 â–²New Holding13,2250.3%ETFGALAXY DIGITAL INC.$382,760$27,340 â–²7.7%14,0000.3%CL AIBDRiShares iBonds Dec 2026 Term Corporate ETF$380,4110.0%15,7000.3%ETFAMDAdvanced Micro Devices$357,842$357,842 â–²New Holding6160.2%TechnologyPLDPrologis$339,946$5,149 â–²1.5%2,5090.2%Real EstateMRKMerck & Co., Inc.$328,837$60,268 â–¼-15.5%2,5590.2%HealthcareTAT&T$296,445$101,120 â–²51.8%14,3210.2%Communication ServicesNXPINXP Semiconductors$291,490$56,499 â–¼-16.2%1,0370.2%TechnologySANDISK CORP$286,490$286,490 â–²New Holding1260.2%COMShowing largest 100 holdings. 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