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Wiregrass Investment Management LLC Top Holdings and 13F Report (2026)

About Wiregrass Investment Management LLC

Investment Activity

  • Wiregrass Investment Management LLC has $120.64 million in total holdings as of March 31, 2026.
  • Wiregrass Investment Management LLC owns shares of 96 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 10.55% of the portfolio was purchased this quarter.
  • About 6.22% of the portfolio was sold this quarter.
  • This quarter, Wiregrass Investment Management LLC has purchased 98 new stocks and bought additional shares in 53 stocks.
  • Wiregrass Investment Management LLC sold shares of 21 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$7,617,732
NVIDIA
$7,277,775
Broadcom
$4,771,077
Microsoft
$4,719,007

Largest New Holdings this Quarter

78464A409 - SPDR Portfolio S&P 500 Growth ETF
$2,683,988 Holding
00123Q104 - AGNC Investment
$890,603 Holding
718172109 - Philip Morris International
$677,330 Holding
460146103 - International Paper
$554,908 Holding
G97822103 - Perrigo
$515,289 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF
27,413 shares (about $2.68M)
AGNC Investment
88,794 shares (about $890.60K)
Mastercard
1,479 shares (about $739.00K)
Philip Morris International
4,097 shares (about $677.33K)
GE Aerospace
2,221 shares (about $630.28K)

Largest Sales this Quarter

LyondellBasell Industries
18,795 shares (about $1.51M)
AT&T
36,634 shares (about $1.06M)
Cummins
1,594 shares (about $857.72K)
Eli Lilly and Company
497 shares (about $456.93K)
Taiwan Semiconductor Manufacturing
1,079 shares (about $364.61K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWiregrass Investment Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$7,617,732$456,313 â–²6.4%30,0166.3%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,277,775$83,538 â–²1.2%41,7306.0%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$6,646,391$2,165 â–¼0.0%24,5635.5%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$4,771,077$163,111 â–¼-3.3%15,4154.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$4,719,007$551,563 â–²13.2%12,7483.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,653,725$132,273 â–²2.9%16,1843.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,020,030$188,068 â–²4.9%19,3023.3%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,864,511$20,298 â–²0.5%13,1373.2%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,683,988$2,683,988 â–²New Holding27,4132.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$2,510,125$64,760 â–²2.6%12,1322.1%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$2,223,497$739,000 â–²49.8%4,4501.8%Business Services
Truist Financial Corporation stock logo
TFC
Truist Financial
$1,975,731$68,081 â–²3.6%42,9791.6%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,883,900$134,548 â–²7.7%33,2961.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,807,574$127,028 â–²7.6%3,1591.5%Computer and Technology
Flowers Foods, Inc. stock logo
FLO
Flowers Foods
$1,773,796$256,636 â–²16.9%217,6431.5%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$1,749,841$202,977 â–²13.1%4,7071.5%Auto/Tires/Trucks
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,737,506$55,000 â–²3.3%7,1081.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,717,019$85,835 â–²5.3%5,2211.4%Retail/Wholesale
Cummins Inc. stock logo
CMI
Cummins
$1,611,042$857,716 â–¼-34.7%2,9941.3%Auto/Tires/Trucks
GE Aerospace stock logo
GE
GE Aerospace
$1,555,131$630,282 â–²68.1%5,4801.3%Aerospace
Morgan Stanley stock logo
MS
Morgan Stanley
$1,531,788$61,713 â–²4.2%9,3081.3%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$1,434,046$584,110 â–²68.7%7,6821.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,323,083$58,782 â–²4.6%1,3281.1%Retail/Wholesale
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$1,319,065$56,664 â–²4.5%16,2951.1%Utilities
PRINCIPAL FINANCIAL GROUP IN
$1,302,049$83,800 â–²6.9%14,4501.1%COM
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$1,300,026$45,350 â–²3.6%12,7281.1%Business Services
Fastenal Company stock logo
FAST
Fastenal
$1,267,983$88,393 â–²7.5%27,3271.1%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$1,223,359$60,608 â–²5.2%3,9361.0%Retail/Wholesale
3M Company stock logo
MMM
3M
$1,163,520$60,558 â–²5.5%8,0121.0%Multi-Sector Conglomerates
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$1,146,263$1,514,092 â–¼-56.9%14,2291.0%Basic Materials
Altria Group, Inc. stock logo
MO
Altria Group
$1,141,001$205,487 â–¼-15.3%17,2910.9%Consumer Staples
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,123,422$121,806 â–²12.2%39,1980.9%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,107,946$469,583 â–²73.6%5,0940.9%Medical
HEALTHPEAK PROPERTIES INC
$1,089,384$48,862 â–²4.7%66,3050.9%COM
ONEOK, Inc. stock logo
OKE
ONEOK
$1,076,862$48,989 â–²4.8%11,9140.9%Energy
Southern Company (The) stock logo
SO
Southern
$1,059,524$40,829 â–²4.0%10,9770.9%Utilities
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,058,203$456,930 â–¼-30.2%1,1510.9%Medical
GE VERNOVA INC
$1,025,975$33,180 â–²3.3%1,1750.9%COM
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$994,813$364,607 â–¼-26.8%2,9440.8%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$966,8630.0%9,9540.8%Finance
Oracle Corporation stock logo
ORCL
Oracle
$960,532$74,883 â–²8.5%6,5290.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$936,055$80,897 â–¼-8.0%3,2630.8%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$932,105$17,906 â–¼-1.9%2,7590.8%Computer and Technology
WALMART INC
$914,445$121,545 â–¼-11.7%7,3580.8%COM
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$893,510$102,635 â–²13.0%39,9070.7%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$890,9940.0%4,8350.7%ETF
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
$890,603$890,603 â–²New Holding88,7940.7%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$871,8780.0%3,0360.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$861,2330.0%15,9340.7%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$839,399$51,315 â–²6.5%17,3720.7%ETF
Corning Incorporated stock logo
GLW
Corning
$833,512$92,869 â–²12.5%6,1300.7%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$800,109$11,276 â–¼-1.4%17,5270.7%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$759,186$43,411 â–²6.1%27,0370.6%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$754,025$49,444 â–²7.0%3,1110.6%Computer and Technology
PALANTIR TECHNOLOGIES INC
$711,948$76,505 â–²12.0%4,8670.6%CL A
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$694,943$26,412 â–²4.0%3,2890.6%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$683,197$34,575 â–²5.3%1,4820.6%Medical
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$682,740$19,694 â–²3.0%6240.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$679,027$3,834 â–¼-0.6%1,4170.6%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$677,330$677,330 â–²New Holding4,0970.6%Consumer Staples
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$624,364$191,504 â–²44.2%8,2910.5%Business Services
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$609,058$74,158 â–²13.9%18,1590.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$592,419$53,148 â–²9.9%8360.5%Industrials
International Paper Company stock logo
IP
International Paper
$554,908$554,908 â–²New Holding15,5440.5%Basic Materials
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$554,8900.0%7,0000.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$546,5880.0%10,8000.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$528,5550.0%2,0180.4%ETF
Perrigo Company plc stock logo
PRGO
Perrigo
$515,289$515,289 â–²New Holding47,9780.4%Medical
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$509,6650.0%6,5000.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$501,2760.0%3,4640.4%ETF
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$496,548$42,445 â–²9.3%54,3870.4%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$488,252$40,873 â–¼-7.7%3,7270.4%Industrials
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$483,5520.0%9,2000.4%Manufacturing
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$464,335$5,113 â–²1.1%9,8980.4%ETF
Target Corporation stock logo
TGT
Target
$457,670$16,726 â–¼-3.5%3,7760.4%Retail/Wholesale
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$448,440$84,840 â–²23.3%18,5000.4%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$441,940$209,340 â–²90.0%19,0000.4%ETF
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$430,610$101,320 â–²30.8%17,0000.4%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$384,976$59,515 â–¼-13.4%1,8500.3%Finance
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$380,5680.0%15,7000.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$364,295$21,656 â–¼-5.6%3,0280.3%Medical
Amgen Inc. stock logo
AMGN
Amgen
$343,166$8,799 â–¼-2.5%9750.3%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$331,819$78 â–²0.0%4,2770.3%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$326,575$34,627 â–¼-9.6%2,4710.3%Finance
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$277,762$277,762 â–²New Holding6,1020.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$277,450$25,311 â–²10.0%2,8720.2%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$277,4120.0%4590.2%Aerospace
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$273,732$66,518 â–²32.1%5,0740.2%ETF
AT&T Inc. stock logo
T
AT&T
$273,542$1,061,990 â–¼-79.5%9,4360.2%Computer and Technology
Medtronic PLC stock logo
MDT
Medtronic
$268,785$20,536 â–¼-7.1%3,1020.2%Medical
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$243,709$25,198 â–¼-9.4%1,2380.2%Computer and Technology
GALAXY DIGITAL INC.
$239,850$36,900 â–²18.2%13,0000.2%CL A
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$231,7560.0%2,1000.2%ETF
Marathon Digital Holdings, Inc. stock logo
MARA
Marathon Digital
$81,6000.0%10,0000.1%Finance
Xtant Medical Holdings, Inc. stock logo
XTNT
Xtant Medical
$57,4740.0%103,0000.0%Medical
DEFI TECHNOLOGIES INC
$33,1500.0%60,0000.0%COM
Netflix, Inc. stock logo
NFLX
Netflix
$0$484,188 â–¼-100.0%00.0%Consumer Discretionary
Insmed, Inc. stock logo
INSM
Insmed
$0$435,100 â–¼-100.0%00.0%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$306,136 â–¼-100.0%00.0%Finance
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$0$276,808 â–¼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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